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Bilal Hafeez · Investment

Macro Hive Conversations With Bilal Hafeez

We talk economics and markets with leading policymakers and investors.

Episodes

Ep. 240: Ebrahim Rahbari on US Election Trades, Fed Cycle and German Challenges

Ep. 239: Thomas Drechsel on Measuring Political Pressure on Fed, Predicting Fed, and Better Nowcasts

Ep. 238: Rory Johnston on Oil to $65, Middle East Risks and Trump Agenda

Ep. 237: Antonio Del Favero on the Fed’s Mistake, Inflation Risks and Financial Conditions

Ep. 236: Sean McMeekin on the Return of Communism

Ep. 235: Christian Schwarz on AI Bubbles, Using AI in Trading and Synthetic Data

Ep. 234: Jay Pelosky on Bullish Equities, Early Cycle US and Trump Losing

Ep. 233: Mirza Baig on Best EM Trades, Fed Easing and China Carry Trade

Ep. 232: Bob Elliott on US Recession Odds, Fed Policy and Equity Risks

Ep. 231: J. Doyne Farmer on Making Sense of Chaos

Ep. 230: Shawn Edwards on How Bloomberg Is Using AI

Ep. 229: Brad Setser on Yen Carry Trade, US-China Trade, and US Profit Offshoring

Ep. 228: Liang Ding on China’s Economy and Markets

Ep. 227: Álvaro Cartea on AI Manipulating Markets (and What to Do About It)

Ep. 226: Gary Gerstle on Kamala Impact, Trump Policies and Political Realignments

Ep. 225: Dr Pippa Malmgren on Trump’s Plans, Peace Dividend, and Space Tech

Ep. 224: Philipp Carlsson-Szlezak and Paul Swartz on Macro Shocks, Crises, and False Alarms

Ep. 223: Shahin Vallée on French Election Fallout, Second Round Scenarios, and Germany’s Debt Brake

Ep. 222: Boris Vladimirov on US Exceptionalism, Europe Risks and China Weakness

Ep. 221: Vasileios Gkionakis on European Election Fallout, Fed and Fiscal Risks

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