Peter Tertzakian on Energy Transitions, Electric Vehicles and Big Oil
Macro Hive Conversations With Bilal Hafeez
Release Date: 02/26/2021
Ep. 343: Srividya Jandhyala on Changing Corporate Behaviour to Geopolitical Risks, and ‘The Great Disruption’
Macro Hive Conversations With Bilal Hafeez
Srividya Jandhyala is a professor of Management at ESSEC Business School in Singapore. Her research focuses on global strategy, geopolitics, and international business. She is the author of the best-selling book ‘The Great Disruption: How Geopolitics is Changing Companies, Managers, and Work’. Before ESSEC, she was a Fung Global Fellow at Princeton University. She also served on the faculty of George Washington University in Washington, D.C., and she received her PhD in Management from the Wharton School at the University of Pennsylvania. In this podcast, we...
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Ep. 342: Rory Johnston on Trump’s Bullish Impact on Oil Markets, and the Bearish Risks Ahead
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: Trump’s Bullish Paradox Importance of China's SPR Why OPEC+ Hiked Production The "Oil on Water" Overhang Venezuela and Iran 2026...
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Ep. 341: Phil Suttle on Trump’s Populism, the Productivity Mystery, and Global Disruption
Macro Hive Conversations With Bilal Hafeez
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: US Labour Market Dissonance Trump’s "Elizabeth Warren" Populism The Productivity Mystery Fed Under Pressure Sticky Inflation Through 2027 Global Business Disruptions Extreme Oil Volatility Japan’s Policy Pivot...
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Ep. 340: Robert Koenigsberger on EM Cycles, China’s Turnaround, and the New Era of Private Credit
Macro Hive Conversations With Bilal Hafeez
Robert is Founder, Chief Investment Officer and the Managing Partner of the $5bn EM fund, Gramercy. He founded Gramercy in 1998. Robert has 36 years of investment experience dedicated to emerging markets with a specialization in distressed opportunistic credit strategies. He is a member of Gramercy’s Management Team and is Co-Chair of the Risk Management Committee. In this podcast we discuss: EM in 2025: From Caution to FOMO EM vs DM: A Role Reversal Since COVID The Problem with EM Labels & Indices China: From...
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Ep. 339: Jay Pelosky on Tech Bubble (or Not), China vs. US, Clean Energy Plays
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: Tripolar World (TPW) - regional integration in Asia, Europe, and Americas. Global growth long cycle driven by spending on AI, defense, and climate across regions. China-US AI competition The shift from chip quality to...
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Ep. 338: Ken Tropin on Talent Recruitment, Fed Risks, and Biggest Underpriced Trade
Macro Hive Conversations With Bilal Hafeez
Ken Tropin is a legend in the macro space. He is the Chairman and the founder of Graham Capital Management (GCM) - $20bn fund. Ken founded GCM in 1994 and has grown the firm into an industry leading alternative investment manager focusing on global macro discretionary and quantitative hedge fund strategies. Prior to founding GCM, Ken had significant experience in the alternative investment industry, including five years (1989 to 1993) as President and Chief Executive Officer of John W. Henry & Company, Inc. and seven years...
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Ep. 337: Sangeet Paul Choudary on What Everyone Is Getting Wrong on AI
Macro Hive Conversations With Bilal Hafeez
Sangeet Paul Choudary is the best-selling co-author of Platform Revolution and author of the new book Reshuffle. He has advised leadership teams at over 40 Fortune 500 companies—including Nestlé, ExxonMobil, Daimler, ING, and Booking.com—as well as pre-IPO tech firms. Sangeet currently serves as a Senior Fellow at the University of California, Berkeley, and has spoken at global forums such as the G20 Summit, World50 Summit, and the World Economic Forum.
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Ep. 336: David Dredge on Sharpe Ratio Fallacy, Capturing Upside and Managing Uncertainty
Macro Hive Conversations With Bilal Hafeez
David Dredge is the Chief Investment Officer of Convex Strategies, which is an agnostic value investor in volatility. David has over 30 years’ experience managing risk across global markets. Prior to launching Convex Strategies, David served as a Managing Director and Portfolio Manager at Artradis Fund Management in Singapore, where he was responsible for the fixed income aspects of their volatility strategy. Earlier in his career, David built and ran Asian and Global EM trading businesses for RBS (ABN AMRO Group), Bankers Trust, and Bank of America. He currently sits on the Monetary...
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Ep. 335: Marc Rubinstein on AI Bubble, Private Credit, Jane Street Rise
Macro Hive Conversations With Bilal Hafeez
Marc Rubinstein is author of Net Interest – a leading weekly newsletter on the world of finance. Before this, Marc spent ten years at leading hedge fund Lansdowne Partners, where he was a partner and portfolio manager. This was after he spent time on the sell-side working for Barclays Investment Bank (BZW), Schroders and then Credit Suisse, where he was head of the European banks research team. In this podcast we discuss:. AI bubble historical analogies 1907 crisis and non-bank growth Private credit risks Fraud cycles and market corrections Jane...
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Ep. 334: Mark Farrington on Dollar Dominance, China’s Gold Play and Crisis Catalysts
Macro Hive Conversations With Bilal Hafeez
Mark Farrington is a Global Macro and Geopolitical Strategist and author of the 'Watchtower Reports,' which cover topics ranging from geopolitical risk to Bank of Japan monetary policy to US dollar dynamics. He previously served as Managing Director and Portfolio Manager of the Macro Currency Group at Principal Global Investors, where he worked for fifteen years. Before that, he spent 17 years in the Asia-Pacific region, primarily with Bankers Trust. In this podcast, we discuss: US Embrace of Industrial Policy and Self-Sufficiency China's Supply Chain Strategy and Retaliation: Barriers to RMB...
info_outlinePeter is Deputy Director of the ARC Energy Research Institute, a Managing Director of ARC Financial Corporation, an energy-focused private equity firm, and the creator of Energyphile, a multimedia project exploring the past, present and future of our energy circumstance. He is the author of three books, the bestselling A Thousand Barrels a Second, The End of Energy Obesity, and his latest The Investor Visit and Other Stories, which explores disruption, denial and transition in the energy business. He is also an Adjunct Professor at the University of Calgary. In this podcast, we discuss:
- The continuing reliance of the world on oil and gas.
- Path of renewables.
- Are latest clean energy expectations likely to be realised?
- Why clean tech is being highly valued.
- The impact of electric cars and batteries on metals.
- How the oil industry will evolve with ESG and clean tech trends.
- The role of carbon capture and big energy companies.
- Financing challenges in energy sector.
- Book that influenced Peter: Edison – His Life and Inventions.