Macro Hive Conversations With Bilal Hafeez

278 Épisodes

1. Ep. 257: Joe Lavorgna on Trump Supercharging US Growth

   Publié: 28/02/2025
2. Ep. 256: Max Stier on Trump Ripping Up Government

   Publié: 21/02/2025
3. Ep. 255: Chris Johnson on Trump vs China

   Publié: 14/02/2025
4. Ep. 254: Jonny Matthews on US Economy and Why the Fed Will Not Cut in 2025

   Publié: 07/02/2025
5. Ep. 253: Barry Eichengreen on Trump Trade Policy, Dollar Status and Debt Crises

   Publié: 31/01/2025
6. Ep. 252: Jay Pelosky on How US Equities Could Underperform Rest of the World

   Publié: 24/01/2025
7. Ep. 251: Phil Suttle on Fed Hiking in 2025

   Publié: 17/01/2025
8. Ep. 250: Dominique Dwor-Frecaut on Non-Consensus View on Fed and Trump 2.0

   Publié: 10/01/2025
9. Ep. 249: Mark Rzepczynski on Wicked Markets and Understanding Risk

   Publié: 03/01/2025
10. Ep. 248: Shawn Edwards on How Bloomberg Is Using AI (Replay)

    Publié: 27/12/2024
11. Ep. 247: Julia Azari on Trump’s Second Term, Constraints and Priorities

    Publié: 20/12/2024
12. Ep. 246: Tomasz Nadrowski on Navigating Global Chaos

    Publié: 13/12/2024
13. Ep. 245: Frank Kelly on Why Everyone Underestimates Trump

    Publié: 06/12/2024
14. Ep. 244: In Memoriam - Professor Ian Shipsey on How Physics Can Change the World

    Publié: 29/11/2024
15. Ep. 243: Charles Engel on Currency Models, Carry Trades and Capital Flows

    Publié: 22/11/2024
16. Ep. 242: Alberto Gallo on Trump Impact, Geopolitics and Favourite Markets

    Publié: 15/11/2024
17. Ep. 241: Gary Gerstle on Trump’s Big Win and the Future of American Politics

    Publié: 08/11/2024
18. Ep. 240: Ebrahim Rahbari on US Election Trades, Fed Cycle and German Challenges

    Publié: 01/11/2024
19. Ep. 239: Thomas Drechsel on Measuring Political Pressure on Fed, Predicting Fed, and Better Nowcasts

    Publié: 25/10/2024
20. Ep. 238: Rory Johnston on Oil to $65, Middle East Risks and Trump Agenda

    Publié: 18/10/2024