Macro Hive Conversations With Bilal Hafeez

277 Episoder

1. Michael Schrage on How Recommendation Engines Create Value

   Publisert: 11.8.2023
2. Bill Bernstein On the Four Essentials To Investing Successfully

   Publisert: 4.8.2023
3. Stephen Roach on US and China’s Accidental Conflict

   Publisert: 28.7.2023
4. Sebastian Mallaby on the Rise of Venture Capital and Their Impact on the World

   Publisert: 21.7.2023
5. Peter Stella on Fed Losses, Backdoor Fiscal Stimulus and Credit Easing

   Publisert: 14.7.2023
6. Trevor Greetham on Spike-Flation, Equities and Removing Biases

   Publisert: 7.7.2023
7. Sean McGould on Creating an Investing Edge, Hedge Funds and Inflation Opportunities

   Publisert: 30.6.2023
8. Bob Elliott on Bridgewater’s Success, US Inflation and Fed’s Error

   Publisert: 23.6.2023
9. Martin Wolf on Why Capitalism and Democracy Need Each Other

   Publisert: 15.6.2023
10. Alberto Gallo on Investor Complacency, Crisis Risks and Fed’s Dilemma

    Publisert: 9.6.2023
11. Deepak Gurnani on Building Winning Investment Strategies

    Publisert: 2.6.2023
12. Jim Rogers on the Demise of the Dollar, Inflation and China

    Publisert: 26.5.2023
13. Stefan Jansen on How to Use ChatGPT and AI in Finance

    Publisert: 19.5.2023
14. Gavyn Davies on Inflation, Asset Allocation and ChatGPT

    Publisert: 12.5.2023
15. Gene Ma on US-China Decoupling, China’s Green Boom, and Growth Outlook

    Publisert: 5.5.2023
16. Zar Amrolia on Reinventing Trading

    Publisert: 28.4.2023
17. Ken Tropin on How to Run a Successful Macro Hedge Fund

    Publisert: 21.4.2023
18. Robert Koenigsberger on What Everyone Gets Wrong About Emerging Markets

    Publisert: 14.4.2023
19. Peter Spiller on Value Investing, Navigating Inflation and Delivering 15% Annual Returns

    Publisert: 7.4.2023
20. Geoff Rubin on 60:40 Portfolios, Endowment Model and Re-Thinking Risk

    Publisert: 31.3.2023