Macro Hive Conversations With Bilal Hafeez

Bilal Hafeez
  • 4.8 (8)
  • INVESTING
  • UPDATED WEEKLY
Macro Hive Conversations With Bilal Hafeez

We talk economics and markets with leading policymakers and investors.

  1. Ep. 247: Julia Azari on Trump’s Second Term, Constraints and Priorities

    6 DAYS AGO

    Ep. 247: Julia Azari on Trump’s Second Term, Constraints and Priorities

    Julia Azari is Professor in the Department of Political Science at Marquette University. She holds a Ph.D in political science from Yale University. Her research focuses on the American presidency, American political parties, political communication, and American political development. She is the author of ‘Delivering the People's Message: The Changing Politics of the Presidential Mandate’. She is a regular contributor to FiveThirtyEight.com, Politico, and The Washington Post. This episode covers what election results tell us about US politics, Trump’s executive power vs control over party, how Congress may push back on Trump, 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

    43 min
  2. Ep. 246: Tomasz Nadrowski on Navigating Global Chaos

    13 DEC

    Ep. 246: Tomasz Nadrowski on Navigating Global Chaos

    Tomasz is a portfolio manager at Amvest Capital – a natural resources-focused investment management firm. He has over 25 years of expertise in mining investments, including as a portfolio manager for Anholt, commodity strategist at Doyen Capital, portfolio manager at De Gouden Eeuw, and as a commodity analyst at Round Table Investment Management. He is host of the Tyranny Today podcast and is also fluent in seven languages. In this podcast we discuss what a Trump world looks like, global trade and security arrangements, Russia/Ukraine endgame and NATO, 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

    1h 1m
  3. Ep. 245: Frank Kelly on Why Everyone Underestimates Trump

    6 DEC

    Ep. 245: Frank Kelly on Why Everyone Underestimates Trump

    Frank Kelly, Founder and Managing Partner of Fulcrum Macro Advisors, an independent strategic advisory firm. Frank began his career as a writer for President Ronald Reagan and went on to serve in the White House Office of Political Affairs. He served as a writer for President George H.W. Bush and then served at the Justice Department. From there, Frank went to the US Securities and Exchange Commission, being appointed Senior Policy Advisor. He then held senior Public Affairs roles at Merrill Lynch, Charles Schwab and Deutsche Bank. In this podcast we discuss Reagan vs Trump, why Trump won the 2024 election, it is Trump 4.0 not Trump 2.0, 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

    54 min
  4. Ep. 244: In Memoriam - Professor Ian Shipsey on How Physics Can Change the World

    29 NOV

    Ep. 244: In Memoriam - Professor Ian Shipsey on How Physics Can Change the World

    In late September, I had the honour of recording a conversation with the late Professor Ian Shipsey, Head of Physics at Oxford University. Tragically, Professor Shipsey passed away shortly after our discussion. We are releasing this episode as a tribute to his remarkable contributions. Professor Shipsey was one of the leading particle physicists of his generation and was Head of Physics at Oxford from 2018 until his passing. His groundbreaking work ranged from studying subatomic particles to advancing our understanding of the Higgs boson, discovered at CERN in 2012. In recognition of his extraordinary contributions, he was elected a Fellow of the Royal Society in 2022. In this podcast, we discussed climate change and renewable energy, quantum computing, and how physics can change the world around us.

    1h 6m
  5. Ep. 243: Charles Engel on Currency Models, Carry Trades and Capital Flows

    22 NOV

    Ep. 243: Charles Engel on Currency Models, Carry Trades and Capital Flows

    Charles Engel is Donald Hester Professor of Economics at the University of Wisconsin. He is also a Research Associate at the National Bureau of Economic Research and a Research Fellow at the Centre for Economic Policy Research. He has been a consultant to the Dallas and Chicago branches of the U.S. Federal Reserve, the European Central Bank, and the Bank of England. In this podcast we discuss the standard model to explain FX movements, how to forecast FX, and the importance of safe-haven and liquidity demand for the dollar. Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive

    39 min
  6. Ep. 242: Alberto Gallo on Trump Impact, Geopolitics and Favourite Markets

    15 NOV

    Ep. 242: Alberto Gallo on Trump Impact, Geopolitics and Favourite Markets

    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 impact of Trump on markets, Fed’s likely path, US growth and credit expansion, 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

    31 min
  7. Ep. 241: Gary Gerstle on Trump’s Big Win and the Future of American Politics

    8 NOV

    Ep. 241: Gary Gerstle on Trump’s Big Win and the Future of American Politics

    Gary Gerstle is the Paul Mellon Professor of American History Emeritus and Paul Mellon Director of Research at the University of Cambridge. He is the author and editor of more than ten books, including two prize-winners, American Crucible: Race and Nation in the Twentieth Century (2017) and Liberty and Coercion: The Paradox of American Government from the Founding to the Present (2015). His most recent book, The Rise and Fall of the Neoliberal Order: America and the World in the Free Market Era (2022), was chosen as a Best Book of 2022 by the Financial Times and Prospect Magazine. He has also testified before the US Congress on immigration matters. This podcast covers: how Trump won, inflation vs threat to democracy, how migrant issue was nationalised, 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

    54 min
  8. Ep. 240: Ebrahim Rahbari on US Election Trades, Fed Cycle and German Challenges

    1 NOV

    Ep. 240: Ebrahim Rahbari on US Election Trades, Fed Cycle and German Challenges

    Ebrahim Rahbari is an independent strategist and economist. Previously, he was Chief Currency Strategist and Global Head of Foreign Exchange Analysis at Citi. The team was top ranked in the Institutional Investor Global Fixed Income Survey. Prior to that, Ebrahim was Head of Global Macroeconomics at Citi. Ebrahim studied at Oxford and holds a PhD in Economics from London Business School. In this podcast we discuss how to play US elections, short- and long-term impacts of a Trump or Harris win, why US economy is doing well, 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

    43 min
See All (247)

4.8
out of 5
8 Ratings

About

We talk economics and markets with leading policymakers and investors.

Information

You Might Also Like

To listen to explicit episodes, sign in.

Stay up to date with this show

Sign in or sign up to follow shows, save episodes and get the latest updates.
Select a country or region

Africa, Middle East, and India

Asia Pacific

Europe

Latin America and the Caribbean

The United States and Canada