PODCAST

Macro Hive Conversations With Bilal Hafeez

Bilal Hafeez

We talk economics and markets with leading policymakers and investors.

business investing

All Episodes

59:15

Gary Gerstle On Trump Not Conceding, Democrat...

Macro Hive Conversations With Bilal Hafeez ·

2020/11/07

The US election did not see the Democrat wave that many had expected, so I have US Presidential history expert of Cambridge University, Gary Gerstle, return to our podcast show. He gives his take on all things US elections and beyond. In this podcast we discuss: The parallel Presidencies of 1876 The current risks of unrest if the results are not certified soon What pollsters missed Were the Democrats too left or not left enough? How will Biden manage the left and a Republican Senate ahead of 2022

01:01:05

Michael Melvin On Quant Strategies In Currencies,...

Macro Hive Conversations With Bilal Hafeez ·

2020/10/30

Michael was Managing Director and Senior Research Advisor in Multi-Asset Strategies at BlackRock. Prior to that he was head of Currency and Fixed Income Research in the Global Market Strategies Group at BlackRock and Barclays Global Investors. Michael is currently Executive Director of the Master of Finance program and also serves as Executive Director of the Pacific Center for Asset Management at UC San Diego. He has been a visiting scholar at the Federal Reserve Board, the International Monetary

44:06

John Kay On Smaller Government And Business Failure,...

Macro Hive Conversations With Bilal Hafeez ·

2020/10/21

John Kay is one of the UK’s leading economists. His books on the tax system, corporate strategy and banking have been widely praised. He helped establish the Institute of Fiscal Studies, is a fellow at St. Johns College Oxford, and was the first dean of Oxford’s Saïd Business School. In this podcast we discuss: The importance of science for policymakers and why they do not use it more The problem with the focus on short-term earnings Why people are pro-social rather than individualistic Why the

49:03

Gary Gerstle On Trump Authoritarianism, Biden’s...

Macro Hive Conversations With Bilal Hafeez ·

2020/10/17

Gary is Paul Mellon Professor of American History at Cambridge University. Before that, he was at Vanderbilt University where he was James G. Stahlman Professor of American History. He is a social and political historian of the twentieth century, with substantial interests in the late eighteenth and nineteenth centuries. He got his PhD from Harvard University. He has also testified before the US Congress on immigration matters. In this podcast we discuss: How Trump deviates from Republican

01:04:25

Corey Hoffstein On How The Fed, Passive Investors And...

Macro Hive Conversations With Bilal Hafeez ·

2020/10/13

Corey recently wrote an excellent piece on market liquidity and I had to have him as a guest. For background, he is co-founder and Chief Investment Officer of Newfound Research, a quantitative tactical asset management firm. At Newfound, he is responsible for portfolio management, investment research, strategy development, and communication of the firm's views to clients. He holds a Master of Science in Computational Finance from Carnegie Mellon University. In this podcast we discuss: How central

58:11

Helen Thompson On Brexit Deals, Boris Leadership And...

Macro Hive Conversations With Bilal Hafeez ·

2020/10/09

Helen is Professor of Political Economy at Cambridge University. She has been at Cambridge since 1994, and is at present, Deputy Head of the School of the Humanities and Social Sciences. She is a regular panelist on the excellent podcast show Talking Politics. She has recently been focusing on the political economy of oil, Brexit and the euro zone crisis. In this podcast we discuss: The current state-of-play in Brexit talks How state aid issues have become more importance since COVID The purpose

01:01:19

Vitor Constancio On ECB Inflation Targeting, Monetary...

Macro Hive Conversations With Bilal Hafeez ·

2020/10/02

Vitor was the Vice President of the ECB until a few years ago. And before that held numerous high-profile roles including being Portugal’s finance minister, the central bank governor of Portugal and negotiating the entry of Portugal into the EEC – the forerunner to the EU. Vitor is currently President of the Council of ISEG at the University of Lisbon and a Professor at the Navarra University in Madrid.. In this podcast we discuss: The evolution of monetary policy since the 1970s Is there a limit

01:08:01

Charlie McElligott On Everything Duration, Secular...

Macro Hive Conversations With Bilal Hafeez ·

2020/09/25

Charlie McElligott is the leading experts on all things positioning, flow, sentiment and quant factors. He is a Managing Director and Cross-Asset Macro Strategist for the Global Markets Americas business at Nomura Securities International, with more than 15 years’ experience in macro markets. Prior to joining Nomura, Charlie was Head of US Cross-Asset Macro Strategy at RBC Capital Markets. Before that, he spent eight years at UBS. In this podcast we discuss: Understanding the impact of low real

52:29

Michael Pettis On China Exporting Of Debt, Class War...

Macro Hive Conversations With Bilal Hafeez ·

2020/09/18

Michael Pettis is someone who I have followed closely over my career and he is one of the most widely followed China experts in the investor community. He is currently based in Beijing and is Professor of Finance at Guanghua School of Management at Peking University and is the co-author of the recently published book “Trade Wars Are Class Wars”. In this podcast we discuss: How economists don’t understand debt Understanding when high savings rates work for countries How advanced economies

36:36

Lyn Alden On Tesla, Finding Quality Stocks And The...

Macro Hive Conversations With Bilal Hafeez ·

2020/09/11

I’m always on the lookout for podcast guests with unconventional backgrounds, and on this episode, we have one such guest, Lyn Alden. Lyn has an academic background in engineering and currently works at an aviation simulation facility. But on top of her day job, she has developed a widely followed framework for investing in markets. Her approach is value with a global macro overlay and she’s been doing this research for over fifteen years. I learnt a lot in our conversation, and I’m sure you will

41:17

Professor Laura Veldkamp On How the COVID Shock Will...

Macro Hive Conversations With Bilal Hafeez ·

2020/09/04

In this episode, I talk with Professor Laura Veldkamp. Laura presented one of the key papers at the Federal Reserve’s 2020 gathering at Jackson Hole. Her paper co-authored with Julian Kozlowski and Venky Venkateswaran on 'Scarring Body and Mind: The Long Term Belief Scarring Effects of COVID-19' will likely be viewed as a seminal paper in years to come. Laura is a Professor of Finance at Columbia University's Graduate School of Business and a co-editor of the Journal of Economic Theory. She’s a

44:03

David Beckworth On The Problems With The Fed And How...

Macro Hive Conversations With Bilal Hafeez ·

2020/08/28

In this episode, I talk with David Beckworth. David is the host of one of my favourite economics podcasts, Macro Musings. He is also a Senior Research Fellow at the Mercatus Center at George Mason University and a former international economist at the US Treasury. He is the author of Boom and Bust Banking: The Causes and Cures of the Great Recession. His research focuses on monetary policy, and he has advised congressional staffers on policy. In this podcast we discuss: 1. What did the Fed do right

50:07

Shahraab Ahmad On New York Real Estate, Corporate...

Macro Hive Conversations With Bilal Hafeez ·

2020/08/21

In this episode, I talk with Shahraab Ahmad. Shahraab was previously the Chief Investment Officer of the credit fund Decca Capital. Prior to launching the fund in 2015, he managed the Hutchin Hill Liquid Credit Strategy (2008-2013). From 2005 to 2008, he was a partner at Sailfish Capital, where he traded global relative value within credit, and prior to that, he was Co-Head of the HY Credit Trading Group at J.P. Morgan (1999-2004). In this podcast we discuss: The early years of CDS trading

38:44

Stephen Roach On The Dollar’s Coming 35% Decline

Macro Hive Conversations With Bilal Hafeez ·

2020/08/14

In this episode, I talk with Stephen Roach. Stephen is well known for his 30-year stint at Morgan Stanley, where he was Chairman of Morgan Stanley Asia and Chief Economist. He’s currently a Senior Fellow at Yale University’s Jackson Institute of Global Affairs and a Senior Lecturer at Yale’s School of Management. At Yale, he has introduced new courses on “The Next China” and “The Lessons of Japan.”. He’s an author too with his recent book published in 2014, which is called Unbalanced: The

01:03:47

Governor Dr Reza Baqir On Pakistan’s FX Reforms,...

Macro Hive Conversations With Bilal Hafeez ·

2020/08/10

In this episode, I talk with Governor Dr Reza Baqir who became the 20th Governor of the State Bank of Pakistan in May 2019. He took the helm as Pakistan embarked on an ambitious reform plan which included an IMF programme. Before that, he was an 18-year veteran of the IMF and previously also worked at the World Bank. He was the Head of the IMF's Office in Egypt and Senior Resident Representative from 2017 to 2019. He has also held positions as IMF Mission Chief for Romania and Bulgaria, Division

46:47

John Llewellyn On The Challenge Of Returning To...

Macro Hive Conversations With Bilal Hafeez ·

2020/08/04

In this episode, I talk with John Llewellyn. John is the co-founder of Llewellyn Consulting – a leading independent economic advisory firm. Before setting up the firm in 2009, John had various research roles including being the Global Chief Economist at Lehman Brothers, Head of International Forecasting and Policy Analysis at the OECD and teaching at the Faculty of Economics of the University of Cambridge. In this podcast, we discuss: Forget talks of V-, W-shaped recoveries, it will take years to

46:50

Edward Misrahi On Decluttering Your Investment...

Macro Hive Conversations With Bilal Hafeez ·

2020/07/31

In this episode, I talk with Edward Misrahi. Edward is the CIO and Founder of Ronit Capital – a leading emerging markets focused hedge fund. He founded the fund in 2013, before that he was a founding partner of Eton Park Capital. Edward started his career at Goldman Sachs – where amongst other things he worked in the famous Risk Arbitrage group and later become a partner. In this podcast we discuss: The 1994 Mexico crisis and learning how to buy distressed assets The 1997-1998 Asia/Russia/LTCM

33:27

Professor Justin Stebbing On Expecting A COVID...

Macro Hive Conversations With Bilal Hafeez ·

2020/07/24

In this episode, I talk with Professor Justin Stebbing. He is a professor in the Faculty of Medicine at Imperial college London. He initially trained at Oxford, before having a residency at the Johns Hopkins Hospital in the US, then returned to the UK to work at the Royal Marsden, Barts and now Imperial. He specializes in cancers and immunotherapies. He has an extensive research background having published over 550 peer-reviewed papers. He recently published in the Lancet new research on using AI

26:50

Samm Sacks On The US-China Data War, TikTok And EU...

Macro Hive Conversations With Bilal Hafeez ·

2020/07/17

In this episode, I talk with Samm Sacks. She is a Cybersecurity Policy and China Digital Economy Fellow at New America. Her research focuses on emerging information and communication technology (ICT) policies globally, particularly in China. She has worked on Chinese technology policy issues for over a decade, both with the U.S. government and in the private sector. She recently testified before Congress on data security issues between the US and China. In this podcast we discuss: Why data flows

35:33

Raghuram Rajan On Why MMT, Authoritarianism And...

Macro Hive Conversations With Bilal Hafeez ·

2020/07/10

This episode is sponsored by SGX – the largest Asian FX exchange. In this episode, I talk with Raghuram Rajan. He is currently Professor of Finance at Chicago Booth. Before that, he was the 23rd Governor of the Reserve Bank of India between September 2013 and September 2016. Between 2003 and 2006, Dr. Rajan was the Chief Economist and Director of Research at the IMF. He’s the author of several books – most recently, the excellent “The Third Pillar: How the State and Markets are leaving Communities

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Macro Hive Conversations With Bilal Hafeez

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