Macro Hive Conversations With Bilal Hafeez

278 Episodes

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

   Published: 11/10/2024
2. Ep. 236: Sean McMeekin on the Return of Communism

   Published: 04/10/2024
3. Ep. 235: Christian Schwarz on AI Bubbles, Using AI in Trading and Synthetic Data

   Published: 27/09/2024
4. Ep. 234: Jay Pelosky on Bullish Equities, Early Cycle US and Trump Losing

   Published: 20/09/2024
5. Ep. 233: Mirza Baig on Best EM Trades, Fed Easing and China Carry Trade

   Published: 13/09/2024
6. Ep. 232: Bob Elliott on US Recession Odds, Fed Policy and Equity Risks

   Published: 06/09/2024
7. Ep. 231: J. Doyne Farmer on Making Sense of Chaos

   Published: 30/08/2024
8. Ep. 230: Shawn Edwards on How Bloomberg Is Using AI

   Published: 23/08/2024
9. Ep. 229: Brad Setser on Yen Carry Trade, US-China Trade, and US Profit Offshoring

   Published: 16/08/2024
10. Ep. 228: Liang Ding on China’s Economy and Markets

    Published: 09/08/2024
11. Ep. 227: Álvaro Cartea on AI Manipulating Markets (and What to Do About It)

    Published: 02/08/2024
12. Ep. 226: Gary Gerstle on Kamala Impact, Trump Policies and Political Realignments

    Published: 26/07/2024
13. Ep. 225: Dr Pippa Malmgren on Trump’s Plans, Peace Dividend, and Space Tech

    Published: 19/07/2024
14. Ep. 224: Philipp Carlsson-Szlezak and Paul Swartz on Macro Shocks, Crises, and False Alarms

    Published: 12/07/2024
15. Ep. 223: Shahin Vallée on French Election Fallout, Second Round Scenarios, and Germany’s Debt Brake

    Published: 05/07/2024
16. Ep. 222: Boris Vladimirov on US Exceptionalism, Europe Risks and China Weakness

    Published: 28/06/2024
17. Ep. 221: Vasileios Gkionakis on European Election Fallout, Fed and Fiscal Risks

    Published: 21/06/2024
18. Ep. 220: George Selgin on Fed Independence, Poor Operations and Inflation

    Published: 14/06/2024
19. Ep. 219: Jason Furman on Inflation Persistence, Fed Policy and Debt Levels

    Published: 07/06/2024
20. Ep. 218: Gordon Hanson on US-China Trade War, Immigration and US Elections

    Published: 31/05/2024