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Macro Hive Conversations With Bilal Hafeez

Podcast-ShowPodcasten

Macro Hive Conversations With Bilal Hafeez

VonBilal Hafeez

We talk economics and markets with leading policymakers and investors.

299 Folgen•0 Abonnenten•0 Gesamtzuhörer

Episoden-Wiedergabeliste

50 Folgen

Ep. 250: Dominique Dwor-Frecaut on Non-Consensus View on Fed and Trump 2.0

Jan 10, 2025•—

Ep. 250: Dominique Dwor-Frecaut on Non-Consensus View on Fed and Trump 2.0

Ep. 251: Phil Suttle on Fed Hiking in 2025

Jan 17, 2025•—

Ep. 251: Phil Suttle on Fed Hiking in 2025

Ep. 252: Jay Pelosky on How US Equities Could Underperform Rest of the World

Jan 24, 2025•—

Ep. 252: Jay Pelosky on How US Equities Could Underperform Rest of the World

Ep. 253: Barry Eichengreen on Trump Trade Policy, Dollar Status and Debt Crises

Jan 31, 2025•—

Ep. 253: Barry Eichengreen on Trump Trade Policy, Dollar Status and Debt Crises

Ep. 254: Jonny Matthews on US Economy and Why the Fed Will Not Cut in 2025

Feb 7, 2025•—

Ep. 254: Jonny Matthews on US Economy and Why the Fed Will Not Cut in 2025

Ep. 255: Chris Johnson on Trump vs China

Feb 14, 2025•—

Ep. 255: Chris Johnson on Trump vs China

Ep. 256: Max Stier on Trump Ripping Up Government

Feb 21, 2025•—

Ep. 256: Max Stier on Trump Ripping Up Government

Ep. 257: Joe Lavorgna on Trump Supercharging US Growth

Feb 28, 2025•—

Ep. 257: Joe Lavorgna on Trump Supercharging US Growth

Ep. 258: Randy Schwimmer on Why Private Credit Is Performing

Mar 7, 2025•—

Ep. 258: Randy Schwimmer on Why Private Credit Is Performing

Ep. 259: Thanos Papasavvas on Trump's (Unsurprising) Geopolitical Shock

Mar 14, 2025•—

Ep. 259: Thanos Papasavvas on Trump's (Unsurprising) Geopolitical Shock

Ep. 300: Gary Gerstle on Decoding Trump: Power & Chaos (Live at Cambridge University)

Mar 21, 2025•—

Ep. 300: Gary Gerstle on Decoding Trump: Power & Chaos (Live at Cambridge University)

Ep. 301: Andrew Polk on China's Bet on Tech Supremacy

Mar 28, 2025•—

Ep. 301: Andrew Polk on China's Bet on Tech Supremacy

Ep. 302: Vania Stavrakeva on Macro News, Investor Flows and Trading Markets

Apr 4, 2025•—

Ep. 302: Vania Stavrakeva on Macro News, Investor Flows and Trading Markets

Ep. 303: Mirza Baig on Trump's Trade Strategy, China Risks and Canada's Dilemma

Apr 11, 2025•—

Ep. 303: Mirza Baig on Trump's Trade Strategy, China Risks and Canada's Dilemma

Ep. 304: Zongyuan Zoe Liu on Calculated China vs Unpredictable US

Apr 17, 2025•—

Ep. 304: Zongyuan Zoe Liu on Calculated China vs Unpredictable US

Ep. 305: James van Geelen on 'Haves vs Have Nots' Theme, AI and Tariffs

Apr 25, 2025•—

Ep. 305: James van Geelen on 'Haves vs Have Nots' Theme, AI and Tariffs

Ep. 306: Ken Rogoff on Dollar Decline, Debt Worries and Fed Independence

May 2, 2025•—

Ep. 306: Ken Rogoff on Dollar Decline, Debt Worries and Fed Independence

Ep. 307: Michael Sandel on Populism, Saving Democracy, and Tyranny of Merit

May 9, 2025•—

Ep. 307: Michael Sandel on Populism, Saving Democracy, and Tyranny of Merit

Ep. 308: Tobias Harris on Why Japan Matters

May 16, 2025•—

Ep. 308: Tobias Harris on Why Japan Matters

Ep. 309: Adam Frank on Aliens, AI and Climate Collapse

May 23, 2025•—

Ep. 309: Adam Frank on Aliens, AI and Climate Collapse

Ep. 310: Helen Thomas on Trump's Controlled Demolition Strategy

May 30, 2025•—

Ep. 310: Helen Thomas on Trump's Controlled Demolition Strategy

Ep. 311: Ralph Sueppel on Quant Trading Macro the Right Way

Jun 5, 2025•—

Ep. 311: Ralph Sueppel on Quant Trading Macro the Right Way

Ep. 312: Deepak Gurnani on Five Steps for Using AI in Investing

Jun 12, 2025•—

Ep. 312: Deepak Gurnani on Five Steps for Using AI in Investing

Ep. 313: Tom Montag on the Undiscovered Potential of Carbon Markets

Jun 19, 2025•—

Ep. 313: Tom Montag on the Undiscovered Potential of Carbon Markets

Ep. 314: Marvin Barth on Trump's US Resurgence, No Fed Cuts and Dire Europe

Jun 27, 2025•—

Ep. 314: Marvin Barth on Trump's US Resurgence, No Fed Cuts and Dire Europe

Ep. 315: Keyu Jin on What Everyone Gets Wrong on China

Jul 3, 2025•—

Ep. 315: Keyu Jin on What Everyone Gets Wrong on China

Ep. 316: Kyle Keane on AI, Forecasting and Turning Blind

Jul 10, 2025•—

Ep. 316: Kyle Keane on AI, Forecasting and Turning Blind

Ep. 317: George Selgin on Trump Tariffs, Fed Independence and Dollar Vulnerability

Jul 17, 2025•—

Ep. 317: George Selgin on Trump Tariffs, Fed Independence and Dollar Vulnerability

Ep. 318: Brad Setser on Trump Tariffs, China's Surging Surplus and Dollar Policy

Jul 24, 2025•—

Ep. 318: Brad Setser on Trump Tariffs, China's Surging Surplus and Dollar Policy

Ep. 319: Phil Suttle on Slowing US, Delayed Tariff Impacts and China Investment

Jul 31, 2025•—

Ep. 319: Phil Suttle on Slowing US, Delayed Tariff Impacts and China Investment

Ep. 320: Dominique Dwor-Frecaut on Weak US Growth, Fed Independence and AI Impact

Aug 7, 2025•—

Ep. 320: Dominique Dwor-Frecaut on Weak US Growth, Fed Independence and AI Impact

Ep. 321: Antonio Del Favero on Favourite Rates Trades, Fed and Dollar

Aug 14, 2025•—

Ep. 321: Antonio Del Favero on Favourite Rates Trades, Fed and Dollar

Ep. 322: Rerelease – Adam Frank on Aliens, AI and Climate Collapse

Aug 21, 2025•—

Ep. 322: Rerelease – Adam Frank on Aliens, AI and Climate Collapse

Ep. 323: Jonathan Xiong on China, Dollar and Using AI in Asset Management

Aug 28, 2025•—

Ep. 323: Jonathan Xiong on China, Dollar and Using AI in Asset Management

Ep. 324: Alberto Gallo on Western Debt Crisis, Real Assets and US Surprises

Sep 3, 2025•—

Ep. 324: Alberto Gallo on Western Debt Crisis, Real Assets and US Surprises

Ep. 325: Chris Hughes on Misunderstood Fed Chairs, Fed Balance Sheet and Offshore Dollars

Sep 11, 2025•—

Ep. 325: Chris Hughes on Misunderstood Fed Chairs, Fed Balance Sheet and Offshore Dollars

Ep. 326: Jon Turek on Fed Cuts, Recession Risks and Political Risks

Sep 18, 2025•—

Ep. 326: Jon Turek on Fed Cuts, Recession Risks and Political Risks

Ep. 327: Ryan Hass on China's Patient Power Play, and US-China Relations

Sep 25, 2025•—

Ep. 327: Ryan Hass on China's Patient Power Play, and US-China Relations

Ep. 328: Diane Coyle on GDP, Digital Gaps and Invisible AI Economy

Oct 2, 2025•—

Ep. 328: Diane Coyle on GDP, Digital Gaps and Invisible AI Economy

Ep. 329: Shiloh Bates on CLO Risks, Private Credit and Macro Read-Through

Oct 10, 2025•—

Ep. 329: Shiloh Bates on CLO Risks, Private Credit and Macro Read-Through

Ep. 330: Paul Cavey on US-China Trade War, Japan Politics and Taiwan Imbalances

Oct 16, 2025•—

Ep. 330: Paul Cavey on US-China Trade War, Japan Politics and Taiwan Imbalances

Ep. 331: Gordon Hanson on US Manufacturing Fetishisation, Job Loss, and the Middle Class

Oct 23, 2025•—

Ep. 331: Gordon Hanson on US Manufacturing Fetishisation, Job Loss, and the Middle Class

Ep. 332: Miguel Gutierrez on Argentina's Transformation, Latin American Opportunities, and Private Market Arbitrage.

Oct 30, 2025•—

Ep. 332: Miguel Gutierrez on Argentina's Transformation, Latin American Opportunities, and Private Market Arbitrage.

Ep. 333: David Samra on Value Investing, AI Returns, and Bad Management Teams

Nov 6, 2025•—

Ep. 333: David Samra on Value Investing, AI Returns, and Bad Management Teams

Ep. 334: Mark Farrington on Dollar Dominance, China's Gold Play and Crisis Catalysts

Nov 14, 2025•—

Ep. 334: Mark Farrington on Dollar Dominance, China's Gold Play and Crisis Catalysts

Ep. 335: Marc Rubinstein on AI Bubble, Private Credit, Jane Street Rise

Nov 20, 2025•—

Ep. 335: Marc Rubinstein on AI Bubble, Private Credit, Jane Street Rise

Ep. 336: David Dredge on Sharpe Ratio Fallacy, Capturing Upside and Managing Uncertainty

Nov 28, 2025•—

Ep. 336: David Dredge on Sharpe Ratio Fallacy, Capturing Upside and Managing Uncertainty

Ep. 337: Sangeet Paul Choudary on What Everyone Is Getting Wrong on AI

Dec 4, 2025•—

Ep. 337: Sangeet Paul Choudary on What Everyone Is Getting Wrong on AI

Ep. 338: Ken Tropin on Talent Recruitment, Fed Risks, and Biggest Underpriced Trade

Dec 12, 2025•—

Ep. 338: Ken Tropin on Talent Recruitment, Fed Risks, and Biggest Underpriced Trade

Ep. 339: Jay Pelosky on Tech Bubble (or Not), China vs. US, Clean Energy Plays

Dec 17, 2025•—

Ep. 339: Jay Pelosky on Tech Bubble (or Not), China vs. US, Clean Energy Plays

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OndaCast© 2026 OndaCast. Alle Rechte vorbehalten.

Hilfe Kontakt Bedingungen Datenschutz Urheberrecht DMCA Über Radio-Guide Player einbetten

Waves Explore Library Vibes Podcasts Audiobooks