
Macro Hive Conversations With Bilal Hafeez
We talk economics and markets with leading policymakers and investors.
O podcaście
We talk economics and markets with leading policymakers and investors.
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Odcinki25

Ep. 339: Jay Pelosky on Tech Bubble (or Not), China vs. US, Clean Energy Plays
Dec 17, 2025·—
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Ep. 338: Ken Tropin on Talent Recruitment, Fed Risks, and Biggest Underpriced Trade
Dec 12, 2025·—
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Ep. 337: Sangeet Paul Choudary on What Everyone Is Getting Wrong on AI
Dec 4, 2025·—
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Ep. 336: David Dredge on Sharpe Ratio Fallacy, Capturing Upside and Managing Uncertainty
Nov 28, 2025·—
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Ep. 335: Marc Rubinstein on AI Bubble, Private Credit, Jane Street Rise
Nov 20, 2025·—
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Ep. 334: Mark Farrington on Dollar Dominance, China's Gold Play and Crisis Catalysts
Nov 14, 2025·—
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Ep. 333: David Samra on Value Investing, AI Returns, and Bad Management Teams
Nov 6, 2025·—
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Ep. 332: Miguel Gutierrez on Argentina's Transformation, Latin American Opportunities, and Private Market Arbitrage.
Oct 30, 2025·—
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Ep. 331: Gordon Hanson on US Manufacturing Fetishisation, Job Loss, and the Middle Class
Oct 23, 2025·—
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Ep. 330: Paul Cavey on US-China Trade War, Japan Politics and Taiwan Imbalances
Oct 16, 2025·—
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Ep. 329: Shiloh Bates on CLO Risks, Private Credit and Macro Read-Through
Oct 10, 2025·—
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Ep. 328: Diane Coyle on GDP, Digital Gaps and Invisible AI Economy
Oct 2, 2025·—
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Ep. 327: Ryan Hass on China's Patient Power Play, and US-China Relations
Sep 25, 2025·—
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Ep. 326: Jon Turek on Fed Cuts, Recession Risks and Political Risks
Sep 18, 2025·—
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Ep. 325: Chris Hughes on Misunderstood Fed Chairs, Fed Balance Sheet and Offshore Dollars
Sep 11, 2025·—
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Ep. 324: Alberto Gallo on Western Debt Crisis, Real Assets and US Surprises
Sep 3, 2025·—
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Ep. 323: Jonathan Xiong on China, Dollar and Using AI in Asset Management
Aug 28, 2025·—
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Ep. 322: Rerelease – Adam Frank on Aliens, AI and Climate Collapse
Aug 21, 2025·—
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Ep. 321: Antonio Del Favero on Favourite Rates Trades, Fed and Dollar
Aug 14, 2025·—
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Ep. 320: Dominique Dwor-Frecaut on Weak US Growth, Fed Independence and AI Impact
Aug 7, 2025·—
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Ep. 319: Phil Suttle on Slowing US, Delayed Tariff Impacts and China Investment
Jul 31, 2025·—
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Ep. 318: Brad Setser on Trump Tariffs, China's Surging Surplus and Dollar Policy
Jul 24, 2025·—
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Ep. 317: George Selgin on Trump Tariffs, Fed Independence and Dollar Vulnerability
Jul 17, 2025·—
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Ep. 316: Kyle Keane on AI, Forecasting and Turning Blind
Jul 10, 2025·—
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Ep. 315: Keyu Jin on What Everyone Gets Wrong on China
Jul 3, 2025·—
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