Macro Hive Conversations With Bilal Hafeez

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Peter Stella on Fed Losses, Backdoor Fiscal Stimulus and Credit Easing Jul 14, 2023

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Peter Stella is former head of the Central Banking and Monetary and Foreign Exchange Operations Divisions at the IMF. Currently, he provides macroeconomic policy advice and research to central banks, governments, and private clients in Asia, Europe, the United States and Latin America. In this podcast, we discuss f ramework for multi-asset investing, the power of fiscal policy, politics of Fed, and much more.

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Trevor Greetham on Spike-Flation, Equities and Removing Biases Jul 07, 2023

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Trevor Greetham is Head of Multi Asset at Royal London Asset Management - a £150bn fund. Prior to joining Royal London in 2015, Trevor was asset allocation director for Fidelity Worldwide Investment, where he was responsible for implementing tactical investment decisions across a wide range of institutional and retail funds including the Fidelity Multi Asset Strategic Fund. In this podcast we discuss framework for multi-asset investing, falling inflation and rising growth, w hen to add and remove factors, and much more.

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Sean McGould on Creating an Investing Edge, Hedge Funds and Inflation Opportunities Jun 30, 2023

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Sean McGould – the founder/CEO of the Lighthouse Group – a $15bn investment management firm. Prior to Lighthouse, Sean was the Director of the Outside Trader Investment Program for Trout Trading Management Company. Before joining Trout, he worked for Price Waterhouse in auditing and corporate finance. In this podcast we discuss how accounting knowledge helps investing, evolution of hedge fund industry since 1970s, how to pick a portfolio manager, and much more.

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Bob Elliott on Bridgewater's Success, US Inflation and Fed's Error Jun 23, 2023

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Bob Elliott is the Co-Founder of Unlimited, which uses machine learning to create index replication ETFs of alternative investments, like hedge funds. Prior to founding Unlimited, Bob was a Senior Investment Executive at Bridgewater Associates, where he served on the Investment Committee (G7) and led Ray Dalio's personal investment research team for nearly a decade. Bob holds a degree in History and Science from Harvard. In this podcast we discuss lessons learned at Bridgewater, what's driving inflation, why Fed hikes are not working, benefits of diversification, and much more.

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Martin Wolf on Why Capitalism and Democracy Need Each Other Jun 15, 2023

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This episode is sponsored by Kalshi.Inc

Martin Wolf is chief economics commentator at the Financial Times, London. He was awarded the CBE (Commander of the British Empire) in 2000 'for services to financial journalism.' His latest book is 'The Crisis of Democratic Capitalism'. In this podcast we discuss why write on democracy and capitalism now, why capitalism and democracy are linked to each other, how capitalism disrupts existing hierarchies, and much more.

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Alberto Gallo on Investor Complacency, Crisis Risks and Fed's Dilemma Jun 09, 2023

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Alberto Gallo is Chief Investment Officer and Co-founder at Andromeda Capital Management. Prior to that, Alberto initiated and ran the Global Credit Opportunities fund at Algebris Investments. Previously, he ran macro credit research at RBS in London, and served in senior research roles at Goldman Sachs in New York, Bear Stearns in New York and London and Merrill Lynch in London. In this podcast we discuss the transition from sell-side to buy-side, creating an edge in investing, finding value in European markets, and much more.

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Deepak Gurnani on Building Winning Investment Strategies Jun 02, 2023

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This episode is sponsored by Kalshi.Inc

Deepak Gurnani is the Founder and Managing Partner of Versor Investments - $2bn quantitative investment firm. Deepak is the former CIO of Investcorp's Hedge Fund Group and was one of the founding members in 1996. He was also a member of the Management Committee there. Deepak retired from Investcorp in March 2013. Prior to Investcorp, Deepak Gurnani spent six years with Citicorp. In this podcast we discuss the best way to implement trend following strategies, mistakes made by trend-followers, importance of sector neutrality, and much more.

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Jim Rogers on the Demise of the Dollar, Inflation and China May 26, 2023

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This episode is sponsored by Kalshi.Inc

Jim Rogers co-founded the Quantum Fund, a global-investment partnership. During the next 10 years, the portfolio gained 4200%, while the S&P rose less than 50%. Rogers then decided to retire – at age 37. Continuing to manage his own portfolio, Rogers kept busy serving as a full professor of finance at the Columbia University Graduate School of Business. In 1990-1992, Rogers fulfilled his lifelong dream: motorcycling 100,000 miles across six continents, a feat that landed him in the Guinness Book of World Records. He chronicled his one-of-a-kind journey in Investment Biker: On the Road with Jim Rogers. He has also authored several other books: Adventure Capitalist, Hot Commodities, A Bull in China, A Gift to My Children and Street Smarts. Jim attended Yale and Oxford University. In this podcast we discuss the banking risks, which currency can rival the dollar, the impact of AI, and much more.

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Stefan Jansen on How to Use ChatGPT and AI in Finance May 19, 2023

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Stefan Jansen is the author of the widely read 'Machine Learning For Algorithmic Trading'. He is the founder and Lead Data Scientist at Applied AI. He advises Fortune 500 companies, investment firms and startups across industries on data & AI strategy and developing machine learning solutions. Before his current venture, he was a partner at Infusive, an international investment firm, where he built the predictive analytics and investment research practice. He also was a senior executive at Rev Worldwide, a global fintech company focused on payments. Earlier, he advised Central Banks in emerging markets, and consulted for the World Bank. In this podcast we discuss what benefits does machine learning bring that other techniques don't have, t he challenge of using machine learning in finance, u ses for ChatGPT and LLMs, and much more.

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Gavyn Davies on Inflation, Asset Allocation and ChatGPT May 12, 2023

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Gavyn Davies is a Founder and the Chairman of Fulcrum – a $5bn independent asset management firm. Prior to Fulcrum, Gavyn was Chairman of the BBC from 2001. He joined Goldman Sachs in 1986 and became Partner in 1988 when he also became the Chief Economist as well as Chairman of the Research Department until he left in 2001. Gavyn was a member of H.M.Treasury Independent Forecasting Panel (1992-1997). He joined the Government's Policy Unit as an Economist (1974) and was an Economic Policy Adviser to the British Prime Minister (1976-1979). Gavyn graduated in Economics from Cambridge in 1972 followed by two years of research at Oxford. In this podcast we discuss difference between public and private sector economics, framework for asset allocation, upside risks to oil markets, and much more.

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