Macro Hive Conversations With Bilal Hafeez
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Macro Hive Conversations With Bilal Hafeez
We talk economics and markets with leading policymakers and investors.
Nedavne epizode
294 epizoda
Ep. 334: Mark Farrington on Dollar Dominance, China's Gold Play and Crisis Catalysts
Mark Farrington is a Global Macro and Geopolitical Strategist and author of the 'Watchtower Reports,' which cover topics ranging from geopolitical ris...
Ep. 333: David Samra on Value Investing, AI Returns, and Bad Management Teams
David Samra is a managing director of Artisan Partners – the $180bn global multi-asset investment platform. He is founding partner of the Internationa...
Ep. 332: Miguel Gutierrez on Argentina's Transformation, Latin American Opportunities, and Private Market Arbitrage.
Miguel Gutiérrez is a Partner and Head of Private Markets, at The Rohatyn Group (TRG) - a global asset manager that specialises in emerging markets an...
Ep. 331: Gordon Hanson on US Manufacturing Fetishisation, Job Loss, and the Middle Class
Gordon Hanson is the Peter Wertheim Professor in Urban Policy at Harvard Kennedy School and Academic Dean for Strategy and Engagement at Harvard Kenne...
Ep. 330: Paul Cavey on US-China Trade War, Japan Politics and Taiwan Imbalances
Paul Cavey is a China-focused Asia economist with twenty-five years of experience covering the region. He runs East Asia Econ. Previously, he was a ma...
Ep. 329: Shiloh Bates on CLO Risks, Private Credit and Macro Read-Through
Shiloh Bates is a Partner and Chief Investment Officer. Prior to that, he was a Managing Director at Benefit Street Partners. During his 20-year caree...
Ep. 328: Diane Coyle on GDP, Digital Gaps and Invisible AI Economy
Diane Coyle is the Bennett Professor of Public Policy at the University of Cambridge. She is the Research Director at the Bennett School of Public Pol...
Ep. 327: Ryan Hass on China’s Patient Power Play, and US-China Relations
Ryan Hass is director of the John L. Thornton China Center and the Chen-Fu and Cecilia Yen Koo Chair in Taiwan Studies at Brookings. He is also a seni...
Ep. 326: Jon Turek on Fed Cuts, Recession Risks and Political Risks
Jon Turek is the founder and CEO of JST Advisors, a hedge fund advisory service that publishes a weekly research note with global macro trade ideas. J...
Ep. 325: Chris Hughes on Misunderstood Fed Chairs, Fed Balance Sheet and Offshore Dollars
Chris Hughes is an economist and author who now serves as Chair of the Economic Security Project, a leading nonprofit advocating for economic power fo...
Ep. 324: Alberto Gallo on Western Debt Crisis, Real Assets and US Surprises
Alberto Gallo is Chief Investment Officer and Co-founder at Andromeda Capital Management. Prior to that, Alberto initiated and ran the Global Credit O...
Ep. 323: Jonathan Xiong on China, Dollar and Using AI in Asset Management
Jonathan Xiong is the founder and CEO/CIO of Arrowpoint Investment Partners, a new Asia-focused hedge fund. Prior to starting Arrowpoint, Jonathan was...
Ep. 322: Rerelease – Adam Frank on Aliens, AI and Climate Collapse
Adam Frank is a professor of astrophysics at the University of Rochester. A self-described 'evangelist of science,' Adam regularly writes and speaks a...
Ep. 321: Antonio Del Favero on Favourite Rates Trades, Fed and Dollar
Antonio Del Favero is a macro strategist at Macro Hive. He focuses mainly on the US economy and G3 rates markets. Formerly, he worked at various macro...
Ep. 320: Dominique Dwor-Frecaut on Weak US Growth, Fed Independence and AI Impact
Dominique Dwor-Frecaut is the Chief US economist and macro strategist for Macro Hive and is based in Los Angeles. Before that, she worked at various h...
Ep. 319: Phil Suttle on Slowing US, Delayed Tariff Impacts and China Investment
Phil is the founder of Suttle Economics – a leading research consultancy. Before that, he held senior roles at Tudor, the Institute of International F...
Ep. 318: Brad Setser on Trump Tariffs, China’s Surging Surplus and Dollar Policy
Brad Setser is the Whitney Shepardson senior fellow at the Council on Foreign Relations. His expertise includes global trade and capital flows, financ...
Ep. 317: George Selgin on Trump Tariffs, Fed Independence and Dollar Vulnerability
George Selgin is a senior fellow and director emeritus of the Center for Monetary and Financial Alternatives at the Cato Institute and professor emeri...
Ep. 316: Kyle Keane on AI, Forecasting and Turning Blind
Dr. Kyle Keane is a Senior Lecturer in Assistive Technologies at the University of Bristol, where he leads research at the intersection of artificial...
Ep. 315: Keyu Jin on What Everyone Gets Wrong on China
Keyu Jin is a global economist and author. She is an academic member of the China Finance 40 Group and has worked with the World Bank, the IMF, and th...
Ep. 314: Marvin Barth on Trump’s US Resurgence, No Fed Cuts and Dire Europe
Marvin Barth is the creator of Thematic Markets and 'Seriously, Marvin?!' Thematic Markets is rigorous, institutional-quality research aimed at market...
Ep. 313: Tom Montag on the Undiscovered Potential of Carbon Markets
Tom Montag is the founding Chief Executive Officer of Rubicon Carbon. Tom has over 20 years of experience in financial markets. Previously, he was the...
Ep. 312: Deepak Gurnani on Five Steps for Using AI in Investing
Deepak Gurnani is the Founder and Managing Partner of Versor Investments. He is the former CIO of Investcorp's Hedge Fund Group and was one of its fou...
Ep. 311: Ralph Sueppel on Quant Trading Macro the Right Way
Ralph Sueppel is Managing Director for Research and Trading Strategies at Macrosynergy. Previously, he was an Executive Member and Portfolio Manager a...
Ep. 310: Helen Thomas on Trump’s Controlled Demolition Strategy
Helen Thomas is the CEO of Blonde Money, an independent consultancy firm that analyses and monitors mispriced risks in financial markets in the US, UK...
Ep. 309: Adam Frank on Aliens, AI and Climate Collapse
Adam Frank is a professor of astrophysics at the University of Rochester. A self-described 'evangelist of science,' Adam regularly writes and speaks a...
Ep. 308: Tobias Harris on Why Japan Matters
Tobias Harris is the Founder and Principal of Japan Foresight LLC. He has observed Japan as a political risk analyst at Teneo Intelligence and as a re...
Ep. 307: Michael Sandel on Populism, Saving Democracy, and Tyranny of Merit
Michael Sandel teaches political philosophy at Harvard University. His writings – on justice, ethics, democracy, and markets – have been translated in...
Ep. 306: Ken Rogoff on Dollar Decline, Debt Worries and Fed Independence
Kenneth Rogoff is Maurits C. Boas Professor at Harvard University, and former chief economist at the IMF. He has long ranked among the top dozen most...
Ep. 305: James van Geelen on ‘Haves vs Have Nots’ Theme, AI and Tariffs
James van Geelen, founder of Citrini Research, which specializes in illuminating and demystifying the transformative 'megatrends' poised to shape soci...
Ep. 304: Zongyuan Zoe Liu on Calculated China vs Unpredictable US
Zongyuan Zoe Liu is a senior fellow for China studies at the Council on Foreign Relations (CFR). Her work focuses on international political economy,...
Ep. 303: Mirza Baig on Trump’s Trade Strategy, China Risks and Canada’s Dilemma
Mirza has a track record of 20 years in the field of researching and trading global foreign exchange. His methodology is built on comprehensive resear...
Ep. 302: Vania Stavrakeva on Macro News, Investor Flows and Trading Markets
Vania Stavrakeva is an Assistant Professor of Economics at the London Business School and has a PhD from Harvard. She has extensively studied exchange...
Ep. 301: Andrew Polk on China’s Bet on Tech Supremacy
Andrew Polk is the co-founder and head of economic research at Trivium China, a Beijing-based strategic advisory firm. Before founding Trivium, he was...
Ep. 300: Gary Gerstle on Decoding Trump: Power & Chaos (Live at Cambridge University)
Gary Gerstle is the Paul Mellon Professor of American History Emeritus and Paul Mellon Director of Research at the University of Cambridge. He is the...
Ep. 259: Thanos Papasavvas on Trump’s (Unsurprising) Geopolitical Shock
Thanos is the Founder and CIO of ABP Invest, which he founded in 2015. He began his career as an Economist for the UK Government Economic Service thro...
Ep. 258: Randy Schwimmer on Why Private Credit Is Performing
Randy Schwimmer is Vice Chairman of Churchill, where he oversees the Investor Solutions Group. Previously, he served as Co-Head of Senior Lending, res...
Ep. 257: Joe Lavorgna on Trump Supercharging US Growth
Joe Lavorgna is a Managing Director and Chief Economist for SMBC Nikko Securities. He was previously the Chief Economist for the Americas at Natixis....
Ep. 256: Max Stier on Trump Ripping Up Government
Max Stier is President and CEO of the Partnership for Public Service. The Partnership has been widely praised as a thought leader on federal governmen...
Ep. 255: Chris Johnson on Trump vs China
Chris Johnson spent nearly two decades at the CIA focusing on China and Asia. Today, Chris is the President and CEO of China Strategies Group. He also...