Macro Hive Conversations With Bilal Hafeez

Bilal Hafeez
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We talk economics and markets with leading policymakers and investors.

  1. Ep. 345: Marc Elovitz on Private Market Evolution, Crypto's Regulatory Shift, and AI Explainability

    2 GG FA

    Ep. 345: Marc Elovitz on Private Market Evolution, Crypto's Regulatory Shift, and AI Explainability

    Marc Elovitz is Global Head of Investment Management Regulatory at McDermott Will & Schulte – a leading global law firm. Marc advises private fund managers on running their businesses consistent with all relevant laws, regulations and legal requirements. Marc's cutting-edge work also covers the latest trends of interest to private funds, including blockchain technology and digital assets. He advises on the legal and regulatory considerations involving virtual and digital currency business initiatives and the blockchain technology behind them. In this podcast, we discuss: From Litigation to Regulation The Private Market Boom "Project Crypto" and Regulatory Harmonisation Beyond Digital Gold The Yield Obstacle in Stablecoins Future-Proofing Digital Assets The Trust Factor in Private Equity Solving the AI Explainability Crisis The Delaware Governance Battle Perspective through Fiction

    34 min
  2. Ep. 344: Sean McGould on Multi-Strategy Investing, Trump 2.0, and the AI 'Digital Tool' Era

    6 FEB

    Ep. 344: Sean McGould on Multi-Strategy Investing, Trump 2.0, and the AI 'Digital Tool' Era

    Sean McGould – the founder/CEO of the Lighthouse Group – an approximately $17 billion investment management firm. Prior to Lighthouse, Sean was the Director of the Outside Trader Investment Program for Trout Trading Management Company. Before joining Trout, he worked for Price Waterhouse in auditing and corporate finance. In this podcast we discuss:   The Multi-Strategy Investment Approach The Selective "War for Talent"  Adapting to Trump 2.0 Volatility  Targeting Real Returns vs Gold  AI: A Digital Tool, Not a Total Bubble  Redefining Value in the Digital Age  Japan's Shareholder Value Pivot  Centralised Planning Risks in China  Patience in Tight Credit Markets  The 2026 Macro Outlook  You can get more information on Sean's firm here  The commentary contained in the above article/podcast does not constitute an offer or a solicitation, or a recommendation to implement or liquidate an investment or to carry out any other transaction. It should not be used as a basis for any investment decision or other decision. Any investment decision should be based on appropriate professional advice specific to your needs.

    33 min
  3. Ep. 343: Srividya Jandhyala on Changing Corporate Behaviour to Geopolitical Risks, and 'The Great Disruption'

    30 GEN

    Ep. 343: Srividya Jandhyala on Changing Corporate Behaviour to Geopolitical Risks, and 'The Great Disruption'

    Srividya Jandhyala is a professor of Management at ESSEC Business School in Singapore. Her research focuses on global strategy, geopolitics, and international business. She is the author of the best-selling book 'The Great Disruption: How Geopolitics is Changing Companies, Managers, and Work'. Before ESSEC, she was a Fung Global Fellow at Princeton University. She also served on the faculty of George Washington University in Washington, D.C., and she received her PhD in Management from the Wharton School at the University of Pennsylvania. In this podcast, we discuss: Geopolitics as a Structural Headwind  The End of the "Flat World"  Why Corporate Nationality Trumps Product  Lessons from Mining and Energy Sectors The Jenga Tower of Global Friction Sovereign AI and Geopolitical Tech China's "Singapore" Playbook The Erosion of the Rules-Based Order Localization and the "Societal License" to Operate The Shift from "Event-Based" Thinking

    35 min
  4. Ep. 342: Rory Johnston on Trump's Bullish Impact on Oil Markets, and the Bearish Risks Ahead

    23 GEN

    Ep. 342: Rory Johnston on Trump's Bullish Impact on Oil Markets, and the Bearish Risks Ahead

    Rory Johnston is a Toronto-based oil market researcher, the founder of Commodity Context, a lecturer at the University of Toronto's Munk School of Global Affairs and Public Policy, as well as a Fellow with both the Canadian Global Affairs Institute and the Payne Institute for Public Policy at the Colorado School of Mines. Prior to founding Commodity Context, Rory led commodity economics research at Scotiabank. In this podcast, we discuss:   Trump's Bullish Paradox   Importance of China's SPR Why OPEC+ Hiked Production The "Oil on Water" Overhang   Venezuela and Iran 2026 Outlook   US Shale's H2 Roll-over Long term demand outlook

    1 h 7 min
  5. Ep. 341: Phil Suttle on Trump's Populism, the Productivity Mystery, and Global Disruption

    16 GEN

    Ep. 341: Phil Suttle on Trump's Populism, the Productivity Mystery, and Global Disruption

    Phil is the founder of Suttle Economics – a leading research consultancy. Before that, he held senior roles at Tudor, the Institute of International Finance (IIF), JP Morgan, Barclays, the New York Fed and World Bank. He was educated at Oxford University and lives in the US. In the podcast, we talk about:  US Labour Market Dissonance Trump's "Elizabeth Warren" Populism The Productivity Mystery Fed Under Pressure Sticky Inflation Through 2027 Global Business Disruptions Extreme Oil Volatility Japan's Policy Pivot China's Sluggish Consumer European and UK Growth Historical Parallels to Populism

    45 min
  6. Ep. 340: Robert Koenigsberger on EM Cycles, China's Turnaround, and the New Era of Private Credit

    7 GEN

    Ep. 340: Robert Koenigsberger on EM Cycles, China's Turnaround, and the New Era of Private Credit

    Robert is Founder, Chief Investment Officer and the Managing Partner of the $5bn EM fund, Gramercy. He founded Gramercy in 1998. Robert has 36 years of investment experience dedicated to emerging markets with a specialization in distressed opportunistic credit strategies. He is a member of Gramercy's Management Team and is Co-Chair of the Risk Management Committee. In this podcast we discuss: EM in 2025: From Caution to FOMO EM vs DM: A Role Reversal Since COVID The Problem with EM Labels & Indices China: From 'Uninvestable' to Selective Opportunity Russia–Ukraine: Asymmetry, Reconstruction, and Market Blind Spots The Boom in EM Private Credit Where the Opportunities Are in EM Private Credit Mexico, NAFTA 2.0, and Geopolitics Venezuela and the 'Trump Corollary to the Monroe Doctrine' Fed Policy: The Only Conviction Is Lack of Conviction Portfolio Philosophy: Fighting FOMO and Overtrading

    34 min
  7. Ep. 339: Jay Pelosky on Tech Bubble (or Not), China vs. US, Clean Energy Plays

    17/12/2025

    Ep. 339: Jay Pelosky on Tech Bubble (or Not), China vs. US, Clean Energy Plays

    Jay Pelosky is the founder of TPW Advisory. He has over 35 years of buy-side and sell-side financial market experience. Before going independent, Jay was at Morgan Stanley, where he was ranked #1 by Institutional Investor in Global Equity Strategy and Global Asset Allocation Strategy. In this podcast, we discuss:  Tripolar World (TPW) - regional integration in Asia, Europe, and Americas. Global growth long cycle driven by spending on AI, defense, and climate across regions. China-US AI competition The shift from chip quality to power costs as the key AI competitive advantage. Brazil and Spain's clean energy plays Why 2025 is not like the 2000 dotcom bubble Private credit opportunities Attractive China tech valuations China's five-year plan Europe's potential Countries pressuring institutions to invest domestically rather than in US markets.

    49 min
  8. Ep. 338: Ken Tropin on Talent Recruitment, Fed Risks, and Biggest Underpriced Trade

    12/12/2025

    Ep. 338: Ken Tropin on Talent Recruitment, Fed Risks, and Biggest Underpriced Trade

    Ken Tropin is a legend in the macro space. He is the Chairman and the founder of Graham Capital Management (GCM) - $20bn fund. Ken founded GCM in 1994 and has grown the firm into an industry leading alternative investment manager focusing on global macro discretionary and quantitative hedge fund strategies. Prior to founding GCM, Ken had significant experience in the alternative investment industry, including five years (1989 to 1993) as President and Chief Executive Officer of John W. Henry & Company, Inc. and seven years (1982 to 1989) as Senior Vice President and Director of Managed Futures at Dean Witter Reynolds. In this podcast we discuss:  Investment philosophy  Differentiation from multi-strat funds  Talent recruitment strategy; NY office  Fed outlook   Term premium as underpriced   US deficit concerns and duration risk in long-end rates  AI and technology   Global central bank divergence   Inflation pressures  Private credit   Dollar view  Geopolitical risks  Robin Hood Foundation

    29 min
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We talk economics and markets with leading policymakers and investors.

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