Macro Hive Conversations With Bilal Hafeez

Latest Episodes:

Barry Eichengreen on Fixing the Debt Problem, Dollar Demise and Tech Impacts Sep 22, 2023

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Barry Eichengreen, Professor of Economics and Political Science at the University of California, Berkeley, is a former senior policy adviser at the International Monetary Fund. He is the author of many books, including most recently "In Defense of Public Debt". He was also a presenter at the Fed's 2023 Jackson Hole Economic Symposium. In the podcast, we talk about the rise of debt around the world, how the structure of debt has changed, financial repression, and much more.

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Phil Suttle on US Recession Risks, AI Impact, and BoJ to 1% Sep 15, 2023

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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 Morgan, Barclays, the New York Fed and World Bank. He was educated at Oxford University and lives in the US. In the podcast, we talk about what will cause a recession, surprise factory building, view on Euro-area and UK, and much more.

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Dominque Dwor-Frecaut on What Everyone Gets Wrong on Inflation, Recessions and Fed Policy Sep 08, 2023

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Dominique Dwor-Frecaut is a Senior 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 macro hedge funds in the US since 2011, including at Bridgewater. She has also produced in-depth analysis of central banks policies and procedures drawing on her experience at the New York Fed, the IMF and the World Bank as well as on the buy- and sell-side. Before moving to the US, she covered Asian and global EMs at Barclays capital, ABN AMRO and RBS from Singapore. She holds a PhD in economics from the London School of Economics. In this podcast we discuss why the Fed will still hike to 7%-8%, difference between high and low inflation regimes, how Dominique could be wrong, and much more.

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Mustafa Chowdhury on Fed Policy, US Industrial Policy and Housing Risks Sep 01, 2023

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Mustafa is a rates guru and member of the research team at Macro Hive. Before this, Mustafa was the Head of Rates, FX, and Derivatives at Voya Investments, where he helped manage $40 billion of assets. Prior to that, he was a Managing Director and Head of US Rates and MBS Strategy at Deutsche Bank. And in the 1990s, he was Co-head of Asset-Liability Management at Freddie Mac, where he was responsible for managing one of the world's largest fixed income derivatives portfolios and trading desks. In this podcast we discuss w hy the Fed still needs to hike rates, the importance of US fiscal and industrial policy, understanding US housing, and much more.

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Professor Adrian Williams on Everything You Wanted to Know About Sleep [Replay] Aug 25, 2023

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Dr. Adrian Williams is the UK's first Professor of Sleep Medicine. Adrian graduated from University College, London, UK, and after a lectureship at The Cardiothoracic Institute, Brompton Hospital in 1975 took up an appointment at Harvard, Boston, USA, followed by an invitation to University of California (UCLA) in 1977. In 1985 Professor Williams became tenured Professor of Medicine at UCLA and co-Director of the UCLA Sleep Laboratory. In 1994 he returned to London where he developed the Sleep Centre at Guy's and St. Thomas' now the most active in the UK, and continues in the full-time practice of Sleep Medicine. In addition, Professor Williams holds the UK's first Chair in Sleep Medicine at Kings College, London, UK. In the podcast, we talk about why we sleep, the impact of lack of sleep on decision-making, and much more...

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Denise Shull on Emotions as a Dataset and Avoiding Investment Mistakes [Replay] Aug 18, 2023

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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 consulted on the development of Showtime's BILLIONS, coached Olympic champions, and often appears on CNBC, Bloomberg and in the Wall Street Journal. Before ReThink, Denise worked in finance. She started at one of the first electronic trading firms in Chicago, then traded at Schonfeld Securities before she ran her own desk at Sharpe Capital. Denise holds a Master of Arts from the University of Chicago. Her thesis was cited in 2013 as one of the first papers written about neuropsychoanalysis. In this podcast we discuss why understanding perception, judgment and decision making matters, how your unconscious affects your decision making, the particular challenge of trading and investing in markets, and much more.

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Michael Schrage on How Recommendation Engines Create Value Aug 11, 2023

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Michael is a research fellow with the MIT Sloan School of Management's Initiative on the Digital Economy. His research focuses on the behavioural economics of models, prototypes, and metrics as for managing innovation risk and opportunity. He is author of the award-winning book The Innovator's Hypothesis and most recently Recommendation Engines. In this podcast we discuss the interaction of tech and capital, the architecture choice, time on board of Match.com, and much more.

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Bill Bernstein On the Four Essentials To Investing Successfully Aug 04, 2023

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Bill Bernstein is a neurologist turned investment advisor. He is also the author of several books, including The Intelligent Asset Allocator, The Four Pillars of Investing, If You Can: How Millennials Can Get Rich Slowly, and The Delusion of Crowds. Bill has just come out with a new edition of The Four Pillars of Investing. In this podcast we discuss understanding the business of investing, how to set up your portfolio at different ages, knowing your history, and much more.

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Stephen Roach on US and China's Accidental Conflict Jul 28, 2023

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Stephen is a faculty member at Yale University and former chairman of Morgan Stanley Asia. He is the author of Unbalanced: The Codependency of America and China and most recently Accidental Conflict: America, China, and the Clash of False Narratives. In this podcast we discuss the problem with US savings, w hy Biden continues Trump policies, China's failed rebalancing, and much more.

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Sebastian Mallaby on the Rise of Venture Capital and Their Impact on the World Jul 21, 2023

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Sebastian is the Paul A. Volcker senior fellow for international economics at the Council on Foreign Relations (CFR). An experienced journalist and public speaker, Mallaby contributes to a variety of publications, including Foreign Affairs, the Atlantic, the Washington Post, and the Financial Times, where he spent two years as a contributing editor. He is the author of five books, including bestseller More Money Than God: Hedge Funds and the Making of a New Elite and most recently The Power Law: Venture Capital and the Making of the New Future. In this podcast we discuss how Venture Capital (VC) work, Arthur Rock (father of VC), re-thinking Greenspan, and much more.

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