Macro Hive Conversations With Bilal Hafeez

278 Episodes

1. Ep. 317: George Selgin on Trump Tariffs, Fed Independence and Dollar Vulnerability

   Published: 7/17/2025
2. Ep. 316: Kyle Keane on AI, Forecasting and Turning Blind

   Published: 7/10/2025
3. Ep. 315: Keyu Jin on What Everyone Gets Wrong on China

   Published: 7/3/2025
4. Ep. 314: Marvin Barth on Trump’s US Resurgence, No Fed Cuts and Dire Europe

   Published: 6/27/2025
5. Ep. 313: Tom Montag on the Undiscovered Potential of Carbon Markets

   Published: 6/19/2025
6. Ep. 312: Deepak Gurnani on Five Steps for Using AI in Investing

   Published: 6/12/2025
7. Ep. 311: Ralph Sueppel on Quant Trading Macro the Right Way

   Published: 6/5/2025
8. Ep. 310: Helen Thomas on Trump’s Controlled Demolition Strategy

   Published: 5/30/2025
9. Ep. 309: Adam Frank on Aliens, AI and Climate Collapse

   Published: 5/23/2025
10. Ep. 308: Tobias Harris on Why Japan Matters

    Published: 5/16/2025
11. Ep. 307: Michael Sandel on Populism, Saving Democracy, and Tyranny of Merit

    Published: 5/9/2025
12. Ep. 306: Ken Rogoff on Dollar Decline, Debt Worries and Fed Independence

    Published: 5/2/2025
13. Ep. 305: James van Geelen on ‘Haves vs Have Nots’ Theme, AI and Tariffs

    Published: 4/25/2025
14. Ep. 304: Zongyuan Zoe Liu on Calculated China vs Unpredictable US

    Published: 4/17/2025
15. Ep. 303: Mirza Baig on Trump’s Trade Strategy, China Risks and Canada’s Dilemma

    Published: 4/11/2025
16. Ep. 302: Vania Stavrakeva on Macro News, Investor Flows and Trading Markets

    Published: 4/4/2025
17. Ep. 301: Andrew Polk on China’s Bet on Tech Supremacy

    Published: 3/28/2025
18. Ep. 300: Gary Gerstle on Decoding Trump: Power & Chaos (Live at Cambridge University)

    Published: 3/21/2025
19. Ep. 259: Thanos Papasavvas on Trump’s (Unsurprising) Geopolitical Shock

    Published: 3/14/2025
20. Ep. 258: Randy Schwimmer on Why Private Credit Is Performing

    Published: 3/7/2025