Macro Hive Conversations With Bilal Hafeez

253 Episodes

1. Yesha Yadav on Crypto Bankruptcies, Stablecoin, and Treasury Market issues

   Published: 12/1/2023
2. Greg Lippmann on The Big Short, Latest US Housing View, and Finding Alpha in Structured Products

   Published: 11/24/2023
3. Charlie McElligott on Year-End Rally, Duration Buying, and Carnivore Diets

   Published: 11/17/2023
4. Dr Douglas Greenig on Trend-Following, the End of Pax-Americana, and Why He ls Long Volatility

   Published: 11/17/2023
5. Marc Goldwein on the Unprecedented US Budget Problem and How to Fix It

   Published: 11/10/2023
6. Macro Hive Webinar: (The Weekly Call Recorded 1 November 2023)

   Published: 11/3/2023
7. Boris Vladimirov on Macro Volatility, US Yields, and Recession Risks

   Published: 10/27/2023
8. Daniel Rock on How AI Will Reshape Economies

   Published: 10/20/2023
9. Martin Lueck On the Scientific Investing, Trend Models and Macro Divergences

   Published: 10/6/2023
10. Jason Halliwell on Value Investing, Systematic Macro and Carry

    Published: 9/29/2023
11. Barry Eichengreen on Fixing the Debt Problem, Dollar Demise and Tech Impacts

    Published: 9/22/2023
12. Phil Suttle on US Recession Risks, AI Impact, and BoJ to 1%

    Published: 9/15/2023
13. Dominque Dwor-Frecaut on What Everyone Gets Wrong on Inflation, Recessions and Fed Policy

    Published: 9/8/2023
14. Mustafa Chowdhury on Fed Policy, US Industrial Policy and Housing Risks

    Published: 9/1/2023
15. Professor Adrian Williams on Everything You Wanted to Know About Sleep [Replay]

    Published: 8/25/2023
16. Denise Shull on Emotions as a Dataset and Avoiding Investment Mistakes [Replay]

    Published: 8/18/2023
17. Michael Schrage on How Recommendation Engines Create Value

    Published: 8/11/2023
18. Bill Bernstein On the Four Essentials To Investing Successfully

    Published: 8/4/2023
19. Stephen Roach on US and China’s Accidental Conflict

    Published: 7/28/2023
20. Sebastian Mallaby on the Rise of Venture Capital and Their Impact on the World

    Published: 7/21/2023