Macro Hive Conversations With Bilal Hafeez

253 Episodes

1. Ep. 232: Bob Elliott on US Recession Odds, Fed Policy and Equity Risks

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

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

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

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

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

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

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

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

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

    Published: 7/5/2024
11. Ep. 222: Boris Vladimirov on US Exceptionalism, Europe Risks and China Weakness

    Published: 6/28/2024
12. Ep. 221: Vasileios Gkionakis on European Election Fallout, Fed and Fiscal Risks

    Published: 6/21/2024
13. Ep. 220: George Selgin on Fed Independence, Poor Operations and Inflation

    Published: 6/14/2024
14. Ep. 219: Jason Furman on Inflation Persistence, Fed Policy and Debt Levels

    Published: 6/7/2024
15. Ep. 218: Gordon Hanson on US-China Trade War, Immigration and US Elections

    Published: 5/31/2024
16. Ep. 217: Mustafa Chowdhury on Surging Wealth, Hidden Bond Buyers and Fed Mistakes

    Published: 5/24/2024
17. Ep. 216: Dominique Dwor-Frecaut on Inflation Persistence, Immigration Surge and Trump Effect

    Published: 5/17/2024
18. Ep. 215: Nick Rohatyn on How to Navigate Emerging Markets Investing

    Published: 5/10/2024
19. Ep. 214: Lindsay Politi on Higher Inflation Regime, Recession Risks and Debt Dynamics

    Published: 5/3/2024
20. Ep. 213: Bilal Hafeez on Fed Cuts, Dollar Strength and AI Hype

    Published: 4/26/2024