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Peter Tertzakian on Energy Transitions, Electric Vehicles and Big Oil

Macro Hive Conversations With Bilal Hafeez

Release Date: 02/26/2021

Azeem Azhar On the Exponential Age, Unlimited Companies and Tech Challenges show art Azeem Azhar On the Exponential Age, Unlimited Companies and Tech Challenges

Macro Hive Conversations With Bilal Hafeez

Azeem is the creator of Exponential View, a leading platform for in-depth tech analysis. His weekly newsletter is read by 200,000 people from around the world, and his podcast has featured guests including Yuval Noah Harari, Tony Blair and Kate Raworth. In this podcast we discuss: 1. The four technologies driving exponential age. 2. How tech companies defy conventional understanding. 3. Climate change and productivity. 4. Understanding US/China/Europe tech rivalry

info_outline Boris Vladimirov on Reverse Goldilocks, Central Bank Credibility, and Market Winners show art Boris Vladimirov on Reverse Goldilocks, Central Bank Credibility, and Market Winners

Macro Hive Conversations With Bilal Hafeez

Boris is one of the top macro thinkers in the market. He is a managing director at Goldman Sachs. Before GS, he was partner and portfolio manager at Rokos Capital Management, Fortress and Brevan Howard. In this podcast, we discuss: 1. What is reverse goldilocks? 2. The challenge of the current regime. 3. What gives central banks credibility? 4. Views on China

info_outline Marc Rubinstein on Understanding Banks, the Crypto Challenge and Private Equity show art Marc Rubinstein on Understanding Banks, the Crypto Challenge and Private Equity

Macro Hive Conversations With Bilal Hafeez

Marc is author of Net Interest – a leading weekly newsletter on the world of finance. Marc spent ten years at leading hedge fund Lansdowne Partners, where he was a partner and portfolio manager. In this podcast we discuss: 1. How to predict financial crises. 2. Can banks rebrand themselves as fintech? 3. What are the key fintech trends. 4. Is the crypto challenge to finance real? 5. What is the state of sell-side research?

info_outline Anas Alhajji On the Energy Outlook, Climate Change and Arctic Oil show art Anas Alhajji On the Energy Outlook, Climate Change and Arctic Oil

Macro Hive Conversations With Bilal Hafeez

This episode is sponsored by Masterworks.

info_outline Richard Muirhead On VC Investing, Picking Winners and Web 3.0 show art Richard Muirhead On VC Investing, Picking Winners and Web 3.0

Macro Hive Conversations With Bilal Hafeez

Richard is a co-founder and Managing Partner at Fabric Ventures – a VC fund adapting the early, technical, and patient approach of venture capital to investing in Web 3.0 and decentralised data networks. In this podcast we discuss: 1. Starting companies versus investing. 2. What makes start-ups and their founders successful. 3. What returns should one expect in VC. 4. What is the Open Economy and Web 3.0. 5. Centralisation vs decentralisation

info_outline David Dredge On Defining Risk, Profiting from Extreme Moves, and Convexity show art David Dredge On Defining Risk, Profiting from Extreme Moves, and Convexity

Macro Hive Conversations With Bilal Hafeez

David has over 30 years’ experience of managing risk across global markets. David is the CIO of Singapore-based Convex strategies - which focuses on risk management including protecting against dislocations in asset markets. He currently sits on the Monetary Authority of Singapore Markets Committee (SFEMC). In this podcast we discuss: 1. The confusion between measuring risk and managing risk. 2. What is convexity. 4. The role of central banks in shifting equity-bond correlations.

info_outline Todd Edgar On Managing Money, China and Advice from Paul Tudor Jones show art Todd Edgar On Managing Money, China and Advice from Paul Tudor Jones

Macro Hive Conversations With Bilal Hafeez

Todd Edgar has over 28 years’ experience in financial markets. He has spent the last 2 years as CIO of Atreaus Family, a family office, allocating capital to equities, rates, commodities, FX, Crypto and real estate. In this podcast we discuss: 1 Challenges of running a hedge fund. 2 How have markets changed since the global financial crisis (2008). 3 Are commodities in a new supercycle? 4 How to think about inflation. 5 Views on crypto markets.

info_outline David Woo On Persistence Of COVID, Stagflation, and Political Taboos show art David Woo On Persistence Of COVID, Stagflation, and Political Taboos

Macro Hive Conversations With Bilal Hafeez

David is the author of the blog, David Woo Unbound. Before that, he was Head of Global Rates, FX and EM Fixed Income Strategy & Economics Research at BofA Merrill Lynch Global Research. David has a Ph.D. in economics from Columbia University. In this podcast we discuss: 1. The impact of globalization on inequality. 2. Why Trump was right on vaccine vs COVID elimination. 3. Return to stagflation. 4. The fundamental shifts in US-China relations. 5. China tech policy is what Biden wishes he could do.

info_outline Nikhil Shamapant On Ethereum to $150,000, Triple Halving and NFTs show art Nikhil Shamapant On Ethereum to $150,000, Triple Halving and NFTs

Macro Hive Conversations With Bilal Hafeez

Nikhil recently published an influential investment report titled ‘Ethereum, The Triple Halving’, and has been researching cryptocurrencies and the Ethereum ecosystem since 2020. He then completed his medical school at the Icahn School of Medicine at Mount Sinai. In this podcast we discuss: 1. Key differences between Bitcoin and Ethereum. 2. The selling pressure of miners on Bitcoin. 3. Base case price target for Ethereum of $30,000-$50,000. 4. Future of NFT and the metaverse.

info_outline Saeed Amen On Trading Models, Alternative Data And Python [Replay] show art Saeed Amen On Trading Models, Alternative Data And Python [Replay]

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 and analysis. Over the past fifteen years, Saeed has developed systematic trading strategies at major investment banks, including Lehman Brothers and Nomura. 1. Types of trading models, including trend-following and carry. 2. Whether certain strategies are becoming too crowded. 3. Examples of alpha models like trading month-end flows. 4. Types of alternative data.

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Peter 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:

  1. The continuing reliance of the world on oil and gas.
  2. Path of renewables.
  3. Are latest clean energy expectations likely to be realised?
  4. Why clean tech is being highly valued.
  5. The impact of electric cars and batteries on metals.
  6. How the oil industry will evolve with ESG and clean tech trends.
  7. The role of carbon capture and big energy companies.
  8. Financing challenges in energy sector.
  9. Book that influenced Peter: Edison – His Life and Inventions.