Podcasty//Macro Hive Conversations With Bilal Hafeez
Macro Hive Conversations With Bilal Hafeez

Macro Hive Conversations With Bilal Hafeez

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We talk economics and markets with leading policymakers and investors.
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Ep. 339: Jay Pelosky on Tech Bubble (or Not), China vs. US, Clean Energy Plays

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

Dec 17, 2025·

Jay Pelosky is the founder of TPW Advisory. He has over 35 years of buy-side and sell-side financial market experience. Before going independent, Jay was at Morgan Stanley, where he was ranked #1 by Institutional...

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

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

Dec 12, 2025·

Ken Tropin is a legend in the macro space. He is the Chairman and the founder of G raham Capital Management (GCM) - $ 20b n fund. Ken founded GCM in 1994 and has grown the firm into an industry leading alternative...

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

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

Dec 4, 2025·

Sangeet Paul Choudary is the best-selling co-author of Platform Revolution and author of the new book Reshuffle. He has advised leadership teams at over 40 Fortune 500 companies—including Nestlé, ExxonMobil, Daimler...

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

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

Nov 28, 2025·

David Dredge is the Chief Investment Officer of Convex Strategies, which is an agnostic value investor in volatility. David has over 30 years' experience managing risk across global markets. Prior to launching Convex...

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

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

Nov 20, 2025·

Marc Rubinstein is author of Net Interest – a leading weekly newsletter on the world of finance. Before this, Marc spent ten years at leading hedge fund Lansdowne Partners, where he was a partner and portfolio manager...

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

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

Nov 14, 2025·

Mark Farrington is a Global Macro and Geopolitical Strategist and author of the 'Watchtower Reports,' which cover topics ranging from geopolitical risk to Bank of Japan monetary policy to US dollar dynamics. He...

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

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

Nov 6, 2025·

David Samra is a managing director of Artisan Partners – the $180bn global multi-asset investment platform. He is founding partner of the International Value Group, and portfolio manager of the Artisan International...

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

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

Oct 30, 2025·

Miguel Gutiérrez is a Partner and Head of Private Markets, at The Rohatyn Group (TRG) - a global asset manager that specialises in emerging markets and real assets. Prior to joining TRG in October 2004, Miguel served as...

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

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

Oct 23, 2025·

Gordon Hanson is the Peter Wertheim Professor in Urban Policy at Harvard Kennedy School and Academic Dean for Strategy and Engagement at Harvard Kennedy School. He is best known for his research on the labour market...

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

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

Oct 16, 2025·

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 macro strategist in the global bond team at Wellington Management, head...

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

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

Oct 10, 2025·

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 career, Mr. Bates has worked for several CLO managers and has been one of...

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

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

Oct 2, 2025·

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 Policy. Diane's latest book is 'The Measure of Progress: Counting What...

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

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

Sep 25, 2025·

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 senior fellow in the Center for Asia Policy Studies. Ryan focuses his...

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

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

Sep 18, 2025·

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. JST Advisors works closely with hedge funds on developing asymmetric...

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

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

Sep 11, 2025·

Chris Hughes is an economist and author who now serves as Chair of the Economic Security Project, a leading nonprofit advocating for economic power for all Americans. Chris was a cofounder of Facebook. He is the author...

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

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

Sep 3, 2025·

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...

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

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

Aug 28, 2025·

Jonathan Xiong is the founder and CEO/CIO of Arrowpoint Investment Partners, a new Asia-focused hedge fund. Prior to starting Arrowpoint, Jonathan was the Co-CEO of Millennium Management Asia for five years. Before...

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

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

Aug 21, 2025·

Adam Frank is a professor of astrophysics at the University of Rochester. A self-described 'evangelist of science,' Adam regularly writes and speaks about subjects like intelligent life forms in the universe...

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

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

Aug 14, 2025·

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 hedge funds, including Tudor, Maniyar Capital and Brevan Howard. He...

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

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

Aug 7, 2025·

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 hedge funds including Bridgewater. Prior to the buy side, she worked...

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

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

Jul 31, 2025·

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...

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

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

Jul 24, 2025·

Brad Setser is the Whitney Shepardson senior fellow at the Council on Foreign Relations. His expertise includes global trade and capital flows, financial vulnerability analysis, and sovereign debt restructuring. He...

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

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

Jul 17, 2025·

George Selgin is a senior fellow and director emeritus of the Center for Monetary and Financial Alternatives at the Cato Institute and professor emeritus of economics at the University of Georgia. He is the author of...

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

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

Jul 10, 2025·

Dr. Kyle Keane is a Senior Lecturer in Assistive Technologies at the University of Bristol, where he leads research at the intersection of artificial intelligence, human cognition and assistive technology design. With a...

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

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

Jul 3, 2025·

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 the China Banking Regulatory Commission, and is a non-executive board...

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