Macro Hive Conversations With Bilal Hafeez

263 Episodes

1. Ep. 222: Boris Vladimirov on US Exceptionalism, Europe Risks and China Weakness

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

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

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

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

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

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

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

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

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

    Published: 4/26/2024
11. Ep. 212: Nick Baltas on Mastering Systematic Strategies from Alpha to AI

    Published: 4/19/2024
12. Ep. 211: John Coates on How a Few Financial Institutions Control Everything

    Published: 4/12/2024
13. Ep. 210: Mark Koyama on What Makes Some Nations Richer Than Others

    Published: 4/5/2024
14. Ep. 209: Darrell Duffie on Treasury Market Dysfunction, Dollar Dominance and CBDC

    Published: 3/28/2024
15. Ep. 208: David Dredge on Inflation, Underpriced Risks and Sharpe Ratio Flaws

    Published: 3/22/2024
16. Ep. 207: Dave DeWalt on Cyber Warfare, Attacks on US Election, and AI

    Published: 3/15/2024
17. Ep. 206: Nigel Toon on How AI Thinks and How We Can Control It

    Published: 3/8/2024
18. Ep. 205: Gary Gerstle on Unprecedented Trump, Unrecognised Biden, and Unusual Times

    Published: 3/1/2024
19. Ep. 204: Claudia Sahm on Inflation Risks, Fed Cuts, and Recession

    Published: 2/23/2024
20. Ep. 203: Melanie Mitchell on Can Artificial Intelligence Beat Human Thinking

    Published: 2/16/2024