Macro Hive Conversations With Bilal Hafeez

278 Episodes

1. Geoff Rubin on 60:40 Portfolios, Endowment Model and Re-Thinking Risk

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

    Published: 11/11/2022