All episodes
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
Ep. 240: Ebrahim Rahbari on US Election Trades, Fed Cycle and German Challenges
Ep. 239: Thomas Drechsel on Measuring Political Pressure on Fed, Predicting Fed, and Better Nowcasts
Ep. 238: Rory Johnston on Oil to $65, Middle East Risks and Trump Agenda
Ep. 237: Antonio Del Favero on the Fed's Mistake, Inflation Risks and Financial Conditions
Ep. 236: Sean McMeekin on the Return of Communism
Ep. 235: Christian Schwarz on AI Bubbles, Using AI in Trading and Synthetic Data
Ep. 234: Jay Pelosky on Bullish Equities, Early Cycle US and Trump Losing
Ep. 233: Mirza Baig on Best EM Trades, Fed Easing and China Carry Trade
Ep. 232: Bob Elliott on US Recession Odds, Fed Policy and Equity Risks
Ep. 231: J. Doyne Farmer on Making Sense of Chaos
Ep. 230: Shawn Edwards on How Bloomberg Is Using AI
Ep. 229: Brad Setser on Yen Carry Trade, US-China Trade, and US Profit Offshoring
Ep. 228: Liang Ding on China's Economy and Markets
Ep. 227: Álvaro Cartea on AI Manipulating Markets (and What to Do About It)
Ep. 226: Gary Gerstle on Kamala Impact, Trump Policies and Political Realignments
Ep. 225: Dr Pippa Malmgren on Trump's Plans, Peace Dividend, and Space Tech
Ep. 224: Philipp Carlsson-Szlezak and Paul Swartz on Macro Shocks, Crises, and False Alarms
Ep. 223: Shahin Vallée on French Election Fallout, Second Round Scenarios, and Germany's Debt Brake
Ep. 222: Boris Vladimirov on US Exceptionalism, Europe Risks and China Weakness
Ep. 221: Vasileios Gkionakis on European Election Fallout, Fed and Fiscal Risks
Ep. 220: George Selgin on Fed Independence, Poor Operations and Inflation
Ep. 219: Jason Furman on Inflation Persistence, Fed Policy and Debt Levels
Ep. 218: Gordon Hanson on US-China Trade War, Immigration and US Elections
Ep. 217: Mustafa Chowdhury on Surging Wealth, Hidden Bond Buyers and Fed Mistakes
Ep. 216: Dominique Dwor-Frecaut on Inflation Persistence, Immigration Surge and Trump Effect
Ep. 215: Nick Rohatyn on How to Navigate Emerging Markets Investing
Ep. 214: Lindsay Politi on Higher Inflation Regime, Recession Risks and Debt Dynamics
Ep. 213: Bilal Hafeez on Fed Cuts, Dollar Strength and AI Hype
Ep. 212: Nick Baltas on Mastering Systematic Strategies from Alpha to AI
Ep. 211: John Coates on How a Few Financial Institutions Control Everything
Ep. 210: Mark Koyama on What Makes Some Nations Richer Than Others
Ep. 209: Darrell Duffie on Treasury Market Dysfunction, Dollar Dominance and CBDC
Ep. 208: David Dredge on Inflation, Underpriced Risks and Sharpe Ratio Flaws
Ep. 207: Dave DeWalt on Cyber Warfare, Attacks on US Election, and AI
Ep. 206: Nigel Toon on How AI Thinks and How We Can Control It
Ep. 205: Gary Gerstle on Unprecedented Trump, Unrecognised Biden, and Unusual Times
Ep. 204: Claudia Sahm on Inflation Risks, Fed Cuts, and Recession
Ep. 203: Melanie Mitchell on Can Artificial Intelligence Beat Human Thinking
Ep. 202: Alberto Gallo on Trump, Fiscal Risks, and Market Outlook
Ep. 201: Henry Ritchotte on Managing Banks, Start-Ups, and the New Investment Era
Ep. 200: Julia Azari on Trump's Dictatorial Powers, Biden's Unpopularity, and US Elections
Ep. 199: Dominique Dwor-Frecaut on Fed Slashing Rates and Trump Winning
Ep. 198: Chris Rauh on How to Use AI to Predict Conflicts
Ep. 197: John Floyd on the Biggest Trades and Risks for 2024
Ep. 196: Rerelease: Niall Ferguson on Cold War 2, Middle East Conflict and Woke Students
Ep. 195: Bilal Hafeez on 2023 Surprises, Getting AI Right, and Best TV of 2023
Ep. 194: Liang Ding on Can China Avoid a Hard Landing
Shiloh Bates on Demystifying CLO Myths
Yesha Yadav on Crypto Bankruptcies, Stablecoin, and Treasury Market issues
Greg Lippmann on The Big Short, Latest US Housing View, and Finding Alpha in Structured Products
Charlie McElligott on Year-End Rally, Duration Buying, and Carnivore Diets
Dr Douglas Greenig on Trend-Following, the End of Pax-Americana, and Why He ls Long Volatility
Marc Goldwein on the Unprecedented US Budget Problem and How to Fix It
Macro Hive Webinar: (The Weekly Call Recorded 1 November 2023)
Boris Vladimirov on Macro Volatility, US Yields, and Recession Risks
Daniel Rock on How AI Will Reshape Economies
Martin Lueck On the Scientific Investing, Trend Models and Macro Divergences
Jason Halliwell on Value Investing, Systematic Macro and Carry
Barry Eichengreen on Fixing the Debt Problem, Dollar Demise and Tech Impacts
Phil Suttle on US Recession Risks, AI Impact, and BoJ to 1%
Dominque Dwor-Frecaut on What Everyone Gets Wrong on Inflation, Recessions and Fed Policy
Mustafa Chowdhury on Fed Policy, US Industrial Policy and Housing Risks
Professor Adrian Williams on Everything You Wanted to Know About Sleep [Replay]
Denise Shull on Emotions as a Dataset and Avoiding Investment Mistakes [Replay]
Michael Schrage on How Recommendation Engines Create Value
Bill Bernstein On the Four Essentials To Investing Successfully
Stephen Roach on US and China's Accidental Conflict
Sebastian Mallaby on the Rise of Venture Capital and Their Impact on the World
Peter Stella on Fed Losses, Backdoor Fiscal Stimulus and Credit Easing
Trevor Greetham on Spike-Flation, Equities and Removing Biases
Sean McGould on Creating an Investing Edge, Hedge Funds and Inflation Opportunities
Bob Elliott on Bridgewater's Success, US Inflation and Fed's Error
Martin Wolf on Why Capitalism and Democracy Need Each Other
Alberto Gallo on Investor Complacency, Crisis Risks and Fed's Dilemma
Deepak Gurnani on Building Winning Investment Strategies
Jim Rogers on the Demise of the Dollar, Inflation and China
Stefan Jansen on How to Use ChatGPT and AI in Finance
Gavyn Davies on Inflation, Asset Allocation and ChatGPT
Gene Ma on US-China Decoupling, China's Green Boom, and Growth Outlook
Zar Amrolia on Reinventing Trading
Ken Tropin on How to Run a Successful Macro Hedge Fund
Robert Koenigsberger on What Everyone Gets Wrong About Emerging Markets
Peter Spiller on Value Investing, Navigating Inflation and Delivering 15% Annual Returns
Geoff Rubin on 60:40 Portfolios, Endowment Model and Re-Thinking Risk
Jim Leitner on Creating a Macro Edge, Trading Options and Carry Trades
Lindsay Politi on the Silicon Valley Bank Fall-Out, Duration Bubbles and Inflation
Niall Ferguson on Cold War 2, Middle East Conflict and Woke Students
Mustafa Chowdhury on Mortgage Risks, Fed Shocks and Derivatives
Timothy Ash on Russia's Failure, China Intervention and EM Re-Alignment
Mikihiro Matsuoka on Japan Inflation, BoJ Outlook and Debt Problems
Richard Oldfield on Value Investing, Warren Buffet and Elon Musk
Deborah Seligsohn on What Everyone Gets Wrong on China's COVID and Climate Policies
Phil Suttle on Fed Murdering Expansions and Bond Worries
Niels Kaastrup-Larsen and Alan Dunne on How to Make Money From Following the Trend
Yesha Yadav on the Galactic Risks of the US Treasury Markets
Andrew Revkin on What to Do About Climate Risk
Ivy Zelman on the Coming US Housing Crisis