PODCAST

Macro Hive Conversations With Bilal Hafeez

Bilal Hafeez

We talk economics and markets with leading policymakers and investors.

business investing

All Episodes

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

24:32

Ep. 328: Diane Coyle on GDP, Digital Gaps and...

Macro Hive Conversations With Bilal Hafeez ·

2025/10/02

Diane Coyle is the Bennett Professor of Public Policy at the University of Cambridge. She is the Research Director at the Bennett School of Public Policy. Diane’s latest book is 'The Measure of Progress: Counting What Really Matters’. Her own research focuses on productivity, the digital economy and AI policy, and economic measurement. She has been writing about the effects of digital technologies since her first book, ‘The Weightless World’, in 1997. Diane is currently a member of the UK

31:25

Ep. 327: Ryan Hass on China’s Patient Power Play, and...

Macro Hive Conversations With Bilal Hafeez ·

2025/09/25

Ryan Hass is director of the John L. Thornton China Center and the Chen-Fu and Cecilia Yen Koo Chair in Taiwan Studies at Brookings. He is also a senior fellow in the Center for Asia Policy Studies. Ryan focuses his research and analysis on enhancing policy development on the pressing political, economic, and security challenges facing the United States in East Asia. Before Brookings, Ryan served as the director for China, Taiwan and Mongolia at the National Security Council (NSC) staff. Prior to

41:23

Ep. 326: Jon Turek on Fed Cuts, Recession Risks and...

Macro Hive Conversations With Bilal Hafeez ·

2025/09/18

Jon Turek is the founder and CEO of JST Advisors, a hedge fund advisory service that publishes a weekly research note with global macro trade ideas. JST Advisors works closely with hedge funds on developing asymmetric macro trade ideas and market themes. Outside of JST Advisors, Jon worked as a portfolio manager at Brevan Howard and as an analyst at Moore capital. In this podcast we discuss whether the US labour market normalising or signalling recession, how much will Fed end up easing, impact of

47:47

Ep. 325: Chris Hughes on Misunderstood Fed Chairs,...

Macro Hive Conversations With Bilal Hafeez ·

2025/09/11

Chris Hughes is an economist and author who now serves as Chair of the Economic Security Project, a leading nonprofit advocating for economic power for all Americans. Chris was a cofounder of Facebook. He is the author of  'Fair Shot: Rethinking Inequality and How We Earn' and 'Marketcrafters'. In this podcast we discuss understanding market crafters that use state power to shape markets, importance of Bretton Woods collapse in late 1960s/1970s, Eurodollar and offshore dollar markets, and much

31:49

Ep. 324: Alberto Gallo on Western Debt Crisis, Real...

Macro Hive Conversations With Bilal Hafeez ·

2025/09/03

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 the Western debt crisis, monopolisation and rising inequality, demographic problems, and much

47:35

Ep. 323: Jonathan Xiong on China, Dollar and Using AI...

Macro Hive Conversations With Bilal Hafeez ·

2025/08/28

Jonathan Xiong is the founder and CEO/CIO of Arrowpoint Investment Partners, a new Asia-focused hedge fund. Prior to starting Arrowpoint, Jonathan was the Co-CEO of Millennium Management Asia for five years. Before that, he was Head of Fixed Income Alternatives and the lead Portfolio Manager for the GS Global Opportunities Fund at Goldman Sachs Asset Management (GSAM) for seven years. Prior to joining Goldman Sachs, Jonathan was a Managing Director and Senior Portfolio Manager at Mellon Capital

01:03:53

Ep. 322: Rerelease – Adam Frank on Aliens, AI and...

Macro Hive Conversations With Bilal Hafeez ·

2025/08/21

Adam Frank is a professor of astrophysics at the University of Rochester. A self-described ‘evangelist of science,’ Adam regularly writes and speaks about subjects like intelligent life forms in the universe, high-energy-density physics, space exploration and missions, climate change and more. In this podcast we discuss public science communication and scientific denialism, intersection of science, art and spirituality, searching for aliens – SETI and the Fermi Paradox, and much more. Follow us

32:39

Ep. 321: Antonio Del Favero on Favourite Rates...

Macro Hive Conversations With Bilal Hafeez ·

2025/08/14

Antonio Del Favero is a macro strategist at Macro Hive. He focuses mainly on the US economy and G3 rates markets. 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 the importance of financial conditions, why the US slowed in 2025 H1, impact of US tariffs, and much more. Follow us here for more amazing

35:27

Ep. 320: Dominique Dwor-Frecaut on Weak US Growth,...

Macro Hive Conversations With Bilal Hafeez ·

2025/08/07

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, IMF, and the World Bank. She holds a PhD in economics from the London School of Economics. This episode covers labour’s declining share of income; economic stagnation, pro-business forces winning against antitrust, less immigration reducing supply and economic

43:19

Ep. 319: Phil Suttle on Slowing US, Delayed Tariff...

Macro Hive Conversations With Bilal Hafeez ·

2025/07/31

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 discuss US labour supply problem, state of the US consumer and weaker growth, Fed policy, and much more. Follow us here for more amazing insights: https://macrohive.com/home-prime/

51:56

Ep. 318: Brad Setser on Trump Tariffs, China’s...

Macro Hive Conversations With Bilal Hafeez ·

2025/07/24

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 several trade disputes. He had previously served as the deputy assistant secretary for international economic analysis in

45:19

Ep. 317: George Selgin on Trump Tariffs, Fed...

Macro Hive Conversations With Bilal Hafeez ·

2025/07/17

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. His latest is ‘False Dawn: The New Deal and the Promise of Recovery, 1933–1947’. In this podcast we discuss re-interpreting the New Deal, parallels between Roosevelt (FDR) and Trump, problem with rapid policy changes, and much more. Follow us here for more amazing

01:04:10

Ep. 316: Kyle Keane on AI, Forecasting and Turning Blind

Macro Hive Conversations With Bilal Hafeez ·

2025/07/10

Dr. Kyle Keane is a Senior Lecturer in Assistive Technologies at the University of Bristol, where he leads research at the intersection of artificial intelligence, human cognition and assistive technology design. With a background in quantum computing and computational physics, he applies the scientific rigor of a physicist to studying human perception and the engineer’s precision to designing technologies that translate complex information into interpretable, multi-sensory experiences. Previously,

295 results

Macro Hive Conversations With Bilal Hafeez

All Episodes

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...