Macro Hive Conversations With Bilal Hafeez

Ep. 320: Dominique Dwor-Frecaut on Weak US Growth, Fed Independence and AI Impact

Ep. 319: Phil Suttle on Slowing US, Delayed Tariff Impacts and China Investment

Ep. 318: Brad Setser on Trump Tariffs, China’s Surging Surplus and Dollar Policy

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

Ep. 316: Kyle Keane on AI, Forecasting and Turning Blind

Ep. 315: Keyu Jin on What Everyone Gets Wrong on China

Ep. 314: Marvin Barth on Trump’s US Resurgence, No Fed Cuts and Dire Europe

Ep. 313: Tom Montag on the Undiscovered Potential of Carbon Markets

Ep. 312: Deepak Gurnani on Five Steps for Using AI in Investing

Ep. 311: Ralph Sueppel on Quant Trading Macro the Right Way

Ep. 310: Helen Thomas on Trump’s Controlled Demolition Strategy

Ep. 309: Adam Frank on Aliens, AI and Climate Collapse

Ep. 308: Tobias Harris on Why Japan Matters

Ep. 307: Michael Sandel on Populism, Saving Democracy, and Tyranny of Merit

Ep. 306: Ken Rogoff on Dollar Decline, Debt Worries and Fed Independence

This episode explores the decline of the U.S. dollar as the world's dominant currency, featuring an interview with Ken Rogoff, a renowned economist. Against the backdrop of Rogoff's unique background as a former professional chess player and his expertise in international macroeconomics, the conversation delves into t...

Ep. 305: James van Geelen on ‘Haves vs Have Nots’ Theme, AI and Tariffs

Ep. 304: Zongyuan Zoe Liu on Calculated China vs Unpredictable US

This episode explores the evolving US-China relationship, particularly the economic and trade tensions escalating under the Trump administration. Against the backdrop of rising tensions since 2012, the discussion analyzes the differing perspectives of both nations, highlighting the continued enthusiasm among the Chine...

Ep. 303: Mirza Baig on Trump’s Trade Strategy, China Risks and Canada’s Dilemma

Ep. 302: Vania Stavrakeva on Macro News, Investor Flows and Trading Markets

Ep. 301: Andrew Polk on China’s Bet on Tech Supremacy