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

Macro Hive Conversations With Bilal Hafeez

Release Date: 07/24/2020

Ep. 379: Paul Cavey on East Asia’s AI Tech Boom, Semiconductor Exports, and Macro Dynamics show art Ep. 379: Paul Cavey on East Asia’s AI Tech Boom, Semiconductor Exports, and Macro Dynamics

Macro Hive Conversations With Bilal Hafeez

Paul Cavey is a China-focused Asia economist with twenty-five years of experience covering the region. He runs East Asia Econ. Previously, he was a macro strategist in the global bond team at Wellington Management, head of China economics at Macquarie Securities and chief China economist at the Economist Intelligence Unit. In this podcast, we discuss: AI Hardware Demand & Regional Supply Chains Taiwan’s Real GDP Expansion vs. Korea’s Terms-of-Trade Shock Taiwan’s Negative Real Interest Rates & Inflation Outlook East Asia's Resilience to Global Energy Shocks Bank of Korea Policy...

info_outline Ep. 378: Apurv Jain on Alternative Data, Real-Time Macro Nowcasting, and AI’s Economic Role show art Ep. 378: Apurv Jain on Alternative Data, Real-Time Macro Nowcasting, and AI’s Economic Role

Macro Hive Conversations With Bilal Hafeez

Apurv Jain is the Founder and CEO of MacroX, a San Francisco-based startup building a real-time measurement layer for the global economy using alternative data. Before MacroX, Apurv built machine-learning investing systems at Microsoft, traded FX derivatives at Deutsche Bank, and worked at Bridgewater Associates. His research experience spans Microsoft Research and Harvard Business School, with publications and invited talks across academia, central banks, and global forums including Davos and the World AI Summit. He holds degrees from Georgia Tech and the University of Chicago and is...

info_outline Ep. 377: Jay Pelosky on the Tripolar World, the Spending Super Cycle, and the Global Earnings Boom show art Ep. 377: Jay Pelosky on the Tripolar World, the Spending Super Cycle, and the Global Earnings Boom

Macro Hive Conversations With Bilal Hafeez

Jay Pelosky is the founder of TPW Advisory. He has over 35 years of buy-side and sell-side financial market experience. Before going independent, Jay was at Morgan Stanley, where he was ranked #1 by Institutional Investor in Global Equity Strategy and Global Asset Allocation Strategy. In this podcast, we discuss: The Tripolar World & Spending Super Cycle US Valuation "Haircut" vs. Non-US Bargains Reframing Bearish Narratives & High Nominal Growth European Plays: Financial Consolidation, Spain, and Poland Emerging Markets, China's Tech/Biotech, and Brazil Rate Cuts Energy Security,...

info_outline Ep. 376: Rory Johnston on $100 Oil, the Refined Product Crisis, and China’s Swing Power show art Ep. 376: Rory Johnston on $100 Oil, the Refined Product Crisis, and China’s Swing Power

Macro Hive Conversations With Bilal Hafeez

Rory Johnston is a Toronto-based oil market researcher, the founder of Commodity Context, a lecturer at the University of Toronto's Munk School of Global Affairs and Public Policy, as well as a Fellow with both the Canadian Global Affairs Institute and the Payne Institute for Public Policy at the Colorado School of Mines. Prior to founding Commodity Context, Rory led commodity economics research at Scotiabank. In this podcast, we discuss:  $100 Brent and Historic Backwardation The Global Refined Product Crisis Hormuz "Shuttle Trade" and War Insurance Costs The Red Sea...

info_outline Ep. 375: Bilal on How to Use AI to Turbocharge Your Market Analysis show art Ep. 375: Bilal on How to Use AI to Turbocharge Your Market Analysis

Macro Hive Conversations With Bilal Hafeez

In this solo episode, Bilal flips the script to pull back the curtain on his personal research workflow, addressing a surge of questions from peers on how to effectively apply AI to financial market analysis using six core principles. Some key points include: Machines Speaking Human The "CLEAR" Prompting Framework Gold-Standard Human Evaluation Converting Prompts to "Skills" Custom Session Memory & Feedback Loops Delegating to "Co-Work" Agents Reliable Market Analysis via RAG

info_outline Ep. 374: Dominique Dwor-Frecaut on the K-Shaped US Economy, AI Supply Shocks, and Fed Hikes show art Ep. 374: Dominique Dwor-Frecaut on the K-Shaped US Economy, AI Supply Shocks, and Fed Hikes

Macro Hive Conversations With Bilal Hafeez

Dominique Dwor-Frecaut is the Chief US economist and macro strategist for Macro Hive and is based in Los Angeles. Before that, she worked at various hedge funds, including Bridgewater. Prior to the buy side, she worked at the New York Fed, IMF, and the World Bank. She holds a PhD in Economics from the London School of Economics. In this podcast, we discuss: The "Low-Hire, Low-Fire" Labour Puzzle The Imported AI Capex Illusion Chips as the New Oil Supply Shock The K-Shaped Consumer & GFC-Level Delinquency The Fragile Savings Rate Cushion The Return of FOMC Dissension The Waller Swing Vote...

info_outline Ep. 373: Jon Turek on the 'Owl' Fed, the US Treasury's Bond Buybacks, and AI Capex Durability show art Ep. 373: Jon Turek on the 'Owl' Fed, the US Treasury's Bond Buybacks, and AI Capex Durability

Macro Hive Conversations With Bilal Hafeez

Jon Turek is the founder and CEO of JST Advisors, a hedge fund advisory service that publishes a weekly research note with global macro trade ideas. JST Advisors works closely with hedge funds on developing asymmetric macro trade ideas and market themes. Outside of JST Advisors, Jon worked as a portfolio manager at Brevan Howard and as an analyst at Moore Capital. In this podcast, we discuss: The Substack Divide of Equities vs. Macro The Buy-Side Paradox of PM Asymmetry and Pod Reality The "Owl" Fed and Political Optimisation over Conviction The Trillion-Dollar AI Fiscal Program The Death of...

info_outline Ep. 372: Branko Milanović on China’s Rise, the Shift to National Market Liberalism, and Inequality show art Ep. 372: Branko Milanović on China’s Rise, the Shift to National Market Liberalism, and Inequality

Macro Hive Conversations With Bilal Hafeez

Branko is a research professor at the Stone Center on Socio-Economic Inequality at the City University of New York. He received his PhD from the University of Belgrade in 1987 and served as lead economist in the World Bank’s Research Department for almost 20 years, leaving to write his book on global income inequality, Worlds Apart. He later worked at the Carnegie Endowment for International Peace in Washington, the University of Maryland, Johns Hopkins University, All Souls College in Oxford, and Universidad Carlos III in Madrid. Branko’s main area of work is income inequality. He is...

info_outline Ep. 371: Paul Krake on AI’s Post-Cyclical World, 10% Unemployment Risks, and the End of Friction show art Ep. 371: Paul Krake on AI’s Post-Cyclical World, 10% Unemployment Risks, and the End of Friction

Macro Hive Conversations With Bilal Hafeez

Paul Krake is an investor, strategist, and independent researcher with three decades across macroeconomics, policy, and capital markets. In 2011, he founded the research platform View from the Peak after macro roles at Corus Capital, Caxton Associates, Moore Capital, Goldman Sachs, and Macquarie Bank. In this podcast, we discuss: The "Post-Cyclical" Economy The Reduction of Economic Friction Margins vs. Labour Share The Path to 10% Unemployment The "Lucas Tree" Multiple Problem Golden Age of Equity Investing The "55-Year-Old Man" Advantage Advice for Graduates: Atoms vs. Bits

info_outline Ep. 370: Eric Beinhocker on Market Humanism, the End of Neoliberalism, and Human Flourishing show art Ep. 370: Eric Beinhocker on Market Humanism, the End of Neoliberalism, and Human Flourishing

Macro Hive Conversations With Bilal Hafeez

Eric Beinhocker is a professor at the University of Oxford’s Blavatnik School of Government and the founder and executive director of the Institute for New Economic Thinking at the Oxford Martin School (INET Oxford), a research center dedicated to applying innovative economics to major societal challenges. He is also Chairman of the Science Board at the Santa Fe Institute. Prior to his academic career, Beinhocker spent three decades as a technology entrepreneur, venture capitalist, and consultant to Fortune 500 companies. He is the author of The Origin of Wealth: The Radical Remaking of...

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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 and now Imperial. He specializes in cancers and immunotherapies.  He has an extensive research background having published over 550 peer-reviewed papers. He recently published in the Lancet new research on using AI to find drugs to treat COVID-19.  In this podcast we discuss:

  1. Current vaccine trials
  2. Absence of COVID-19 reinfections
  3. Why is vaccine development faster than before
  4. Low mutability of COVID-19
  5. Symptoms of COVID-19
  6. Why are minority groups experiencing higher infection rates
  7. Why are elderly being affected the most
  8. Views on the Sweden approach
  9. Why is the US death rate not higher
  10. Policy recommendation