PODCAST

Macro Hive Conversations With Bilal Hafeez

Bilal Hafeez

We talk economics and markets with leading policymakers and investors.

business investing

All Episodes

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

42:12

Ep. 235: Christian Schwarz on AI Bubbles, Using AI in...

Macro Hive Conversations With Bilal Hafeez ·

2024/09/27

Christian is Managing Director and Head of Data Science in the financial markets division at Standard Chartered. He focuses on credit and previously worked at Mizuho and Credit Suisse. His postgraduate studies were in financial mathematics. In this podcast we discuss whether we are in an AI bubble, why credit markets have lagged other markets in adopting AI, using generative AI to create synthetic data, and much more. Follow us here for more amazing insights: https://macrohive.com/home-prime/

01:00:18

Ep. 234: Jay Pelosky on Bullish Equities, Early Cycle...

Macro Hive Conversations With Bilal Hafeez ·

2024/09/20

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 what the chances of recession are, US earnings and productivity, equities are not just a tech story, and much more. Follow us here for more amazing insights:

30:23

Ep. 233: Mirza Baig on Best EM Trades, Fed Easing and...

Macro Hive Conversations With Bilal Hafeez ·

2024/09/13

Mirza Baig is a senior EM strategist at Macro Hive. He has been researching and trading global FX and rates products for 20 years. His career boasts affiliations with premier sell-side entities such as Morgan Stanley, BNP Paribas, and Deutsche Bank. Moreover, his invaluable expertise from the buy-side perspective at Point 72 positions him uniquely in the industry. In this podcast we discuss how EM has performed in recent years, the long-term case for EM, China: broad weakness, narrow strength, and

36:33

Ep. 232: Bob Elliott on US Recession Odds, Fed Policy...

Macro Hive Conversations With Bilal Hafeez ·

2024/09/06

Bob Elliott is the Co-Founder of Unlimited, which uses machine learning to create index replication ETFs of alternative investments, like hedge funds. Prior to founding Unlimited, Bob was a Senior Investment Executive at Bridgewater Associates, where he served on the Investment Committee (G7) and led Ray Dalio’s personal investment research team for nearly a decade. Bob holds a degree in History and Science from Harvard. In this podcast we discuss income business cycle rather than credit cycle,

46:12

Ep. 231: J. Doyne Farmer on Making Sense of Chaos

Macro Hive Conversations With Bilal Hafeez ·

2024/08/30

J. Doyne Farmer is Director of the Complexity Economics Programme and Professor of Complex Systems Science at the University of Oxford. He is also External Professor at the Santa Fe Institute and Chief Scientist at Macrocosm. He was a founder of Prediction Company, a quantitative automated trading firm that was sold to UBS in 2006. His book, Making Sense of Chaos: A Better Economics for a Better World, was published in 2024. During the 1980s he was an Oppenheimer Fellow and the founder of the

43:47

Ep. 230: Shawn Edwards on How Bloomberg Is Using AI

Macro Hive Conversations With Bilal Hafeez ·

2024/08/23

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

57:49

Ep. 229: Brad Setser on Yen Carry Trade, US-China...

Macro Hive Conversations With Bilal Hafeez ·

2024/08/16

Brad Setser is the Whitney Shepardson senior fellow at the Council on Foreign Relations. His expertise includes global trade and capital flows, financial vulnerability analysis, and sovereign debt restructuring. He regularly blogs at Follow the Money. Brad served as a senior advisor to the United States Trade Representative from 2021 to 2022, where he worked on the resolution of a number of trade disputes. He had previously served as the deputy assistant secretary for international economic

44:34

Ep. 228: Liang Ding on China’s Economy and Markets

Macro Hive Conversations With Bilal Hafeez ·

2024/08/09

My colleague Mirza Baig hosted this podcast on my behalf. Liang is a markets professional, with 20 years’ experience as a portfolio manager, quantitative analyst, currency strategist, and China economist. He has spent most of his career based in Germany, where he earned his PhD and worked at several asset managers including DWS. Liang recently returned to his hometown of Shanghai, from where he speaks to global asset managers through the Macro Hive platform, advising them about the macro and policy

55:42

Ep. 227: Álvaro Cartea on AI Manipulating Markets...

Macro Hive Conversations With Bilal Hafeez ·

2024/08/02

Álvaro Cartea is Professor of Mathematical Finance in the Mathematical Institute, University of Oxford, and director of the Oxford-Man Institute of Quantitative Finance. He is a founding member and deputy chairman of the Commodities & Energy Markets Association (CEMA). Before coming to Oxford, Álvaro was Reader in Mathematical Finance at University College London. He was also previously JP Morgan Lecturer in Financial Mathematics, Exeter College, University of Oxford. Álvaro obtained his doctorate

47:14

Ep. 226: Gary Gerstle on Kamala Impact, Trump...

Macro Hive Conversations With Bilal Hafeez ·

2024/07/26

54:05

Ep. 225: Dr Pippa Malmgren on Trump’s Plans, Peace...

Macro Hive Conversations With Bilal Hafeez ·

2024/07/19

Dr. Pippa Malmgren is an economist who makes sense of the world economy by writing books, founding tech businesses, advising policymakers around the world and through public speaking and teaching. She lectures at Sandhurst and is a Founder member of the Lunar University, a NASA-originated project to ensure the first human institution on the moon represents the arts and humanities. She served President George W. Bush in the White House as Special Assistant to the President and on the National

57:58

Ep. 224: Philipp Carlsson-Szlezak and Paul Swartz on...

Macro Hive Conversations With Bilal Hafeez ·

2024/07/12

Philipp Carlsson-Szlezak is Boston Consulting Group (BCG)’s Global Chief Economist and a managing director and partner in the firm’s New York office. Paul Swartz is Senior Economist and executive director at BCG. He co-leads the Center for Macroeconomics at the BCG Henderson Institute in New York. They have recently published a new book, ‘Shocks, Crises, and False Alarms: How to Assess True Macroeconomic Risk’. In this podcast, we discuss why there are so many false alarms on recessions, models vs

25:58

Ep. 223: Shahin Vallée on French Election Fallout,...

Macro Hive Conversations With Bilal Hafeez ·

2024/07/05

My colleague Henry Occelston hosted this podcast on my behalf. Shahin Vallée is a senior fellow at the German Council on Foreign Relations (a German think tank) and also a Board Member overseeing Europe coverage at the Observatory group, a geopolitical macro-advisory firm. He was previously an economic advisor to the President of the European Council, Herman von Rompuy, and also an economic advisor to Emmanuel Macron while Macron was Economy Minister of France. This podcast covers why Macron called

48:53

Ep. 222: Boris Vladimirov on US Exceptionalism,...

Macro Hive Conversations With Bilal Hafeez ·

2024/06/28

Boris is one of the leading macro thinkers in the market. 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. Boris gives his personal opinions and not those of Goldman Sachs or any other organisations he is affiliated with. In this podcast, we discuss late cycle dynamics, concerns about China, impact on Europe, and

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Macro Hive Conversations With Bilal Hafeez

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