Macro Hive Conversations With Bilal Hafeez
By Bilal Hafeez
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Subscribers: 87
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Episodes: 319
Description
We talk economics and markets with leading policymakers and investors.
| Episode | Date |
|---|---|
|
Ep. 359: Dylan Smith on the Hormuz Supply Shock, US Macro Regimes, and Private Market Evolution
|
May 22, 2026 |
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Ep. 358: Shawn Edwards on Engineering Trust in AI, The Bloomberg Way, and the Terminal's Future
|
May 15, 2026 |
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Ep. 357: Andrew Perry on the Five Pillars of Global Macro, Liquidity, and Australia's Macro Risks
|
May 08, 2026 |
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Ep. 356: Tina Fordham on the Geopolitics Super Cycle, Iran's Oil Shock, and Trump's Global Impact
|
May 01, 2026 |
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Ep. 355: Phil Suttle on Oil Market Shocks, Inflationary AI, and the Fed's Hawkish Pivot
|
Apr 24, 2026 |
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Ep. 354: Nader Itayim on Iran's Hormuz Stranglehold, GCC Tensions, and the Oil Market's Recovery
|
Apr 17, 2026 |
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Ep. 353: Rory Johnston on the Hormuz Ceasefire, Oil Supply Losses, and Navigating Energy Security
|
Apr 10, 2026 |
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Ep. 352: Richard Schimel on Platform Evolution, Collaborative Culture, and Navigating Market Risks
|
Apr 06, 2026 |
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Ep. 351: Tyler Goodspeed on Recession Myths, the Reality of Economic Shocks, and Policy Hubris
|
Mar 27, 2026 |
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Ep. 350: Tomasz Nadrowski on China's Mineral War, Western Supply Chain Gaps, and Global Resilience
|
Mar 20, 2026 |
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Ep. 349: Nader Itayim on Iran's Regional War, the Hormuz Choke Point, and Global Energy Disruption
|
Mar 13, 2026 |
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Ep. 348: Alex Campbell on Commodity Diversification, AI strategies, and the Moneyball Approach
|
Mar 06, 2026 |
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Ep. 347: Raphaël Gallardo on Austrian Economics, Wobbling AI Bubbles, and Trump Risk Parity
|
Feb 27, 2026 |
|
Ep. 346: Alex Gurevich on US Return to Zero Rates, AI Productivity, and Managing Portfolio Paralysis
|
Feb 20, 2026 |
|
Ep. 345: Marc Elovitz on Private Market Evolution, Crypto's Regulatory Shift, and AI Explainability
|
Feb 13, 2026 |
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Ep. 344: Sean McGould on Multi-Strategy Investing, Trump 2.0, and the AI 'Digital Tool' Era
|
Feb 06, 2026 |
|
Ep. 343: Srividya Jandhyala on Changing Corporate Behaviour to Geopolitical Risks, and 'The Great Disruption'
|
Jan 30, 2026 |
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Ep. 342: Rory Johnston on Trump's Bullish Impact on Oil Markets, and the Bearish Risks Ahead
|
Jan 23, 2026 |
|
Ep. 341: Phil Suttle on Trump's Populism, the Productivity Mystery, and Global Disruption
|
Jan 16, 2026 |
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Ep. 340: Robert Koenigsberger on EM Cycles, China's Turnaround, and the New Era of Private Credit
|
Jan 07, 2026 |
|
Ep. 339: Jay Pelosky on Tech Bubble (or Not), China vs. US, Clean Energy Plays
|
Dec 17, 2025 |
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Ep. 338: Ken Tropin on Talent Recruitment, Fed Risks, and Biggest Underpriced Trade
|
Dec 12, 2025 |
|
Ep. 337: Sangeet Paul Choudary on What Everyone Is Getting Wrong on AI
|
Dec 04, 2025 |
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Ep. 336: David Dredge on Sharpe Ratio Fallacy, Capturing Upside and Managing Uncertainty
|
Nov 28, 2025 |
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Ep. 335: Marc Rubinstein on AI Bubble, Private Credit, Jane Street Rise
|
Nov 20, 2025 |
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Ep. 334: Mark Farrington on Dollar Dominance, China's Gold Play and Crisis Catalysts
|
Nov 14, 2025 |
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Ep. 333: David Samra on Value Investing, AI Returns, and Bad Management Teams
|
Nov 06, 2025 |
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Ep. 332: Miguel Gutierrez on Argentina's Transformation, Latin American Opportunities, and Private Market Arbitrage.
|
Oct 30, 2025 |
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Ep. 331: Gordon Hanson on US Manufacturing Fetishisation, Job Loss, and the Middle Class
|
Oct 23, 2025 |
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Ep. 330: Paul Cavey on US-China Trade War, Japan Politics and Taiwan Imbalances
|
Oct 16, 2025 |
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Ep. 329: Shiloh Bates on CLO Risks, Private Credit and Macro Read-Through
|
Oct 10, 2025 |
|
Ep. 328: Diane Coyle on GDP, Digital Gaps and Invisible AI Economy
|
Oct 02, 2025 |
|
Ep. 327: Ryan Hass on China's Patient Power Play, and US-China Relations
|
Sep 25, 2025 |
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Ep. 326: Jon Turek on Fed Cuts, Recession Risks and Political Risks
|
Sep 18, 2025 |
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Ep. 325: Chris Hughes on Misunderstood Fed Chairs, Fed Balance Sheet and Offshore Dollars
|
Sep 11, 2025 |
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Ep. 324: Alberto Gallo on Western Debt Crisis, Real Assets and US Surprises
|
Sep 03, 2025 |
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Ep. 323: Jonathan Xiong on China, Dollar and Using AI in Asset Management
|
Aug 28, 2025 |
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Ep. 322: Rerelease – Adam Frank on Aliens, AI and Climate Collapse
|
Aug 21, 2025 |
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Ep. 321: Antonio Del Favero on Favourite Rates Trades, Fed and Dollar
|
Aug 14, 2025 |
|
Ep. 320: Dominique Dwor-Frecaut on Weak US Growth, Fed Independence and AI Impact
|
Aug 07, 2025 |
|
Ep. 319: Phil Suttle on Slowing US, Delayed Tariff Impacts and China Investment
|
Jul 31, 2025 |
|
Ep. 318: Brad Setser on Trump Tariffs, China's Surging Surplus and Dollar Policy
|
Jul 24, 2025 |
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Ep. 317: George Selgin on Trump Tariffs, Fed Independence and Dollar Vulnerability
|
Jul 17, 2025 |
|
Ep. 316: Kyle Keane on AI, Forecasting and Turning Blind
|
Jul 10, 2025 |
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Ep. 315: Keyu Jin on What Everyone Gets Wrong on China
|
Jul 03, 2025 |
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Ep. 314: Marvin Barth on Trump's US Resurgence, No Fed Cuts and Dire Europe
|
Jun 27, 2025 |
|
Ep. 313: Tom Montag on the Undiscovered Potential of Carbon Markets
|
Jun 19, 2025 |
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Ep. 312: Deepak Gurnani on Five Steps for Using AI in Investing
|
Jun 12, 2025 |
|
Ep. 311: Ralph Sueppel on Quant Trading Macro the Right Way
|
Jun 05, 2025 |
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Ep. 310: Helen Thomas on Trump's Controlled Demolition Strategy
|
May 30, 2025 |
|
Ep. 309: Adam Frank on Aliens, AI and Climate Collapse
|
May 23, 2025 |
|
Ep. 308: Tobias Harris on Why Japan Matters
|
May 16, 2025 |
|
Ep. 307: Michael Sandel on Populism, Saving Democracy, and Tyranny of Merit
|
May 09, 2025 |
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Ep. 306: Ken Rogoff on Dollar Decline, Debt Worries and Fed Independence
|
May 02, 2025 |
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Ep. 305: James van Geelen on 'Haves vs Have Nots' Theme, AI and Tariffs
|
Apr 25, 2025 |
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Ep. 304: Zongyuan Zoe Liu on Calculated China vs Unpredictable US
|
Apr 17, 2025 |
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Ep. 303: Mirza Baig on Trump's Trade Strategy, China Risks and Canada's Dilemma
|
Apr 11, 2025 |
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Ep. 302: Vania Stavrakeva on Macro News, Investor Flows and Trading Markets
|
Apr 04, 2025 |
|
Ep. 301: Andrew Polk on China's Bet on Tech Supremacy
|
Mar 28, 2025 |
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Ep. 300: Gary Gerstle on Decoding Trump: Power & Chaos (Live at Cambridge University)
|
Mar 21, 2025 |
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Ep. 259: Thanos Papasavvas on Trump's (Unsurprising) Geopolitical Shock
|
Mar 14, 2025 |
|
Ep. 258: Randy Schwimmer on Why Private Credit Is Performing
|
Mar 07, 2025 |
|
Ep. 257: Joe Lavorgna on Trump Supercharging US Growth
|
Feb 28, 2025 |
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Ep. 256: Max Stier on Trump Ripping Up Government
|
Feb 21, 2025 |
|
Ep. 255: Chris Johnson on Trump vs China
|
Feb 14, 2025 |
|
Ep. 254: Jonny Matthews on US Economy and Why the Fed Will Not Cut in 2025
|
Feb 07, 2025 |
|
Ep. 253: Barry Eichengreen on Trump Trade Policy, Dollar Status and Debt Crises
|
Jan 31, 2025 |
|
Ep. 252: Jay Pelosky on How US Equities Could Underperform Rest of the World
|
Jan 24, 2025 |
|
Ep. 251: Phil Suttle on Fed Hiking in 2025
|
Jan 17, 2025 |
|
Ep. 250: Dominique Dwor-Frecaut on Non-Consensus View on Fed and Trump 2.0
|
Jan 10, 2025 |
|
Ep. 249: Mark Rzepczynski on Wicked Markets and Understanding Risk
|
Jan 03, 2025 |
|
Ep. 248: Shawn Edwards on How Bloomberg Is Using AI (Replay)
|
Dec 27, 2024 |
|
Ep. 247: Julia Azari on Trump's Second Term, Constraints and Priorities
|
Dec 20, 2024 |
|
Ep. 246: Tomasz Nadrowski on Navigating Global Chaos
|
Dec 13, 2024 |
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Ep. 245: Frank Kelly on Why Everyone Underestimates Trump
|
Dec 06, 2024 |
|
Ep. 244: In Memoriam - Professor Ian Shipsey on How Physics Can Change the World
|
Nov 29, 2024 |
|
Ep. 243: Charles Engel on Currency Models, Carry Trades and Capital Flows
|
Nov 22, 2024 |
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Ep. 242: Alberto Gallo on Trump Impact, Geopolitics and Favourite Markets
|
Nov 15, 2024 |
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Ep. 241: Gary Gerstle on Trump's Big Win and the Future of American Politics
|
Nov 08, 2024 |
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Ep. 240: Ebrahim Rahbari on US Election Trades, Fed Cycle and German Challenges
|
Nov 01, 2024 |
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Ep. 239: Thomas Drechsel on Measuring Political Pressure on Fed, Predicting Fed, and Better Nowcasts
|
Oct 25, 2024 |
|
Ep. 238: Rory Johnston on Oil to $65, Middle East Risks and Trump Agenda
|
Oct 18, 2024 |
|
Ep. 237: Antonio Del Favero on the Fed's Mistake, Inflation Risks and Financial Conditions
|
Oct 11, 2024 |
|
Ep. 236: Sean McMeekin on the Return of Communism
|
Oct 04, 2024 |
|
Ep. 235: Christian Schwarz on AI Bubbles, Using AI in Trading and Synthetic Data
|
Sep 27, 2024 |
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Ep. 234: Jay Pelosky on Bullish Equities, Early Cycle US and Trump Losing
|
Sep 20, 2024 |
|
Ep. 233: Mirza Baig on Best EM Trades, Fed Easing and China Carry Trade
|
Sep 13, 2024 |
|
Ep. 232: Bob Elliott on US Recession Odds, Fed Policy and Equity Risks
|
Sep 06, 2024 |
|
Ep. 231: J. Doyne Farmer on Making Sense of Chaos
|
Aug 30, 2024 |
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Ep. 230: Shawn Edwards on How Bloomberg Is Using AI
|
Aug 23, 2024 |
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Ep. 229: Brad Setser on Yen Carry Trade, US-China Trade, and US Profit Offshoring
|
Aug 16, 2024 |
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Ep. 228: Liang Ding on China's Economy and Markets
|
Aug 09, 2024 |
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Ep. 227: Álvaro Cartea on AI Manipulating Markets (and What to Do About It)
|
Aug 02, 2024 |
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Ep. 226: Gary Gerstle on Kamala Impact, Trump Policies and Political Realignments
|
Jul 26, 2024 |
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Ep. 225: Dr Pippa Malmgren on Trump's Plans, Peace Dividend, and Space Tech
|
Jul 19, 2024 |
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Ep. 224: Philipp Carlsson-Szlezak and Paul Swartz on Macro Shocks, Crises, and False Alarms
|
Jul 12, 2024 |
|
Ep. 223: Shahin Vallée on French Election Fallout, Second Round Scenarios, and Germany's Debt Brake
|
Jul 05, 2024 |
|
Ep. 222: Boris Vladimirov on US Exceptionalism, Europe Risks and China Weakness
|
Jun 28, 2024 |
|
Ep. 221: Vasileios Gkionakis on European Election Fallout, Fed and Fiscal Risks
|
Jun 21, 2024 |
|
Ep. 220: George Selgin on Fed Independence, Poor Operations and Inflation
|
Jun 14, 2024 |
|
Ep. 219: Jason Furman on Inflation Persistence, Fed Policy and Debt Levels
|
Jun 07, 2024 |
|
Ep. 218: Gordon Hanson on US-China Trade War, Immigration and US Elections
|
May 31, 2024 |
|
Ep. 217: Mustafa Chowdhury on Surging Wealth, Hidden Bond Buyers and Fed Mistakes
|
May 24, 2024 |
|
Ep. 216: Dominique Dwor-Frecaut on Inflation Persistence, Immigration Surge and Trump Effect
|
May 17, 2024 |
|
Ep. 215: Nick Rohatyn on How to Navigate Emerging Markets Investing
|
May 10, 2024 |
|
Ep. 214: Lindsay Politi on Higher Inflation Regime, Recession Risks and Debt Dynamics
|
May 03, 2024 |
|
Ep. 213: Bilal Hafeez on Fed Cuts, Dollar Strength and AI Hype
|
Apr 26, 2024 |
|
Ep. 212: Nick Baltas on Mastering Systematic Strategies from Alpha to AI
|
Apr 19, 2024 |
|
Ep. 211: John Coates on How a Few Financial Institutions Control Everything
|
Apr 12, 2024 |
|
Ep. 210: Mark Koyama on What Makes Some Nations Richer Than Others
|
Apr 05, 2024 |
|
Ep. 209: Darrell Duffie on Treasury Market Dysfunction, Dollar Dominance and CBDC
|
Mar 28, 2024 |
|
Ep. 208: David Dredge on Inflation, Underpriced Risks and Sharpe Ratio Flaws
|
Mar 22, 2024 |
|
Ep. 207: Dave DeWalt on Cyber Warfare, Attacks on US Election, and AI
|
Mar 15, 2024 |
|
Ep. 206: Nigel Toon on How AI Thinks and How We Can Control It
|
Mar 08, 2024 |
|
Ep. 205: Gary Gerstle on Unprecedented Trump, Unrecognised Biden, and Unusual Times
|
Mar 01, 2024 |
|
Ep. 204: Claudia Sahm on Inflation Risks, Fed Cuts, and Recession
|
Feb 23, 2024 |
|
Ep. 203: Melanie Mitchell on Can Artificial Intelligence Beat Human Thinking
|
Feb 16, 2024 |
|
Ep. 202: Alberto Gallo on Trump, Fiscal Risks, and Market Outlook
|
Feb 09, 2024 |
|
Ep. 201: Henry Ritchotte on Managing Banks, Start-Ups, and the New Investment Era
|
Feb 02, 2024 |
|
Ep. 200: Julia Azari on Trump's Dictatorial Powers, Biden's Unpopularity, and US Elections
|
Jan 26, 2024 |
|
Ep. 199: Dominique Dwor-Frecaut on Fed Slashing Rates and Trump Winning
|
Jan 19, 2024 |
|
Ep. 198: Chris Rauh on How to Use AI to Predict Conflicts
|
Jan 12, 2024 |
|
Ep. 197: John Floyd on the Biggest Trades and Risks for 2024
|
Jan 05, 2024 |
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Ep. 196: Rerelease: Niall Ferguson on Cold War 2, Middle East Conflict and Woke Students
|
Dec 29, 2023 |
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Ep. 195: Bilal Hafeez on 2023 Surprises, Getting AI Right, and Best TV of 2023
|
Dec 22, 2023 |
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Ep. 194: Liang Ding on Can China Avoid a Hard Landing
|
Dec 15, 2023 |
|
Shiloh Bates on Demystifying CLO Myths
|
Dec 08, 2023 |
|
Yesha Yadav on Crypto Bankruptcies, Stablecoin, and Treasury Market issues
|
Dec 01, 2023 |
|
Greg Lippmann on The Big Short, Latest US Housing View, and Finding Alpha in Structured Products
|
Nov 24, 2023 |
|
Charlie McElligott on Year-End Rally, Duration Buying, and Carnivore Diets
|
Nov 17, 2023 |
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Dr Douglas Greenig on Trend-Following, the End of Pax-Americana, and Why He ls Long Volatility
|
Nov 17, 2023 |
|
Marc Goldwein on the Unprecedented US Budget Problem and How to Fix It
|
Nov 10, 2023 |
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Macro Hive Webinar: (The Weekly Call Recorded 1 November 2023)
|
Nov 03, 2023 |
|
Boris Vladimirov on Macro Volatility, US Yields, and Recession Risks
|
Oct 27, 2023 |
|
Daniel Rock on How AI Will Reshape Economies
|
Oct 20, 2023 |
|
Martin Lueck On the Scientific Investing, Trend Models and Macro Divergences
|
Oct 06, 2023 |
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Jason Halliwell on Value Investing, Systematic Macro and Carry
|
Sep 29, 2023 |
|
Barry Eichengreen on Fixing the Debt Problem, Dollar Demise and Tech Impacts
|
Sep 22, 2023 |
|
Phil Suttle on US Recession Risks, AI Impact, and BoJ to 1%
|
Sep 15, 2023 |
|
Dominque Dwor-Frecaut on What Everyone Gets Wrong on Inflation, Recessions and Fed Policy
|
Sep 08, 2023 |
|
Mustafa Chowdhury on Fed Policy, US Industrial Policy and Housing Risks
|
Sep 01, 2023 |
|
Professor Adrian Williams on Everything You Wanted to Know About Sleep [Replay]
|
Aug 25, 2023 |
|
Denise Shull on Emotions as a Dataset and Avoiding Investment Mistakes [Replay]
|
Aug 18, 2023 |
|
Michael Schrage on How Recommendation Engines Create Value
|
Aug 11, 2023 |
|
Bill Bernstein On the Four Essentials To Investing Successfully
|
Aug 04, 2023 |
|
Stephen Roach on US and China's Accidental Conflict
|
Jul 28, 2023 |
|
Sebastian Mallaby on the Rise of Venture Capital and Their Impact on the World
|
Jul 21, 2023 |
|
Peter Stella on Fed Losses, Backdoor Fiscal Stimulus and Credit Easing
|
Jul 14, 2023 |
|
Trevor Greetham on Spike-Flation, Equities and Removing Biases
|
Jul 07, 2023 |
|
Sean McGould on Creating an Investing Edge, Hedge Funds and Inflation Opportunities
|
Jun 30, 2023 |
|
Bob Elliott on Bridgewater's Success, US Inflation and Fed's Error
|
Jun 23, 2023 |
|
Martin Wolf on Why Capitalism and Democracy Need Each Other
|
Jun 15, 2023 |
|
Alberto Gallo on Investor Complacency, Crisis Risks and Fed's Dilemma
|
Jun 09, 2023 |
|
Deepak Gurnani on Building Winning Investment Strategies
|
Jun 02, 2023 |
|
Jim Rogers on the Demise of the Dollar, Inflation and China
|
May 26, 2023 |
|
Stefan Jansen on How to Use ChatGPT and AI in Finance
|
May 19, 2023 |
|
Gavyn Davies on Inflation, Asset Allocation and ChatGPT
|
May 12, 2023 |
|
Gene Ma on US-China Decoupling, China's Green Boom, and Growth Outlook
|
May 05, 2023 |
|
Zar Amrolia on Reinventing Trading
|
Apr 28, 2023 |
|
Ken Tropin on How to Run a Successful Macro Hedge Fund
|
Apr 21, 2023 |
|
Robert Koenigsberger on What Everyone Gets Wrong About Emerging Markets
|
Apr 14, 2023 |
|
Peter Spiller on Value Investing, Navigating Inflation and Delivering 15% Annual Returns
|
Apr 07, 2023 |
|
Geoff Rubin on 60:40 Portfolios, Endowment Model and Re-Thinking Risk
|
Mar 31, 2023 |
|
Jim Leitner on Creating a Macro Edge, Trading Options and Carry Trades
|
Mar 24, 2023 |
|
Lindsay Politi on the Silicon Valley Bank Fall-Out, Duration Bubbles and Inflation
|
Mar 17, 2023 |
|
Niall Ferguson on Cold War 2, Middle East Conflict and Woke Students
|
Mar 10, 2023 |
|
Mustafa Chowdhury on Mortgage Risks, Fed Shocks and Derivatives
|
Mar 03, 2023 |
|
Timothy Ash on Russia's Failure, China Intervention and EM Re-Alignment
|
Feb 24, 2023 |
|
Mikihiro Matsuoka on Japan Inflation, BoJ Outlook and Debt Problems
|
Feb 17, 2023 |
|
Richard Oldfield on Value Investing, Warren Buffet and Elon Musk
|
Feb 10, 2023 |
|
Deborah Seligsohn on What Everyone Gets Wrong on China's COVID and Climate Policies
|
Feb 03, 2023 |
|
Phil Suttle on Fed Murdering Expansions and Bond Worries
|
Jan 27, 2023 |
|
Niels Kaastrup-Larsen and Alan Dunne on How to Make Money From Following the Trend
|
Jan 20, 2023 |
|
Yesha Yadav on the Galactic Risks of the US Treasury Markets
|
Jan 13, 2023 |
|
Andrew Revkin on What to Do About Climate Risk
|
Jan 06, 2023 |
|
Ivy Zelman on the Coming US Housing Crisis
|
Dec 30, 2022 |
|
Agathe Demarais on How Sanctions Backfire on the US
|
Dec 16, 2022 |
|
Shannon O'Neil on What Everyone Gets Wrong About (De)Globalisation
|
Dec 09, 2022 |
|
David Rubenstein on How to Invest Like Superstar Investors
|
Dec 02, 2022 |
|
Fred Thiel on FTX Fallout, Bitcoin Energy Myths, and Future of Crypto
|
Nov 25, 2022 |
|
Gerard DiPippo on CIA, US-China Tech War, and Taiwan Risks
|
Nov 18, 2022 |
|
Victoria Ivashina on Whether Private Markets Will Trigger a Crisis
|
Nov 11, 2022 |
|
Igor Yelnik on How to Trade Macro Differently
|
Nov 04, 2022 |
|
Nouriel Roubini on World War 3 Starting, Debt Crisis and Robot Takeover
|
Oct 28, 2022 |
|
Doomberg on Energy Scarcity, Nuclear Power and Failure of Energy Transition Policies
|
Oct 21, 2022 |
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Robert Carver on How To Build Successful Trading Strategies
|
Oct 14, 2022 |
|
Dave Newman on Hedge Fund Success, Investment Banking Lessons and Writing Daily
|
Oct 07, 2022 |
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Randy Schwimmer on Private Credit, Fed Shocks and Recession Risks
|
Sep 30, 2022 |
|
Howard Davies on How UK Chancellors Steer the UK In Crisis
|
Sep 23, 2022 |
|
Dr Sam Ramani on the Russia-Ukraine War, Recent Ukraine Wins and Putin's Endgame
|
Sep 17, 2022 |
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Artem Milinchuk on Alternative Assets, Farmland and Inflation Hedges
|
Sep 09, 2022 |
|
Karl Massey on the End of Investing as We Know It
|
Sep 02, 2022 |
|
James Fok on the US-China Financial Cold War, Dollar Dominance and Role of HK
|
Aug 26, 2022 |
|
Cameron Crise On Fed's Balance Sheet Problem, Equity Drawdowns and Inflation
|
Aug 19, 2022 |
|
Denis Shull on Emotions as a Dataset and Avoiding Investment Mistakes [Replay]
|
Aug 12, 2022 |
|
Diego Parrilla On High Inflation, Anti-Bubbles and the Problem with Stop Losses
|
Aug 04, 2022 |
|
Lindsay Politi On the Inflation Path, Fed Cuts and Money Printing
|
Jul 29, 2022 |
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Ivy Zelman on the Coming US Housing Crisis
|
Jul 22, 2022 |
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Mikihiro Matsuoka on Bank of Japan policy, Japanisation of Economies, and the Demise of Capitalism
|
Jul 15, 2022 |
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Boris Vladimirov on Fed Scenarios, Recession Risks and EM Outperformers
|
Jul 08, 2022 |
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Marion Laboure on Democratising Finance, Bitcoin as Digital Diamond and Central Bank Digital Currency
|
Jul 01, 2022 |
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Raymond Sagayam on the Biggest Overlooked Market Risk, Building World Class Teams, and Lessons from Bodybuilding
|
Jun 24, 2022 |
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Dominique Dwor-Frecaut on How the Fed is Setting Policy and Why an 8% US Interest Rate is Likely
|
Jun 17, 2022 |
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Thorsten Wegener On the Simplest Way to Understand Option Markets
|
Jun 03, 2022 |
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Stéphane Ouellette on the Crypto Crash, and What Next
|
May 27, 2022 |
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Jay Newman on the Hidden Story of How Money is Moved Around the World
|
May 19, 2022 |
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Mike Philbrick on Bond Massacres, Better Diversification and Systematic Thinking
|
May 13, 2022 |
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Tymofiy Mylovanov on Ukrainian Resistance, Russia's Hidden Economic Weapon and Germany's Error
|
May 05, 2022 |
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Phil Suttle on the Inflation Combustion Model, the Fed's Errors, and US Housing
|
Apr 29, 2022 |
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John Butler on Stagflation, Financial Instability, and World Wars
|
Apr 22, 2022 |
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Daniel Zwirn on Finding Value in the Biggest Bubble in History
|
Apr 14, 2022 |
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Josh Young on $200 Oil and the Structural Energy Supply Problem
|
Apr 08, 2022 |
|
Denise Shull on Emotions as a Dataset and Avoiding Investment Mistakes
|
Apr 01, 2022 |
|
Dominique Dwor-Frecaut on the Coming US Recession, and Fed's Communication Problem
|
Mar 25, 2022 |
|
Andy Constan on Lessons From Bridgewater, Equity Valuations and Top Trades
|
Mar 18, 2022 |
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[Emergency podcast ] Timothy Ash on Why Investors Are Underestimating Fall-Out From Russia/Ukraine Conflict
|
Mar 09, 2022 |
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Jurrien Timmer on S&P to 8,000, Ukraine Fall-Out and Bitcoin Allocations
|
Mar 04, 2022 |
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John List on Insights From Uber, Paying Bonuses and Scaling Ideas
|
Feb 25, 2022 |
|
Greg Zuckerman on the Inside Story of the Race for a COVID-19 Vaccine
|
Feb 18, 2022 |
|
Tania Reif on Leaving Macro Investing For Crypto
|
Feb 11, 2022 |
|
Alfonso Peccatiello (Alf) on Money Printing, US Risks and ECB Surprises
|
Feb 04, 2022 |
|
Adam Iqbal on Carry Trades, Volatility and Trading Options
|
Jan 28, 2022 |
|
Shahin Vallée on Europe's Geopolitical Risks, ECB Policy and French Elections
|
Jan 21, 2022 |
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Mark Yusko on the Right Asset Allocation, Avoiding Crypto Scams and 2022 Trades
|
Jan 14, 2022 |
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Mark Stanwyck and Rick Seeger on Crypto Use Cases, Earning Yields and GameFi
|
Jan 07, 2022 |
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Ari Paul on Valuing Bitcoin, Ethereum Killers and Metaverse Bubbles
|
Dec 17, 2021 |
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Bilal Hafeez on Inflation, Crypto and Investment Lessons
|
Dec 10, 2021 |
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Fabio Natalucci on COVID, Crypto and Climate
|
Dec 03, 2021 |
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[BONUS] Professor Justin Stebbing On COVID Omicron
|
Dec 01, 2021 |
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Nancy Davis on How to Position for True Inflation Risk
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Nov 26, 2021 |
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Edward Glaeser on Will Cities Survive After COVID
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Nov 19, 2021 |
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Rolf Strauch On Europe's Reboot, Managing Sovereign Risk and Euro Growth
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Nov 12, 2021 |
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Alex Gurevich On Trading COVID, Inflation and Games
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Nov 05, 2021 |
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Scott Lynn on Investing In Art, Diversification and NFTs
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Oct 29, 2021 |
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Azeem Azhar On the Exponential Age, Unlimited Companies and Tech Challenges
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Oct 22, 2021 |
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Boris Vladimirov on Reverse Goldilocks, Central Bank Credibility, and Market Winners
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Oct 15, 2021 |
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Marc Rubinstein on Understanding Banks, the Crypto Challenge and Private Equity
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Oct 08, 2021 |
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Anas Alhajji On the Energy Outlook, Climate Change and Arctic Oil
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Oct 01, 2021 |
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Richard Muirhead On VC Investing, Picking Winners and Web 3.0
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Sep 24, 2021 |
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David Dredge On Defining Risk, Profiting from Extreme Moves, and Convexity
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Sep 17, 2021 |
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Todd Edgar On Managing Money, China and Advice from Paul Tudor Jones
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Sep 10, 2021 |
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David Woo On Persistence Of COVID, Stagflation, and Political Taboos
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Sep 03, 2021 |
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Nikhil Shamapant On Ethereum to $150,000, Triple Halving and NFTs
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Aug 27, 2021 |
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Saeed Amen On Trading Models, Alternative Data And Python [Replay]
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Aug 20, 2021 |
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Alberto Gallo on China Risks, Corporate Inequality and Accelerated History
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Aug 06, 2021 |
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Anna Raytcheva on Trading Regime Changes, Reflation and Crypto
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Jul 30, 2021 |
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Roger Garside On China Fragility, Coup Risks, and US Policy
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Jul 23, 2021 |
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Roshun Patel on Bitcoin, Crypto Lending and Futures Trading
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Jul 16, 2021 |
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Charley Ellis on Active Investors Underperformance, Index Investing and Character
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Jul 09, 2021 |
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Christian Angermayer on Exponential Growth, Revolutionising Healthcare and Overcoming Fear
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Jul 02, 2021 |
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Former Deutsche Bank Chair/CEO Josef Ackermann On Running a Bank and the Future of Banking
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Jun 25, 2021 |
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John Butler on Stagflation, Gold and Bitcoin
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Jun 18, 2021 |
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Charles Goodhart on Money Printing, Inflation and Ageing
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Jun 11, 2021 |
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Professor Adrian Williams on Everything You Wanted to Know About Sleep
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Jun 04, 2021 |
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Former UK Chancellor Sajid Javid On Inflation, Climate Change and Post-Brexit Britain
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May 28, 2021 |
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Themos Fiotakis on Mispriced US Stimulus, Inflation Spikes and Neglected EM
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May 21, 2021 |
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Dominique Dwor-Frecaut on US Labour Supply, Inflation and Timing the Bond Sell-Off
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May 14, 2021 |
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Phil Suttle on Coming High Inflation, Goods Recessions and Fed in Play
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May 07, 2021 |
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Wolfgang Münchau on Germany's Political Risks, Fiscal Stimulus and Euro Instability
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Apr 30, 2021 |
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Jeff Snider on Deflation, Central Bank Failure, and Understanding Money
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Apr 23, 2021 |
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Boris Vladimirov on Inflation Permanence, European Banks and BRICS Outlook
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Apr 16, 2021 |
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Bobby Vedral on Taxing Big Tech, Europe's Edge, and Biden's China Policy
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Apr 09, 2021 |
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David Riley On US Debt Sustainability, the Reflation Trade and Corporate Defaults
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Apr 01, 2021 |
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Benn Eifert On Retail Options Boom, Over-Complex Derivatives, and Managing Tail Risk
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Mar 26, 2021 |
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Marco Monroy On Carbon Taxes, ESG Investing and Maradona
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Mar 19, 2021 |
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Zac Prince on Earning Interest on Bitcoin, and the Future of Crypto Finance
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Mar 15, 2021 |
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James Aitken On Stock Vigilantes, Yield Curve Control and Inflation Paths
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Mar 05, 2021 |
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Peter Tertzakian on Energy Transitions, Electric Vehicles and Big Oil
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Feb 26, 2021 |
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Ciamac Moallemi On Quant Investing, Machine Learning and Trading Styles
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Feb 19, 2021 |
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Jay Pelosky on the Coming Boom, Mega-Tech Weakness and Big Government
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Feb 11, 2021 |
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Christian Hille on Exponential Growth, Avoiding Low Returns, and Errors in Risk Management
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Feb 05, 2021 |
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Jon Turek on the New Fed Put, the Brainard US Curve Steepener and the Dollar
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Jan 29, 2021 |
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Barry Eichengreen on Dollar Dominance, Crypto Hype, and Reforming International Finance
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Jan 22, 2021 |
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Eli Dourado on the Key Tech Breakthroughs For the 2020s
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Jan 15, 2021 |
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12 Investment Ideas For 2021 From Our Listeners
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Jan 08, 2021 |
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Michael Auerbach On Launching A Cannabis SPAC With Jay-Z
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Dec 22, 2020 |
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Ashley Lenihan On The Politics Of Cross-Border M&A, CFIUS And Sensitive Sectors
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Dec 18, 2020 |
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Jim Leitner On Growth vs Value, Digital Options And Bitcoin
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Dec 11, 2020 |
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Professor Kevin Dowd On The Problem With MMT, Banking's Lack Of Capital And Free Markets
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Dec 04, 2020 |
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Mickey Down And Konrad Kay On Their New HBO Finance Show Industry
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Nov 30, 2020 |
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Professor Yaneer Bar-Yam On Ending COVID, Vaccine Complacency And Business Responsibility
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Nov 27, 2020 |
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Dirk Willer On Emerging Markets Rallying, EM Inflation And Latam Challenges
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Nov 21, 2020 |
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Professor Justin Stebbing On Vaccine Breakthroughs And Herd-Immunity By Summer
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Nov 12, 2020 |
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Gary Gerstle On Trump Not Conceding, Democrat Failures And The Upcoming Test Of The US Political System
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Nov 07, 2020 |
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Michael Melvin On Quant Strategies In Currencies, Impact Of QE And Machine Learning
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Oct 30, 2020 |
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John Kay On Smaller Government And Business Failure, And Why Greed Is Dead
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Oct 21, 2020 |
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Gary Gerstle On Trump Authoritarianism, Biden's Challenges, And Polarisation
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Oct 17, 2020 |
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Corey Hoffstein On How The Fed, Passive Investors And HFT Create Liquidity Cascades
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Oct 13, 2020 |
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Helen Thompson On Brexit Deals, Boris Leadership And Scottish Independence
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Oct 09, 2020 |
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Vitor Constancio On ECB Inflation Targeting, Monetary Policy Limits And Europe Risks
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Oct 02, 2020 |
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Charlie McElligott On Everything Duration, Secular Growth Trades And US Elections
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Sep 25, 2020 |
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Michael Pettis On China Exporting Of Debt, Class War And Role Of Chinese Yuan
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Sep 18, 2020 |
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Lyn Alden On Tesla, Finding Quality Stocks And The Impact Of High Debt
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Sep 11, 2020 |
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Professor Laura Veldkamp On How the COVID Shock Will Lower Growth For Decades
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Sep 04, 2020 |
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David Beckworth On The Problems With The Fed And How To Fix It
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Aug 28, 2020 |
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Shahraab Ahmad On New York Real Estate, Corporate Fraud And SPACs
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Aug 21, 2020 |
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Stephen Roach On The Dollar's Coming 35% Decline
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Aug 14, 2020 |
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Governor Dr Reza Baqir On Pakistan's FX Reforms, Inflation Fight And Crisis Management
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Aug 10, 2020 |
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John Llewellyn On The Challenge Of Returning To Pre-COVID Output, MMT And Climate Change
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Aug 04, 2020 |
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Edward Misrahi On Decluttering Your Investment Process, EM Crises, And Current Risks
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Jul 31, 2020 |
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Professor Justin Stebbing On Expecting A COVID Vaccine Before The US Election
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Jul 24, 2020 |
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Samm Sacks On The US-China Data War, TikTok And EU Data Sovereignty
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Jul 17, 2020 |
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Raghuram Rajan On Why MMT, Authoritarianism And Bailouts Won't Work
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Jul 10, 2020 |
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Chris Crowe On End Of Safe Asset Shortage
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Jul 02, 2020 |
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Saeed Amen On Trading Models, Alternative Data And Python
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Jun 26, 2020 |
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Lord Mervyn King On The Wrong Use Of Monetary Policy In A Radically Uncertain World
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Jun 19, 2020 |
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Dominique Dwor-Frecaut On The V-Shaped Recovery And Return Of Inflation
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Jun 12, 2020 |
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Professor Alex Edmans on How Great Companies Deliver Both Purpose And Profit
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Jun 05, 2020 |
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Emiel Van Den Heiligenberg On Leaning Against The Rally
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May 29, 2020 |
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Alfonso Prat-Gay On How To Save Emerging Countries
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May 22, 2020 |
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Juliette Declercq On Why Equities Are Not Overvalued
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May 15, 2020 |
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Bobby Vedral On Euro Area Tensions, Brexit And US Elections
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May 07, 2020 |
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Martin Wolf On The Scale Of The COVID Crisis, Future Debt Problems And US Isolationism
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May 01, 2020 |
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Alex Gurevich On The Eternal Appeal Of Bonds, Fed's Path To Zero And The Europe Bull Case
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Apr 23, 2020 |
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Jim Leitner On The Dollar, Equities And The Economy Of Bits And Things
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Apr 16, 2020 |
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Phil Suttle On V-Shaped Recoveries, Inflation And Euro Break-Up Risks
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Apr 10, 2020 |
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John Butler On Why Gold Could Go To $5,000
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Apr 03, 2020 |
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An Original Take On The COVID Crisis – Time As A Symptom
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Mar 27, 2020 |
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George Goncalves On Whether The Fed Can Save Markets
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Mar 20, 2020 |