PODCAST

Macro Hive Conversations With Bilal Hafeez

Bilal Hafeez

We talk economics and markets with leading policymakers and investors.

business investing

All Episodes

46:30

Ep. 315: Keyu Jin on What Everyone Gets Wrong on China

Macro Hive Conversations With Bilal Hafeez ·

2025/07/03

Keyu Jin is a Professor of Economics at the LSE. She is an academic member of the China Finance 40 Group and has worked with the World Bank, the IMF, and the China Banking Regulatory Commission, and is a non-executive board member of the luxury conglomerate Richemont and Jardine Matheson. Born and raised in Beijing, she attended high school and college in the United States and holds a PhD in economics from Harvard University. In this podcast we discuss coming to the US (from China), beyond

01:04:13

Ep. 314: Marvin Barth on Trump’s US Resurgence, No...

Macro Hive Conversations With Bilal Hafeez ·

2025/06/27

Marvin Barth is the creator of Thematic Markets and ‘Seriously, Marvin?!’ Thematic Markets is rigorous, institutional-quality research aimed at market professionals, while Seriously, Marvin?! presents more accessible takes on contrarian musings Marvin does not have time to research at Thematic Markets. Both publications benefit from the uniquely broad perspective on the global political economy Marvin has gained from a three-decade career spanning nearly every asset class, academia, central banking,

37:56

Ep. 313: Tom Montag on the Undiscovered Potential of...

Macro Hive Conversations With Bilal Hafeez ·

2025/06/19

Tom Montag is the founding Chief Executive Officer of Rubicon Carbon. Tom has over 20 years of experience in financial markets. Previously, he was the Chief Operating Officer and President of global banking and markets at Bank of America. Tom was also a member of the company’s executive management team, overseeing all businesses serving corporations, institutional investors and government entities. Before this Tom was a partner at Goldman Sachs, a member of the management committee, and was co-head

41:15

Ep. 312: Deepak Gurnani on Five Steps for Using AI in...

Macro Hive Conversations With Bilal Hafeez ·

2025/06/12

Deepak Gurnani is the Founder and Managing Partner of Versor Investments. He is the former CIO of Investcorp’s Hedge Fund Group and was one of its founding members in 1996. Deepak was also a member of its Management Committee. He retired from Investcorp in March 2013. Prior to Investcorp, Deepak spent six years with Citicorp. In this podcast we discuss everyone talking about data being important gets it wrong, five steps of applying AI/machine learning in investment management, conventional vs

48:11

Ep. 311: Ralph Sueppel on Quant Trading Macro the...

Macro Hive Conversations With Bilal Hafeez ·

2025/06/05

Ralph Sueppel is Managing Director for Research and Trading Strategies at Macrosynergy. Previously, he was an Executive Member and Portfolio Manager at Graham Capital. During his tenure there, he created the Systemic Risk and Systematic Value Project (now Macrosynergy Research), a non-profit project dedicated to educating the broader financial community on the merits of socially responsible macro trading strategies. Before Graham, Ralph was head of quant macro and algorithmic strategies at UBS and

49:35

Ep. 310: Helen Thomas on Trump’s Controlled...

Macro Hive Conversations With Bilal Hafeez ·

2025/05/30

Helen Thomas is the CEO of Blonde Money, an independent consultancy firm that analyses and monitors mispriced risks in financial markets in the US, UK and the EU. Helen has a long and distinguished career in both finance and politics. She was an adviser to the former Chancellor of the Exchequer, George Osborne. Previously, Helen has been a partner in the global macro hedge fund, ABD Investment Management, and a former Head of Currency Alpha for State Street Global Advisors. In this podcast we

01:03:53

Ep. 309: Adam Frank on Aliens, AI and Climate Collapse

Macro Hive Conversations With Bilal Hafeez ·

2025/05/23

Adam Frank is a professor of astrophysics at the University of Rochester. A self-described ‘evangelist of science,’ Adam regularly writes and speaks about subjects like intelligent life forms in the universe, high-energy-density physics, space exploration and missions, climate change and more. In this podcast we discuss public science communication and scientific denialism, intersection of science, art and spirituality, searching for aliens – SETI and the Fermi Paradox, and much more. Follow us

52:42

Ep. 308: Tobias Harris on Why Japan Matters

Macro Hive Conversations With Bilal Hafeez ·

2025/05/16

Tobias Harris is the Founder and Principal of Japan Foresight LLC. He has observed Japan as a political risk analyst at Teneo Intelligence and as a researcher at universities and think tanks. He is also Senior Advisor for Japan at Aurora Macro Strategies. Tobias is the author of ‘The Iconoclast: Shinzō Abe and the New Japan’. In this podcast we discuss how Japan became key US ally since WW2, why Japan shifted its view on its global role since 2000s, Abe Shinzo’s role in transforming Japan’s

01:11:31

Ep. 307: Michael Sandel on Populism, Saving...

Macro Hive Conversations With Bilal Hafeez ·

2025/05/09

Michael Sandel teaches political philosophy at Harvard University. His writings – on justice, ethics, democracy, and markets – have been translated into more than 30 languages. His course ‘Justice’ is the first Harvard course to be made freely available online and on television, being viewed by tens of millions worldwide. Michael has served on the President’s Council on Bioethics and is a member of the American Academy of Arts and Sciences. Michael’s books relate enduring themes of political

01:52:36

Ep. 306: Ken Rogoff on Dollar Decline, Debt Worries...

Macro Hive Conversations With Bilal Hafeez ·

2025/05/02

Kenneth Rogoff is Maurits C. Boas Professor at Harvard University, and former chief economist at the IMF. He has long ranked among the top dozen most cited economists and is an international grandmaster of chess. His influential 2009 book with Carmen Reinhart, This Time Is Different: Eight Centuries of Financial Folly, shows the remarkable quantitative similarities across time and countries in the roots and aftermath of debt and financial crises. Rogoff is also known for his pioneering work on

49:05

Ep. 305: James van Geelen on ‘Haves vs Have Nots’...

Macro Hive Conversations With Bilal Hafeez ·

2025/04/25

James van Geelen, founder of Citrini Research, which specializes in illuminating and demystifying the transformative 'megatrends' poised to shape societies, economies, and the market’s distribution of returns for years to come. In this podcast we discuss crossovers between emergency medicine and trading, importance of a beginner’s mindset, humility, and learning from others, macro and micro equals one feedback loop, and much more. Follow us here for more amazing insights:

01:01:39

Ep. 304: Zongyuan Zoe Liu on Calculated China vs...

Macro Hive Conversations With Bilal Hafeez ·

2025/04/17

Zongyuan Zoe Liu is a senior fellow for China studies at the Council on Foreign Relations (CFR). Her work focuses on international political economy, global financial markets, sovereign wealth funds, supply chains of critical minerals, development finance, emerging markets, energy and climate change policy, and East Asia-Middle East relations. Dr. Liu is the author of ‘Can BRICS De-dollarize the Global Financial System?’ and ‘Sovereign Funds: How the Communist Party of China Finances its Global

46:32

Ep. 303: Mirza Baig on Trump’s Trade Strategy, China...

Macro Hive Conversations With Bilal Hafeez ·

2025/04/11

Mirza has a track record of 20 years in the field of researching and trading global foreign exchange. His methodology is built on comprehensive research on underlying fundamentals, rigorous scenario analysis, and a low-frequency, high-conviction approach for idea generation. Mirza has worked at top-tier sell-side firms, including Morgan Stanley, BNP Paribas, Deutsche Bank, and Point 72, a multi-strategy hedge fund. Mirza is now based in Canada and works for Desjardins, where he focuses on G7

49:54

Ep. 302: Vania Stavrakeva on Macro News, Investor...

Macro Hive Conversations With Bilal Hafeez ·

2025/04/04

Vania Stavrakeva is an Assistant Professor of Economics at the London Business School and has a PhD from Harvard. She has extensively studied exchange rate determination and how monetary policy, macroeconomics news and beliefs impact exchange rate movements. She has also produced innovative research on the global network of equity holdings and their impact on equity, fixed income and exchange rate markets. This podcast covers new approaches to understand exchange rate drivers, how lagged macro news

49:26

Ep. 301: Andrew Polk on China’s Bet on Tech Supremacy

Macro Hive Conversations With Bilal Hafeez ·

2025/03/28

Andrew Polk is the co-founder and head of economic research at Trivium China, a Beijing-based strategic advisory firm. Before founding Trivium, he was China director at Medley Global Advisors. Previously, he was the resident China economist at The Conference Board’s China Center for Economics and Business. Andrew is the co-author of The Long, Soft Fall in Chinese Growth (The Conference Board, 2015) and maintains a deep network of professional contacts in the official, academic, and business

53:04

Ep. 300: Gary Gerstle on Decoding Trump: Power &...

Macro Hive Conversations With Bilal Hafeez ·

2025/03/21

Gary Gerstle is the Paul Mellon Professor of American History Emeritus and Paul Mellon Director of Research at the University of Cambridge. He is the author and editor of more than ten books, including two prize winners, American Crucible: Race and Nation in the Twentieth Century (2017) and Liberty and Coercion: The Paradox of American Government from the Founding to the Present (2015). His most recent book, The Rise and Fall of the Neoliberal Order: America and the World in the Free Market Era

51:05

Ep. 259: Thanos Papasavvas on Trump’s (Unsurprising)...

Macro Hive Conversations With Bilal Hafeez ·

2025/03/14

Thanos is the Founder and CIO of ABP Invest, which he founded in 2015. He began his career as an Economist for the UK Government Economic Service through the Civil Service Fast Stream during the ERM Crisis of 1992. Thanos then embarked on a 20-year asset management career with CSFB Investment Management (Credit Suisse) and Investec Asset Management (Ninety-One) managing assets across fixed income, emerging markets, multi-asset and currency management. In this podcast, we discuss Russia-Ukraine and

50:49

Ep. 258: Randy Schwimmer on Why Private Credit Is...

Macro Hive Conversations With Bilal Hafeez ·

2025/03/07

Randy Schwimmer is Vice Chairman of Churchill, where he oversees the Investor Solutions Group. Previously, he served as Co-Head of Senior Lending, responsible for senior lending origination and capital markets. Randy also serves on the firm’s Executive Committee and Senior Lending Investment Committee. Randy is also the Founder and Publisher of The Lead Left, Churchill’s weekly newsletter reviewing deals and trends in the capital markets. He also produces Private Capital Call, a monthly podcast

37:53

Ep. 257: Joe Lavorgna on Trump Supercharging US Growth

Macro Hive Conversations With Bilal Hafeez ·

2025/02/28

Joe Lavorgna is a Managing Director and Chief Economist for SMBC Nikko Securities. He was previously the Chief Economist for the Americas at Natixis. While there, Joe took a one-year leave of absence to serve in the Trump administration, where he was Special Assistant to the President, and Chief Economist of the National Economic Council. Prior to Natixis, Joe spent 20 years with Deutsche Bank Securities in the Global Markets Division, where he was considered one of the leading Wall Street

45:42

Ep. 256: Max Stier on Trump Ripping Up Government

Macro Hive Conversations With Bilal Hafeez ·

2025/02/21

Max Stier is President and CEO of the Partnership for Public Service. The Partnership has been widely praised as a thought leader on federal government management issues. Max has worked previously in all three branches of the federal government. Most recently, Max worked at the Department of Housing and Urban Development, having served as the Deputy General Counsel for Litigation. In this podcast, we discuss how Presidential transitions typically work, problems with Federal government, why tearing

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Macro Hive Conversations With Bilal Hafeez

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