Macro Hive Conversations With Bilal Hafeez

By Bilal Hafeez

Business Investing

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We talk economics and markets with leading policymakers and investors.

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LAST EPISODE

Barry Eichengreen on Fixing...

09.22.2023

Barry Eichengreen, Professor of Economics and Political Science at the University of California, Berkeley, is a former senior policy adviser at the International Monetary Fund. He is the author of many books, including most recently “In Defense of Public Debt”. ...

Macro Hive Conversations With Bilal Hafeez episodes:

09.22.2023 Barry Eichengreen on Fixing the Debt Problem, Dollar Demise and Tech Impacts Barry Eichengreen, Professor of Economics and Political Science at the University of California, Berkeley, is a former senior policy adviser at the International Monetary Fund. He is the author of many books, including most recently “In Defense of Public Debt”. ...
09.15.2023 Phil Suttle on US Recession Risks, AI Impact, and BoJ to 1% Phil is the founder of Suttle Economics – a leading research consultancy. Before that, he held senior roles at Tudor, the Institute of International Finance (IIF), JP Morgan, Barclays, the New York Fed and World Bank. He was educated at ...
09.08.2023 Dominque Dwor-Frecaut on What Everyone Gets Wrong on Inflation, Recessions and Fed Policy Dominique Dwor-Frecaut is a Senior Macro Strategist for Macro Hive based in Los Angeles. She has been producing alpha-generating trade ideas in FX and rates in EM and G10 at established and startup macro hedge funds in the US since ...
09.01.2023 Mustafa Chowdhury on Fed Policy, US Industrial Policy and Housing Risks Mustafa is a rates guru and member of the research team at Macro Hive. Before this, Mustafa was the Head of Rates, FX, and Derivatives at Voya Investments, where he helped manage $40 billion of assets. Prior to that, he ...
08.25.2023 Professor Adrian Williams on Everything You Wanted to Know About Sleep [Replay] Dr. Adrian Williams is the UK’s first Professor of Sleep Medicine. Adrian graduated from University College, London, UK, and after a lectureship at The Cardiothoracic Institute, Brompton Hospital in 1975 took up an appointment at Harvard, Boston, USA, followed by ...
08.18.2023 Denise Shull on Emotions as a Dataset and Avoiding Investment Mistakes [Replay] Denise Shull is the Founder and CEO of ReThink. In that role, she uses neuroscience and modern psychoanalysis to help clients become successful in investing, trading, and leading teams. She has consulted on the development of Showtime’s BILLIONS, coached Olympic ...
08.11.2023 Michael Schrage on How Recommendation Engines Create Value Michael is a research fellow with the MIT Sloan School of Management's Initiative on the Digital Economy. His research focuses on the behavioural economics of models, prototypes, and metrics as for managing innovation risk and opportunity. He is author of ...
08.04.2023 Bill Bernstein On the Four Essentials To Investing Successfully Bill Bernstein is a neurologist turned investment advisor. He is also the author of several books, including The Intelligent Asset Allocator, The Four Pillars of Investing, If You Can: How Millennials Can Get Rich Slowly, and The Delusion of Crowds. ...
07.28.2023 Stephen Roach on US and China’s Accidental Conflict Stephen is a faculty member at Yale University and former chairman of Morgan Stanley Asia. He is the author of Unbalanced: The Codependency of America and China and most recently Accidental Conflict: America, China, and the Clash of False Narratives. ...
07.21.2023 Sebastian Mallaby on the Rise of Venture Capital and Their Impact on the World Sebastian is the Paul A. Volcker senior fellow for international economics at the Council on Foreign Relations (CFR). An experienced journalist and public speaker, Mallaby contributes to a variety of publications, including Foreign Affairs, the Atlantic, the Washington Post, and ...
07.14.2023 Peter Stella on Fed Losses, Backdoor Fiscal Stimulus and Credit Easing Peter Stella is former head of the Central Banking and Monetary and Foreign Exchange Operations Divisions at the IMF. Currently, he provides macroeconomic policy advice and research to central banks, governments, and private clients in Asia, Europe, the United States ...
07.07.2023 Trevor Greetham on Spike-Flation, Equities and Removing Biases Trevor Greetham is Head of Multi Asset at Royal London Asset Management - a £150bn fund. Prior to joining Royal London in 2015, Trevor was asset allocation director for Fidelity Worldwide Investment, where he was responsible for implementing tactical investment ...
06.30.2023 Sean McGould on Creating an Investing Edge, Hedge Funds and Inflation Opportunities Sean McGould – the founder/CEO of the Lighthouse Group – a $15bn investment management firm. Prior to Lighthouse, Sean was the Director of the Outside Trader Investment Program for Trout Trading Management Company. Before joining Trout, he worked for Price ...
06.23.2023 Bob Elliott on Bridgewater’s Success, US Inflation and Fed’s Error Bob Elliott is the Co-Founder of Unlimited, which uses machine learning to create index replication ETFs of alternative investments, like hedge funds. Prior to founding Unlimited, Bob was a Senior Investment Executive at Bridgewater Associates, where he served on the ...
06.15.2023 Martin Wolf on Why Capitalism and Democracy Need Each Other This episode is sponsored by Kalshi.Inc Martin Wolf is chief economics commentator at the Financial Times, London. He was awarded the CBE (Commander of the British Empire) in 2000 ‘for services to financial journalism.’ His latest book is ‘The Crisis ...
06.09.2023 Alberto Gallo on Investor Complacency, Crisis Risks and Fed’s Dilemma Alberto Gallo is Chief Investment Officer and Co-founder at Andromeda Capital Management. Prior to that, Alberto initiated and ran the Global Credit Opportunities fund at Algebris Investments. Previously, he ran macro credit research at RBS in London, and served in ...
06.02.2023 Deepak Gurnani on Building Winning Investment Strategies This episode is sponsored by Kalshi.Inc Deepak Gurnani is the Founder and Managing Partner of Versor Investments - $2bn quantitative investment firm. Deepak is the former CIO of Investcorp’s Hedge Fund Group and was one of the founding members in ...
05.26.2023 Jim Rogers on the Demise of the Dollar, Inflation and China This episode is sponsored by Kalshi.Inc Jim Rogers co-founded the Quantum Fund, a global-investment partnership. During the next 10 years, the portfolio gained 4200%, while the S&P; rose less than 50%. Rogers then decided to retire – at age 37. ...
05.19.2023 Stefan Jansen on How to Use ChatGPT and AI in Finance Stefan Jansen is the author of the widely read ‘Machine Learning For Algorithmic Trading’. He is the founder and Lead Data Scientist at Applied AI. He advises Fortune 500 companies, investment firms and startups across industries on data & AI ...
05.12.2023 Gavyn Davies on Inflation, Asset Allocation and ChatGPT Gavyn Davies is a Founder and the Chairman of Fulcrum – a $5bn independent asset management firm. Prior to Fulcrum, Gavyn was Chairman of the BBC from 2001. He joined Goldman Sachs in 1986 and became Partner in 1988 when ...
05.05.2023 Gene Ma on US-China Decoupling, China’s Green Boom, and Growth Outlook Gene Ma is the Head of China Research at the IIF. Prior to joining the IIF, Gene served as China Strategist at top macro hedge fund Tudor Investment. He has also held the positions of Managing Director at ISI Group, ...
04.28.2023 Zar Amrolia on Reinventing Trading Zar Amrolia was recently the co-Chief of XTX Markets – one of the top algorithmic trading companies in the world. Before XTX, Zar was Co-Head of Fixed Income, Currencies and Commodities at Deutsche Bank and a Partner at Goldman Sachs. ...
04.21.2023 Ken Tropin on How to Run a Successful Macro Hedge Fund This episode is sponsored by Amber Group Ken Tropin is a legend in the macro space. He is the Chairman and the founder of Graham Capital Management (GCM) - $18bn fund. Ken founded GCM in 1994 and over the last ...
04.14.2023 Robert Koenigsberger on What Everyone Gets Wrong About Emerging Markets Robert Koenigsberger is Founder, Chief Investment Officer and the Managing Partner of the $5bn EM fund, Gramercy. He founded Gramercy in 1998. Robert has 36 years of investment experience dedicated to emerging markets with a specialization in distressed opportunistic credit ...
04.07.2023 Peter Spiller on Value Investing, Navigating Inflation and Delivering 15% Annual Returns Peter Spiller is the one of the most respected value investors in markets. He is the Founder and CIO of boutique investment house CG Asset Management. Prior to founding CGAM in 2000, Peter was a partner and strategy director at ...
03.31.2023 Geoff Rubin on 60:40 Portfolios, Endowment Model and Re-Thinking Risk Geoff Rubin is Senior Managing Director and Chief Investment Strategist at CPP Investments. The Canadian Pension Plan is one of the world’s leading pension managers with over $530bn in assets. Geoff is responsible for designing and implementing CPP Investments’ long-term ...
03.24.2023 Jim Leitner on Creating a Macro Edge, Trading Options and Carry Trades This episode is sponsored by Amber Group Jim Leitner serves as President of Falcon Management Corporation and CIO of Falcon Family L.P., a family office. Previously, he worked as a foreign exchange trader at Morgan Guaranty, as Chief Dealer at ...
03.17.2023 Lindsay Politi on the Silicon Valley Bank Fall-Out, Duration Bubbles and Inflation Lindsay Politi is Head of Inflation Strategies at One River Asset Management. Lindsay began her career at Wellington Management in Boston where she was head of Global Inflation-linked Investments. In that role she was one of the top TIPS managers ...
03.10.2023 Niall Ferguson on Cold War 2, Middle East Conflict and Woke Students Niall Ferguson is the Milbank Family Senior Fellow at the Hoover Institution, Stanford University, and a senior faculty fellow of the Belfer Center at Harvard, where he served for twelve years as the Laurence A. Tisch Professor of History. He ...
03.03.2023 Mustafa Chowdhury on Mortgage Risks, Fed Shocks and Derivatives Mustafa is a rates guru and member of the research team at Macro Hive. Before this, Mustafa was the Head of Rates, FX, and Derivatives at Voya Investments, where he helped manage $40 billion of assets. Prior to that, he ...
02.24.2023 Timothy Ash on Russia’s Failure, China Intervention and EM Re-Alignment Timothy Ash is a Senior EM Sovereign Strategist at the $125bn fund, BlueBay, and is widely considered one of the leading experts on Ukraine and Russia. Prior to joining BlueBay, Tim was Head of CEEMEA Credit Strategy at Nomura International. ...
02.17.2023 Mikihiro Matsuoka on Japan Inflation, BoJ Outlook and Debt Problems Matsuoka-San is the Chief Economist of SBI Securities in Japan. Before that, he was the Chief Economist for Japan at Deutsche Bank. Overall, he has been involved in macroeconomic analysis at research institutions and financial institutions for the past 30 ...
02.10.2023 Richard Oldfield on Value Investing, Warren Buffet and Elon Musk Richard founded Oldfield Partners in 2004.The firm is a value-style asset management firm with over $4bn in assets under management. Richard was Chairman of the Oxford University Investment Committee and of Oxford University Endowment from the latter’s inception in 2007 ...
02.03.2023 Deborah Seligsohn on What Everyone Gets Wrong on China’s COVID and Climate Policies Deborah Seligsohn is an Assistant Professor of Political Science at Villanova University. Her research focuses on Chinese politics, US-China relations, and public health, energy and environmental politics in China and India. Prior to her academic career, she served as the ...
01.27.2023 Phil Suttle on Fed Murdering Expansions and Bond Worries Phil is the founder of Suttle Economics – a leading research consultancy. Before that, he held senior roles at Tudor, the Institute of International Finance (IIF), JP Morgan, Barclays, the New York Fed and World Bank. He was educated at ...
01.20.2023 Niels Kaastrup-Larsen and Alan Dunne on How to Make Money From Following the Trend Niels is the Managing Director of DUNN Capital (Europe) which has a track record going back over 45 years. He has been in the managed futures business for over 30 years having held management positions in and started multiple CTA ...
01.13.2023 Yesha Yadav on the Galactic Risks of the US Treasury Markets Yesha Yadav is Associate Dean and Professor of Law at Vanderbilt University Law School. She is one of the world’s leading experts on financial and securities regulation. Before Vanderbilt, Yesha worked as legal counsel with the World Bank and before ...
01.06.2023 Andrew Revkin on What to Do About Climate Risk Andrew Revkin is one of America’s most honoured and experienced environmental journalists and the founding director of the new Initiative on Communication and Sustainability at Columbia University's Earth Institute. He’s written on climate change for more than 35 years, reporting ...
12.30.2022 Ivy Zelman on the Coming US Housing Crisis With everyone taking a well-deserved break over the holiday season, we decided to dig through our archives to bring you our most-listened-to podcast of 2022. Back in July, we interviewed Ivy Zelman – best known for calling the top of ...
12.16.2022 Agathe Demarais on How Sanctions Backfire on the US Agathe Demarais is the Global Forecasting Director of The Economist Intelligence Unit. Agathe has a special focus on trade, sanctions, European affairs, Russia and the Middle East. As The EIU’s Global Forecasting Director, Agathe oversees the publication of The EIU ...
12.09.2022 Shannon O'Neil on What Everyone Gets Wrong About (De)Globalisation Shannon O'Neil is the vice president, deputy director of studies, and Nelson and David Rockefeller senior fellow for Latin America Studies at the Council on Foreign Relations. She is an expert on global trade, supply chains, Mexico, Latin America, and ...
12.02.2022 David Rubenstein on How to Invest Like Superstar Investors David Rubenstein is Co-Founder and Co-Chairman of the Carlyle Group – one of the largest private equity firms in the world. Prior to forming Carlyle in 1987, David practiced law in Washington, D.C. with Shaw, Pittman, Potts & Trowbridge LLP ...
11.25.2022 Fred Thiel on FTX Fallout, Bitcoin Energy Myths, and Future of Crypto Fred Thiel is the CEO of Marathon Digital Holdings – one of the largest bitcoin mining companies in North America. Prior to this, Fred co-founded Sprocket, a blockchain and cryptocurrency technology and financial services company that focused on creating a ...
11.18.2022 Gerard DiPippo on CIA, US-China Tech War, and Taiwan Risks Gerard is a senior fellow with the Economics Program at the Center for Strategic and International Studies (CSIS). He joined CSIS after nearly 11 years in the U.S. intelligence community. From 2018 to 2021, DiPippo was a deputy national intelligence ...
11.11.2022 Victoria Ivashina on Whether Private Markets Will Trigger a Crisis Victoria is Professor of Finance and Head of the Finance Unit at Harvard Business School. She is also the faculty chair of the Global Initiative for the Middle East and North Africa (MENA) region. She is a Research Associate at ...
11.04.2022 Igor Yelnik on How to Trade Macro Differently Igor founded Alphidence Capital in 2020 and holds the positions of CEO and CIO. The fund is unusual in that it focuses on systematic macro investing. Previously Igor was the CIO for ADG Capital Management LLP from 2013 to 2019. ...
10.28.2022 Nouriel Roubini on World War 3 Starting, Debt Crisis and Robot Takeover Nouriel Roubini is CEO of Roubini Macro Associates and Chief Economist for Atlas Capital Team LP. He is Professor Emeritus at the Stern School of Business (New York University). He has previously served as the senior economist for international affairs ...
10.21.2022 Doomberg on Energy Scarcity, Nuclear Power and Failure of Energy Transition Policies The Doomberg team are energy gurus amongst other things. They are the anonymous publishing arm of a bespoke consulting firm providing advisory services to family offices and C-suite executives. Its principals have decades of experience across heavy industry, private equity ...
10.14.2022 Robert Carver on How To Build Successful Trading Strategies Robert is a systematic futures trader, writer, and researcher. He is the author of several books on systematic trading including ‘Systematic Trading: A unique new method for designing trading and investing systems’ and the upcoming ‘Advanced Futures Trading Strategies’. Before ...
10.07.2022 Dave Newman on Hedge Fund Success, Investment Banking Lessons and Writing Daily Dave is President and CIO of KC3 Capital Management. Before that, he was Head of Macro Trading NY at Moore Capital and Managing Director in FX and Macro Trading at SAC Capital. Prior to his buy-side roles, Dave had various ...

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Macro Hive Conversations With Bilal Hafeez

What's Macro Hive Conversations With Bilal Hafeez about?

Download our free app to listen on your phone

Macro Hive Conversations With Bilal Hafeez episodes:

Barry Eichengreen on Fixing the Debt Problem, Dollar Demise and Tech Impacts

Phil Suttle on US Recession Risks, AI Impact, and BoJ to 1%

Dominque Dwor-Frecaut on What Everyone Gets Wrong on Inflation, Recessions and Fed Policy

Mustafa Chowdhury on Fed Policy, US Industrial Policy and Housing Risks

Professor Adrian Williams on Everything You Wanted to Know About Sleep [Replay]

Denise Shull on Emotions as a Dataset and Avoiding Investment Mistakes [Replay]

Michael Schrage on How Recommendation Engines Create Value

Bill Bernstein On the Four Essentials To Investing Successfully

Stephen Roach on US and China’s Accidental Conflict

Sebastian Mallaby on the Rise of Venture Capital and Their Impact on the World

Peter Stella on Fed Losses, Backdoor Fiscal Stimulus and Credit Easing

Trevor Greetham on Spike-Flation, Equities and Removing Biases

Sean McGould on Creating an Investing Edge, Hedge Funds and Inflation Opportunities

Bob Elliott on Bridgewater’s Success, US Inflation and Fed’s Error

Martin Wolf on Why Capitalism and Democracy Need Each Other

Alberto Gallo on Investor Complacency, Crisis Risks and Fed’s Dilemma

Deepak Gurnani on Building Winning Investment Strategies

Jim Rogers on the Demise of the Dollar, Inflation and China

Stefan Jansen on How to Use ChatGPT and AI in Finance

Gavyn Davies on Inflation, Asset Allocation and ChatGPT

Gene Ma on US-China Decoupling, China’s Green Boom, and Growth Outlook

Zar Amrolia on Reinventing Trading

Ken Tropin on How to Run a Successful Macro Hedge Fund

Robert Koenigsberger on What Everyone Gets Wrong About Emerging Markets

Peter Spiller on Value Investing, Navigating Inflation and Delivering 15% Annual Returns

Geoff Rubin on 60:40 Portfolios, Endowment Model and Re-Thinking Risk

Jim Leitner on Creating a Macro Edge, Trading Options and Carry Trades

Lindsay Politi on the Silicon Valley Bank Fall-Out, Duration Bubbles and Inflation

Niall Ferguson on Cold War 2, Middle East Conflict and Woke Students

Mustafa Chowdhury on Mortgage Risks, Fed Shocks and Derivatives

Timothy Ash on Russia’s Failure, China Intervention and EM Re-Alignment

Mikihiro Matsuoka on Japan Inflation, BoJ Outlook and Debt Problems

Richard Oldfield on Value Investing, Warren Buffet and Elon Musk

Deborah Seligsohn on What Everyone Gets Wrong on China’s COVID and Climate Policies

Phil Suttle on Fed Murdering Expansions and Bond Worries

Niels Kaastrup-Larsen and Alan Dunne on How to Make Money From Following the Trend

Yesha Yadav on the Galactic Risks of the US Treasury Markets

Andrew Revkin on What to Do About Climate Risk

Ivy Zelman on the Coming US Housing Crisis

Agathe Demarais on How Sanctions Backfire on the US

Shannon O'Neil on What Everyone Gets Wrong About (De)Globalisation

David Rubenstein on How to Invest Like Superstar Investors

Fred Thiel on FTX Fallout, Bitcoin Energy Myths, and Future of Crypto

Gerard DiPippo on CIA, US-China Tech War, and Taiwan Risks

Victoria Ivashina on Whether Private Markets Will Trigger a Crisis

Igor Yelnik on How to Trade Macro Differently

Nouriel Roubini on World War 3 Starting, Debt Crisis and Robot Takeover

Doomberg on Energy Scarcity, Nuclear Power and Failure of Energy Transition Policies

Robert Carver on How To Build Successful Trading Strategies

Dave Newman on Hedge Fund Success, Investment Banking Lessons and Writing Daily