PODCAST

Macro Hive Conversations With Bilal Hafeez

Bilal Hafeez

We talk economics and markets with leading policymakers and investors.

business investing

All Episodes

01:09:36

Jim Leitner on Creating a Macro Edge, Trading Options...

Macro Hive Conversations With Bilal Hafeez ·

2023/03/24

This episode is sponsored by Amber Group Jim Leitner serves as President of Falcon Management Corporation and CIO of Falcon Family L.P., a family office. Previously, he worked as a foreign exchange trader at Morgan Guaranty, as Chief Dealer at Bank of America International, as Vice President for proprietary trading at Shearson Lehman and as Managing Director in the Global Trading Department at Bankers Trust. Jim was a member of the Yale Investment Committee from 2004 through to 2010. In this podcast

29:53

Lindsay Politi on the Silicon Valley Bank Fall-Out,...

Macro Hive Conversations With Bilal Hafeez ·

2023/03/17

Lindsay Politi is Head of Inflation Strategies at One River Asset Management. Lindsay began her career at Wellington Management in Boston where she was head of Global Inflation-linked Investments. In that role she was one of the top TIPS managers by assets, managing over $10 billion in dedicated assets, with a top quintile track record for excess in her peer group. She then joined Tudor Investment Corporation in Greenwich as a discretionary macro investor, translating her inflation strategy onto a

52:19

Niall Ferguson on Cold War 2, Middle East Conflict...

Macro Hive Conversations With Bilal Hafeez ·

2023/03/10

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 work, he is the founder and managing

01:03:44

Mustafa Chowdhury on Mortgage Risks, Fed Shocks and...

Macro Hive Conversations With Bilal Hafeez ·

2023/03/03

Mustafa is a rates guru and member of the research team at Macro Hive. Before this, Mustafa was the Head of Rates, FX, and Derivatives at Voya Investments, where he helped manage $40 billion of assets. Prior to that, he was a Managing Director and Head of US Rates and MBS Strategy at Deutsche Bank. And in the 1990s, he was Co-head of Asset-Liability Management at Freddie Mac, where he was responsible for managing one of the world’s largest fixed income derivatives portfolios and trading desks. In

48:35

Timothy Ash on Russia’s Failure, China Intervention...

Macro Hive Conversations With Bilal Hafeez ·

2023/02/24

Timothy Ash is a Senior EM Sovereign Strategist at the $125bn fund, BlueBay, and is widely considered one of the leading experts on Ukraine and Russia. Prior to joining BlueBay, Tim was Head of CEEMEA Credit Strategy at Nomura International. Before this he was Head of EM Research (ex-Africa) at ICBC-Standard Bank until May 2015; Head of Emerging Markets Research at the Royal Bank of Scotland until June 2012; and Head of EMEA fixed income research at Bear Stearns International (later JPMorgan Chase)

46:25

Mikihiro Matsuoka on Japan Inflation, BoJ Outlook and...

Macro Hive Conversations With Bilal Hafeez ·

2023/02/17

Matsuoka-San is the Chief Economist of SBI Securities in Japan. Before that, he was the Chief Economist for Japan at Deutsche Bank. Overall, he has been involved in macroeconomic analysis at research institutions and financial institutions for the past 30 years. He is known to be one of the leading Japan economists with unique insights on structural issues. Over the years he has been highly ranked in numerous surveys including the Institutional Investor survey. In this podcast we discuss current

01:07:23

Richard Oldfield on Value Investing, Warren Buffet...

Macro Hive Conversations With Bilal Hafeez ·

2023/02/10

Richard founded Oldfield Partners in 2004.The firm is a value-style asset management firm with over $4bn in assets under management. Richard was Chairman of the Oxford University Investment Committee and of Oxford University Endowment from the latter’s inception in 2007 until 2014. He holds a BA Hons in History from Oxford University. His book about investing, ‘Simple But Not Easy’, was published in 2007 and new edition was published in 2022. In the podcast, we talk about the trouble with private

01:06:14

Deborah Seligsohn on What Everyone Gets Wrong on...

Macro Hive Conversations With Bilal Hafeez ·

2023/02/03

Deborah Seligsohn is an Assistant Professor of Political Science at Villanova University. Her research focuses on Chinese politics, US-China relations, and public health, energy and environmental politics in China and India. Prior to her academic career, she served as the Beijing-based Principal Advisor to the World Resources Institute’s China Energy and Climate Program from 2007 to 2012. Before that, she served as the Environment, Science, Technology and Health Counselor at the US Embassy in

53:29

Phil Suttle on Fed Murdering Expansions and Bond Worries

Macro Hive Conversations With Bilal Hafeez ·

2023/01/27

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. He was educated at Oxford University and lives in the US. In the podcast, we talk about the impact of US sectoral shocks, hard landing risks, European growth outlook, and much more.

01:08:41

Niels Kaastrup-Larsen and Alan Dunne on How to Make...

Macro Hive Conversations With Bilal Hafeez ·

2023/01/20

Niels is the Managing Director of DUNN Capital (Europe) which has a track record going back over 45 years. He has been in the managed futures business for over 30 years having held management positions in and started multiple CTA firms. He is most widely known for the Top Traders Unplugged podcast. Alan is the Founder and CEO of Archive Capital – a boutique alternative investment research firm. Prior to founding Archive Capital, he was Managing Director and a member of the investment committee at

01:13:19

Yesha Yadav on the Galactic Risks of the US Treasury...

Macro Hive Conversations With Bilal Hafeez ·

2023/01/13

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 why the US Treasury market is fundamentally broken, the rise of HFT and algo trading, the diverges uses of Treasuries, and much more.

01:34:06

Andrew Revkin on What to Do About Climate Risk

Macro Hive Conversations With Bilal Hafeez ·

2023/01/06

Andrew Revkin is one of America’s most honoured and experienced environmental journalists and the founding director of the new Initiative on Communication and Sustainability at Columbia University's Earth Institute. He’s written on climate change for more than 35 years, reporting from the North Pole to the White House, the Amazon rain forest to the Vatican - mostly for The New York Times. He has held positions at National Geographic and Discover Magazine. He’s written books on the dawn of Earth's

44:37

Ivy Zelman on the Coming US Housing Crisis

Macro Hive Conversations With Bilal Hafeez ·

2022/12/30

With everyone taking a well-deserved break over the holiday season, we decided to dig through our archives to bring you our most-listened-to podcast of 2022. Back in July, we interviewed Ivy Zelman – best known for calling the top of the housing market in 2005. Turns out, she had an extremely prescient call to make in our interview too... Enjoy! Ivy Zelman is CEO at Zelman & Associates. She co-founded Zelman & Associates in 2007 which is a leading housing research firm in the US. In 2005, Ivy

57:21

Agathe Demarais on How Sanctions Backfire on the US

Macro Hive Conversations With Bilal Hafeez ·

2022/12/16

Agathe Demarais is the Global Forecasting Director of The Economist Intelligence Unit. Agathe has a special focus on trade, sanctions, European affairs, Russia and the Middle East. As The EIU’s Global Forecasting Director, Agathe oversees the publication of The EIU global outlook. Prior to joining The EIU, Agathe worked in the diplomatic corps of the French Treasury. She spent five years in Russia and three years in the Middle East, where she developed her knowledge of sanctions and policymaking

52:17

Shannon O'Neil on What Everyone Gets Wrong About...

Macro Hive Conversations With Bilal Hafeez ·

2022/12/09

Shannon O'Neil is the vice president, deputy director of studies, and Nelson and David Rockefeller senior fellow for Latin America Studies at the Council on Foreign Relations. She is an expert on global trade, supply chains, Mexico, Latin America, and democracy. Did globalisation increase that much in the past? Japan’s important role Why South America didn’t regionalise

44:46

David Rubenstein on How to Invest Like Superstar...

Macro Hive Conversations With Bilal Hafeez ·

2022/12/02

David Rubenstein is Co-Founder and Co-Chairman of the Carlyle Group – one of the largest private equity firms in the world. Prior to forming Carlyle in 1987, David practiced law in Washington, D.C. with Shaw, Pittman, Potts & Trowbridge LLP (now Pillsbury Winthrop Shaw Pittman LLP). From 1977 to 1981, Mr. Rubenstein was Deputy Assistant to the US President for Domestic Policy. Among other philanthropic endeavours, David is Chairman of the Boards of the Council on Foreign Relations, the Economic

01:52:17

Fred Thiel on FTX Fallout, Bitcoin Energy Myths, and...

Macro Hive Conversations With Bilal Hafeez ·

2022/11/25

Fred Thiel is the CEO of Marathon Digital Holdings – one of the largest bitcoin mining companies in North America. Prior to this, Fred co-founded Sprocket, a blockchain and cryptocurrency technology and financial services company that focused on creating a single aggregated global trading marketplace. Before that, Fred served as CEO of Local Corporation, a Nasdaq-listed leader in online local search and digital media. Outside of these roles, Fred has founded and run numerous tech companies both in

54:43

Gerard DiPippo on CIA, US-China Tech War, and Taiwan...

Macro Hive Conversations With Bilal Hafeez ·

2022/11/18

Gerard is a senior fellow with the Economics Program at the Center for Strategic and International Studies (CSIS). He joined CSIS after nearly 11 years in the U.S. intelligence community. From 2018 to 2021, DiPippo was a deputy national intelligence officer for economic issues at the National Intelligence Council, where he led the intelligence community’s economic analysis of East Asia. He also was a senior economic analyst at the CIA focused on East Asia, South Asia, and global economic issues. In

53:49

Victoria Ivashina on Whether Private Markets Will...

Macro Hive Conversations With Bilal Hafeez ·

2022/11/11

Victoria is Professor of Finance and Head of the Finance Unit at Harvard Business School. She is also the faculty chair of the Global Initiative for the Middle East and North Africa (MENA) region. She is a Research Associate at the National Bureau of Economic Research (NBER), a Research Fellow at the Center for Economic Policy Research (CEPR), a Visiting Scholar at the Federal Reserve Bank of Boston, and a member of the Model Validation Council at the Board of Governors of the Federal Reserve

41:25

Igor Yelnik on How to Trade Macro Differently

Macro Hive Conversations With Bilal Hafeez ·

2022/11/04

Igor founded Alphidence Capital in 2020 and holds the positions of CEO and CIO. The fund is unusual in that it focuses on systematic macro investing. Previously Igor was the CIO for ADG Capital Management LLP from 2013 to 2019. Prior to that he spent 9 years at IPM Informed Portfolio Management AB where he was a Partner and Head of Portfolio Management and Research. Igor graduated from Leningrad Polytechnic Institute in 1986 where he obtained a Master’s degree in Computer Science. In this podcast we

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