Macro Hive Conversations With Bilal Hafeez

253 Episodes

1. Randy Schwimmer on Private Credit, Fed Shocks and Recession Risks

   Published: 9/30/2022
2. Howard Davies on How UK Chancellors Steer the UK In Crisis

   Published: 9/23/2022
3. Dr Sam Ramani on the Russia-Ukraine War, Recent Ukraine Wins and Putin’s Endgame

   Published: 9/17/2022
4. Artem Milinchuk on Alternative Assets, Farmland and Inflation Hedges

   Published: 9/9/2022
5. Karl Massey on the End of Investing as We Know It

   Published: 9/2/2022
6. James Fok on the US-China Financial Cold War, Dollar Dominance and Role of HK

   Published: 8/26/2022
7. Cameron Crise On Fed’s Balance Sheet Problem, Equity Drawdowns and Inflation

   Published: 8/19/2022
8. Denis Shull on Emotions as a Dataset and Avoiding Investment Mistakes [Replay]

   Published: 8/12/2022
9. Diego Parrilla On High Inflation, Anti-Bubbles and the Problem with Stop Losses

   Published: 8/4/2022
10. Lindsay Politi On the Inflation Path, Fed Cuts and Money Printing

    Published: 7/29/2022
11. Ivy Zelman on the Coming US Housing Crisis

    Published: 7/22/2022
12. Mikihiro Matsuoka on Bank of Japan policy, Japanisation of Economies, and the Demise of Capitalism

    Published: 7/15/2022
13. Boris Vladimirov on Fed Scenarios, Recession Risks and EM Outperformers

    Published: 7/8/2022
14. Marion Laboure on Democratising Finance, Bitcoin as Digital Diamond and Central Bank Digital Currency

    Published: 7/1/2022
15. Raymond Sagayam on the Biggest Overlooked Market Risk, Building World Class Teams, and Lessons from Bodybuilding

    Published: 6/24/2022
16. Dominique Dwor-Frecaut on How the Fed is Setting Policy and Why an 8% US Interest Rate is Likely

    Published: 6/17/2022
17. Bert Gochet on China Risks, India’s Future and Brazil’s Commodities

    Published: 6/10/2022
18. Thorsten Wegener On the Simplest Way to Understand Option Markets

    Published: 6/3/2022
19. Stéphane Ouellette on the Crypto Crash, and What Next

    Published: 5/27/2022
20. Jay Newman on the Hidden Story of How Money is Moved Around the World

    Published: 5/19/2022