Macro Hive Conversations With Bilal Hafeez

253 Episodes

1. Peter Stella on Fed Losses, Backdoor Fiscal Stimulus and Credit Easing

   Published: 7/14/2023
2. Trevor Greetham on Spike-Flation, Equities and Removing Biases

   Published: 7/7/2023
3. Sean McGould on Creating an Investing Edge, Hedge Funds and Inflation Opportunities

   Published: 6/30/2023
4. Bob Elliott on Bridgewater’s Success, US Inflation and Fed’s Error

   Published: 6/23/2023
5. Martin Wolf on Why Capitalism and Democracy Need Each Other

   Published: 6/15/2023
6. Alberto Gallo on Investor Complacency, Crisis Risks and Fed’s Dilemma

   Published: 6/9/2023
7. Deepak Gurnani on Building Winning Investment Strategies

   Published: 6/2/2023
8. Jim Rogers on the Demise of the Dollar, Inflation and China

   Published: 5/26/2023
9. Stefan Jansen on How to Use ChatGPT and AI in Finance

   Published: 5/19/2023
10. Gavyn Davies on Inflation, Asset Allocation and ChatGPT

    Published: 5/12/2023
11. Gene Ma on US-China Decoupling, China’s Green Boom, and Growth Outlook

    Published: 5/5/2023
12. Zar Amrolia on Reinventing Trading

    Published: 4/28/2023
13. Ken Tropin on How to Run a Successful Macro Hedge Fund

    Published: 4/21/2023
14. Robert Koenigsberger on What Everyone Gets Wrong About Emerging Markets

    Published: 4/14/2023
15. Peter Spiller on Value Investing, Navigating Inflation and Delivering 15% Annual Returns

    Published: 4/7/2023
16. Geoff Rubin on 60:40 Portfolios, Endowment Model and Re-Thinking Risk

    Published: 3/31/2023
17. Jim Leitner on Creating a Macro Edge, Trading Options and Carry Trades

    Published: 3/24/2023
18. Lindsay Politi on the Silicon Valley Bank Fall-Out, Duration Bubbles and Inflation

    Published: 3/17/2023
19. Niall Ferguson on Cold War 2, Middle East Conflict and Woke Students

    Published: 3/10/2023
20. Mustafa Chowdhury on Mortgage Risks, Fed Shocks and Derivatives

    Published: 3/3/2023