Macro Hive Conversations With Bilal Hafeez

277 Episoder

1. Ep. 316: Kyle Keane on AI, Forecasting and Turning Blind

   Publisert: 10.7.2025
2. Ep. 315: Keyu Jin on What Everyone Gets Wrong on China

   Publisert: 3.7.2025
3. Ep. 314: Marvin Barth on Trump’s US Resurgence, No Fed Cuts and Dire Europe

   Publisert: 27.6.2025
4. Ep. 313: Tom Montag on the Undiscovered Potential of Carbon Markets

   Publisert: 19.6.2025
5. Ep. 312: Deepak Gurnani on Five Steps for Using AI in Investing

   Publisert: 12.6.2025
6. Ep. 311: Ralph Sueppel on Quant Trading Macro the Right Way

   Publisert: 5.6.2025
7. Ep. 310: Helen Thomas on Trump’s Controlled Demolition Strategy

   Publisert: 30.5.2025
8. Ep. 309: Adam Frank on Aliens, AI and Climate Collapse

   Publisert: 23.5.2025
9. Ep. 308: Tobias Harris on Why Japan Matters

   Publisert: 16.5.2025
10. Ep. 307: Michael Sandel on Populism, Saving Democracy, and Tyranny of Merit

    Publisert: 9.5.2025
11. Ep. 306: Ken Rogoff on Dollar Decline, Debt Worries and Fed Independence

    Publisert: 2.5.2025
12. Ep. 305: James van Geelen on ‘Haves vs Have Nots’ Theme, AI and Tariffs

    Publisert: 25.4.2025
13. Ep. 304: Zongyuan Zoe Liu on Calculated China vs Unpredictable US

    Publisert: 17.4.2025
14. Ep. 303: Mirza Baig on Trump’s Trade Strategy, China Risks and Canada’s Dilemma

    Publisert: 11.4.2025
15. Ep. 302: Vania Stavrakeva on Macro News, Investor Flows and Trading Markets

    Publisert: 4.4.2025
16. Ep. 301: Andrew Polk on China’s Bet on Tech Supremacy

    Publisert: 28.3.2025
17. Ep. 300: Gary Gerstle on Decoding Trump: Power & Chaos (Live at Cambridge University)

    Publisert: 21.3.2025
18. Ep. 259: Thanos Papasavvas on Trump’s (Unsurprising) Geopolitical Shock

    Publisert: 14.3.2025
19. Ep. 258: Randy Schwimmer on Why Private Credit Is Performing

    Publisert: 7.3.2025
20. Ep. 257: Joe Lavorgna on Trump Supercharging US Growth

    Publisert: 28.2.2025