41 episodes

We talk economics and markets with leading policymakers and investors.

Macro Hive Conversations With Bilal Hafeez Bilal Hafeez

    • Investing
    • 5.0 • 18 Ratings

We talk economics and markets with leading policymakers and investors.

    Professor Kevin Dowd On The Problem With MMT, Banking’s Lack Of Capital And Free Markets

    Professor Kevin Dowd On The Problem With MMT, Banking’s Lack Of Capital And Free Markets

    In this show, I talk with Professor Kevin Dowd. He is professor of finance and economics at Durham University and an adjunct scholar at the Cato Institute. He has written extensively on the history and theory of free banking, central banking, financial regulation, and monetary systems. In this podcast we discuss: 1. Was government intervention in 2020 the right thing to do? 2. The problem with MMT. 3. How negative rates could hurt.

    • 50 min
    Mickey Down And Konrad Kay On Their New HBO Finance Show Industry

    Mickey Down And Konrad Kay On Their New HBO Finance Show Industry

    This episode is supported by private equity platform Moonfare.
    I’m a big fan of the new HBO show Industry. It follows a group of young graduates competing for permanent positions at fictional investment bank, Pierpoint & Co. In this podcast we discuss: 1. Their backgrounds working at investment banks. 2. How they captured the details of sales/trading and M&A. 3. What the show tells us about young people today. 4. Will there be a season 2?

    • 51 min
    Professor Yaneer Bar-Yam On Ending COVID, Vaccine Complacency And Business Responsibility

    Professor Yaneer Bar-Yam On Ending COVID, Vaccine Complacency And Business Responsibility

    This episode is supported by private equity platform Moonfare.

    In this show, I talk with Professor Yaneer Bar-Yam. He is the founding president of the New England Complex Systems Institute and the founder of EndCoronavirus. In this podcast we discuss: 1. The importance of restricting travel and bringing cases to zero. 2. Why the West managed COVID poorly compared to Asia and Africa. 3. The economic benefits of aggressive action vs cost of soft lockdowns.

    • 51 min
    Dirk Willer On Emerging Markets Rallying, EM Inflation And Latam Challenges

    Dirk Willer On Emerging Markets Rallying, EM Inflation And Latam Challenges

    This episode is supported by private equity platform Moonfare. In this show, I talk with Dr. Dirk Willer. He’s a Managing Director and Global Head of Emerging Markets FX and Fixed Income Strategy at Citigroup in NY. Previously, Dirk worked at Omega Advisors and RHG Capital as a global macro strategist and at Swiss Bank as Russia strategist. In this podcast we discuss: 1. Impact of Biden’s win on major EM. 2. Why EM does well with the vaccine breakthroughs. 3. Trading rules for EM markets.

    • 57 min
    Professor Justin Stebbing On Vaccine Breakthroughs And Herd-Immunity By Summer

    Professor Justin Stebbing On Vaccine Breakthroughs And Herd-Immunity By Summer

    This episode is supported by private equity platform Moonfare
    In this show, I talk with Professor Justin Stebbing. Earlier this year, he published in the Lancet new research on using AI to find drugs to treat COVID-19 and recently published in Foreign Affairs China’s global role in vaccine distribution. In this podcast we discuss: 1. The significance of Pfizer’s 90% efficacy rate. 3. Managing public opinion and anti-vaxxers. 4. Which countries have secured vaccine supplies.

    • 37 min
    Gary Gerstle On Trump Not Conceding, Democrat Failures And The Upcoming Test Of The US Political System

    Gary Gerstle On Trump Not Conceding, Democrat Failures And The Upcoming Test Of The US Political System

    The US election did not see the Democrat wave that many had expected, so I have US Presidential history expert of Cambridge University, Gary Gerstle, return to our podcast show. He gives his take on all things US elections and beyond. In this podcast we discuss: 1. The current risks of unrest if the results are not certified soon. 2. How will Biden manage the left and a Republican Senate ahead of 2022 midterms. 4.The profound importance of the Republicans winning State legislatures.

    • 59 min

Customer Reviews

5.0 out of 5
18 Ratings

18 Ratings

Ro_Ro1 ,

Thank You - Macro Hive Team

I have been fortunate to be a part of the dynamic Macro Hive professional community this past year. This company has raised the level of my game ten fold in multi-asset macro investing. They do this with actionable research, trade ideas, slack chat forum and a true global mindset.

They continue to push the limits in macro product innovation and progressive asset class research. Combining historical, traditional and outside the box ideas.

The quality and velocity of the podcasts conducted by Bilal is off the charts. The diversity of Macro topics covered will keep all audiences engaged.

It’s a really fun and high quality company. I recommend this to experienced professionals, people early in their careers, students and Macro fans in general!

Andy28 S ,

Amazing insights

Thanks Macro Hive these podcasts keep getting more interesting and insightful each episode. There is always long term key themes and actionable ideas

Bpcnc ,

Great new podcast

the first two episodes were very informative if you want a deeper understanding of why's and wherefore’s of financial markets’ reactions to COVID19.

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