Macro Hive Conversations With Bilal Hafeez

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

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

    3D AGO

    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

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

    SEP 3

    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

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

    AUG 28

    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

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

    AUG 21

    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

    1h 4m
  5. Ep. 321: Antonio Del Favero on Favourite Rates Trades, Fed and Dollar

    AUG 14

    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

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

    AUG 7

    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

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

    JUL 31

    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

    43 min
  8. Ep. 318: Brad Setser on Trump Tariffs, China’s Surging Surplus and Dollar Policy

    JUL 24

    Ep. 318: Brad Setser on Trump Tariffs, China’s Surging Surplus and Dollar Policy

    Brad Setser is the Whitney Shepardson senior fellow at the Council on Foreign Relations. His expertise includes global trade and capital flows, financial vulnerability analysis, and sovereign debt restructuring. He regularly blogs at Follow the Money. Brad served as a senior advisor to the United States Trade Representative from 2021 to 2022, where he worked on the resolution of several trade disputes. He had previously served as the deputy assistant secretary for international economic analysis in the US Treasury from 2011 to 2015 and as a director for international economics on the staff of the National Economic Council and the National Security Council. This podcast covers US tariffs and their implementation, economic impact: recession or not, disrupting global system or not, 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

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

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