Macro Hive Conversations With Bilal Hafeez

263 Episodes

1. Gene Ma on US-China Decoupling, China’s Green Boom, and Growth Outlook

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

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

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

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

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

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

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

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

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

    Published: 3/3/2023
11. Timothy Ash on Russia’s Failure, China Intervention and EM Re-Alignment

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

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

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

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

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

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

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

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

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

    Published: 12/16/2022