PODCAST

Macro Hive Conversations With Bilal Hafeez

Bilal Hafeez

We talk economics and markets with leading policymakers and investors.

business investing

All Episodes

53:36

Alfonso Peccatiello (Alf) on Money Printing, US Risks...

Macro Hive Conversations With Bilal Hafeez ·

2022/02/04

Alfonso Peccatiello (Alf) is the author of The Macro Compass, a financial newsletter providing educational macroeconomic insights & actionable investment ideas. Previously, he was the head of a $20 bn Investment Portfolio for a large European bank. In this podcast we discuss: How money is created, where the credit cycle is right now, why the European growth cycle looks better than the US, and ECB hikes. On trades, Alf discussed long EUR/USD and long NASDAQ/short Russell trades and how asset swap

56:21

Adam Iqbal on Carry Trades, Volatility and Trading...

Macro Hive Conversations With Bilal Hafeez ·

2022/01/28

Adam is a Managing Director and Global Head of G10 FX Options Trading at Goldman Sachs. Prior to this, he was an FX Volatility Portfolio Manager at PIMCO, and he has worked as a vanilla and exotic FX options trader at Barclays Investment Bank in London. He is the author of Foreign Exchange: Practical Asset Pricing and Macroeconomic Theory (forthcoming, 2022), and Volatility: Practical Options Theory (2018). Adam holds a PhD in financial mathematics and economics from Imperial College London, an MSc

53:40

Shahin Vallée on Europe’s Geopolitical Risks, ECB...

Macro Hive Conversations With Bilal Hafeez ·

2022/01/21

Shahin Vallée is head of the Geo-Economics Program at the German Council on Foreign Relations (DGAP). Before the German Council, Shahin was a senior economist for Soros Fund Management, and also served as a personal advisor to George Soros. Prior to that, he was the economic advisor to Emmanuel Macron at the French Ministry for the Economy and Finance, where he focused on European economic affairs. Between 2012 and 2014, Shahin was the economic advisor to President of the European Council, Herman

01:12:03

Mark Yusko on the Right Asset Allocation, Avoiding...

Macro Hive Conversations With Bilal Hafeez ·

2022/01/14

Mark Yusko is the Founder, CEO and Chief Investment Officer of Morgan Creek Capital Management. Prior to forming Morgan Creek in 2004, Mark was President, Chief Investment Officer and Founder of UNC Management Company, the Endowment investment office for the University of North Carolina at Chapel Hill, from 1998 to 2004. Until 1998, Mark was the Senior Investment Director for the University of Notre Dame Investment Office where he joined as the Assistant Investment Officer in October of 1993. In

01:05:24

Mark Stanwyck and Rick Seeger on Crypto Use Cases,...

Macro Hive Conversations With Bilal Hafeez ·

2022/01/07

Mark Stanwyck is the Co-Founder of Avalaunch - the first protocol, exclusively for the Avalanche ecosystem, to offer projects a platform for decentralized fundraising. Rick Seeger is the Co-Founder of Oh! Finance - an optimized yield-generation protocol. In this podcast we discuss: Comparison of layer one protocols from Ethereum to Avalanche Use cases in crypto How GameFi works How traditional gaming companies respond to GameFi Ways in which DeFi offers high yields What the criteria are to

50:01

Ari Paul on Valuing Bitcoin, Ethereum Killers and...

Macro Hive Conversations With Bilal Hafeez ·

2021/12/17

Ari Paul is co-founder and CIO of BlockTower Capital. BlockTower is a crypto and blockchain investment firm, applying professional trading, investing and portfolio management to this digital asset class. It is funded by well-known investors such as A16z and Union Square Ventures. Before BlockTower, Ari was a portfolio manager for the University of Chicago's $8 billion endowment, and a derivatives market maker and proprietary trader for Susquehanna International Group (SIG). In this podcast we

01:42:30

Bilal Hafeez on Inflation, Crypto and Investment Lessons

Macro Hive Conversations With Bilal Hafeez ·

2021/12/10

On this special episode, we turn the tables and Bilal becomes the guest as Andrew Simon, our COO of Macro Hive and business partner, does the interviewing this time. Bilal Hafeez is the Founder and CEO of Macro Hive. Prior to this, Bilal was Global Head of International Fixed Income Strategy at Nomura between 2016 and 2019. Before that Bilal held various senior roles at Deutsche Bank between 2002 and 2015 including Head of Multi-Asset Research, Advisor to the CEO, Head of Asia Research in Singapore

55:30

Fabio Natalucci on COVID, Crypto and Climate

Macro Hive Conversations With Bilal Hafeez ·

2021/12/03

Fabio is a Deputy Director of the Monetary and Capital Markets Department at the IMF. He is responsible for the Global Financial Stability Report that gives the IMF’s assessment of global financial stability risks. Prior to joining the IMF, Fabio was a Senior Associate Director in the Division of Monetary Affairs at the Federal Reserve Board. Between October 2016 and June 2017, Fabio was Deputy Assistant Secretary for International Financial Stability and Regulation at the U.S. Department of

55:27

[BONUS] Professor Justin Stebbing On COVID Omicron

Macro Hive Conversations With Bilal Hafeez ·

2021/12/01

Omicron, the name of the new Covid-19 variant that has recently emerged, caused panic across the world and a selloff in risk on Friday. Following an influx of questions from The Hive, we held an urgent webinar to discuss the strain and its potential impacts on financial markets. Professor Justin Stebbing of the Faculty of Medicine at Imperial College London joined us to provide his expert opinion. Justin has published in The Lancet new research on using AI to find drugs to treat COVID-19 and in

44:03

Nancy Davis on How to Position for True Inflation Risk

Macro Hive Conversations With Bilal Hafeez ·

2021/11/26

Nancy Davis is the founder and managing partner of Quadratic Capital Management. She is the portfolio manager for The Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL). She founded Quadratic Capital in 2013. She began her career at Goldman Sachs where she spent nearly ten years, the last seven with the proprietary trading group where she rose to become the Head of Credit, Derivatives and OTC Trading. Prior to starting Quadratic, she served as a portfolio manager at Highbridge Capital

01:00:48

Edward Glaeser on Will Cities Survive After COVID

Macro Hive Conversations With Bilal Hafeez ·

2021/11/19

Edward Glaeser is Professor of Economics at Harvard University. He is perhaps the world’s leading expert on cities. He recently authored, along with David Cutler, Survival of the City – Living and Thriving in the Age of Isolation. Edward leads the Urban Economics Working Group at the National Bureau of Economic Research, and co-leads the Cities Programme at the International Growth Center. He is a member of the American Academy of Arts and Sciences and the National Academy of Public Administration

47:52

Rolf Strauch On Europe’s Reboot, Managing Sovereign...

Macro Hive Conversations With Bilal Hafeez ·

2021/11/12

Rolf Strauch is Chief Economist and Management Board Member of the European Stability Mechanism (ESM) and the European Financial Stability Facility (EFSF), which he joined in July 2010. These entities provide financial assistance to euro-area countries experiencing financing problems. Rolf represents the ESM and EFSF in European fora and negotiates with Member States. Prior to this, Mr Strauch worked at the European Central Bank from 2000–2010 and served previously as an economist at the Deutsche

01:19:35

Alex Gurevich On Trading COVID, Inflation and Games

Macro Hive Conversations With Bilal Hafeez ·

2021/11/05

Alex Gurevich is the Founder and CIO of HonTe Advisors, LLC. Alex has been involved in trading for over 20 years; holding various roles on Wall Street that included the launch of fixed income derivative trading franchises as well as running the macro book at JP Morgan. More recently, Alex has transformed his very successful family office into a global macro strategy suitable for institutional investors. He is the author of The Next Perfect Trade (2015) and soon to be published The Trades of March

33:20

Scott Lynn on Investing In Art, Diversification and NFTs

Macro Hive Conversations With Bilal Hafeez ·

2021/10/29

Scott is the Founder and CEO of Masterworks, a platform for investing in art markets. Scott has been an active collector of contemporary art for more than fifteen years and has built an internationally-recognized collection of Abstract Expressionism that has included works by Clyfford Still, Barnett Newman, Mark Rothko, Willem de Kooning, and more. In addition to Masterworks, Scott serves on the board of v2 ventures (Adparlor, Giant Media, Reachmobi, Amply, and Sellozo), Payability, and the Brooklyn

49:48

Azeem Azhar On the Exponential Age, Unlimited...

Macro Hive Conversations With Bilal Hafeez ·

2021/10/22

Azeem is the creator of Exponential View, a leading platform for in-depth tech analysis. His weekly newsletter is read by 200,000 people from around the world, and his podcast has featured guests including Yuval Noah Harari, Tony Blair and Kate Raworth. A member of the World Economic Forum's Global Futures Council, Azeem contributes to publications including the Financial Times, Wired and the MIT Technology Review. His new book is called Exponential: How Accelerating Technology Is Leaving Us Behind

41:22

Boris Vladimirov on Reverse Goldilocks, Central Bank...

Macro Hive Conversations With Bilal Hafeez ·

2021/10/15

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: What is reverse goldilocks? Parallels and differences to 1970s

37:08

Marc Rubinstein on Understanding Banks, the Crypto...

Macro Hive Conversations With Bilal Hafeez ·

2021/10/08

Marc is author of Net Interest – a leading weekly newsletter on the world of finance. Before this, Marc spent ten years at leading hedge fund Lansdowne Partners, where he was a partner and portfolio manager. This was after he spent time on the sell-side working for Barclays Investment Bank (BZW), Schroders and then Credit Suisse, where he was head of the European banks research team. In this podcast we discuss: How to predict financial crises How are financials different from other companies What

58:25

Anas Alhajji On the Energy Outlook, Climate Change...

Macro Hive Conversations With Bilal Hafeez ·

2021/10/01

This episode is sponsored by Masterworks. Dr. Anas Alhajji is a leading energy markets expert, and advises governments, companies, and financial institutions on energy markets. He focuses on oil and gas market outlook, energy geopolitics, energy security, and the impact of disruptive technologies on the supply and demand of energy. He is the Managing Partner at Energy Outlook Advisors LLC, and was previously the Chief Economist of NGP Energy Capital Management. He is also a contributing editor for

01:24:25

Richard Muirhead On VC Investing, Picking Winners and...

Macro Hive Conversations With Bilal Hafeez ·

2021/09/24

Richard is a co-founder and Managing Partner at Fabric Ventures – a VC fund adapting the early, technical, and patient approach of venture capital to investing in Web 3.0 and decentralised data networks. Fabric invested in the likes of Polkadot, Ocean Protocol, Orchid, Blockstack, zeppelin_os, and Keep, among others. Richard combines a pedigree in open source, developer-oriented tools, and early-stage venture investing with blockchain focus since 2013, and has invested in Pantera Venture Fund,

01:11:06

David Dredge On Defining Risk, Profiting from Extreme...

Macro Hive Conversations With Bilal Hafeez ·

2021/09/17

David has over 30 years’ experience of managing risk across global markets. David is the CIO of Singapore-based Convex strategies - which focuses on risk management including protecting against dislocations in asset markets. Prior to launching Convex Strategies, he served as a Managing Director and Portfolio Manager at Artradis Fund Management in Singapore. Earlier in his career, David built and ran Asian and Global EM trading businesses for RBS (ABN AMRO Group), Bankers Trust and Bank of America

299 results

Macro Hive Conversations With Bilal Hafeez

All Episodes

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...