PODCAST

Macro Hive Conversations With Bilal Hafeez

Bilal Hafeez

We talk economics and markets with leading policymakers and investors.

business investing

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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

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

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

39:15

Ep. 221: Vasileios Gkionakis on European Election...

Macro Hive Conversations With Bilal Hafeez ·

2024/06/21

Vasileios is Head of Europe Economics and Strategy at Aviva Investors – a £226bn global asset management firm. Based in London, he is responsible for monitoring and analysing macroeconomic developments and markets as well as formulating major asset class views, leading research and strategy in the UK and Europe. Previously, he held senior research roles at Citigroup, Lombard Odier, UniCredit Bank, BofA, Merrill Lynch, and Fulcrum Asset Management. In this podcast, we discuss the UK election impact,

01:03:34

Ep. 220: George Selgin on Fed Independence, Poor...

Macro Hive Conversations With Bilal Hafeez ·

2024/06/14

George Selgin is a senior fellow and director emeritus of the Center for Monetary and Financial Alternatives at the Cato Institute and professor emeritus of economics at the University of Georgia. He is the author of numerous books, including ‘The Theory of Free Banking’, ‘Floored! How a Misguided Fed Experiment Deepened and Prolonged the Great Recession’ and ‘The Menace of Fiscal QE’. George is one of the founders, with Kevin Dowd and Lawrence H. White, of the Modern Free Banking School, which

40:14

Ep. 219: Jason Furman on Inflation Persistence, Fed...

Macro Hive Conversations With Bilal Hafeez ·

2024/06/07

Jason Furman is the Aetna Professor of the Practice of Economic Policy jointly at Harvard Kennedy School (HKS) and the Department of Economics at Harvard University. He is also non-resident senior fellow at the Peterson Institute for International Economics. Previously, Furman served eight years as a top economic adviser to President Barack Obama, including serving as the 28th Chairman of the Council of Economic Advisers from August 2013 to January 2017, acting as both Obama’s chief economist and a

48:28

Ep. 218: Gordon Hanson on US-China Trade War,...

Macro Hive Conversations With Bilal Hafeez ·

2024/05/31

Gordon Hanson is the Peter Wertheim Professor in Urban Policy at Harvard Kennedy School (HKS). He is also chair of the Social and Urban Policy Area at HKS, a research associate at the National Bureau of Economic Research, and a member of the Council on Foreign Relations. Gordon’s current research addresses the causes and consequences of regional job loss, effectiveness of place-based policies in alleviating regional economic distress, and the labour market consequences of the energy transition

44:35

Ep. 217: Mustafa Chowdhury on Surging Wealth, Hidden...

Macro Hive Conversations With Bilal Hafeez ·

2024/05/24

Mustafa is a rates guru and member of the research team at Macro Hive. Before this, Mustafa was the Head of Rates, FX, and Derivatives at Voya Investments, where he helped manage $40 billion of assets. Prior to that, he was a Managing Director and Head of US Rates and MBS Strategy at Deutsche Bank. And in the 1990s, he was Co-Head of Asset-Liability Management at Freddie Mac, where he was responsible for managing one of the world’s largest fixed income derivatives portfolios and trading desks. In

38:30

Ep. 216: Dominique Dwor-Frecaut on Inflation...

Macro Hive Conversations With Bilal Hafeez ·

2024/05/17

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 the two regime model of inflation, that financial tightening transmission is much weaker, why there is no recession, and much more. Follow us

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Macro Hive Conversations With Bilal Hafeez

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