PODCAST

Macro Hive Conversations With Bilal Hafeez

Bilal Hafeez

We talk economics and markets with leading policymakers and investors.

business investing

All Episodes

57:11

Ep. 348: Alex Campbell on Commodity Diversification,...

Macro Hive Conversations With Bilal Hafeez ·

2026/03/06

Alex has 20 years of experience at the intersection of finance and data. He has been a global macro investor at firms like Bridgewater Associates and a proprietary volatility trader at Lehman Brothers. Prior to his career as a data-driven speculator, Alex received an MBA from Stanford Business School, an MPhil in Economics (Game Theory) from the University of Oxford, and a BA (Hons) in Economics from McGill University. In this podcast, we discuss: Fantasy Baseball to Prop Trading Diversification

46:13

Ep. 347: Raphaël Gallardo on Austrian Economics,...

Macro Hive Conversations With Bilal Hafeez ·

2026/02/27

Raphaël Gallardo is Chief Economist within the Cross-Asset team at Carmignac. Carmignac is a leading European investment management boutique established in 1989, with over EUR 40 bn in assets under management. Raphaël joined them in 2018. He started his career in 1997 at BNP Paribas, where he spent ten years as a Quantitative Analyst within the Risk Department, a Country-risk Economist, a Financial Engineer specialising in interest rate risk, and ultimately a cross-asset strategist. In 2007, he

42:19

Ep. 346: Alex Gurevich on US Return to Zero Rates, AI...

Macro Hive Conversations With Bilal Hafeez ·

2026/02/20

Alex Gurevich is the founder of HonTe Investments. After earning a PhD in mathematics from the University of Chicago, he leveraged his passion for strategic gaming into a lucrative Wall Street career. He has been hailed by The Wall Street Journal as the star trader of J.P. Morgan, where he served as Managing Director in charge of global macro trading and, in 2020, was leading HonTe's macro strategy when he ranked second by net return according to BarclayHedge. Alex is the bestselling author of The

33:34

Ep. 345: Marc Elovitz on Private Market Evolution,...

Macro Hive Conversations With Bilal Hafeez ·

2026/02/13

Marc Elovitz is Global Head of Investment Management Regulatory at McDermott Will & Schulte – a leading global law firm. Marc advises private fund managers on running their businesses consistent with all relevant laws, regulations and legal requirements. Marc's cutting-edge work also covers the latest trends of interest to private funds, including blockchain technology and digital assets. He advises on the legal and regulatory considerations involving virtual and digital currency business

32:39

Ep. 344: Sean McGould on Multi-Strategy Investing,...

Macro Hive Conversations With Bilal Hafeez ·

2026/02/06

Sean McGould – the founder/CEO of the Lighthouse Group – an approximately $17 billion investment management firm. Prior to Lighthouse, Sean was the Director of the Outside Trader Investment Program for Trout Trading Management Company. Before joining Trout, he worked for Price Waterhouse in auditing and corporate finance. In this podcast we discuss: The Multi-Strategy Investment Approach The Selective "War for Talent" Adapting to Trump 2.0 Volatility Targeting Real Returns vs Gold AI: A

35:00

Ep. 343: Srividya Jandhyala on Changing Corporate...

Macro Hive Conversations With Bilal Hafeez ·

2026/01/30

Srividya Jandhyala is a professor of Management at ESSEC Business School in Singapore. Her research focuses on global strategy, geopolitics, and international business. She is the author of the best-selling book 'The Great Disruption: How Geopolitics is Changing Companies, Managers, and Work'. Before ESSEC, she was a Fung Global Fellow at Princeton University. She also served on the faculty of George Washington University in Washington, D.C., and she received her PhD in Management from the Wharton

01:06:43

Ep. 342: Rory Johnston on Trump's Bullish Impact on...

Macro Hive Conversations With Bilal Hafeez ·

2026/01/23

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: Trump's Bullish Paradox Importance of China's SPR Why

45:00

Ep. 341: Phil Suttle on Trump's Populism, the...

Macro Hive Conversations With Bilal Hafeez ·

2026/01/16

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: US Labour Market Dissonance Trump's "Elizabeth Warren" Populism The Productivity Mystery Fed Under Pressure Sticky Inflation Through 2027 Global Business Disruptions Extreme Oil Volatility

34:26

Ep. 340: Robert Koenigsberger on EM Cycles, China's...

Macro Hive Conversations With Bilal Hafeez ·

2026/01/07

Robert is Founder, Chief Investment Officer and the Managing Partner of the $5bn EM fund, Gramercy. He founded Gramercy in 1998. Robert has 36 years of investment experience dedicated to emerging markets with a specialization in distressed opportunistic credit strategies. He is a member of Gramercy's Management Team and is Co-Chair of the Risk Management Committee. In this podcast we discuss: EM in 2025: From Caution to FOMO EM vs DM: A Role Reversal Since COVID The Problem with EM Labels & Indices

48:38

Ep. 339: Jay Pelosky on Tech Bubble (or Not), China...

Macro Hive Conversations With Bilal Hafeez ·

2025/12/17

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: Tripolar World (TPW) - regional integration in Asia, Europe, and Americas. Global growth long cycle driven by spending on AI, defense, and climate across regions. China-US AI competition

28:57

Ep. 338: Ken Tropin on Talent Recruitment, Fed Risks,...

Macro Hive Conversations With Bilal Hafeez ·

2025/12/12

Ken Tropin is a legend in the macro space. He is the Chairman and the founder of Graham Capital Management (GCM) - $20bn fund. Ken founded GCM in 1994 and has grown the firm into an industry leading alternative investment manager focusing on global macro discretionary and quantitative hedge fund strategies. Prior to founding GCM, Ken had significant experience in the alternative investment industry, including five years (1989 to 1993) as President and Chief Executive Officer of John W. Henry &

50:50

Ep. 337: Sangeet Paul Choudary on What Everyone Is...

Macro Hive Conversations With Bilal Hafeez ·

2025/12/04

Sangeet Paul Choudary is the best-selling co-author of Platform Revolution and author of the new book Reshuffle. He has advised leadership teams at over 40 Fortune 500 companies—including Nestlé, ExxonMobil, Daimler, ING, and Booking.com—as well as pre-IPO tech firms. Sangeet currently serves as a Senior Fellow at the University of California, Berkeley, and has spoken at global forums such as the G20 Summit, World50 Summit, and the World Economic Forum.

45:44

Ep. 336: David Dredge on Sharpe Ratio Fallacy,...

Macro Hive Conversations With Bilal Hafeez ·

2025/11/28

David Dredge is the Chief Investment Officer of Convex Strategies, which is an agnostic value investor in volatility. David has over 30 years' experience managing risk across global markets. Prior to launching Convex Strategies, David served as a Managing Director and Portfolio Manager at Artradis Fund Management in Singapore, where he was responsible for the fixed income aspects of their volatility strategy. Earlier in his career, David built and ran Asian and Global EM trading businesses for RBS

42:49

Ep. 335: Marc Rubinstein on AI Bubble, Private...

Macro Hive Conversations With Bilal Hafeez ·

2025/11/20

Marc Rubinstein is author of Net Interest – a leading weekly newsletter on the world of finance. Before this, Marc spent ten years at leading hedge fund Lansdowne Partners, where he was a partner and portfolio manager. This was after he spent time on the sell-side working for Barclays Investment Bank (BZW), Schroders and then Credit Suisse, where he was head of the European banks research team. In this podcast we discuss:. AI bubble historical analogies 1907 crisis and non-bank growth

55:45

Ep. 334: Mark Farrington on Dollar Dominance, China's...

Macro Hive Conversations With Bilal Hafeez ·

2025/11/14

Mark Farrington is a Global Macro and Geopolitical Strategist and author of the 'Watchtower Reports,' which cover topics ranging from geopolitical risk to Bank of Japan monetary policy to US dollar dynamics. He previously served as Managing Director and Portfolio Manager of the Macro Currency Group at Principal Global Investors, where he worked for fifteen years. Before that, he spent 17 years in the Asia-Pacific region, primarily with Bankers Trust. In this podcast, we discuss: US Embrace of

58:48

Ep. 333: David Samra on Value Investing, AI Returns,...

Macro Hive Conversations With Bilal Hafeez ·

2025/11/06

David Samra is a managing director of Artisan Partners – the $180bn global multi-asset investment platform. He is founding partner of the International Value Group, and portfolio manager of the Artisan International Value Fund, which he has managed since the portfolio's inception in September 2002. David has been nominated for the Morningstar International Stock Fund Manager of the Year Award six times. In this podcast, we discuss: Economic Value Added (EVA) and what makes a good

46:36

Ep. 332: Miguel Gutierrez on Argentina's...

Macro Hive Conversations With Bilal Hafeez ·

2025/10/30

Miguel Gutiérrez is a Partner and Head of Private Markets, at The Rohatyn Group (TRG) - a global asset manager that specialises in emerging markets and real assets. Prior to joining TRG in October 2004, Miguel served as the Chairman and CEO of the Telefónica Group in Argentina and Chairman of Grupo Concesionario del Oeste S.A. He also served as the non-executive Chairman of YPF S.A. from April 2016 to December 2019. Earlier in his career, Miguel held numerous senior positions at J.P. Morgan,

34:13

Ep. 331: Gordon Hanson on US Manufacturing...

Macro Hive Conversations With Bilal Hafeez ·

2025/10/23

Gordon Hanson is the Peter Wertheim Professor in Urban Policy at Harvard Kennedy School and Academic Dean for Strategy and Engagement at Harvard Kennedy School. He is best known for his research on the labour market consequences of globalisation, including pioneering work on the China trade shock. Hanson’s current research addresses the causes and consequences of regional job loss, the effectiveness of place-based policies in alleviating regional economic distress, and how the energy transition will

55:41

Ep. 330: Paul Cavey on US-China Trade War, Japan...

Macro Hive Conversations With Bilal Hafeez ·

2025/10/16

Paul Cavey is a China-focused Asia economist with twenty-five years of experience covering the region. He runs East Asia Econ. Previously, he was a macro strategist in the global bond team at Wellington Management, head of China economics at Macquarie Securities and chief China economist at the Economist Intelligence Unit. In this podcast we discuss US-Chine trade war escalation, state of China’s economy and Japanification, PBoC’s next move, and much more. Follow us here for more amazing insights:

34:57

Ep. 329: Shiloh Bates on CLO Risks, Private Credit...

Macro Hive Conversations With Bilal Hafeez ·

2025/10/10

Shiloh Bates is a Partner and Chief Investment Officer. Prior to that, he was a Managing Director at Benefit Street Partners. During his 20-year career, Mr. Bates has worked for several CLO managers and has been one of the largest investors in CLO securities. He wrote the book, CLO Investing with a focus on CLO Equity and BB Notes. He is also the host of the CLO Investor Podcast. In this podcast we discuss private credit boom, growth in covenant-lite loans, industry concentration in CLOs, and much

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Macro Hive Conversations With Bilal Hafeez

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