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Macro Hive Conversations With Bilal Hafeez - Podcast | OndaCast
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Macro Hive Conversations With Bilal Hafeez
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Bilal Hafeez
We talk economics and markets with leading policymakers and investors.
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299 épisodes
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50 épisodes
Les plus anciens en premier
Jan 10, 2025
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Ep. 250: Dominique Dwor-Frecaut on Non-Consensus View on Fed and Trump 2.0
Booster
Jan 17, 2025
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Ep. 251: Phil Suttle on Fed Hiking in 2025
Booster
Jan 24, 2025
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Ep. 252: Jay Pelosky on How US Equities Could Underperform Rest of the World
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Jan 31, 2025
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Ep. 253: Barry Eichengreen on Trump Trade Policy, Dollar Status and Debt Crises
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Feb 7, 2025
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Ep. 254: Jonny Matthews on US Economy and Why the Fed Will Not Cut in 2025
Booster
Feb 14, 2025
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Ep. 255: Chris Johnson on Trump vs China
Booster
Feb 21, 2025
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Ep. 256: Max Stier on Trump Ripping Up Government
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Feb 28, 2025
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Ep. 257: Joe Lavorgna on Trump Supercharging US Growth
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Mar 7, 2025
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Ep. 258: Randy Schwimmer on Why Private Credit Is Performing
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Mar 14, 2025
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Ep. 259: Thanos Papasavvas on Trump's (Unsurprising) Geopolitical Shock
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Mar 21, 2025
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Ep. 300: Gary Gerstle on Decoding Trump: Power & Chaos (Live at Cambridge University)
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Mar 28, 2025
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Ep. 301: Andrew Polk on China's Bet on Tech Supremacy
Booster
Apr 4, 2025
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Ep. 302: Vania Stavrakeva on Macro News, Investor Flows and Trading Markets
Booster
Apr 11, 2025
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Ep. 303: Mirza Baig on Trump's Trade Strategy, China Risks and Canada's Dilemma
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Apr 17, 2025
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Ep. 304: Zongyuan Zoe Liu on Calculated China vs Unpredictable US
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Apr 25, 2025
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Ep. 305: James van Geelen on 'Haves vs Have Nots' Theme, AI and Tariffs
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May 2, 2025
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Ep. 306: Ken Rogoff on Dollar Decline, Debt Worries and Fed Independence
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May 9, 2025
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Ep. 307: Michael Sandel on Populism, Saving Democracy, and Tyranny of Merit
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May 16, 2025
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Ep. 308: Tobias Harris on Why Japan Matters
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May 23, 2025
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Ep. 309: Adam Frank on Aliens, AI and Climate Collapse
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May 30, 2025
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Ep. 310: Helen Thomas on Trump's Controlled Demolition Strategy
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Jun 5, 2025
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Ep. 311: Ralph Sueppel on Quant Trading Macro the Right Way
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Jun 12, 2025
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Ep. 312: Deepak Gurnani on Five Steps for Using AI in Investing
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Jun 19, 2025
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Ep. 313: Tom Montag on the Undiscovered Potential of Carbon Markets
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Jun 27, 2025
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Ep. 314: Marvin Barth on Trump's US Resurgence, No Fed Cuts and Dire Europe
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Jul 3, 2025
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Ep. 315: Keyu Jin on What Everyone Gets Wrong on China
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Jul 10, 2025
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Ep. 316: Kyle Keane on AI, Forecasting and Turning Blind
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Jul 17, 2025
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Ep. 317: George Selgin on Trump Tariffs, Fed Independence and Dollar Vulnerability
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Jul 24, 2025
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Ep. 318: Brad Setser on Trump Tariffs, China's Surging Surplus and Dollar Policy
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Jul 31, 2025
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Ep. 319: Phil Suttle on Slowing US, Delayed Tariff Impacts and China Investment
Booster
Aug 7, 2025
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Ep. 320: Dominique Dwor-Frecaut on Weak US Growth, Fed Independence and AI Impact
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Aug 14, 2025
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Ep. 321: Antonio Del Favero on Favourite Rates Trades, Fed and Dollar
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Aug 21, 2025
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Ep. 322: Rerelease – Adam Frank on Aliens, AI and Climate Collapse
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Aug 28, 2025
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Ep. 323: Jonathan Xiong on China, Dollar and Using AI in Asset Management
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Sep 3, 2025
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Ep. 324: Alberto Gallo on Western Debt Crisis, Real Assets and US Surprises
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Sep 11, 2025
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Ep. 325: Chris Hughes on Misunderstood Fed Chairs, Fed Balance Sheet and Offshore Dollars
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Sep 18, 2025
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Ep. 326: Jon Turek on Fed Cuts, Recession Risks and Political Risks
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Sep 25, 2025
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Ep. 327: Ryan Hass on China's Patient Power Play, and US-China Relations
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Oct 2, 2025
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Ep. 328: Diane Coyle on GDP, Digital Gaps and Invisible AI Economy
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Oct 10, 2025
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Ep. 329: Shiloh Bates on CLO Risks, Private Credit and Macro Read-Through
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Oct 16, 2025
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Ep. 330: Paul Cavey on US-China Trade War, Japan Politics and Taiwan Imbalances
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Oct 23, 2025
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Ep. 331: Gordon Hanson on US Manufacturing Fetishisation, Job Loss, and the Middle Class
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Oct 30, 2025
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Ep. 332: Miguel Gutierrez on Argentina's Transformation, Latin American Opportunities, and Private Market Arbitrage.
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Nov 6, 2025
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Ep. 333: David Samra on Value Investing, AI Returns, and Bad Management Teams
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Nov 14, 2025
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Ep. 334: Mark Farrington on Dollar Dominance, China's Gold Play and Crisis Catalysts
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Nov 20, 2025
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Ep. 335: Marc Rubinstein on AI Bubble, Private Credit, Jane Street Rise
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Nov 28, 2025
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Ep. 336: David Dredge on Sharpe Ratio Fallacy, Capturing Upside and Managing Uncertainty
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Dec 4, 2025
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Ep. 337: Sangeet Paul Choudary on What Everyone Is Getting Wrong on AI
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Dec 12, 2025
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Ep. 338: Ken Tropin on Talent Recruitment, Fed Risks, and Biggest Underpriced Trade
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Dec 17, 2025
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Ep. 339: Jay Pelosky on Tech Bubble (or Not), China vs. US, Clean Energy Plays
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