Macro Hive Conversations With Bilal Hafeez

213 Episodes

1. Ep. 212: Nick Baltas on Mastering Systematic Strategies from Alpha to AI

   Published: 4/19/2024
2. Ep. 211: John Coates on How a Few Financial Institutions Control Everything

   Published: 4/12/2024
3. Ep. 210: Mark Koyama on What Makes Some Nations Richer Than Others

   Published: 4/5/2024
4. Ep. 209: Darrell Duffie on Treasury Market Dysfunction, Dollar Dominance and CBDC

   Published: 3/28/2024
5. Ep. 208: David Dredge on Inflation, Underpriced Risks and Sharpe Ratio Flaws

   Published: 3/22/2024
6. Ep. 207: Dave DeWalt on Cyber Warfare, Attacks on US Election, and AI

   Published: 3/15/2024
7. Ep. 206: Nigel Toon on How AI Thinks and How We Can Control It

   Published: 3/8/2024
8. Ep. 205: Gary Gerstle on Unprecedented Trump, Unrecognised Biden, and Unusual Times

   Published: 3/1/2024
9. Ep. 204: Claudia Sahm on Inflation Risks, Fed Cuts, and Recession

   Published: 2/23/2024
10. Ep. 203: Melanie Mitchell on Can Artificial Intelligence Beat Human Thinking

    Published: 2/16/2024
11. Ep. 202: Alberto Gallo on Trump, Fiscal Risks, and Market Outlook

    Published: 2/9/2024
12. Ep. 201: Henry Ritchotte on Managing Banks, Start-Ups, and the New Investment Era

    Published: 2/2/2024
13. Ep. 200: Julia Azari on Trump’s Dictatorial Powers, Biden’s Unpopularity, and US Elections

    Published: 1/26/2024
14. Ep. 199: Dominique Dwor-Frecaut on Fed Slashing Rates and Trump Winning

    Published: 1/19/2024
15. Ep. 198: Chris Rauh on How to Use AI to Predict Conflicts

    Published: 1/12/2024
16. Ep. 197: John Floyd on the Biggest Trades and Risks for 2024

    Published: 1/5/2024
17. Ep. 196: Rerelease: Niall Ferguson on Cold War 2, Middle East Conflict and Woke Students

    Published: 12/29/2023
18. Ep. 195: Bilal Hafeez on 2023 Surprises, Getting AI Right, and Best TV of 2023

    Published: 12/22/2023
19. Ep. 194: Liang Ding on Can China Avoid a Hard Landing

    Published: 12/15/2023
20. Shiloh Bates on Demystifying CLO Myths

    Published: 12/8/2023