PODCAST

Macro Hive Conversations With Bilal Hafeez

Bilal Hafeez

We talk economics and markets with leading policymakers and investors.

business investing

All Episodes

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

57:22

Ep. 255: Chris Johnson on Trump vs China

Macro Hive Conversations With Bilal Hafeez ·

2025/02/14

Chris Johnson spent nearly two decades at the CIA focusing on China and Asia. Today, Chris is the President and CEO of China Strategies Group. He also serves as a Senior Fellow on Chinese Politics at the Asia Society Policy Institute’s Center for China Analysis and is a senior fellow in the office of the president at the Center for Strategic and International Studies (CSIS), the preeminent foreign and security policy think tank in Washington, DC. In this podcast, we discuss working at the CIA, what

01:00:07

Ep. 254: Jonny Matthews on US Economy and Why the Fed...

Macro Hive Conversations With Bilal Hafeez ·

2025/02/07

Jonny Matthews is a senior portfolio manager at Fortem Capital and creator of SuperMacro, an institutional-level macroeconomic research platform. Before that, he spent 12 years as a partner at Brevan Howard, where he managed a $500 million investment portfolio. Earlier in his career, Johny spent 11 years at Citigroup, leading a team in equity derivatives trading following the acquisition of Salomon Brothers, where he began his career. His expertise spans fixed income, equities, FX, credit, and

43:38

Ep. 253: Barry Eichengreen on Trump Trade Policy,...

Macro Hive Conversations With Bilal Hafeez ·

2025/01/31

Barry Eichengreen, Professor of Economics and Political Science at the University of California, Berkeley, is a former senior policy adviser at the International Monetary Fund. He is the author of many books, including ‘In Defense of Public Debt’ (Oxford University Press, 2021). In this podcast, we discuss the inflation regime, which central banks are most independent, whether Trump can influence the Fed, and much more. Follow us here for more amazing insights: https://macrohive.com/home-prime/

46:16

Ep. 252: Jay Pelosky on How US Equities Could...

Macro Hive Conversations With Bilal Hafeez ·

2025/01/24

Jay Pelosky is the founder of TPW Advisory. He has over 35 years of buy-side and sell-side financial market experience. Before going independent, Jay was at Morgan Stanley, where he was ranked #1 by Institutional Investor in Global Equity Strategy and Global Asset Allocation Strategy. In this podcast, we discuss how US, Europe and Asia are fighting over AI, climate and defence, fiscal capacity matters for growth stories, global equity bull market still in play, and much more. Follow us here for

47:04

Ep. 251: Phil Suttle on Fed Hiking in 2025

Macro Hive Conversations With Bilal Hafeez ·

2025/01/17

Phil is the founder of Suttle Economics – a leading research consultancy. Before that, he held senior roles at Tudor, the Institute of International Finance (IIF), JP Morgan, Barclays, the New York Fed and World Bank. He was educated at Oxford University and lives in the US. In the podcast, we talk about how Trump 2.0 will impact macro, why tariffs matter, labour supply problems, and much more. Follow us here for more amazing insights: https://macrohive.com/home-prime/

28:46

Ep. 250: Dominique Dwor-Frecaut on Non-Consensus View...

Macro Hive Conversations With Bilal Hafeez ·

2025/01/10

Dominique Dwor-Frecaut is the Chief US economist and macro strategist for Macro Hive and is based in Los Angeles. Before that, she worked at various hedge funds including Bridgewater. Prior to the buy side, she worked at the New York Fed, the IMF, and the World Bank. She holds a PhD in economics from the London School of Economics. This episode covers how Trump 2.0 is different from Trump 1.0, key Trump policies to watch, what consensus is getting wrong on US growth, and much more. Follow us here

43:15

Ep. 249: Mark Rzepczynski on Wicked Markets and...

Macro Hive Conversations With Bilal Hafeez ·

2025/01/03

Mark Rzepczynski is the managing member and CEO of AMPHI Research and Trading, a consulting firm to institutional investors and hedge funds on derivatives markets across all asset classes. His 40 years of experience includes CEO Funds Group of FourWinds Capital Management, president, CIO of John W. Henry Inc, and head of taxable fixed income research at Fidelity Management and Research. He was assistant professor of finance at the University of Houston and is an associate editor of the Journal of

43:47

Ep. 248: Shawn Edwards on How Bloomberg Is Using AI...

Macro Hive Conversations With Bilal Hafeez ·

2024/12/27

Shawn Edwards is Bloomberg’s Chief Technology Officer. Based in New York, he oversees the development of Bloomberg’s global technology strategy. In 2017, Shawn was named in the top ten of the Institutional Investor Tech 40 – an annual ranking of financial industry technology leaders. Prior to joining Bloomberg in 2003, Shawn worked for Bear Stearns & Co. where he was a managing director in the company’s fixed income trading group. He has also held positions at Mentor Graphics and IBM. This podcast

42:44

Ep. 247: Julia Azari on Trump’s Second Term,...

Macro Hive Conversations With Bilal Hafeez ·

2024/12/20

Julia Azari is Professor in the Department of Political Science at Marquette University. She holds a Ph.D in political science from Yale University. Her research focuses on the American presidency, American political parties, political communication, and American political development. She is the author of ‘Delivering the People's Message: The Changing Politics of the Presidential Mandate’. She is a regular contributor to FiveThirtyEight.com, Politico, and The Washington Post. This episode covers

01:00:48

Ep. 246: Tomasz Nadrowski on Navigating Global Chaos

Macro Hive Conversations With Bilal Hafeez ·

2024/12/13

Tomasz is a portfolio manager at Amvest Capital – a natural resources-focused investment management firm. He has over 25 years of expertise in mining investments, including as a portfolio manager for Anholt, commodity strategist at Doyen Capital, portfolio manager at De Gouden Eeuw, and as a commodity analyst at Round Table Investment Management. He is host of the Tyranny Today podcast and is also fluent in seven languages. In this podcast we discuss what a Trump world looks like, global trade and

54:21

Ep. 245: Frank Kelly on Why Everyone Underestimates...

Macro Hive Conversations With Bilal Hafeez ·

2024/12/06

Frank Kelly, Founder and Managing Partner of Fulcrum Macro Advisors, an independent strategic advisory firm. Frank began his career as a writer for President Ronald Reagan and went on to serve in the White House Office of Political Affairs. He served as a writer for President George H.W. Bush and then served at the Justice Department. From there, Frank went to the US Securities and Exchange Commission, being appointed Senior Policy Advisor. He then held senior Public Affairs roles at Merrill Lynch,

01:06:13

Ep. 244: In Memoriam - Professor Ian Shipsey on How...

Macro Hive Conversations With Bilal Hafeez ·

2024/11/29

In late September, I had the honour of recording a conversation with the late Professor Ian Shipsey, Head of Physics at Oxford University. Tragically, Professor Shipsey passed away shortly after our discussion. We are releasing this episode as a tribute to his remarkable contributions. Professor Shipsey was one of the leading particle physicists of his generation and was Head of Physics at Oxford from 2018 until his passing. His groundbreaking work ranged from studying subatomic particles to

39:12

Ep. 243: Charles Engel on Currency Models, Carry...

Macro Hive Conversations With Bilal Hafeez ·

2024/11/22

Charles Engel is Donald Hester Professor of Economics at the University of Wisconsin. He is also a Research Associate at the National Bureau of Economic Research and a Research Fellow at the Centre for Economic Policy Research. He has been a consultant to the Dallas and Chicago branches of the U.S. Federal Reserve, the European Central Bank, and the Bank of England. In this podcast we discuss the standard model to explain FX movements, how to forecast FX, and the importance of safe-haven and

30:50

Ep. 242: Alberto Gallo on Trump Impact, Geopolitics...

Macro Hive Conversations With Bilal Hafeez ·

2024/11/15

Alberto Gallo is Chief Investment Officer and Co-founder at Andromeda Capital Management. Prior to that, Alberto initiated and ran the Global Credit Opportunities fund at Algebris Investments. Previously, he ran macro credit research at RBS in London, and served in senior research roles at Goldman Sachs in New York, Bear Stearns in New York and London, and Merrill Lynch in London. In this podcast we discuss impact of Trump on markets, Fed’s likely path, US growth and credit expansion, and much

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Macro Hive Conversations With Bilal Hafeez

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