Macro Hive Conversations With Bilal Hafeez

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

  1. Ep. 326: Jon Turek on Fed Cuts, Recession Risks and Political Risks

    قبل ٣ ساعات

    Ep. 326: Jon Turek on Fed Cuts, Recession Risks and Political Risks

    Jon Turek is the founder and CEO of JST Advisors, a hedge fund advisory service that publishes a weekly research note with global macro trade ideas. JST Advisors works closely with hedge funds on developing asymmetric macro trade ideas and market themes. Outside of JST Advisors, Jon worked as a portfolio manager at Brevan Howard and as an analyst at Moore capital. In this podcast we discuss whether the US labour market normalising or signalling recession, how much will Fed end up easing, impact of AI capex on US growth, and much more.    Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive

    ٤١ من الدقائق
  2. Ep. 325: Chris Hughes on Misunderstood Fed Chairs, Fed Balance Sheet and Offshore Dollars

    ١١ سبتمبر

    Ep. 325: Chris Hughes on Misunderstood Fed Chairs, Fed Balance Sheet and Offshore Dollars

    Chris Hughes is an economist and author who now serves as Chair of the Economic Security Project, a leading nonprofit advocating for economic power for all Americans. Chris was a cofounder of Facebook. He is the author of  'Fair Shot: Rethinking Inequality and How We Earn' and 'Marketcrafters'. In this podcast we discuss understanding market crafters that use state power to shape markets, importance of Bretton Woods collapse in late 1960s/1970s, Eurodollar and offshore dollar markets, and much more.    Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive

    ٤٨ من الدقائق
  3. Ep. 324: Alberto Gallo on Western Debt Crisis, Real Assets and US Surprises

    ٣ سبتمبر

    Ep. 324: Alberto Gallo on Western Debt Crisis, Real Assets and US Surprises

    Alberto Gallo is Chief Investment Officer and Co-founder at Andromeda Capital Management. Prior to that, Alberto initiated and ran the Global Credit Opportunities fund at Algebris Investments. Previously, he ran macro credit research at RBS in London and served in senior research roles at Goldman Sachs in New York, Bear Stearns in New York and London, and Merrill Lynch in London. In this podcast we discuss the Western debt crisis, monopolisation and rising inequality, demographic problems, and much more.    Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive

    ٣٢ من الدقائق
  4. Ep. 323: Jonathan Xiong on China, Dollar and Using AI in Asset Management

    ٢٨ أغسطس

    Ep. 323: Jonathan Xiong on China, Dollar and Using AI in Asset Management

    Jonathan Xiong is the founder and CEO/CIO of Arrowpoint Investment Partners, a new Asia-focused hedge fund. Prior to starting Arrowpoint, Jonathan was the Co-CEO of Millennium Management Asia for five years. Before that, he was Head of Fixed Income Alternatives and the lead Portfolio Manager for the GS Global Opportunities Fund at Goldman Sachs Asset Management (GSAM) for seven years. Prior to joining Goldman Sachs, Jonathan was a Managing Director and Senior Portfolio Manager at Mellon Capital Management for 11 years in the Systematic Global Macro team. This podcast covers investment philosophy, alpha, risk premia, quant, multi-manager/pod shops, and much more.    Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive

    ٤٨ من الدقائق
  5. Ep. 322: Rerelease – Adam Frank on Aliens, AI and Climate Collapse

    ٢١ أغسطس

    Ep. 322: Rerelease – Adam Frank on Aliens, AI and Climate Collapse

    Adam Frank is a professor of astrophysics at the University of Rochester. A self-described ‘evangelist of science,’ Adam regularly writes and speaks about subjects like intelligent life forms in the universe, high-energy-density physics, space exploration and missions, climate change and more. In this podcast we discuss public science communication and scientific denialism, intersection of science, art and spirituality, searching for aliens – SETI and the Fermi Paradox, and much more.    Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive

    ١ س ٤ د
  6. Ep. 321: Antonio Del Favero on Favourite Rates Trades, Fed and Dollar

    ١٤ أغسطس

    Ep. 321: Antonio Del Favero on Favourite Rates Trades, Fed and Dollar

    Antonio Del Favero is a macro strategist at Macro Hive. He focuses mainly on the US economy and G3 rates markets. Formerly, he worked at various macro hedge funds, including Tudor, Maniyar Capital and Brevan Howard. He holds a master’s in finance from the ETH/University of Zurich and a master’s in economics from Bocconi University. In this podcast we discuss the importance of financial conditions, why the US slowed in 2025 H1, impact of US tariffs, and much more.    Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive

    ٣٣ من الدقائق
  7. Ep. 320: Dominique Dwor-Frecaut on Weak US Growth, Fed Independence and AI Impact

    ٧ أغسطس

    Ep. 320: Dominique Dwor-Frecaut on Weak US Growth, Fed Independence and AI Impact

    Dominique Dwor-Frecaut is the Chief US economist and macro strategist for Macro Hive and is based in Los Angeles. Before that, she worked at various hedge funds including Bridgewater. Prior to the buy side, she worked at the New York Fed, IMF, and the World Bank. She holds a PhD in economics from the London School of Economics. This episode covers labour’s declining share of income; economic stagnation, pro-business forces winning against antitrust, less immigration reducing supply and economic demand simultaneously, and much more.    Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive

    ٣٥ من الدقائق
  8. Ep. 319: Phil Suttle on Slowing US, Delayed Tariff Impacts and China Investment

    ٣١ يوليو

    Ep. 319: Phil Suttle on Slowing US, Delayed Tariff Impacts and China Investment

    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 discuss US labour supply problem, state of the US consumer and weaker growth, Fed policy, and much more.    Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive

    ٤٣ من الدقائق
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We talk economics and markets with leading policymakers and investors.

المعلومات

  • صناع العمل
    Bilal Hafeez
  • سنوات النشاط
    ٢٠٢٠ - ٢٠٢٥
  • الحلقات
    ٢٨٦
  • التقييم
    ملائم
  • حقوق النشر
    © Macro Hive 2020
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    Macro Hive Conversations With Bilal Hafeez

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