Macro Hive Conversations With Bilal Hafeez

253 Episodes

1. Ep. 252: Jay Pelosky on How US Equities Could Underperform Rest of the World

   Published: 1/24/2025
2. Ep. 251: Phil Suttle on Fed Hiking in 2025

   Published: 1/17/2025
3. Ep. 250: Dominique Dwor-Frecaut on Non-Consensus View on Fed and Trump 2.0

   Published: 1/10/2025
4. Ep. 249: Mark Rzepczynski on Wicked Markets and Understanding Risk

   Published: 1/3/2025
5. Ep. 248: Shawn Edwards on How Bloomberg Is Using AI (Replay)

   Published: 12/27/2024
6. Ep. 247: Julia Azari on Trump’s Second Term, Constraints and Priorities

   Published: 12/20/2024
7. Ep. 246: Tomasz Nadrowski on Navigating Global Chaos

   Published: 12/13/2024
8. Ep. 245: Frank Kelly on Why Everyone Underestimates Trump

   Published: 12/6/2024
9. Ep. 244: In Memoriam - Professor Ian Shipsey on How Physics Can Change the World

   Published: 11/29/2024
10. Ep. 243: Charles Engel on Currency Models, Carry Trades and Capital Flows

    Published: 11/22/2024
11. Ep. 242: Alberto Gallo on Trump Impact, Geopolitics and Favourite Markets

    Published: 11/15/2024
12. Ep. 241: Gary Gerstle on Trump’s Big Win and the Future of American Politics

    Published: 11/8/2024
13. Ep. 240: Ebrahim Rahbari on US Election Trades, Fed Cycle and German Challenges

    Published: 11/1/2024
14. Ep. 239: Thomas Drechsel on Measuring Political Pressure on Fed, Predicting Fed, and Better Nowcasts

    Published: 10/25/2024
15. Ep. 238: Rory Johnston on Oil to $65, Middle East Risks and Trump Agenda

    Published: 10/18/2024
16. Ep. 237: Antonio Del Favero on the Fed’s Mistake, Inflation Risks and Financial Conditions

    Published: 10/11/2024
17. Ep. 236: Sean McMeekin on the Return of Communism

    Published: 10/4/2024
18. Ep. 235: Christian Schwarz on AI Bubbles, Using AI in Trading and Synthetic Data

    Published: 9/27/2024
19. Ep. 234: Jay Pelosky on Bullish Equities, Early Cycle US and Trump Losing

    Published: 9/20/2024
20. Ep. 233: Mirza Baig on Best EM Trades, Fed Easing and China Carry Trade

    Published: 9/13/2024