Macro Hive Conversations With Bilal Hafeez

278 Episodes

1. Dirk Willer On Emerging Markets Rallying, EM Inflation And Latam Challenges

   Published: 21/11/2020
2. Professor Justin Stebbing On Vaccine Breakthroughs And Herd-Immunity By Summer

   Published: 12/11/2020
3. Gary Gerstle On Trump Not Conceding, Democrat Failures And The Upcoming Test Of The US Political System

   Published: 07/11/2020
4. Michael Melvin On Quant Strategies In Currencies, Impact Of QE And Machine Learning

   Published: 30/10/2020
5. John Kay On Smaller Government And Business Failure, And Why Greed Is Dead

   Published: 21/10/2020
6. Gary Gerstle On Trump Authoritarianism, Biden’s Challenges, And Polarisation

   Published: 17/10/2020
7. Corey Hoffstein On How The Fed, Passive Investors And HFT Create Liquidity Cascades

   Published: 13/10/2020
8. Helen Thompson On Brexit Deals, Boris Leadership And Scottish Independence

   Published: 09/10/2020
9. Vitor Constancio On ECB Inflation Targeting, Monetary Policy Limits And Europe Risks

   Published: 02/10/2020
10. Charlie McElligott On Everything Duration, Secular Growth Trades And US Elections

    Published: 25/09/2020
11. Michael Pettis On China Exporting Of Debt, Class War And Role Of Chinese Yuan

    Published: 18/09/2020
12. Lyn Alden On Tesla, Finding Quality Stocks And The Impact Of High Debt

    Published: 11/09/2020
13. Professor Laura Veldkamp On How the COVID Shock Will Lower Growth For Decades

    Published: 04/09/2020
14. David Beckworth On The Problems With The Fed And How To Fix It

    Published: 28/08/2020
15. Shahraab Ahmad On New York Real Estate, Corporate Fraud And SPACs

    Published: 21/08/2020
16. Stephen Roach On The Dollar’s Coming 35% Decline

    Published: 14/08/2020
17. Governor Dr Reza Baqir On Pakistan’s FX Reforms, Inflation Fight And Crisis Management

    Published: 10/08/2020
18. John Llewellyn On The Challenge Of Returning To Pre-COVID Output, MMT And Climate Change

    Published: 04/08/2020
19. Edward Misrahi On Decluttering Your Investment Process, EM Crises, And Current Risks

    Published: 31/07/2020
20. Professor Justin Stebbing On Expecting A COVID Vaccine Before The US Election

    Published: 24/07/2020