Macro Hive Conversations With Bilal Hafeez

278 Episodes

1. Dominique Dwor-Frecaut on How the Fed is Setting Policy and Why an 8% US Interest Rate is Likely

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

    Published: 2/4/2022