PODCAST

Macro Hive Conversations With Bilal Hafeez

Bilal Hafeez

We talk economics and markets with leading policymakers and investors.

business investing

All Episodes

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

53:39

Ep. 241: Gary Gerstle on Trump’s Big Win and the...

Macro Hive Conversations With Bilal Hafeez ·

2024/11/08

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

43:07

Ep. 240: Ebrahim Rahbari on US Election Trades, Fed...

Macro Hive Conversations With Bilal Hafeez ·

2024/11/01

Ebrahim Rahbari is an independent strategist and economist. Previously, he was Chief Currency Strategist and Global Head of Foreign Exchange Analysis at Citi. The team was top ranked in the Institutional Investor Global Fixed Income Survey. Prior to that, Ebrahim was Head of Global Macroeconomics at Citi. Ebrahim studied at Oxford and holds a PhD in Economics from London Business School. In this podcast we discuss how to play US elections, short- and long-term impacts of a Trump or Harris win, why

49:49

Ep. 239: Thomas Drechsel on Measuring Political...

Macro Hive Conversations With Bilal Hafeez ·

2024/10/25

Thomas Drechsel is Assistant Professor at the Economics Department of the University of Maryland. His research focuses on monetary policy, the role of commodities for emerging market economies, as well as real-time monitoring of economic activity. His work has been published in the Review of Economic Studies, the American Economic Journal and the Journal of Finance. He holds a PhD from the London School of Economics. In this podcast we discuss how to measure political pressure on Fed, the Nixon and

55:45

Ep. 238: Rory Johnston on Oil to $65, Middle East...

Macro Hive Conversations With Bilal Hafeez ·

2024/10/18

Rory Johnston is a Toronto-based oil market researcher, the founder of Commodity Context, a lecturer at the University of Toronto’s Munk School of Global Affairs and Public Policy, as well as a Fellow with both the Canadian Global Affairs Institute and the Payne Institute for Public Policy at the Colorado School of Mines. Prior to founding Commodity Context, Rory led commodity economics research at Scotiabank. In this podcast we discuss the key themes in oil for 2024: Middle East conflict, Saudi

48:58

Ep. 237: Antonio Del Favero on the Fed’s Mistake,...

Macro Hive Conversations With Bilal Hafeez ·

2024/10/11

Antonio Del Favero is a macro strategist at Macro Hive. He focuses mainly on the US economy and markets and G5 FX. Formerly, he worked at various macro hedge funds, including Tudor, Maniyar Capital and Brevan Howard. He holds a master’s in finance from the ETH/University of Zurich and a master’s in economics from Bocconi University. In this podcast we discuss what is happening in the US labour market, whether the market pricing a soft landing, Fed hikes and the US cycle, and much more. Follow us

01:17:36

Ep. 236: Sean McMeekin on the Return of Communism

Macro Hive Conversations With Bilal Hafeez ·

2024/10/04

Sean McMeekin PhD was educated at Stanford University and the University of California, Berkeley. Having visited American and European battlefields, libraries and archives, venturing as far east as Russia and Turkey, he now teaches at Bard College. His eight award-winning books include ‘Stalin's War: A New History of World War’. His latest book is ‘To Overthrow the World: The Rise and Fall and Rise of Communism’. In this podcast we discuss the early roots of Communism, Karl Marx and political

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Macro Hive Conversations With Bilal Hafeez

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