Macro Hive Conversations With Bilal Hafeez

278 Épisodes

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

   Publié: 17/07/2025
2. Ep. 316: Kyle Keane on AI, Forecasting and Turning Blind

   Publié: 10/07/2025
3. Ep. 315: Keyu Jin on What Everyone Gets Wrong on China

   Publié: 03/07/2025
4. Ep. 314: Marvin Barth on Trump’s US Resurgence, No Fed Cuts and Dire Europe

   Publié: 27/06/2025
5. Ep. 313: Tom Montag on the Undiscovered Potential of Carbon Markets

   Publié: 19/06/2025
6. Ep. 312: Deepak Gurnani on Five Steps for Using AI in Investing

   Publié: 12/06/2025
7. Ep. 311: Ralph Sueppel on Quant Trading Macro the Right Way

   Publié: 05/06/2025
8. Ep. 310: Helen Thomas on Trump’s Controlled Demolition Strategy

   Publié: 30/05/2025
9. Ep. 309: Adam Frank on Aliens, AI and Climate Collapse

   Publié: 23/05/2025
10. Ep. 308: Tobias Harris on Why Japan Matters

    Publié: 16/05/2025
11. Ep. 307: Michael Sandel on Populism, Saving Democracy, and Tyranny of Merit

    Publié: 09/05/2025
12. Ep. 306: Ken Rogoff on Dollar Decline, Debt Worries and Fed Independence

    Publié: 02/05/2025
13. Ep. 305: James van Geelen on ‘Haves vs Have Nots’ Theme, AI and Tariffs

    Publié: 25/04/2025
14. Ep. 304: Zongyuan Zoe Liu on Calculated China vs Unpredictable US

    Publié: 17/04/2025
15. Ep. 303: Mirza Baig on Trump’s Trade Strategy, China Risks and Canada’s Dilemma

    Publié: 11/04/2025
16. Ep. 302: Vania Stavrakeva on Macro News, Investor Flows and Trading Markets

    Publié: 04/04/2025
17. Ep. 301: Andrew Polk on China’s Bet on Tech Supremacy

    Publié: 28/03/2025
18. Ep. 300: Gary Gerstle on Decoding Trump: Power & Chaos (Live at Cambridge University)

    Publié: 21/03/2025
19. Ep. 259: Thanos Papasavvas on Trump’s (Unsurprising) Geopolitical Shock

    Publié: 14/03/2025
20. Ep. 258: Randy Schwimmer on Why Private Credit Is Performing

    Publié: 07/03/2025