Macro Hive Conversations With Bilal Hafeez

277 Episoder

1. Jim Leitner on Creating a Macro Edge, Trading Options and Carry Trades

   Publisert: 24.3.2023
2. Lindsay Politi on the Silicon Valley Bank Fall-Out, Duration Bubbles and Inflation

   Publisert: 17.3.2023
3. Niall Ferguson on Cold War 2, Middle East Conflict and Woke Students

   Publisert: 10.3.2023
4. Mustafa Chowdhury on Mortgage Risks, Fed Shocks and Derivatives

   Publisert: 3.3.2023
5. Timothy Ash on Russia’s Failure, China Intervention and EM Re-Alignment

   Publisert: 24.2.2023
6. Mikihiro Matsuoka on Japan Inflation, BoJ Outlook and Debt Problems

   Publisert: 17.2.2023
7. Richard Oldfield on Value Investing, Warren Buffet and Elon Musk

   Publisert: 10.2.2023
8. Deborah Seligsohn on What Everyone Gets Wrong on China’s COVID and Climate Policies

   Publisert: 3.2.2023
9. Phil Suttle on Fed Murdering Expansions and Bond Worries

   Publisert: 27.1.2023
10. Niels Kaastrup-Larsen and Alan Dunne on How to Make Money From Following the Trend

    Publisert: 20.1.2023
11. Yesha Yadav on the Galactic Risks of the US Treasury Markets

    Publisert: 13.1.2023
12. Andrew Revkin on What to Do About Climate Risk

    Publisert: 6.1.2023
13. Ivy Zelman on the Coming US Housing Crisis

    Publisert: 30.12.2022
14. Agathe Demarais on How Sanctions Backfire on the US

    Publisert: 16.12.2022
15. Shannon O'Neil on What Everyone Gets Wrong About (De)Globalisation

    Publisert: 9.12.2022
16. David Rubenstein on How to Invest Like Superstar Investors

    Publisert: 2.12.2022
17. Fred Thiel on FTX Fallout, Bitcoin Energy Myths, and Future of Crypto

    Publisert: 25.11.2022
18. Gerard DiPippo on CIA, US-China Tech War, and Taiwan Risks

    Publisert: 18.11.2022
19. Victoria Ivashina on Whether Private Markets Will Trigger a Crisis

    Publisert: 11.11.2022
20. Igor Yelnik on How to Trade Macro Differently

    Publisert: 4.11.2022