Macro Hive Conversations With Bilal Hafeez

253 Episodes

1. Timothy Ash on Russia’s Failure, China Intervention and EM Re-Alignment

   Published: 2/24/2023
2. Mikihiro Matsuoka on Japan Inflation, BoJ Outlook and Debt Problems

   Published: 2/17/2023
3. Richard Oldfield on Value Investing, Warren Buffet and Elon Musk

   Published: 2/10/2023
4. Deborah Seligsohn on What Everyone Gets Wrong on China’s COVID and Climate Policies

   Published: 2/3/2023
5. Phil Suttle on Fed Murdering Expansions and Bond Worries

   Published: 1/27/2023
6. Niels Kaastrup-Larsen and Alan Dunne on How to Make Money From Following the Trend

   Published: 1/20/2023
7. Yesha Yadav on the Galactic Risks of the US Treasury Markets

   Published: 1/13/2023
8. Andrew Revkin on What to Do About Climate Risk

   Published: 1/6/2023
9. Ivy Zelman on the Coming US Housing Crisis

   Published: 12/30/2022
10. Agathe Demarais on How Sanctions Backfire on the US

    Published: 12/16/2022
11. Shannon O'Neil on What Everyone Gets Wrong About (De)Globalisation

    Published: 12/9/2022
12. David Rubenstein on How to Invest Like Superstar Investors

    Published: 12/2/2022
13. Fred Thiel on FTX Fallout, Bitcoin Energy Myths, and Future of Crypto

    Published: 11/25/2022
14. Gerard DiPippo on CIA, US-China Tech War, and Taiwan Risks

    Published: 11/18/2022
15. Victoria Ivashina on Whether Private Markets Will Trigger a Crisis

    Published: 11/11/2022
16. Igor Yelnik on How to Trade Macro Differently

    Published: 11/4/2022
17. Nouriel Roubini on World War 3 Starting, Debt Crisis and Robot Takeover

    Published: 10/28/2022
18. Doomberg on Energy Scarcity, Nuclear Power and Failure of Energy Transition Policies

    Published: 10/21/2022
19. Robert Carver on How To Build Successful Trading Strategies

    Published: 10/14/2022
20. Dave Newman on Hedge Fund Success, Investment Banking Lessons and Writing Daily

    Published: 10/7/2022