PODCAST

Macro Hive Conversations With Bilal Hafeez

Bilal Hafeez

We talk economics and markets with leading policymakers and investors.

business investing

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56:36

Ep. 201: Henry Ritchotte on Managing Banks,...

Macro Hive Conversations With Bilal Hafeez ·

2024/02/02

Henry Ritchotte is the Founder of RitMir Ventures, investing in financial services businesses with a focus on regulatory- and technology-driven business models. Before that, Henry served as Chief Digital Officer of Deutsche Bank, creating the blueprint for a digital challenger bank within Deutsche Bank. Previously, Henry was Chief Operating Officer and a member of the Management Board and Group Executive Committee at Deutsche Bank. This episode's podcast covers: dealing with the 2008 financial

01:07:42

Ep. 200: Julia Azari on Trump’s Dictatorial Powers,...

Macro Hive Conversations With Bilal Hafeez ·

2024/01/26

Julia Azari is Professor in the Department of Political Science at Marquette University. She holds a Ph.D in political science from Yale University. Her research focuses on the American presidency, American political parties, political communication, and American political development. She is the author of ‘Delivering the People's Message: The Changing Politics of the Presidential Mandate’. She is a regular contributor to FiveThirtyEight.com, Politico, and The Washington Post. This episode covers:

25:05

Ep. 199: Dominique Dwor-Frecaut on Fed Slashing Rates...

Macro Hive Conversations With Bilal Hafeez ·

2024/01/19

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 at the New York Fed, the IMF, and the World Bank. She holds a PhD in economics from the London School of Economics. This episode covers what has made Dominique switch from being hawkish to dovish on the Fed, low and high inflation regimes, the importance of energy prices and foreign

49:52

Ep. 198: Chris Rauh on How to Use AI to Predict...

Macro Hive Conversations With Bilal Hafeez ·

2024/01/12

Chris Rauh is a Professor of Economics and Data Science at the University of Cambridge. He works with complex datasets and applied methodologies, including machine learning and structural modelling. He co-founded conflictforecast.org and has conducted projects for Britain’s Foreign, Commonwealth and Development Office, the German Foreign Office, and the IMF. He’s also listed amongst the top 1% of Economists in terms of research output in the last ten years. This episode's podcast covers: the hard

48:35

Ep. 197: John Floyd on the Biggest Trades and Risks...

Macro Hive Conversations With Bilal Hafeez ·

2024/01/05

John was previously Head of Macro Strategies at Record Currency Management, an $80 billion currency manager. Prior to that, John was Chairman and CIO of Floyd Plus Currency Fund. Before that, John was a Senior Macro Proprietary Trader at Deutsche Bank and Senior Portfolio Manager at the highly successful $3bn Swiss Bank Currency Fund. John’s successful track record in both macro and currency only investing spans over 25 years. John has also collaborated with psychiatrist, trading coach, and

52:33

Ep. 196: Rerelease: Niall Ferguson on Cold War 2,...

Macro Hive Conversations With Bilal Hafeez ·

2023/12/29

This podcast was recorded in March 2023. Niall Ferguson is the Milbank Family Senior Fellow at the Hoover Institution, Stanford University, and a senior faculty fellow of the Belfer Center at Harvard, where he served for twelve years as the Laurence A. Tisch Professor of History. He is the author of sixteen books. This includes the international bestseller, The Ascent of Money: A Financial History of the World. His most recent book is Doom: The Politics of Catastrophe. In addition to his academic

50:42

Ep. 195: Bilal Hafeez on 2023 Surprises, Getting AI...

Macro Hive Conversations With Bilal Hafeez ·

2023/12/22

Bilal is the CEO and Head of Research at Macro Hive. Before that, Bilal was Global Head of International Fixed Income Strategy at Nomura, and Head of Multi-Asset Research and Advisor to the CEO at Deutsche Bank. Bilal started his twenty-year career at JP Morgan. Academically, Bilal was an Honorary Visiting Professor of Finance at Cass Business School and studied Economics at St Johns College, Cambridge. This week's podcast covers: the biggest surprises of 2023, why covering oil and China is

33:40

Ep. 194: Liang Ding on Can China Avoid a Hard Landing

Macro Hive Conversations With Bilal Hafeez ·

2023/12/15

Liang is currently based in Shanghai and has close to twenty years of market experience as a currency strategist, China economist, portfolio manager, and quant analyst. He has worked for DWS, Sal Oppenheim, and Union Invest. This week's podcast covers: sentiment on the streets of Shanghai, how the China economy performed over 2023, more supply than demand, and much more. Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive

41:04

Shiloh Bates on Demystifying CLO Myths

Macro Hive Conversations With Bilal Hafeez ·

2023/12/08

Shiloh Bates is the Chief Investment Officer of Flat Rock Global in 2018 – a $750mn credit manager. Prior to joining Flat Rock Global, Shiloh was a Managing Director at Benefit Street Partners, and Head of Structured Products at BDCA Advisor. During his 20-year career, Shiloh has worked for several CLO managers and invested over $1.5 billion in CLO securities. He is the author of the recently published ‘CLO Investing – With an Emphasis on CLO Equity & BB Notes’. This week's podcast covers

43:02

Yesha Yadav on Crypto Bankruptcies, Stablecoin, and...

Macro Hive Conversations With Bilal Hafeez ·

2023/12/01

Yesha Yadav is Associate Dean and Professor of Law at Vanderbilt University Law School. She is one of the world’s leading experts on financial and securities regulation. Before Vanderbilt, Yesha worked as legal counsel with the World Bank and before that she practiced regulatory and derivatives law at Clifford Chance. This week's podcast covers key bankruptcies in crypto from Celsius to FTX, crypto regulation and enforcement risks, and the impact of AI in financial markets. Follow us here for more

45:30

Greg Lippmann on The Big Short, Latest US Housing...

Macro Hive Conversations With Bilal Hafeez ·

2023/11/24

Greg Lippmann is the Managing Founding Partner and the Chief Investment Officer of the $9.8bn asset management firm, LibreMax. Prior to founding LibreMax, Greg was head of all non-agency RMBS, ABS, and CDO trading globally at Deutsche Bank. His prescient call on the subprime crisis was immortalized in the book and film The Big Short. In the film, Greg is played by Ryan Gosling. In this podcast we discuss: what led Greg to believe there would be a subprime crisis, thinking about convex trades,

36:22

Charlie McElligott on Year-End Rally, Duration...

Macro Hive Conversations With Bilal Hafeez ·

2023/11/17

Charlie McElligott is the leading expert on all things positioning, flow, sentiment, and quant factors. He is a Managing Director and Cross-Asset Macro Strategist for the Global Markets Americas business at Nomura Securities International, with more than 15 years’ experience in macro markets. Prior to joining Nomura, Charlie was Head of US Cross-Asset Macro Strategy at RBC Capital Markets. Before that, he spent eight years at UBS. In this podcast we discuss: what was behind this year’s rates

57:23

Dr Douglas Greenig on Trend-Following, the End of...

Macro Hive Conversations With Bilal Hafeez ·

2023/11/17

Dr Douglas Greenig is the CEO, CIO, and founder of Florin Court Capital, a systematic, trend-following asset manager uniquely broad in its focus on over 500 markets. Doug has over 25 years of experience in portfolio management and trading. Prior to founding Florin Court, Doug started in markets on Goldman Sachs’ bond arbitrage proprietary desk through the late ‘90s after being hired as an Assistant by Fischer Black. Following this, Doug headed Agency Mortgage Trading at RBS Greenwich Capital, worked

38:38

Marc Goldwein on the Unprecedented US Budget Problem...

Macro Hive Conversations With Bilal Hafeez ·

2023/11/10

Marc Goldwein is the Senior Vice President and Senior Policy Director for the Committee for a Responsible Federal Budget, where he guides and conducts research on a wide array of topics related to fiscal policy and the federal budget. He works regularly with Members of Congress and their staffs on budget-related issues. In this podcast we discuss: the scale of US debt and deficit, how COVID impacted spending, trends in healthcare, social security spending, and taxes, and much more. Follow us here

38:55

Macro Hive Webinar: (The Weekly Call Recorded 1...

Macro Hive Conversations With Bilal Hafeez ·

2023/11/03

This week we have a special podcast episode for you! Listen to the Macro Hive Pro Markets Webinar and hear the key views of our leading researchers on their respective markets. This week, US macro expert Dominique Dwor-Frecaut reveals her outlook on the Fed (pre-FOMC), EM strategist Mirza Baig presents his new Emerging Markets Vulnerability and Scenario Analysis report, which reveals the countries most vulnerable to declining global liquidity and higher rates hurdles. We also hear from Henry

39:09

Boris Vladimirov on Macro Volatility, US Yields, and...

Macro Hive Conversations With Bilal Hafeez ·

2023/10/27

Boris is one of the leading macro thinkers in the market. He is a managing director at Goldman Sachs. Before GS, he was partner and portfolio manager at Rokos Capital Management, Fortress, and Brevan Howard. Boris started his career on the sell-side which included working at UBS and Dresdner. Boris will be giving his personal opinions and not those of Goldman Sachs or any other organisations he is affiliated with. In this podcast we discuss: the impact of fiscal policy on growth, how rates

40:53

Daniel Rock on How AI Will Reshape Economies

Macro Hive Conversations With Bilal Hafeez ·

2023/10/20

This episode is sponsored by Masterworks (www.masterworks.art/macrohive) Professor Daniel Rock is an Assistant Professor of Operations, Information, and Decisions at the Wharton School of the University of Pennsylvania. His research is on the economic effects of digital technologies, with a particular emphasis on the economics of artificial intelligence. His research has been published in various academic journals and featured in outlets such as The New York Times, The Wall Street Journal,

39:27

Martin Lueck On the Scientific Investing, Trend...

Macro Hive Conversations With Bilal Hafeez ·

2023/10/06

Marty co-founded Aspect Capital, which manages over $8bn in a range of systematic investment solutions. He is the Research Director and oversees the Research Team responsible for generating and analysing fundamental research hypotheses for development of all Aspect’s investment programmes. He currently serves on the Board of the National Futures Association and as Chair of the Oxford Physics Development Board. Prior to founding Aspect, Marty was with Adam, Harding and Lueck Limited (AHL), which he

44:42

Jason Halliwell on Value Investing, Systematic Macro...

Macro Hive Conversations With Bilal Hafeez ·

2023/09/29

This episode is sponsored by Masterworks Jason Halliwell is the head of GMO’s Systematic Global Macro team and a partner of the firm. GMO is a leading value-oriented asset manager with $60bn under management. Jason joined GMO in September 1999 from Westpac Investment Management where he spent three years in research and development of quantitative tactical asset allocation methods. In the podcast, we talk about equity views, why systematic works in macro, how to think about value investing, and

39:58

Barry Eichengreen on Fixing the Debt Problem, Dollar...

Macro Hive Conversations With Bilal Hafeez ·

2023/09/22

Barry Eichengreen, Professor of Economics and Political Science at the University of California, Berkeley, is a former senior policy adviser at the International Monetary Fund. He is the author of many books, including most recently “In Defense of Public Debt”. He was also a presenter at the Fed’s 2023 Jackson Hole Economic Symposium. In the podcast, we talk about the rise of debt around the world, how the structure of debt has changed, financial repression, and much more. Follow us here for more

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Macro Hive Conversations With Bilal Hafeez

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