Macro Hive Conversations With Bilal Hafeez

263 Episodes

1. Ivy Zelman on the Coming US Housing Crisis

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

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

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

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

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

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

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

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

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

    Published: 5/19/2022
11. Mike Philbrick on Bond Massacres, Better Diversification and Systematic Thinking

    Published: 5/13/2022
12. Tymofiy Mylovanov on Ukrainian Resistance, Russia’s Hidden Economic Weapon and Germany’s Error

    Published: 5/5/2022
13. Phil Suttle on the Inflation Combustion Model, the Fed’s Errors, and US Housing

    Published: 4/29/2022
14. John Butler on Stagflation, Financial Instability, and World Wars

    Published: 4/22/2022
15. Daniel Zwirn on Finding Value in the Biggest Bubble in History

    Published: 4/14/2022
16. Josh Young on $200 Oil and the Structural Energy Supply Problem

    Published: 4/8/2022
17. Denise Shull on Emotions as a Dataset and Avoiding Investment Mistakes

    Published: 4/1/2022
18. Dominique Dwor-Frecaut on the Coming US Recession, and Fed’s Communication Problem

    Published: 3/25/2022
19. Andy Constan on Lessons From Bridgewater, Equity Valuations and Top Trades

    Published: 3/18/2022
20. [Emergency podcast ] Timothy Ash on Why Investors Are Underestimating Fall-Out From Russia/Ukraine Conflict

    Published: 3/9/2022