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Macro Hive Conversations With Bilal Hafeez

Macro Hive Conversations With Bilal Hafeez

Por: Bilal Hafeez

We talk economics and markets with leading policymakers and investors.

300 episodios disponibles

Latest episodes of the podcast Macro Hive Conversations With Bilal Hafeez

Ep. 340: Robert Koenigsberger on EM Cycles, China's Turnaround, and the New Era of Private Credit 07/01/2026

Ep. 339: Jay Pelosky on Tech Bubble (or Not), China vs. US, Clean Energy Plays 17/12/2025

Ep. 338: Ken Tropin on Talent Recruitment, Fed Risks, and Biggest Underpriced Trade 12/12/2025

Ep. 337: Sangeet Paul Choudary on What Everyone Is Getting Wrong on AI 04/12/2025

Ep. 336: David Dredge on Sharpe Ratio Fallacy, Capturing Upside and Managing Uncertainty 28/11/2025

Ep. 335: Marc Rubinstein on AI Bubble, Private Credit, Jane Street Rise 20/11/2025

Ep. 334: Mark Farrington on Dollar Dominance, China's Gold Play and Crisis Catalysts 14/11/2025

Ep. 333: David Samra on Value Investing, AI Returns, and Bad Management Teams 06/11/2025

Ep. 332: Miguel Gutierrez on Argentina's Transformation, Latin American Opportunities, and Private Market Arbitrage. 30/10/2025

Ep. 331: Gordon Hanson on US Manufacturing Fetishisation, Job Loss, and the Middle Class 23/10/2025

Ep. 330: Paul Cavey on US-China Trade War, Japan Politics and Taiwan Imbalances 16/10/2025

Ep. 329: Shiloh Bates on CLO Risks, Private Credit and Macro Read-Through 10/10/2025

Ep. 328: Diane Coyle on GDP, Digital Gaps and Invisible AI Economy 02/10/2025

Ep. 327: Ryan Hass on China's Patient Power Play, and US-China Relations 25/09/2025

Ep. 326: Jon Turek on Fed Cuts, Recession Risks and Political Risks 18/09/2025

Ep. 325: Chris Hughes on Misunderstood Fed Chairs, Fed Balance Sheet and Offshore Dollars 11/09/2025

Ep. 324: Alberto Gallo on Western Debt Crisis, Real Assets and US Surprises 03/09/2025

Ep. 323: Jonathan Xiong on China, Dollar and Using AI in Asset Management 28/08/2025

Ep. 322: Rerelease – Adam Frank on Aliens, AI and Climate Collapse 21/08/2025

Ep. 321: Antonio Del Favero on Favourite Rates Trades, Fed and Dollar 14/08/2025

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