Macro Hive Conversations With Bilal Hafeez
Business

Macro Hive Conversations With Bilal Hafeez

by Bilal Hafeez

We talk economics and markets with leading policymakers and investors.

102 episodes
EN language
All Episodes
1
Ep. 350: Tomasz Nadrowski on China's Mineral War, Western Supply Chain Gaps, and Global Resilience
49:04 Mar 20, 2026
2
Ep. 349: Nader Itayim on Iran's Regional War, the Hormuz Choke Point, and Global Energy Disruption
1:02:07 Mar 13, 2026
3
Ep. 348: Alex Campbell on Commodity Diversification, AI strategies, and the Moneyball Approach
57:11 Mar 6, 2026
4
Ep. 347: Raphaël Gallardo on Austrian Economics, Wobbling AI Bubbles, and Trump Risk Parity
46:13 Feb 27, 2026
5
Ep. 346: Alex Gurevich on US Return to Zero Rates, AI Productivity, and Managing Portfolio Paralysis
42:19 Feb 20, 2026
6
Ep. 345: Marc Elovitz on Private Market Evolution, Crypto's Regulatory Shift, and AI Explainability
33:34 Feb 13, 2026
7
Ep. 344: Sean McGould on Multi-Strategy Investing, Trump 2.0, and the AI 'Digital Tool' Era
32:39 Feb 6, 2026
8
Ep. 343: Srividya Jandhyala on Changing Corporate Behaviour to Geopolitical Risks, and 'The Great Disruption'
35:00 Jan 30, 2026
9
Ep. 342: Rory Johnston on Trump's Bullish Impact on Oil Markets, and the Bearish Risks Ahead
1:06:43 Jan 23, 2026
10
Ep. 341: Phil Suttle on Trump's Populism, the Productivity Mystery, and Global Disruption
45:00 Jan 16, 2026
11
Ep. 340: Robert Koenigsberger on EM Cycles, China's Turnaround, and the New Era of Private Credit
34:26 Jan 7, 2026
12
Ep. 339: Jay Pelosky on Tech Bubble (or Not), China vs. US, Clean Energy Plays
48:38 Dec 17, 2025
13
Ep. 338: Ken Tropin on Talent Recruitment, Fed Risks, and Biggest Underpriced Trade
28:57 Dec 12, 2025
14
Ep. 337: Sangeet Paul Choudary on What Everyone Is Getting Wrong on AI
50:50 Dec 4, 2025
15
Ep. 336: David Dredge on Sharpe Ratio Fallacy, Capturing Upside and Managing Uncertainty
45:44 Nov 28, 2025
16
Ep. 335: Marc Rubinstein on AI Bubble, Private Credit, Jane Street Rise
42:49 Nov 20, 2025
17
Ep. 334: Mark Farrington on Dollar Dominance, China's Gold Play and Crisis Catalysts
55:45 Nov 14, 2025
18
Ep. 333: David Samra on Value Investing, AI Returns, and Bad Management Teams
58:48 Nov 6, 2025
19
Ep. 332: Miguel Gutierrez on Argentina's Transformation, Latin American Opportunities, and Private Market Arbitrage.
46:36 Oct 30, 2025
20
Ep. 331: Gordon Hanson on US Manufacturing Fetishisation, Job Loss, and the Middle Class
34:13 Oct 23, 2025
21
Ep. 330: Paul Cavey on US-China Trade War, Japan Politics and Taiwan Imbalances
55:41 Oct 16, 2025
22
Ep. 329: Shiloh Bates on CLO Risks, Private Credit and Macro Read-Through
34:57 Oct 10, 2025
23
Ep. 328: Diane Coyle on GDP, Digital Gaps and Invisible AI Economy
24:32 Oct 2, 2025
24
Ep. 327: Ryan Hass on China's Patient Power Play, and US-China Relations
31:25 Sep 25, 2025
25
Ep. 326: Jon Turek on Fed Cuts, Recession Risks and Political Risks
41:23 Sep 18, 2025
26
Ep. 325: Chris Hughes on Misunderstood Fed Chairs, Fed Balance Sheet and Offshore Dollars
47:47 Sep 11, 2025
27
Ep. 324: Alberto Gallo on Western Debt Crisis, Real Assets and US Surprises
31:49 Sep 3, 2025
28
Ep. 323: Jonathan Xiong on China, Dollar and Using AI in Asset Management
47:35 Aug 28, 2025
29
Ep. 322: Rerelease – Adam Frank on Aliens, AI and Climate Collapse
1:03:53 Aug 21, 2025
30
Ep. 321: Antonio Del Favero on Favourite Rates Trades, Fed and Dollar
32:39 Aug 14, 2025
31
Ep. 320: Dominique Dwor-Frecaut on Weak US Growth, Fed Independence and AI Impact
35:27 Aug 7, 2025
32
Ep. 319: Phil Suttle on Slowing US, Delayed Tariff Impacts and China Investment
43:19 Jul 31, 2025
33
Ep. 318: Brad Setser on Trump Tariffs, China's Surging Surplus and Dollar Policy
51:56 Jul 24, 2025
34
Ep. 317: George Selgin on Trump Tariffs, Fed Independence and Dollar Vulnerability
45:19 Jul 17, 2025
35
Ep. 316: Kyle Keane on AI, Forecasting and Turning Blind
1:04:10 Jul 10, 2025
36
Ep. 315: Keyu Jin on What Everyone Gets Wrong on China
46:30 Jul 3, 2025
37
Ep. 314: Marvin Barth on Trump's US Resurgence, No Fed Cuts and Dire Europe
1:04:13 Jun 27, 2025
38
Ep. 313: Tom Montag on the Undiscovered Potential of Carbon Markets
37:56 Jun 19, 2025
39
Ep. 312: Deepak Gurnani on Five Steps for Using AI in Investing
41:15 Jun 12, 2025
40
Ep. 311: Ralph Sueppel on Quant Trading Macro the Right Way
48:11 Jun 5, 2025
41
Ep. 310: Helen Thomas on Trump's Controlled Demolition Strategy
49:35 May 30, 2025
42
Ep. 309: Adam Frank on Aliens, AI and Climate Collapse
1:03:53 May 23, 2025
43
Ep. 308: Tobias Harris on Why Japan Matters
52:42 May 16, 2025
44
Ep. 307: Michael Sandel on Populism, Saving Democracy, and Tyranny of Merit
1:11:31 May 9, 2025
45
Ep. 306: Ken Rogoff on Dollar Decline, Debt Worries and Fed Independence
1:52:36 May 2, 2025
46
Ep. 305: James van Geelen on 'Haves vs Have Nots' Theme, AI and Tariffs
49:05 Apr 25, 2025
47
Ep. 304: Zongyuan Zoe Liu on Calculated China vs Unpredictable US
1:01:39 Apr 17, 2025
48
Ep. 303: Mirza Baig on Trump's Trade Strategy, China Risks and Canada's Dilemma
46:32 Apr 11, 2025
49
Ep. 302: Vania Stavrakeva on Macro News, Investor Flows and Trading Markets
49:54 Apr 4, 2025
50
Ep. 301: Andrew Polk on China's Bet on Tech Supremacy
49:26 Mar 28, 2025
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