PODCAST

Macro Hive Conversations With Bilal Hafeez

Bilal Hafeez

We talk economics and markets with leading policymakers and investors.

business investing

All Episodes

35:47

Saeed Amen On Trading Models, Alternative Data And...

Macro Hive Conversations With Bilal Hafeez ·

2021/08/20

In this episode, I talk with Saeed Amen. He is the founder of Cuemacro, which provides investors with quant research and analysis. Over the past fifteen years, Saeed has developed systematic trading strategies at major investment banks, including Lehman Brothers and Nomura. He is also the author of “Trading Thalesians: What the ancient world can teach us about trading today” and is the coauthor of “The Book of Alternative Data”, which is due out later this year. He is also a visiting lecturer at

58:29

Alberto Gallo on China Risks, Corporate Inequality...

Macro Hive Conversations With Bilal Hafeez ·

2021/08/06

Alberto is Head of Global Credit strategies and Portfolio Manager of the Algebris Global Credit Opportunities fund, a global strategy investing in bonds, credit and equities. Prior to Algebris, Alberto was Managing Director and Head of Global Macro Credit Research at RBS (2011-2016). His team was top ranked in Institutional Investor’s All-Europe Fixed Income survey for Investment Grade, High Yield Research and Fixed Income Strategy, for four years running. Previously, Alberto was a macro

40:15

Anna Raytcheva on Trading Regime Changes, Reflation...

Macro Hive Conversations With Bilal Hafeez ·

2021/07/30

This episode is supported by private equity platform Moonfare. Anna founded Sonya Capital Management in December 2016. Prior to that, Anna spent over twenty years at Citigroup, where she oversaw a multi-billion dollar balance sheet and large teams of traders as the Head of the Strategic Trading Desk, Co-Head of Risk Treasury and Head of the Agency MBS trading desk. Anna traded through eight central bank tightening and easing cycles and a few financial crises, such as the Asian financial crisis, the

59:13

Roger Garside On China Fragility, Coup Risks, and US...

Macro Hive Conversations With Bilal Hafeez ·

2021/07/23

Roger is a former diplomat, development banker, and capital market development advisor, who twice served in the British Embassy in Beijing, and is the author of the highly acclaimed Coming Alive: China After Mao, which explained how Deng Xiaoping won the struggle to succeed Chairman Mao Zedong and what he would do with his power. He has recently published a provocative new book China Coup: The Great Leap to Freedom. In the podcast, we talk about: Why China is outwardly strong and inwardly weak The

55:50

Roshun Patel on Bitcoin, Crypto Lending and Futures...

Macro Hive Conversations With Bilal Hafeez ·

2021/07/16

Cross-exchange arbitrage in crypto How lending works in bitcoin and crypto Futures and interest rates on bitcoin Dynamics of the May bitcoin correction Divergence between US and China trading On-chain features and smart contracts Yield farming Issues around Tether Types of investors in crypto Call over-writing strategies Books that influenced Roshun: The Beginning of Infinity (Deutsch), The Selfish Gene (Dawkins), Sapiens (Harari), The Sovereign Individual (Davidson), The Energy World Is Flat

57:37

Charley Ellis on Active Investors Underperformance,...

Macro Hive Conversations With Bilal Hafeez ·

2021/07/09

Dr. Charles D. Ellis is the founder and former managing partner of Greenwich Associates, an international consultancy where he advised large institutional investors, foundations, and government organizations in more than 130 financial markets across the globe. He taught investment management courses at the Yale School of Management and at Harvard Business School. He sat on the Board of Directors of The Vanguard Group. In addition, Charley was a successor trustee of Yale University, where he chaired

01:06:58

Christian Angermayer on Exponential Growth,...

Macro Hive Conversations With Bilal Hafeez ·

2021/07/02

Christian Angermayer is an entrepreneur and investor and the founder of Apeiron Investment Group, his family office and merchant banking business. Apeiron focuses on Financial Services (especially fintech and crypto assets), Technology, Life Sciences, Media & Entertainment and Real Estate & Prop-Tech. In the podcast, we talk about: What has helped Christian become a successful investor and entrepreneur The positive history of psychedelics The medical potential for psychedelics in mental health

53:37

Former Deutsche Bank Chair/CEO Josef Ackermann On...

Macro Hive Conversations With Bilal Hafeez ·

2021/06/25

This episode is supported by private equity platform Moonfare. Josef Ackermann is the former chairman of the management board and the group executive committee at Deutsche Bank. Ackermann joined Deutsche Bank’s board of managing directors in 1996, where he was responsible for the investment banking division. He is also former chairman of the Board of Directors of Bank of Cyprus. Ackermann studied economics and social sciences at the University of St. Gallen, where he earned his doctorate. In the

56:12

John Butler on Stagflation, Gold and Bitcoin

Macro Hive Conversations With Bilal Hafeez ·

2021/06/18

John Butler has 25 years’ experience in international finance. He has served as a Managing Director for bulge-bracket investment banks 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, and he has been a #1 ranked Investment Strategist by Institutional Investor magazine. His past publications include his popular Amphora Report investment newsletter and

53:58

Charles Goodhart on Money Printing, Inflation and Ageing

Macro Hive Conversations With Bilal Hafeez ·

2021/06/11

This episode is sponsored by Masterworks. Charles Goodhart CBE is Emeritus Professor of Banking and Finance at the LSE, having previously been its Deputy Director. Previously, he had worked at the Bank of England for seventeen years including as Chief Adviser and later In 1997 as independent members of the Bank of England's new Monetary Policy Committee until May 2000. He is the developer of Goodhart's law, an economic law named after him. He has written numerous books including the graduate

01:00:28

Professor Adrian Williams on Everything You Wanted to...

Macro Hive Conversations With Bilal Hafeez ·

2021/06/04

Dr. Adrian Williams is the UK's first Professor of Sleep Medicine. Adrian graduated from University College, London, UK, and after a lectureship at The Cardiothoracic Institute, Brompton Hospital in 1975 took up an appointment at Harvard, Boston, USA, followed by an invitation to University of California (UCLA) in 1977. In 1985 Professor Williams became tenured Professor of Medicine at UCLA and co-Director of the UCLA Sleep Laboratory. In 1994 he returned to London where he developed the Sleep

27:29

Former UK Chancellor Sajid Javid On Inflation,...

Macro Hive Conversations With Bilal Hafeez ·

2021/05/28

This episode is supported by private equity platform Moonfare. Sajid is currently the Conservative Member of Parliament for Bromsgrove. He has held two of the four ‘Great Offices Of State’ in the UK government: Chancellor of the Exchequer and Home Secretary. He was first elected to Parliament in 2010. Before that, he worked at Deutsche Bank and Chase Manhattan Bank. At Deutsche Bank, he helped build their emerging market businesses. Sajid was born in Rochdale (Manchester) and was raised in Bristol

29:14

Themos Fiotakis on Mispriced US Stimulus, Inflation...

Macro Hive Conversations With Bilal Hafeez ·

2021/05/21

Themos is the Head of Research at the macro hedge fund, Glen Point Capital. His previous roles included being Head of Fundamental Strategy at UBS and Head of EM FX Strategy at Goldman Sachs. In the podcast, we talk about: How investors are not understanding the impact of the US stimulus Will price increases be transitory? How healthy is the US labour market? Important shifts in China policy How to play the Euro-area recovery Investors are missing key EM trends Favourite EM markets Books that

44:51

Dominique Dwor-Frecaut on US Labour Supply, Inflation...

Macro Hive Conversations With Bilal Hafeez ·

2021/05/14

Dominique is one of my favourite macro thinkers and economists – she’s so good, we hired her to work for Macro Hive. As for her background, she’s worked at Bridgewater, Barclays and RBS. And before that she worked on policy and research at the New York Fed, the IMF and the World Bank. In the podcast, we talk about: The US labour supply problem and its impact on growth for the rest of 2021 The difference between Democrat and Republican states on COVID Can inflation move higher? How income inequality

47:20

Phil Suttle on Coming High Inflation, Goods...

Macro Hive Conversations With Bilal Hafeez ·

2021/05/07

Phil is one of my favourite global economists. Currently, he runs his own economic research outfit. Before that he worked at JPMorgan, the Fed, World Bank, Barclays and Tudor. In the podcast, we talk about: COVID has led to the biggest change to inflation regime since early 1970s. Private sector to acquire real assets rather than financial assets. High inflation likely to persist over 2022 and 2023. Fed will be in play sooner than expected. Goods sector could see ‘recession’ in 2021 on supply

01:00:28

Wolfgang Münchau on Germany’s Political Risks, Fiscal...

Macro Hive Conversations With Bilal Hafeez ·

2021/04/30

This episode is supported by private equity platform Moonfare. Wolfgang Münchau is co-founder and director of Eurointelligence. He was a Financial Times columnist from 2003 until 2020 and co-founder and editor-in-chief of Financial Times Deutschland. He is the author of several books, including Meltdown Years. In this podcast, we discuss: The unpopularity of Germany’s governing party, the CDU and its new leader Laschet. Laschet’s support for the coal industry. The popularity of sister party CSU’s

48:48

Jeff Snider on Deflation, Central Bank Failure, and...

Macro Hive Conversations With Bilal Hafeez ·

2021/04/23

This episode is sponsored by Masterworks. Jeff is Head of Global Investment Research for Alhambra Investment Partners. He started his career in portfolio management and equity research before focusing on broad investment research since the 2000s. In this podcast, we discuss: Do central banks believe in QE? Why QE didn’t generate inflation after GFC. What is money and can central banks control it? The importance of banks. What caused the 1970s inflation. The rise of the offshore dollar (euro-dollar)

01:03:40

Boris Vladimirov on Inflation Permanence, European...

Macro Hive Conversations With Bilal Hafeez ·

2021/04/16

This episode is supported by private equity platform Moonfare. Boris focuses on global macro and EM. 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. In this podcast, we discuss: Inflation outlook – the Europe surprise – inflation persistence. Will fiscal spending crowd out private spending? The best Europe trade

30:32

Bobby Vedral on Taxing Big Tech, Europe’s Edge, and...

Macro Hive Conversations With Bilal Hafeez ·

2021/04/09

This episode is supported by private equity platform Moonfare. Bobby is partner and portfolio manager at Toscafund Asset Management. He is author of the widely read newsletter, Macro Eagle. He has been the UK representative of the German Economic Council. Before that Bobby was at Goldman Sachs where he was a partner and Global Head of Market Strats. In this podcast, we discuss: Why the backlash against Big Tech will continue. The unionization drive in the US. A new global corporate tax accord. The

43:10

David Riley On US Debt Sustainability, the Reflation...

Macro Hive Conversations With Bilal Hafeez ·

2021/04/01

David Riley is Partner and Chief Investment Strategist of BlueBay Asset management – a USD70bn fixed income fund. Before Bluebay, David was global head of Fitch’s Sovereign and Supranational Group, responsible for more than 130 ratings of the world’s largest fixed-income issuers. Prior to Fitch, David was at HM Treasury where he advised on international economic and debt issues, including representing the UK at international debt restructuring negotiations at the Paris Club of Official Creditors. In

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Macro Hive Conversations With Bilal Hafeez

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