Macro Hive Conversations With Bilal Hafeez

Ep. 359: Dylan Smith on the Hormuz Supply Shock, US Macro Regimes, and Private Market Evolution

Ep. 358: Shawn Edwards on Engineering Trust in AI, The Bloomberg Way, and the Terminal's Future

Ep. 357: Andrew Perry on the Five Pillars of Global Macro, Liquidity, and Australia's Macro Risks

Ep. 356: Tina Fordham on the Geopolitics Super Cycle, Iran's Oil Shock, and Trump's Global Impact

Ep. 355: Phil Suttle on Oil Market Shocks, Inflationary AI, and the Fed's Hawkish Pivot

Ep. 354: Nader Itayim on Iran's Hormuz Stranglehold, GCC Tensions, and the Oil Market's Recovery

Ep. 353: Rory Johnston on the Hormuz Ceasefire, Oil Supply Losses, and Navigating Energy Security

Ep. 352: Richard Schimel on Platform Evolution, Collaborative Culture, and Navigating Market Risks

Rich Schimel, co-founder and co-CIO of Cinctive Capital Management, discusses his career, the evolution of multi-manager platforms, and current market themes. Schimel reflects on his early career in bond trading and transition to equities, emphasizing the importance of risk management and macro understanding. He detail...

Ep. 351: Tyler Goodspeed on Recession Myths, the Reality of Economic Shocks, and Policy Hubris

Ep. 350: Tomasz Nadrowski on China's Mineral War, Western Supply Chain Gaps, and Global Resilience

Ep. 350: Tomasz Nadrowski on China's Mineral War, Western Supply Chain Gaps, and Global Resilience

Ep. 349: Nader Itayim on Iran's Regional War, the Hormuz Choke Point, and Global Energy Disruption

Ep. 348: Alex Campbell on Commodity Diversification, AI strategies, and the Moneyball Approach

Ep. 347: Raphaël Gallardo on Austrian Economics, Wobbling AI Bubbles, and Trump Risk Parity

Ep. 346: Alex Gurevich on US Return to Zero Rates, AI Productivity, and Managing Portfolio Paralysis

Ep. 345: Marc Elovitz on Private Market Evolution, Crypto's Regulatory Shift, and AI Explainability

Ep. 344: Sean McGould on Multi-Strategy Investing, Trump 2.0, and the AI 'Digital Tool' Era

Ep. 343: Srividya Jandhyala on Changing Corporate Behaviour to Geopolitical Risks, and 'The Great Disruption'

Ep. 342: Rory Johnston on Trump's Bullish Impact on Oil Markets, and the Bearish Risks Ahead

Ep. 341: Phil Suttle on Trump's Populism, the Productivity Mystery, and Global Disruption