PODCAST

Macro Hive Conversations With Bilal Hafeez

Bilal Hafeez

We talk economics and markets with leading policymakers and investors.

business investing

All Episodes

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

01:11:02

Nouriel Roubini on World War 3 Starting, Debt Crisis...

Macro Hive Conversations With Bilal Hafeez ·

2022/10/28

Nouriel Roubini is CEO of Roubini Macro Associates and Chief Economist for Atlas Capital Team LP. He is Professor Emeritus at the Stern School of Business (New York University). He has previously served as the senior economist for international affairs on the White House Council of Economic Advisors and then the senior advisor to the undersecretary for international affairs at the U.S. Treasury Department. He’s the author of many books including his latest: Megathreats: Ten Dangerous Trends That

54:27

Doomberg on Energy Scarcity, Nuclear Power and...

Macro Hive Conversations With Bilal Hafeez ·

2022/10/21

The Doomberg team are energy gurus amongst other things. They are the anonymous publishing arm of a bespoke consulting firm providing advisory services to family offices and C-suite executives. Its principals have decades of experience across heavy industry, private equity and finance.

01:14:33

Robert Carver on How To Build Successful Trading...

Macro Hive Conversations With Bilal Hafeez ·

2022/10/14

Robert is a systematic futures trader, writer, and researcher. He is the author of several books on systematic trading including ‘Systematic Trading: A unique new method for designing trading and investing systems’ and the upcoming ‘Advanced Futures Trading Strategies’. Before becoming independent, Robert worked for AHL, one of the leading systematic hedge funds, which is part of the Man Group. He was responsible for the creation of AHL's fundamental global macro strategy, and then managed the funds

01:11:44

Dave Newman on Hedge Fund Success, Investment Banking...

Macro Hive Conversations With Bilal Hafeez ·

2022/10/07

Dave is President and CIO of KC3 Capital Management. Before that, he was Head of Macro Trading NY at Moore Capital and Managing Director in FX and Macro Trading at SAC Capital. Prior to his buy-side roles, Dave had various senior head of sales roles at Credit Suisse and JP Morgan. In this podcast we discuss: 1) Living through an investment bank merger. 2) The challenges of retaining talent at banks. 3) Moving from the sell-side to the buy-side (hedge funds). 4) What makes Louis Bacon and Moore

55:25

Randy Schwimmer on Private Credit, Fed Shocks and...

Macro Hive Conversations With Bilal Hafeez ·

2022/09/30

Randy is co-head of senior lending and oversees senior lending origination and capital markets for Churchill Asset Management, which has $40bn of committed capital. Randy is widely credited with developing loan syndications for middle market companies. Prior to joining the firm, Randy served as a senior managing director and head of capital markets and indirect origination at Churchill Financial. Before that, he worked as managing director and head of leveraged finance syndication for BNP Paribas

52:35

Howard Davies on How UK Chancellors Steer the UK In...

Macro Hive Conversations With Bilal Hafeez ·

2022/09/23

Howard Davies is the Chairman of the Board of Directors of Natwest Group. Previously, he was the Director of the London School of Economics (LSE) from 2003 until 2011. Prior to this appointment he was chairman of the UK Financial Services Authority from 1997 to 2003. From 1995 to 1997 he was Deputy Governor of the Bank of England, after three years as the Director General of the Confederation of British Industry. Earlier in his career he worked in the Foreign and Commonwealth Office, the Treasury,

37:00

Dr Sam Ramani on the Russia-Ukraine War, Recent...

Macro Hive Conversations With Bilal Hafeez ·

2022/09/17

Sam is a tutor of politics and international relations at the University of Oxford, and an Associate Fellow at the British defence think tank, the Royal United Services Institute (RUSI). He contributes regularly to media outlets, such as Foreign Policy, the Washington Post, Newsweek, and Al-Monitor, and think tanks, such as the Carnegie Endowment for International Peace and the Middle East Institute. In this podcast we discuss: 1) What was behind Ukraine’s recent counter-offensive win. 2) Why the

38:59

Artem Milinchuk on Alternative Assets, Farmland and...

Macro Hive Conversations With Bilal Hafeez ·

2022/09/09

Artem has over 10 years of finance experience in food, agriculture, and farmland. He holds an MBA from The Wharton School, and a BA and MA in Economics from the Higher School of Economics. Prior to founding FarmTogether, Artem was employee #1 and CFO/VP of Operations at Full Harvest Technologies, a now post-Series A B2B platform for buying and selling produce. He previously worked at Ontario Teachers' Pension Plan, Sprott Resource Holdings, E&Y and PwC. In this podcast we discuss types of

01:18:30

Karl Massey on the End of Investing as We Know It

Macro Hive Conversations With Bilal Hafeez ·

2022/09/02

Karl is Fellow of the Royal Society of Arts, and Mentor at Creative Destruction Labs (Said Business School, University of Oxford). He began his career at JPMorgan trading fixed income. In 1996, Karl oversaw Banco Santander's Global Asset-Liability activities in Madrid. In 2001, he returned to London as Global Head of FX for HSBC Asset Management. From 2003, he held Senior Portfolio Manager roles at Brevan Howard, UBS O'Connor, Deutsche Bank's Cross Asset Trading group. In 2012 he joined Barclays

01:04:15

James Fok on the US-China Financial Cold War, Dollar...

Macro Hive Conversations With Bilal Hafeez ·

2022/08/26

James Fok is a veteran financial and strategic advisor to corporations and governments. He served as a senior executive at Hong Kong Exchanges and Clearing (HKEX) from 2012 until 2021. While there, he played a major role in a number of landmark financial markets initiatives, including the launch of the Shanghai-Hong Kong Stock Connect programme (2014), Bond Connect (2017) and the Hong Kong market's Listing Reforms (2018). Prior to HKEX, Fok worked as an investment banker in both Europe and Asia,

01:00:10

Cameron Crise On Fed’s Balance Sheet Problem, Equity...

Macro Hive Conversations With Bilal Hafeez ·

2022/08/19

Cameron Crise is a macro strategist at Bloomberg, where he writes the Macro Man column and posts on the Markets Live blog. Previously, he was a global macro portfolio manager at Graham Capital in Connecticut and Nylon Capital in London. Earlier in his career, he was a currency portfolio manager and economist for several European asset management firms and held a variety of foreign exchange roles at UBS. He is a graduate of Duke University with a degree in public policy studies and history. In this

59:37

Denis Shull on Emotions as a Dataset and Avoiding...

Macro Hive Conversations With Bilal Hafeez ·

2022/08/12

Denise Shull is the Founder and CEO of ReThink. In that role, she uses neuroscience and modern psychoanalysis to help clients become successful in investing, trading, and leading teams. She has consulted on the development of Showtime’s BILLIONS, coached Olympic champions, and often appears on CNBC, Bloomberg and in the Wall Street Journal. Before ReThink, Denise worked in finance. She started at one of the first electronic trading firms in Chicago, then traded at Schonfeld Securities before she ran

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Macro Hive Conversations With Bilal Hafeez

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