Macro Hive Conversations With Bilal Hafeez

278 Episoder

1. Ep. 197: John Floyd on the Biggest Trades and Risks for 2024

   Publisert: 5.1.2024
2. Ep. 196: Rerelease: Niall Ferguson on Cold War 2, Middle East Conflict and Woke Students

   Publisert: 29.12.2023
3. Ep. 195: Bilal Hafeez on 2023 Surprises, Getting AI Right, and Best TV of 2023

   Publisert: 22.12.2023
4. Ep. 194: Liang Ding on Can China Avoid a Hard Landing

   Publisert: 15.12.2023
5. Shiloh Bates on Demystifying CLO Myths

   Publisert: 8.12.2023
6. Yesha Yadav on Crypto Bankruptcies, Stablecoin, and Treasury Market issues

   Publisert: 1.12.2023
7. Greg Lippmann on The Big Short, Latest US Housing View, and Finding Alpha in Structured Products

   Publisert: 24.11.2023
8. Charlie McElligott on Year-End Rally, Duration Buying, and Carnivore Diets

   Publisert: 17.11.2023
9. Dr Douglas Greenig on Trend-Following, the End of Pax-Americana, and Why He ls Long Volatility

   Publisert: 17.11.2023
10. Marc Goldwein on the Unprecedented US Budget Problem and How to Fix It

    Publisert: 10.11.2023
11. Macro Hive Webinar: (The Weekly Call Recorded 1 November 2023)

    Publisert: 3.11.2023
12. Boris Vladimirov on Macro Volatility, US Yields, and Recession Risks

    Publisert: 27.10.2023
13. Daniel Rock on How AI Will Reshape Economies

    Publisert: 20.10.2023
14. Martin Lueck On the Scientific Investing, Trend Models and Macro Divergences

    Publisert: 6.10.2023
15. Jason Halliwell on Value Investing, Systematic Macro and Carry

    Publisert: 29.9.2023
16. Barry Eichengreen on Fixing the Debt Problem, Dollar Demise and Tech Impacts

    Publisert: 22.9.2023
17. Phil Suttle on US Recession Risks, AI Impact, and BoJ to 1%

    Publisert: 15.9.2023
18. Dominque Dwor-Frecaut on What Everyone Gets Wrong on Inflation, Recessions and Fed Policy

    Publisert: 8.9.2023
19. Mustafa Chowdhury on Fed Policy, US Industrial Policy and Housing Risks

    Publisert: 1.9.2023
20. Professor Adrian Williams on Everything You Wanted to Know About Sleep [Replay]

    Publisert: 25.8.2023