Macro Hive Conversations With Bilal Hafeez

Un pódcast de Bilal Hafeez

278 Episodo

Dominique Dwor-Frecaut on How the Fed is Setting Policy and Why an 8% US Interest Rate is Likely
Publicado: 17/6/2022
Bert Gochet on China Risks, India’s Future and Brazil’s Commodities
Publicado: 10/6/2022
Thorsten Wegener On the Simplest Way to Understand Option Markets
Publicado: 3/6/2022
Stéphane Ouellette on the Crypto Crash, and What Next
Publicado: 27/5/2022
Jay Newman on the Hidden Story of How Money is Moved Around the World
Publicado: 19/5/2022
Mike Philbrick on Bond Massacres, Better Diversification and Systematic Thinking
Publicado: 13/5/2022
Tymofiy Mylovanov on Ukrainian Resistance, Russia’s Hidden Economic Weapon and Germany’s Error
Publicado: 5/5/2022
Phil Suttle on the Inflation Combustion Model, the Fed’s Errors, and US Housing
Publicado: 29/4/2022
John Butler on Stagflation, Financial Instability, and World Wars
Publicado: 22/4/2022
Daniel Zwirn on Finding Value in the Biggest Bubble in History
Publicado: 14/4/2022
Josh Young on $200 Oil and the Structural Energy Supply Problem
Publicado: 8/4/2022
Denise Shull on Emotions as a Dataset and Avoiding Investment Mistakes
Publicado: 1/4/2022
Dominique Dwor-Frecaut on the Coming US Recession, and Fed’s Communication Problem
Publicado: 25/3/2022
Andy Constan on Lessons From Bridgewater, Equity Valuations and Top Trades
Publicado: 18/3/2022
[Emergency podcast ] Timothy Ash on Why Investors Are Underestimating Fall-Out From Russia/Ukraine Conflict
Publicado: 9/3/2022
Jurrien Timmer on S&P to 8,000, Ukraine Fall-Out and Bitcoin Allocations
Publicado: 4/3/2022
John List on Insights From Uber, Paying Bonuses and Scaling Ideas
Publicado: 25/2/2022
Greg Zuckerman on the Inside Story of the Race for a COVID-19 Vaccine
Publicado: 18/2/2022
Tania Reif on Leaving Macro Investing For Crypto
Publicado: 11/2/2022
Alfonso Peccatiello (Alf) on Money Printing, US Risks and ECB Surprises
Publicado: 4/2/2022

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We talk economics and markets with leading policymakers and investors.

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278 Episodo

Dominique Dwor-Frecaut on How the Fed is Setting Policy and Why an 8% US Interest Rate is Likely

Bert Gochet on China Risks, India’s Future and Brazil’s Commodities

Thorsten Wegener On the Simplest Way to Understand Option Markets

Stéphane Ouellette on the Crypto Crash, and What Next

Jay Newman on the Hidden Story of How Money is Moved Around the World

Mike Philbrick on Bond Massacres, Better Diversification and Systematic Thinking

Tymofiy Mylovanov on Ukrainian Resistance, Russia’s Hidden Economic Weapon and Germany’s Error

Phil Suttle on the Inflation Combustion Model, the Fed’s Errors, and US Housing

John Butler on Stagflation, Financial Instability, and World Wars

Daniel Zwirn on Finding Value in the Biggest Bubble in History

Josh Young on $200 Oil and the Structural Energy Supply Problem

Denise Shull on Emotions as a Dataset and Avoiding Investment Mistakes

Dominique Dwor-Frecaut on the Coming US Recession, and Fed’s Communication Problem

Andy Constan on Lessons From Bridgewater, Equity Valuations and Top Trades

[Emergency podcast ] Timothy Ash on Why Investors Are Underestimating Fall-Out From Russia/Ukraine Conflict

Jurrien Timmer on S&P to 8,000, Ukraine Fall-Out and Bitcoin Allocations

John List on Insights From Uber, Paying Bonuses and Scaling Ideas

Greg Zuckerman on the Inside Story of the Race for a COVID-19 Vaccine

Tania Reif on Leaving Macro Investing For Crypto

Alfonso Peccatiello (Alf) on Money Printing, US Risks and ECB Surprises