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Macro Hive Conversations With Bilal Hafeez - Podcast | OndaCast

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Macro Hive Conversations With Bilal Hafeez

Programa de PodcastPodcasten

Macro Hive Conversations With Bilal Hafeez

PorBilal Hafeez

We talk economics and markets with leading policymakers and investors.

299 episodios•0 suscriptores•0 Total escuchas

Lista de reproducción de episodios

50 episodios

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. Todos los derechos reservados.

Ayuda Contacto Términos Privacidad Derechos de autor DMCA Acerca de Guía de radio Insertar reproductor

Waves Explore Library Vibes Podcasts Audiobooks