All Episodes
Macro Hive Conversations With Bilal Hafeez — 340 episodes · page 1 of 4
Ep. 380: Alex Edmans on Market Bubbles, Investor Biases, and the Madness of Markets
Ep. 379: Paul Cavey on East Asia's AI Tech Boom, Semiconductor Exports, and Macro Dynamics
Ep. 378: Apurv Jain on Alternative Data, Real-Time Macro Nowcasting, and AI's Economic Role
Ep. 377: Jay Pelosky on the Tripolar World, the Spending Super Cycle, and the Global Earnings Boom
Ep. 376: Rory Johnston on $100 Oil, the Refined Product Crisis, and China's Swing Power
Ep. 375: Bilal on How to Use AI to Turbocharge Your Market Analysis
Ep. 374: Dominique Dwor-Frecaut on the K-Shaped US Economy, AI Supply Shocks, and Fed Hikes
Ep. 373: Jon Turek on the 'Owl' Fed, the US Treasury's Bond Buybacks, and AI Capex Durability
Ep. 372: Branko Milanović on China's Rise, the Shift to National Market Liberalism, and Inequality
Ep. 371: Paul Krake on AI's Post-Cyclical World, 10% Unemployment Risks, and the End of Friction
Ep. 370: Eric Beinhocker on Market Humanism, the End of Neoliberalism, and Human Flourishing
Ep. 369: Marvin Barth on US Re-Industrialisation, Trump 2.0, and the Localisation Thesis
Ep. 368: Richard Clarida on the Warsh Fed, the AI Capex Boom, and Global Economic Fragmentation
Ep. 367: Brendan Greeley on The Almighty Dollar, 500 Years of History, and the Eurodollar Market
Ep. 366: Mikihiro Matsuoka on Japan's Inflation, BOJ Policy Shifts, and the Weak Yen Challenge
Ep. 365: Stefan Jansen on Agentic AI, ML Workflows, and the Evolution of Machine Learning for Trading
Ep. 364: William Beach on the US Fiscal Precipice, Tax Reform, and AI's Impact on Labour
Ep. 363: Martin Wolf on AI's Colossal Impact, Central Banking Risks, and the Democratic Recession
Ep. 362: Dan Rasmussen on Private Equity's Stranded Assets, Private Credit, and the AI Bubble
Ep. 361: Neil Dutta on the US Economic Outlook, Fed Policy Stasis, and AI's Role in Consumer Wealth
Ep. 360: Dirk Willer on Trading Global Macro Regimes, the End of QE, and Navigating Equity Bubbles
Ep. 359: Dylan Smith on the Hormuz Supply Shock, US Macro Regimes, and Private Market Evolution
Ep. 358: Shawn Edwards on Engineering Trust in AI, The Bloomberg Way, and the Terminal's Future
Ep. 357: Andrew Perry on the Five Pillars of Global Macro, Liquidity, and Australia's Macro Risks
Ep. 356: Tina Fordham on the Geopolitics Super Cycle, Iran's Oil Shock, and Trump's Global Impact
Ep. 355: Phil Suttle on Oil Market Shocks, Inflationary AI, and the Fed's Hawkish Pivot
Ep. 354: Nader Itayim on Iran's Hormuz Stranglehold, GCC Tensions, and the Oil Market's Recovery
Ep. 353: Rory Johnston on the Hormuz Ceasefire, Oil Supply Losses, and Navigating Energy Security
Ep. 352: Richard Schimel on Platform Evolution, Collaborative Culture, and Navigating Market Risks
Ep. 351: Tyler Goodspeed on Recession Myths, the Reality of Economic Shocks, and Policy Hubris
Ep. 350: Tomasz Nadrowski on China's Mineral War, Western Supply Chain Gaps, and Global Resilience
Ep. 349: Nader Itayim on Iran's Regional War, the Hormuz Choke Point, and Global Energy Disruption
Ep. 348: Alex Campbell on Commodity Diversification, AI strategies, and the Moneyball Approach
Ep. 347: Raphaël Gallardo on Austrian Economics, Wobbling AI Bubbles, and Trump Risk Parity
Ep. 346: Alex Gurevich on US Return to Zero Rates, AI Productivity, and Managing Portfolio Paralysis
Ep. 345: Marc Elovitz on Private Market Evolution, Crypto's Regulatory Shift, and AI Explainability
Ep. 344: Sean McGould on Multi-Strategy Investing, Trump 2.0, and the AI 'Digital Tool' Era
Ep. 343: Srividya Jandhyala on Changing Corporate Behaviour to Geopolitical Risks, and 'The Great Disruption'
Ep. 342: Rory Johnston on Trump's Bullish Impact on Oil Markets, and the Bearish Risks Ahead
Ep. 341: Phil Suttle on Trump's Populism, the Productivity Mystery, and Global Disruption
Ep. 340: Robert Koenigsberger on EM Cycles, China's Turnaround, and the New Era of Private Credit
Ep. 339: Jay Pelosky on Tech Bubble (or Not), China vs. US, Clean Energy Plays
Ep. 338: Ken Tropin on Talent Recruitment, Fed Risks, and Biggest Underpriced Trade
Ep. 337: Sangeet Paul Choudary on What Everyone Is Getting Wrong on AI
Ep. 336: David Dredge on Sharpe Ratio Fallacy, Capturing Upside and Managing Uncertainty
Ep. 335: Marc Rubinstein on AI Bubble, Private Credit, Jane Street Rise
Ep. 334: Mark Farrington on Dollar Dominance, China's Gold Play and Crisis Catalysts
Ep. 333: David Samra on Value Investing, AI Returns, and Bad Management Teams
Ep. 332: Miguel Gutierrez on Argentina's Transformation, Latin American Opportunities, and Private Market Arbitrage.
Ep. 331: Gordon Hanson on US Manufacturing Fetishisation, Job Loss, and the Middle Class
Ep. 330: Paul Cavey on US-China Trade War, Japan Politics and Taiwan Imbalances
Ep. 329: Shiloh Bates on CLO Risks, Private Credit and Macro Read-Through
Ep. 328: Diane Coyle on GDP, Digital Gaps and Invisible AI Economy
Ep. 327: Ryan Hass on China's Patient Power Play, and US-China Relations
Ep. 326: Jon Turek on Fed Cuts, Recession Risks and Political Risks
Ep. 325: Chris Hughes on Misunderstood Fed Chairs, Fed Balance Sheet and Offshore Dollars
Ep. 324: Alberto Gallo on Western Debt Crisis, Real Assets and US Surprises
Ep. 323: Jonathan Xiong on China, Dollar and Using AI in Asset Management
Ep. 322: Rerelease – Adam Frank on Aliens, AI and Climate Collapse
Ep. 321: Antonio Del Favero on Favourite Rates Trades, Fed and Dollar
Ep. 320: Dominique Dwor-Frecaut on Weak US Growth, Fed Independence and AI Impact
Ep. 319: Phil Suttle on Slowing US, Delayed Tariff Impacts and China Investment
Ep. 318: Brad Setser on Trump Tariffs, China's Surging Surplus and Dollar Policy
Ep. 317: George Selgin on Trump Tariffs, Fed Independence and Dollar Vulnerability
Ep. 316: Kyle Keane on AI, Forecasting and Turning Blind
Ep. 315: Keyu Jin on What Everyone Gets Wrong on China
Ep. 314: Marvin Barth on Trump's US Resurgence, No Fed Cuts and Dire Europe
Ep. 313: Tom Montag on the Undiscovered Potential of Carbon Markets
Ep. 312: Deepak Gurnani on Five Steps for Using AI in Investing
Ep. 311: Ralph Sueppel on Quant Trading Macro the Right Way
Ep. 310: Helen Thomas on Trump's Controlled Demolition Strategy
Ep. 309: Adam Frank on Aliens, AI and Climate Collapse
Ep. 308: Tobias Harris on Why Japan Matters
Ep. 307: Michael Sandel on Populism, Saving Democracy, and Tyranny of Merit
Ep. 306: Ken Rogoff on Dollar Decline, Debt Worries and Fed Independence
Ep. 305: James van Geelen on 'Haves vs Have Nots' Theme, AI and Tariffs
Ep. 304: Zongyuan Zoe Liu on Calculated China vs Unpredictable US
Ep. 303: Mirza Baig on Trump's Trade Strategy, China Risks and Canada's Dilemma
Ep. 302: Vania Stavrakeva on Macro News, Investor Flows and Trading Markets
Ep. 301: Andrew Polk on China's Bet on Tech Supremacy
Ep. 300: Gary Gerstle on Decoding Trump: Power & Chaos (Live at Cambridge University)
Ep. 259: Thanos Papasavvas on Trump's (Unsurprising) Geopolitical Shock
Ep. 258: Randy Schwimmer on Why Private Credit Is Performing
Ep. 257: Joe Lavorgna on Trump Supercharging US Growth
Ep. 256: Max Stier on Trump Ripping Up Government
Ep. 255: Chris Johnson on Trump vs China
Ep. 254: Jonny Matthews on US Economy and Why the Fed Will Not Cut in 2025
Ep. 253: Barry Eichengreen on Trump Trade Policy, Dollar Status and Debt Crises
Ep. 252: Jay Pelosky on How US Equities Could Underperform Rest of the World
Ep. 251: Phil Suttle on Fed Hiking in 2025
Ep. 250: Dominique Dwor-Frecaut on Non-Consensus View on Fed and Trump 2.0
Ep. 249: Mark Rzepczynski on Wicked Markets and Understanding Risk
Ep. 248: Shawn Edwards on How Bloomberg Is Using AI (Replay)
Ep. 247: Julia Azari on Trump's Second Term, Constraints and Priorities
Ep. 246: Tomasz Nadrowski on Navigating Global Chaos
Ep. 245: Frank Kelly on Why Everyone Underestimates Trump
Ep. 244: In Memoriam - Professor Ian Shipsey on How Physics Can Change the World
Ep. 243: Charles Engel on Currency Models, Carry Trades and Capital Flows
Ep. 242: Alberto Gallo on Trump Impact, Geopolitics and Favourite Markets
Ep. 241: Gary Gerstle on Trump's Big Win and the Future of American Politics