Podcasts by Macro Hive Conversations With Bilal Hafeez

Niall Ferguson on Cold War 2, Middle East Conflict and Woke Students from 2023-03-10T13:27

Niall Ferguson is the Milbank Family Senior Fellow at...

Mustafa Chowdhury on Mortgage Risks, Fed Shocks and Derivatives from 2023-03-03T11:26

Mustafa Listen

Timothy Ash on Russia’s Failure, China Intervention and EM Re-Alignment from 2023-02-24T13:51

TimListen

Mikihiro Matsuoka on Japan Inflation, BoJ Outlook and Debt Problems from 2023-02-17T09:40

Matsuoka- Listen

Richard Oldfield on Value Investing, Warren Buffet and Elon Musk from 2023-02-10T08:44

Richard Listen

Deborah Seligsohn on What Everyone Gets Wrong on China’s COVID and Climate Policies from 2023-02-03T09:10

Deborah Seligsohn is an Assistant Professor of Politi...

Phil Suttle on Fed Murdering Expansions and Bond Worries from 2023-01-27T09:06

Phil is the founder of Suttle Economics – a leading research consultancy. Before that, he held senior roles at Tudor, the Institute of International Finance (IIF), JP ...

Niels Kaastrup-Larsen and Alan Dunne on How to Make Money From Following the Trend from 2023-01-20T09:04

Niels is the Managing Director of DUNN Capital (Europe) which has a track record going back over 45 years. He has been in the managed futures business for over 30 years having held management po...

Yesha Yadav on the Galactic Risks of the US Treasury Markets from 2023-01-13T10:35

Yesha Yadav is Associate Dean and Professor of Law at...

Andrew Revkin on What to Do About Climate Risk from 2023-01-06T10:33

Andrew Revkin is one of America’s most honoured and experienced environmental journalists and the founding director of the new Initiative on Communication and Sustaina...

Ivy Zelman on the Coming US Housing Crisis from 2022-12-30T10:14

With everyone taking a well-deserved break over the holiday season, we decided to dig through our archives to bring you our most-listened-to podcast of 2022. Back in J...

Agathe Demarais on How Sanctions Backfire on the US from 2022-12-16T09:42

Agathe Demarais is the Global Forecasting Director of The Economist Intelligence Unit. Agathe has a special focus on trade, sanctions, European affairs, Russia and the...

Shannon O'Neil on What Everyone Gets Wrong About (De)Globalisation from 2022-12-09T10:17

Shannon O'Neil is the vice president, deputy director of studies, and Nelson and David Rockefeller senior fellow for Latin America Studies at the Council on Foreign Re...

David Rubenstein on How to Invest Like Superstar Investors from 2022-12-02T09:15

David Rubenstein is Co-Founder and Co-Chairman of the Listen

Fred Thiel on FTX Fallout, Bitcoin Energy Myths, and Future of Crypto from 2022-11-25T10:16

Listen

Gerard DiPippo on CIA, US-China Tech War, and Taiwan Risks from 2022-11-18T13:33

Gerard is a senior fellow with the Economics Program ...

Victoria Ivashina on Whether Private Markets Will Trigger a Crisis from 2022-11-11T11:15

Victoria is Professor of Finance and Head of the Finance Unit at Harvard Business School. She is also the faculty chair of the Global Initiative for the Middle East an...

Igor Yelnik on How to Trade Macro Differently from 2022-11-04T12:06

Igor founded Alphidence Capital in 2020 and holds the positions of CEO and CIO. The fund is unusual in that it focuses on systematic macro investing. Previously Igor was the CIO for ADG Capital ...

Nouriel Roubini on World War 3 Starting, Debt Crisis and Robot Takeover from 2022-10-28T10:51

Nouriel Roubini is CEO of Roubini Macro Associates and Chief Economist for Atlas Capital Team LP. He is Professor Emeritus at the Stern School of Business (New York University). He has previousl...

Doomberg on Energy Scarcity, Nuclear Power and Failure of Energy Transition Policies from 2022-10-21T12:32

The Doomberg team Listen

Robert Carver on How To Build Successful Trading Strategies from 2022-10-14T08:07

Robert is a systematic futures trader, writer, and researcher. He is the author of several books on systematic trading including ‘Systematic Trading: A unique new method for designing trading an...

Dave Newman on Hedge Fund Success, Investment Banking Lessons and Writing Daily from 2022-10-07T09:08

Dave is President and CIO of KC3 Capital Management. Before that, he was Head of Macro Trading NY at Moore Capital and Managing Director in FX and Macro Trading at SAC Capital. Prior to his buy-...

Randy Schwimmer on Private Credit, Fed Shocks and Recession Risks from 2022-09-30T09:14

Randy is co-head of senior lending and oversees senior lending origination and capital markets for Churchill Asset Management, which has $40bn of committed capital. Randy is widely credited with...

Howard Davies on How UK Chancellors Steer the UK In Crisis from 2022-09-23T12:36:55

Howard Davies is the Chairman of the Board of Directors of Natwest Group. Previously, he was the Director of the London School of Economics (LSE) from 2003 until 2011. Prior to this appointment ...

Dr Sam Ramani on the Russia-Ukraine War, Recent Ukraine Wins and Putin’s Endgame from 2022-09-17T10:34:59

Sam is a tutor of politics and international relations at the University of Oxford, and an Associate Fellow at the British defence think tank, the Royal United Services Institute (RUSI). He cont...

Artem Milinchuk on Alternative Assets, Farmland and Inflation Hedges from 2022-09-09T15:38:55

Artem has over 10 years of finance experience in food, ...

Karl Massey on the End of Investing as We Know It from 2022-09-02T10:44:33

Karl is Fellow of the Royal Society of Arts, and Mentor at Creative Destruction Labs (Said Business School, University of Oxford). He began his career at JPMorgan trading fixed income. In 1996, ...

James Fok on the US-China Financial Cold War, Dollar Dominance and Role of HK from 2022-08-26T09:19:42

James Fok is a veteran financial and strategic advisor to corporations and governments. He served as a senior executive at Hong Kong Exchanges and Clearing (HKEX) from 2012 until 2021. While the...

Cameron Crise On Fed’s Balance Sheet Problem, Equity Drawdowns and Inflation from 2022-08-19T09:18:39

Cameron Crise is a macro strategist at Bloomberg, where he writes the Macro Man column and posts on the Markets Live blog. Previously, he was a global macro portfolio manager at Graham Capital i...

Denis Shull on Emotions as a Dataset and Avoiding Investment Mistakes [Replay] from 2022-08-12T08:36:55

Denise Shull is the Founder and CEO of ReThink. In that role, she uses neuroscience and modern psychoanalysis to help clients become successful in investing, trading, and leading teams. She has ...

Diego Parrilla On High Inflation, Anti-Bubbles and the Problem with Stop Losses from 2022-08-04T16:18:42

Diego is Managing Partner at $1.8b Quadriga Asset Managers. Prior to joining Quadriga in Madrid in 2017, Diego worked in London, New York, and Singapore for two decades and held senior leadershi...

Lindsay Politi On the Inflation Path, Fed Cuts and Money Printing from 2022-07-29T09:20

Lindsay Politi is Head of Inflation Strategies at  One River Asset Management. Lindsay began her career at Wellington Management in Boston where she was head of Global Inflation-linked Investmen...

Daniel Zwirn on Finding Value in the Biggest Bubble in History from 2022-04-14T14:35:14

Dan Zwirn is the Co-Founder, CEO, and CIO of Arena Investors LP. Arena is a $3.4 billion global investment firm focusing on special situations asset and credit investments in corporates, real estat...

Josh Young on $200 Oil and the Structural Energy Supply Problem from 2022-04-08T15:01:21

This podcast is sponsored by Masterworks, the first platform for buying and selling shares representing an investment in iconic artworks. They are making ...

Denise Shull on Emotions as a Dataset and Avoiding Investment Mistakes from 2022-04-01T09:20

Denise Shull is the Founder and CEO of ReThink. In that role, she uses neuroscience and modern psychoanalysis to help clients become successful in investing, trading, and leading teams. She has ...

Dominique Dwor-Frecaut on the Coming US Recession, and Fed’s Communication Problem from 2022-03-25T09:44:19

Dominique Dwor-Frecaut is a macro strategist for Macro Hive based in Los Angeles. She has been producing alpha generating trade ideas in FX and rates in EM and G10 at established and startup mac...

Andy Constan on Lessons From Bridgewater, Equity Valuations and Top Trades from 2022-03-18T10:34:53

This podcast is sponsored by Masterworks, the first platform for buying and selling shares representing an investment in iconic artworks. They are making ...

[Emergency podcast ] Timothy Ash on Why Investors Are Underestimating Fall-Out From Russia/Ukraine Conflict from 2022-03-09T18:10:12

Timothy is a Senior EM Sovereign Strategist at the $125bn fund, BlueBay, and is widely considered one of the leading experts on Ukraine and Russia. Prior to joining BlueBay, Tim was Head of CEEM...

Jurrien Timmer on S&P to 8,000, Ukraine Fall-Out and Bitcoin Allocations from 2022-03-04T06:47:04

Jurrien is the director of Global Macro at Fidelity Investments. Fidelity is the one of the largest asset managers in the world. He is part of Fidelity’s Global Asset Allocation group, where he ...

John List on Insights From Uber, Paying Bonuses and Scaling Ideas from 2022-02-25T12:14:16

This podcast is sponsored by Masterworks, the first platform for buying and selling shares representing an investment in iconic artworks. They are making ...

Greg Zuckerman on the Inside Story of the Race for a COVID-19 Vaccine from 2022-02-18T09:50:18

Greg is a Special Writer at The Wall Street Journal. He is the author of A Shot to Save the World: The Inside Story of the Life-or-Death Race for a COVID-19 Vaccine. The book has been o...

Tania Reif on Leaving Macro Investing For Crypto from 2022-02-11T09:29:20

Tania Reif is Founder and CIO of Senda Digital Assets. Prior to her cryptocurrency focus she built her investment pedigree at top macro hedge-funds including Soros Fund Management, Laurion Capit...

Alfonso Peccatiello (Alf) on Money Printing, US Risks and ECB Surprises from 2022-02-04T09:24:33

Alfonso Peccatiello (Alf) is the author of The Macro Compass, a financial newsletter providing educational macroeconomic insights & actionable investment ideas. Previously, he was the head of a $20...

Adam Iqbal on Carry Trades, Volatility and Trading Options from 2022-01-28T09:31:19

Adam is a Managing Director and Global Head of G10 FX Options Trading at Goldman Sachs. Prior to this, he was an FX Volatility Portfolio Manager at PIMCO, and he has worked as a vanilla and exot...

Shahin Vallée on Europe’s Geopolitical Risks, ECB Policy and French Elections from 2022-01-21T09:48:05

Shahin Vallée is head of the Geo-Economics Program at the German Council on Foreign Relations (DGAP). Before the German Council, Shahin was a senior economist for Soros Fund Management, and also...

Mark Yusko on the Right Asset Allocation, Avoiding Crypto Scams and 2022 Trades from 2022-01-14T10:34:57

Mark Yusko is the Founder, CEO and Chief Investment Officer of Morgan Creek Capital Management. Prior to forming Morgan Creek in 2004, Mark was President, Chief Investment Officer and Founder of UN...

Mark Stanwyck and Rick Seeger on Crypto Use Cases, Earning Yields and GameFi from 2022-01-07T10:22:13

Mark Stanwyck is the Co-Founder of Avalaunch - the first protocol, exclusively for the Avalanche ecosystem, to offer projects a platform for decentralized fundraising. Rick Seeger is the Co-Foun...

Ari Paul on Valuing Bitcoin, Ethereum Killers and Metaverse Bubbles from 2021-12-17T11:00

Ari Paul is co-founder and CIO of BlockTower Capital. BlockTower is a crypto and blockchain investment firm, applying professional trading, investing and portfolio management to this digital ass...

Bilal Hafeez on Inflation, Crypto and Investment Lessons from 2021-12-10T10:46:03

On this special episode, we turn the tables and Bilal becomes the guest as Andrew Simon, our COO of Macro Hive and business partner, does the interviewing this time.

Bilal Hafeez is the F...

Fabio Natalucci on COVID, Crypto and Climate from 2021-12-03T08:14:26

Fabio is a Deputy Director of the Monetary and Capital Markets Department at the IMF. He is responsible for the Global Financial Stability Report that gives the IMF’s assessment of global financ...

[BONUS] Professor Justin Stebbing On COVID Omicron from 2021-12-01T17:10:15

Omicron, the name of the new Covid-19 variant that has recently emerged, caused panic across the world and a selloff in risk on Friday. Following an influx of questions from The Hive, we held an...

Nancy Davis on How to Position for True Inflation Risk from 2021-11-26T14:23:10

Nancy Davis is the founder and managing partner of Quadratic Capital Management. She is the portfolio manager for The Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL). She found...

Edward Glaeser on Will Cities Survive After COVID from 2021-11-19T14:38:41

Edward Glaeser is Professor of Economics at Harvard University. He is perhaps the world’s leading expert on cities. He recently authored, along with David Cutler, Survival of the City – Livi...