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George Goncalves On Whether The Fed Can Save Markets

Macro Hive Conversations With Bilal Hafeez

Release Date: 03/20/2020

John Llewellyn On The Challenge Of Returning To Pre-COVID Output, MMT And Climate Change show art John Llewellyn On The Challenge Of Returning To Pre-COVID Output, MMT And Climate Change

Macro Hive Conversations With Bilal Hafeez

In this episode, I talk with John Llewellyn. John is the co-founder of Llewellyn Consulting – a leading independent economic advisory firm. Before setting up the firm in 2009, John had various research roles including being the Global Chief Economist at Lehman Brothers. In this podcast, we discuss: 1. Why haven’t real wages risen? 2. The transition challenges of Brexit. 3. China's pressure cooker and India's steady release. 4. Germany's U-turn on frugality. 5. The pros and cons of MMT

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Edward Misrahi On Decluttering Your Investment Process, EM Crises, And Current Risks show art Edward Misrahi On Decluttering Your Investment Process, EM Crises, And Current Risks

Macro Hive Conversations With Bilal Hafeez

In this episode, I talk with Edward Misrahi. Edward is the CIO and Founder of Ronit Capital – a leading emerging markets focused hedge fund. Edward started his career at Goldman Sachs – where amongst other things he worked in the famous Risk Arbitrage group and later become a partner. In this podcast, we discuss: 1. How to think about the US factor when trading EM markets 2. The three ingredients of EM crises 3. Which EM markets look good 4. Decluttering the investment process.

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Professor Justin Stebbing On Expecting A COVID Vaccine Before The US Election show art Professor Justin Stebbing On Expecting A COVID Vaccine Before The US Election

Macro Hive Conversations With Bilal Hafeez

In this episode, I talk with Professor Justin Stebbing. He is a professor in the Faculty of Medicine at Imperial college London. He initially trained at Oxford, before having a residency at the Johns Hopkins Hospital in the US, then returned to the UK to work at the Royal Marsden, Barts. He recently published in the Lancet new research on using AI to find drugs to treat COVID-19.  We discuss:

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Samm Sacks On The US-China Data War, TikTok And EU Data Sovereignty show art Samm Sacks On The US-China Data War, TikTok And EU Data Sovereignty

Macro Hive Conversations With Bilal Hafeez

In this episode, I talk with Samm Sacks. She is a Cybersecurity Policy and China Digital Economy Fellow at New America. Her research focuses on emerging information and communication technology (ICT) policies globally, particularly in China. We discuss: 1. Does the China government have access to all data in China. 2. Are US tech firms helping the Chinese government? 3. Will US election impact US-China Tech War? 4. EU is creating global standards.

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Raghuram Rajan On Why MMT, Authoritarianism And Bailouts Won’t Work show art Raghuram Rajan On Why MMT, Authoritarianism And Bailouts Won’t Work

Macro Hive Conversations With Bilal Hafeez

This episode is sponsored by SGX – the largest Asian FX exchange.

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Chris Crowe On End Of Safe Asset Shortage show art Chris Crowe On End Of Safe Asset Shortage

Macro Hive Conversations With Bilal Hafeez

In this episode, I talk with Chris Crowe. Chris is Head of Economic & Flow Research at one of the world’s leading hedge funds, Capula Investment Management. In this podcast we discuss:

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Saeed Amen On Trading Models, Alternative Data And Python  show art Saeed Amen On Trading Models, Alternative Data And Python

Macro Hive Conversations With Bilal Hafeez

In this episode, I talk with Saeed Amen. He is the founder of Cuemacro, which provides investors with quant research. Over the past 15 years, Saeed has developed systematic trading strategies at major investment banks. He is also the coauthor of “The Book of Alternative Data”, which is due out later this year. We discuss:

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Lord Mervyn King On The Wrong Use Of Monetary Policy In A Radically Uncertain World show art Lord Mervyn King On The Wrong Use Of Monetary Policy In A Radically Uncertain World

Macro Hive Conversations With Bilal Hafeez

In this episode, I talk with Lord Mervyn King. He needs no introduction, except to say he is one of the leading figures in central banking over the past few decades. He served for ten years as the Governor of the Bank of England, which included dealing with the 2008 financial crisis. We talk about:

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Dominique Dwor-Frecaut On The V-Shaped Recovery And Return Of Inflation show art Dominique Dwor-Frecaut On The V-Shaped Recovery And Return Of Inflation

Macro Hive Conversations With Bilal Hafeez

In this episode, I talk with Dominique Dwor-Frecaut. She’s an accomplished macro thinker that has worked at leading hedge fund Bridgewater, the NY Fed and the IMF. She’s also been an early advocate for a V-shaped recovery. We covered:

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Professor Alex Edmans on How Great Companies Deliver Both Purpose And Profit show art Professor Alex Edmans on How Great Companies Deliver Both Purpose And Profit

Macro Hive Conversations With Bilal Hafeez

In this episode, I talk with Professor Alex Edmans from the London Business School. He’s one of the world’s leading academics on company purpose, social value and profits. In fact, he’s just come out with a book on the subject called “Grow the Pie: How Great Companies Deliver Both Purpose and Profit”. We discuss:

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More Episodes

With the country in lockdown, we’ve decided to launch a podcast show to better reach our audience. In our inaugural episode, I speak to George Goncalves about the recent volatility in markets, what’s going in dollar cash markets, what the Fed can do and whether we could enter a depression.

I also review some of the pieces we’ve put out on Macro Hive over the past week including ones on tracking the COVID virus, the odds of a US recession, the importance of real yields and the possibility of stagflation.

Please subscribe to the show and spread the word!

Bilal