Macro Hive Conversations With Bilal Hafeez

253 Episodes

1. James Aitken On Stock Vigilantes, Yield Curve Control and Inflation Paths

   Published: 3/5/2021
2. Peter Tertzakian on Energy Transitions, Electric Vehicles and Big Oil

   Published: 2/26/2021
3. Ciamac Moallemi On Quant Investing, Machine Learning and Trading Styles

   Published: 2/19/2021
4. Jay Pelosky on the Coming Boom, Mega-Tech Weakness and Big Government

   Published: 2/11/2021
5. Christian Hille on Exponential Growth, Avoiding Low Returns, and Errors in Risk Management

   Published: 2/5/2021
6. Jon Turek on the New Fed Put, the Brainard US Curve Steepener and the Dollar

   Published: 1/29/2021
7. Barry Eichengreen on Dollar Dominance, Crypto Hype, and Reforming International Finance

   Published: 1/22/2021
8. Eli Dourado on the Key Tech Breakthroughs For the 2020s

   Published: 1/15/2021
9. 12 Investment Ideas For 2021 From Our Listeners

   Published: 1/8/2021
10. Michael Auerbach On Launching A Cannabis SPAC With Jay-Z

    Published: 12/22/2020
11. Ashley Lenihan On The Politics Of Cross-Border M&A, CFIUS And Sensitive Sectors

    Published: 12/18/2020
12. Jim Leitner On Growth vs Value, Digital Options And Bitcoin

    Published: 12/11/2020
13. Professor Kevin Dowd On The Problem With MMT, Banking’s Lack Of Capital And Free Markets

    Published: 12/4/2020
14. Mickey Down And Konrad Kay On Their New HBO Finance Show Industry

    Published: 11/30/2020
15. Professor Yaneer Bar-Yam On Ending COVID, Vaccine Complacency And Business Responsibility

    Published: 11/27/2020
16. Dirk Willer On Emerging Markets Rallying, EM Inflation And Latam Challenges

    Published: 11/21/2020
17. Professor Justin Stebbing On Vaccine Breakthroughs And Herd-Immunity By Summer

    Published: 11/12/2020
18. Gary Gerstle On Trump Not Conceding, Democrat Failures And The Upcoming Test Of The US Political System

    Published: 11/7/2020
19. Michael Melvin On Quant Strategies In Currencies, Impact Of QE And Machine Learning

    Published: 10/30/2020
20. John Kay On Smaller Government And Business Failure, And Why Greed Is Dead

    Published: 10/21/2020