PODCAST

Macro Hive Conversations With Bilal Hafeez

Bilal Hafeez

We talk economics and markets with leading policymakers and investors.

business investing

All Episodes

01:09:12

Diego Parrilla On High Inflation, Anti-Bubbles and...

Macro Hive Conversations With Bilal Hafeez ·

2022/08/04

Diego is Managing Partner at $1.8b Quadriga Asset Managers. Prior to joining Quadriga in Madrid in 2017, Diego worked in London, New York, and Singapore for two decades and held senior leadership roles across macro commodity markets at JP Morgan, Goldman Sachs, Merrill Lynch, BlueCrest Capital, Dymon Asia, and Old Mutual Global Investors. Diego is best-selling co-author of ‘The Energy World is Flat’ (Wiley, 2014) and author of ‘The Anti-Bubbles’ (BEP, 2017). Diego has a MS Mineral Economics from

44:17

Lindsay Politi On the Inflation Path, Fed Cuts and...

Macro Hive Conversations With Bilal Hafeez ·

2022/07/29

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

46:46

Ivy Zelman on the Coming US Housing Crisis

Macro Hive Conversations With Bilal Hafeez ·

2022/07/22

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 called the top of the housing market. From there, she called the bottom of the housing market in January 2012. She helped best-selling writer, Michael Lewis, with research related to the mortgage crash which became a part of his best-selling book turned movie, ‘The Big Short.’ Michael wrote in the book ‘all roads led to Ivy.’ Ivy was inducted into the

47:57

Mikihiro Matsuoka on Bank of Japan policy,...

Macro Hive Conversations With Bilal Hafeez ·

2022/07/15

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: 1) Former

34:40

Boris Vladimirov on Fed Scenarios, Recession Risks...

Macro Hive Conversations With Bilal Hafeez ·

2022/07/08

Boris is one of the top 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 to. In this podcast, we discuss: 1) Increased volatility in the business cycle. 2) How close are

38:18

Marion Laboure on Democratising Finance, Bitcoin as...

Macro Hive Conversations With Bilal Hafeez ·

2022/07/01

This episode is sponsored by Amber Group Marion is a senior economist at Deutsche Bank in London and a lecturer at Harvard University. She has extensive private sector, public policy, and monetary policy experience, including at the European Commission, the International Monetary Fund, the Luxembourg Central Bank, and Barclays. She received first prize from the American Society of Actuaries, Revue Banque nominated her as a rising star in finance, and Business Insider named her a cryptocurrency

51:51

Raymond Sagayam on the Biggest Overlooked Market...

Macro Hive Conversations With Bilal Hafeez ·

2022/06/24

Ray is the Chief Investment Officer of Fixed Income at Pictet Asset Management. He joined Pictet in 2010 as Head of Total Return Fixed Income, before becoming CIO in 2017 and an Equity Partner in 2018. Before joining Pictet, Raymond was head of dollar and euro credit investments at Swiss Re Asset Management. Before that, he worked for Bank Brussels Lambert (ING) trading US Credit. He has traded credit across all major geographies and began his career at ING Barings in Emerging Markets in 1997

40:18

Dominique Dwor-Frecaut on How the Fed is Setting...

Macro Hive Conversations With Bilal Hafeez ·

2022/06/17

Dominique Dwor-Frecaut is a Senior Macro Strategist for Macro Hive based in Los Angeles. She has been producing alpha-generating trade ideas in FX and rates in EM and G10 at established and startup macro hedge funds in the US since 2011, including at Bridgewater. She has also produced in-depth analysis of central banks policies and procedures drawing on her experience at the New York Fed, the IMF and the World Bank as well as on the buy- and sell-side. Before moving to the US, she covered Asian and

01:06:00

Thorsten Wegener On the Simplest Way to Understand...

Macro Hive Conversations With Bilal Hafeez ·

2022/06/03

Thorsten spent twenty years trading equity derivatives and was a partner at Bear Stearns. He was also head of equity derivatives at Panmure Gordan and Head of Trading Warrants and Structured Products at WestLB. Currently, he educates and lectures on derivative markets. On this podcast we discussed a simple explanation of options, how to understand volatility, and how to trade VIX. He also gave his views on skew and the volatility smile, how to manage your options position, understanding the greeks –

55:50

Stéphane Ouellette on the Crypto Crash, and What Next

Macro Hive Conversations With Bilal Hafeez ·

2022/05/27

Stéphane is CEO and Co-Founder of FRNT Financial – a crypto-focused investment bank. He began his capital markets career working in the Equity Products group on the trading floor at BMO Capital Markets (BMO) in 2010 as a Cash Equity Sales Trader. He eventually transitioned into BMO’s hedge fund sales trading group and added coverage of equity options and equity swaps. In 2018, Stéphane left BMO to start FRNT Financial. In August 2019, Stéphane was elected Chairman of the Canadian Security Traders

47:00

Jay Newman on the Hidden Story of How Money is Moved...

Macro Hive Conversations With Bilal Hafeez ·

2022/05/19

Jay spent 40 years in international finance, including at Elliot Management and Lehmans. His primary focus was on distressed EM sovereign debt. He was central to the historic 15-year fight to recover billions of dollars in defaulted Argentine debt. That campaign, which included the court-approved seizure of an Argentinian Navy ship in Ghana with 200 people aboard in 2012, reached a successful conclusion in 2016. The Wall Street Journal reported that the settlement was worth $2.4 billion, a gain of

48:03

Mike Philbrick on Bond Massacres, Better...

Macro Hive Conversations With Bilal Hafeez ·

2022/05/13

Mike is the Chief Executive Officer of ReSolve Global Asset Management. He has over 29 years of experience in investment management and is responsible for investment decisions, coaching, and strategic leadership. He has co-authored the book Adaptive Asset Allocation: Dynamic Global Portfolios to Profit in Good Times – and Bad. Before his investment career, Mike played professional football. In this podcast, we discussed how to invest in different stages of the business cycle, whether valuations

58:06

Tymofiy Mylovanov on Ukrainian Resistance, Russia’s...

Macro Hive Conversations With Bilal Hafeez ·

2022/05/05

This podcast is sponsored by Masterworks, the first platform for buying and selling shares representing an investment in iconic artworks. They are making it possible to invest in multimillion-dollar works from artists like Banksy, Kaws, Basquiat, and many more. Tymofiy Mylovanov is the President of the Kyiv School of Economics, advisor to Ukrainian President Zelensky and former Ukrainian Minister of Economic Development, Trade and Agriculture. He is currently focused on humanitarian work for

55:36

Phil Suttle on the Inflation Combustion Model, the...

Macro Hive Conversations With Bilal Hafeez ·

2022/04/29

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 why recession risks are overstated, whether real earnings will increase, energy investment and higher inventories as the new normal, and so much more.

44:17

John Butler on Stagflation, Financial Instability,...

Macro Hive Conversations With Bilal Hafeez ·

2022/04/22

John is a commodity guru amongst other things. He has 25 years of experience in international finance. He has served as a Managing Director for bulge-bracket investment banks on both sides of the Atlantic in research, strategy, asset allocation, and product development roles, including at Deutsche Bank and Lehman Brothers. He has advised some of the world’s largest institutional and private investors in matters ranging from wealth preservation to enhancing returns through a wide variety of

42:13

Daniel Zwirn on Finding Value in the Biggest Bubble...

Macro Hive Conversations With Bilal Hafeez ·

2022/04/14

Dan Zwirn is the Co-Founder, CEO, and CIO of Arena Investors LP. Arena is a $3.4 billion global investment firm focusing on special situations asset and credit investments in corporates, real estate, structured finance, and corporate securities. Before founding Arena in 2015, between 2009 and 2015, Dan founded and/or led several specialty finance enterprises including Applied Data Finance (a consumer finance company), North Mill Capital (an asset-based lender), and Lantern Endowment Partners (an

01:00:07

Josh Young on $200 Oil and the Structural Energy...

Macro Hive Conversations With Bilal Hafeez ·

2022/04/08

This podcast is sponsored by Masterworks, the first platform for buying and selling shares representing an investment in iconic artworks. They are making it possible to invest in multimillion-dollar works from artists like Banksy, Kaws, Basquiat, and many more. Josh Young is the Chief Investment Officer and Founder of Bison Interests – an investment firm that focuses on the publicly traded oil and gas sector. He has over 15 years of experience in investment management, 10 of which were focused on

59:37

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

Macro Hive Conversations With Bilal Hafeez ·

2022/04/01

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

35:30

Dominique Dwor-Frecaut on the Coming US Recession,...

Macro Hive Conversations With Bilal Hafeez ·

2022/03/25

Dominique Dwor-Frecaut is a macro strategist for Macro Hive based in Los Angeles. She has been producing alpha generating trade ideas in FX and rates in EM and G10 at established and startup macro hedge funds in the US since 2011, including at Bridgewater. She has also produced in depth analysis of central banks policies and procedures drawing on her experience at the New York Fed, the IMF and the World Bank as well as on the buy and sell side. Before moving to the US, she covered Asian and global

01:02:23

Andy Constan on Lessons From Bridgewater, Equity...

Macro Hive Conversations With Bilal Hafeez ·

2022/03/18

This podcast is sponsored by Masterworks, the first platform for buying and selling shares representing an investment in iconic artworks. They are making it possible to invest in multimillion-dollar works from artists like Banksy, Kaws, Basquiat, and many more. Andy Constan has spent the past 33 years investing and trading global markets. He’s worked at leading hedge funds Bridgewater Associates and Brevan Howard as Chief Strategist. Andy started his career at Salomon Brothers. He is the founder of

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Macro Hive Conversations With Bilal Hafeez

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