Macro Hive Conversations With Bilal Hafeez

253 Episodes

1. Mike Philbrick on Bond Massacres, Better Diversification and Systematic Thinking

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

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

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

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

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

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

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

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

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

    Published: 3/9/2022
11. Jurrien Timmer on S&P to 8,000, Ukraine Fall-Out and Bitcoin Allocations

    Published: 3/4/2022
12. John List on Insights From Uber, Paying Bonuses and Scaling Ideas

    Published: 2/25/2022
13. Greg Zuckerman on the Inside Story of the Race for a COVID-19 Vaccine

    Published: 2/18/2022
14. Tania Reif on Leaving Macro Investing For Crypto

    Published: 2/11/2022
15. Alfonso Peccatiello (Alf) on Money Printing, US Risks and ECB Surprises

    Published: 2/4/2022
16. Adam Iqbal on Carry Trades, Volatility and Trading Options

    Published: 1/28/2022
17. Shahin Vallée on Europe’s Geopolitical Risks, ECB Policy and French Elections

    Published: 1/21/2022
18. Mark Yusko on the Right Asset Allocation, Avoiding Crypto Scams and 2022 Trades

    Published: 1/14/2022
19. Mark Stanwyck and Rick Seeger on Crypto Use Cases, Earning Yields and GameFi

    Published: 1/7/2022
20. Ari Paul on Valuing Bitcoin, Ethereum Killers and Metaverse Bubbles

    Published: 12/17/2021