PODCAST

Macro Hive Conversations With Bilal Hafeez

Bilal Hafeez

We talk economics and markets with leading policymakers and investors.

business investing

All Episodes

51:00

Benn Eifert On Retail Options Boom, Over-Complex...

Macro Hive Conversations With Bilal Hafeez ·

2021/03/26

Benn is the managing member and CIO of QVR. He was previously co-founder and co-portfolio manager of Mariner Coria in New York. Before that he was Head of Quantitative Research and Derivatives Trader for the Wells Fargo proprietary trading desk, which became Overland Advisors. He started his career as an emerging markets macroeconomist at the World Bank. He holds a PhD in Economics from UC Berkeley. In this podcast, we discuss: How derivative markets changed after the 2008 financial crisis. The

01:04:04

Marco Monroy On Carbon Taxes, ESG Investing and Maradona

Macro Hive Conversations With Bilal Hafeez ·

2021/03/19

Marco is Founder and CEO of MGM Innova Group, which includes a private equity and green infrastructure fund, and a multinational firm specializing in integrated sustainability and climate change services that facilitate a transition towards a low carbon economy. Prior to that, he worked as an advisor on climate change issues to the Japanese government. In 2002, the World Economic Forum named Mr. Monroy one of the 100 Global Leaders of Tomorrow. In this podcast, we discuss: Will climate change

43:03

Zac Prince on Earning Interest on Bitcoin, and the...

Macro Hive Conversations With Bilal Hafeez ·

2021/03/15

Zac is the CEO and Founder of BlockFi – a leading wealth management firm for crypto investors. Prior to starting BlockFi, he led business development teams at Orchard Platform, a broker dealer and RIA in the online lending sector, and Zibby, an online consumer lender. In this podcast, we discuss: The three use case of crypto – store of value, new commerce, and new payments system. Stablecoins are underappreciated. What is decentralized finance (defi). How you can earn interest on crypto assets. How

01:26:07

James Aitken On Stock Vigilantes, Yield Curve Control...

Macro Hive Conversations With Bilal Hafeez ·

2021/03/05

This episode is sponsored by Masterworks. James Aitken is the Founder and Managing Partner of Aitken Advisors, a research boutique for institutional investors which he started in 2009. Before that, James worked for UBS, AIG, JPMorgan and Macqaurie. In this podcast, we discuss: The real meaning of macro investing. The market has right tails as well as left tails. How to view recent rates market volatility. Why would Fed do yield curve control? Biden and the finance sector. How to hedge your

40:39

Peter Tertzakian on Energy Transitions, Electric...

Macro Hive Conversations With Bilal Hafeez ·

2021/02/26

Peter is Deputy Director of the ARC Energy Research Institute, a Managing Director of ARC Financial Corporation, an energy-focused private equity firm, and the creator of Energyphile, a multimedia project exploring the past, present and future of our energy circumstance. He is the author of three books, the bestselling A Thousand Barrels a Second, The End of Energy Obesity, and his latest The Investor Visit and Other Stories, which explores disruption, denial and transition in the energy business

54:23

Ciamac Moallemi On Quant Investing, Machine Learning...

Macro Hive Conversations With Bilal Hafeez ·

2021/02/19

This episode is sponsored by Masterworks. Ciamac is Professor of Business in the Decision, Risk, and Operations Division of the Graduate School of Business at Columbia University, where he has been since 2007. He also develops quantitative trading strategies at Bourbaki LLC, a quantitative investment advisor. A high school dropout, he received degrees at MIT, Cambridge, and Stanford. In this podcast, we discuss: Types of quant investing – prediction vs risk premia. Why machine learning is impacting

01:02:11

Jay Pelosky on the Coming Boom, Mega-Tech Weakness...

Macro Hive Conversations With Bilal Hafeez ·

2021/02/11

Jay is the founder of TPW Advisory and former top ranked head of asset allocation at Morgan Stanley. In this podcast, we discuss: The implications of a tri-polar world. The biggest boom is underway.. Which asset classes will perform in this new regime. The problem with a 60:40 portfolio. How to play clean energy (ICLN, ECAR) and why old energy (XLE) may still perform. Focusing on core themes: clean energy, innovation, fintech, and cyber. The Biden revolution that everyone is missing. Why rising

01:06:34

Christian Hille on Exponential Growth, Avoiding Low...

Macro Hive Conversations With Bilal Hafeez ·

2021/02/05

Christian Hille is the General Manager and Head of Wealth Management at Fürstlich-Castell’sche Bank (FCB) in Germany. FCB was founded in 1774 and is one of the oldest private banks in Germany. Before FCB, Christian was Global Head of Multi Asset & Solutions at DWS- Deutsche Bank’s asset management arm, where he was responsible for EUR100bn in assets. In this podcast, we discuss: Living in exponential times The dramatic change in investment efficient frontiers Why expected investment returns could

39:59

Jon Turek on the New Fed Put, the Brainard US Curve...

Macro Hive Conversations With Bilal Hafeez ·

2021/01/29

Jon is the author of the widely followed Cheap Convexity blog and always has excellent insights on Fed policy, rates markets and the dollar. In this podcast, we discuss: How to think about the Fed’s new framework. The rates trade that captures this shift – the Brainard steepener! Why a taper tantrum is less likely this time. Why the ECB could be more comfortable with euro strength. How the Georgia senate elections complicated the weak dollar trade. Why precious metals may struggle even with low

50:36

Barry Eichengreen on Dollar Dominance, Crypto Hype,...

Macro Hive Conversations With Bilal Hafeez ·

2021/01/22

This episode is supported by private equity platform Moonfare. Barry Eichengreen is one of the leading thinkers on international economics and exchanges rates. He is Professor of Economics and Political Science at the University of California, Berkeley. He is a prolific author including most recently The Populist Temptation: Economic Grievance and Political Reaction in the Modern Era (2018) and How Global Currencies Work: Past, Present, and Future (2017). In this podcast, we discuss: Why past

43:15

Eli Dourado on the Key Tech Breakthroughs For the 2020s

Macro Hive Conversations With Bilal Hafeez ·

2021/01/15

Eli is an economist and regulatory hacker living in Washington, DC, and a senior research fellow at the Center for Growth and Opportunity at Utah State University. Before that he was head of global policy at Boon supersonic. In this podcast, we discuss: Why we haven’t a replacement for Concorde (yet) How vaccine/mRNA breakthrough can help with HIV and cancers Anti-ageing and blood plasma transfer The problem of energy storage and renewables Breakthroughs in geothermal energy The future of

40:46

12 Investment Ideas For 2021 From Our Listeners

Macro Hive Conversations With Bilal Hafeez ·

2021/01/08

Happy new year and welcome to our first podcast of 2021. In this episode, we try something different and have curated the best investment ideas from our listeners. They’re a smart bunch so well worth listening to. Here are the ideas discussed: Buying clean energy (Invesco Wilderhill Clean Energy ET [PBW]) – Rohan Yelvigi (NY) Buying Japan stocks (iShares MSCI Japan ETF [EWJ]) – Peter Repetto (NY) Buying healthcare and financial sector equity volatility – Stephen Howard (HK) Position for

45:43

Michael Auerbach On Launching A Cannabis SPAC With Jay-Z

Macro Hive Conversations With Bilal Hafeez ·

2020/12/22

Michael Auerbach is the Founder of Subversive Capital, which is dedicated to investing in radical companies. He sits on the Board of Directors of Tilray, Inc. – the first Nasdaq-listed global cannabis company – and holds several directorships with companies that Subversive invests in. He also serves as a Senior Vice President at Albright Stonebridge Group, the global consulting firm chaired by former Secretary of State, Madeleine Albright. In this podcast, we discuss: Launching a SPAC (SBVCF)

56:32

Ashley Lenihan On The Politics Of Cross-Border M&A,...

Macro Hive Conversations With Bilal Hafeez ·

2020/12/18

Dr Ashley Lenihan is a leading expert on the relationship between foreign direct investment and national security and is the author of ‘Balancing Power without Weapons: State Intervention into Cross-Border M&A’. She is the Head of Policy and Engagement at the British Academy of Management (BAM), a visiting Fellow at the London School of Economic’s Centre for International Studies, and a member of the Council on Foreign Relations. In the podcast, we discuss: Why countries block foreign

01:13:58

Jim Leitner On Growth vs Value, Digital Options And...

Macro Hive Conversations With Bilal Hafeez ·

2020/12/11

This episode is supported by private equity platform Moonfare. One of our most popular guests, legendary Jim Leitner, returns on this episode. He gives his take on the big picture themes of the day, how best to implement trades and much more, specifically we discuss: Why the rotation trade from growth to value may not work The importance of looking at the structural trends in undervalued sectors Why today’s tech boom is different from the dot-com mania The problem with 60:40 portfolios. The

50:24

Professor Kevin Dowd On The Problem With MMT,...

Macro Hive Conversations With Bilal Hafeez ·

2020/12/04

In this show, I talk with Professor Kevin Dowd. He is professor of finance and economics at Durham University and an adjunct scholar at the Cato Institute. He has written extensively on the history and theory of free banking, central banking, financial regulation, and monetary systems. His books include Private Money: The Path to Monetary Stability, Laissez‐Faire Banking and Alchemists of Loss: How Modern Finance and Government Intervention Crashed the Financial System. In this podcast we discuss:

51:51

Mickey Down And Konrad Kay On Their New HBO Finance...

Macro Hive Conversations With Bilal Hafeez ·

2020/11/30

This episode is supported by private equity platform Moonfare. I’m a big fan of the new HBO show Industry. It follows a group of young graduates competing for permanent positions at fictional investment bank, Pierpoint & Co. It’s the most authentic depiction of a trading floor that I have seen on a TV show, so I had to get the creators of the show, Mickey Down and Konrad Kay, on to my podcast show. In this podcast we discuss: Their backgrounds working at investment banks Where they filmed the

51:37

Professor Yaneer Bar-Yam On Ending COVID, Vaccine...

Macro Hive Conversations With Bilal Hafeez ·

2020/11/27

This episode is supported by private equity platform Moonfare. In this show, I talk with Professor Yaneer Bar-Yam. He is the founding president of the New England Complex Systems Institute and the founder of EndCoronavirus. He received his SB and PhD in physics from MIT in 1978 and 1984 respectively. Since the late 1980s he has contributed to founding the field of complex systems science, introducing fundamental mathematical rigor and real world application, ranging from the global financial crisis

57:21

Dirk Willer On Emerging Markets Rallying, EM...

Macro Hive Conversations With Bilal Hafeez ·

2020/11/21

This episode is supported by private equity platform Moonfare. In this show, I talk with Dr. Dirk Willer. He’s a Managing Director and Global Head of Emerging Markets FX and Fixed Income Strategy at Citigroup in NY. His research covers global emerging markets for FX, local rates, and credit. Dirk and his team have been ranked as the top team in the 2019 institutional investor survey for emerging markets strategy in FX and rates. Previously, Dirk worked at Omega Advisors and RHG Capital as a global

37:13

Professor Justin Stebbing On Vaccine Breakthroughs...

Macro Hive Conversations With Bilal Hafeez ·

2020/11/12

This episode is supported by private equity platform Moonfare. In this show, I talk with Professor Justin Stebbing. I had him as a guest in July when he argued that we could see a COVID vaccine around US election time. He was right and so I wanted to get his latest views. For background, Justin is a professor in the Faculty of Medicine at Imperial college London. He specializes in cancers and immunotherapies. He has an extensive research background having published over 550 peer-reviewed papers

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Macro Hive Conversations With Bilal Hafeez

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