Macro Hive Conversations With Bilal Hafeez

263 Episodes

1. Dominique Dwor-Frecaut on US Labour Supply, Inflation and Timing the Bond Sell-Off

   Published: 5/14/2021
2. Phil Suttle on Coming High Inflation, Goods Recessions and Fed in Play

   Published: 5/7/2021
3. Wolfgang Münchau on Germany’s Political Risks, Fiscal Stimulus and Euro Instability

   Published: 4/30/2021
4. Jeff Snider on Deflation, Central Bank Failure, and Understanding Money

   Published: 4/23/2021
5. Boris Vladimirov on Inflation Permanence, European Banks and BRICS Outlook

   Published: 4/16/2021
6. Bobby Vedral on Taxing Big Tech, Europe’s Edge, and Biden’s China Policy

   Published: 4/9/2021
7. David Riley On US Debt Sustainability, the Reflation Trade and Corporate Defaults

   Published: 4/1/2021
8. Benn Eifert On Retail Options Boom, Over-Complex Derivatives, and Managing Tail Risk

   Published: 3/26/2021
9. Marco Monroy On Carbon Taxes, ESG Investing and Maradona

   Published: 3/19/2021
10. Zac Prince on Earning Interest on Bitcoin, and the Future of Crypto Finance

    Published: 3/15/2021
11. James Aitken On Stock Vigilantes, Yield Curve Control and Inflation Paths

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

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

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

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

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

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

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

    Published: 1/15/2021
19. 12 Investment Ideas For 2021 From Our Listeners

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

    Published: 12/22/2020