Macro Hive Conversations With Bilal Hafeez

263 Episodes

1. Ep. 242: Alberto Gallo on Trump Impact, Geopolitics and Favourite Markets

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

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

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

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

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

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

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

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

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

    Published: 9/13/2024
11. Ep. 232: Bob Elliott on US Recession Odds, Fed Policy and Equity Risks

    Published: 9/6/2024
12. Ep. 231: J. Doyne Farmer on Making Sense of Chaos

    Published: 8/30/2024
13. Ep. 230: Shawn Edwards on How Bloomberg Is Using AI

    Published: 8/23/2024
14. Ep. 229: Brad Setser on Yen Carry Trade, US-China Trade, and US Profit Offshoring

    Published: 8/16/2024
15. Ep. 228: Liang Ding on China’s Economy and Markets

    Published: 8/9/2024
16. Ep. 227: Álvaro Cartea on AI Manipulating Markets (and What to Do About It)

    Published: 8/2/2024
17. Ep. 226: Gary Gerstle on Kamala Impact, Trump Policies and Political Realignments

    Published: 7/26/2024
18. Ep. 225: Dr Pippa Malmgren on Trump’s Plans, Peace Dividend, and Space Tech

    Published: 7/19/2024
19. Ep. 224: Philipp Carlsson-Szlezak and Paul Swartz on Macro Shocks, Crises, and False Alarms

    Published: 7/12/2024
20. Ep. 223: Shahin Vallée on French Election Fallout, Second Round Scenarios, and Germany’s Debt Brake

    Published: 7/5/2024