Macro Hive Conversations With Bilal Hafeez

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

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

    6 天前

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

    8月28日

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

    8月21日

    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

    1 小時 4 分鐘
  4. Ep. 321: Antonio Del Favero on Favourite Rates Trades, Fed and Dollar

    8月14日

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

    8月7日

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

    7月31日

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

    7月24日

    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 分鐘
  8. Ep. 317: George Selgin on Trump Tariffs, Fed Independence and Dollar Vulnerability

    7月17日

    Ep. 317: George Selgin on Trump Tariffs, Fed Independence and Dollar Vulnerability

    George Selgin is a senior fellow and director emeritus of the Center for Monetary and Financial Alternatives at the Cato Institute and professor emeritus of economics at the University of Georgia. He is the author of numerous books. His latest is ‘False Dawn: The New Deal and the Promise of Recovery, 1933–1947’. In this podcast we discuss re-interpreting the New Deal, parallels between Roosevelt (FDR) and Trump, problem with rapid policy changes, 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

    45 分鐘
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We talk economics and markets with leading policymakers and investors.

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