Zac Prince on Earning Interest on Bitcoin, and the Future of Crypto Finance
Macro Hive Conversations With Bilal Hafeez
Release Date: 03/15/2021
Ep. 213: Bilal Hafeez on Fed Cuts, Dollar Strength and AI Hype
Macro Hive Conversations With Bilal Hafeez
Bilal is the CEO and Head of Research at Macro Hive. Before that, Bilal was Global Head of International Fixed Income Strategy at Nomura, and Head of Multi-Asset Research and Advisor to the CEO at Deutsche Bank. Bilal started his twenty-year career at JP Morgan. Academically, Bilal was an Honorary Visiting Professor of Finance at Cass Business School and studied Economics at St Johns College, Cambridge. This week’s podcast covers: whether the Fed will cut in 2024? What people are ignoring about China, Europe’s strategic problem, and much more. Follow us here for more...
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Ep. 212: Nick Baltas on Mastering Systematic Strategies from Alpha to AI
Macro Hive Conversations With Bilal Hafeez
Nick Baltas is a managing director and head of R&D, cross-asset delta-one and commodity systematic trading strategies at Goldman Sachs. Prior to joining Goldman Sachs in 2017, Nick was an executive director in the quantitative research unit of UBS. Previously, he was a lecturer in finance at Imperial College Business School, a visiting lecturer at Queen Mary University of London, as well as a risk manager in a London-based hedge fund. This podcast covers: difference between alpha, beta, smart beta and factors, difference between a good backtest vs true risk premia, why momentum makes...
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Ep. 211: John Coates on How a Few Financial Institutions Control Everything
Macro Hive Conversations With Bilal Hafeez
John Coates is the Deputy Dean of Harvard Law School. He has served at the Securities and Exchange Commission, and was a partner at Wachtell, Lipton, Rosen & Katz, specializing in financial institutions. He has testified before Congress and provided consulting services to the Department of Justice, the Department of Treasury, and the New York Stock Exchange. He is author of the ‘The Problem of Twelve: When a Few Financial Institutions Control Everything’. This podcast covers: the rise of the public company, how companies balance the...
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Ep. 210: Mark Koyama on What Makes Some Nations Richer Than Others
Macro Hive Conversations With Bilal Hafeez
This podcast is sponsored by (/). Mark Koyama is Associate Professor of Economics at George Mason University and Mercatus Center. Mark earned his PhD in Economics from the University of Oxford. He focuses on how historical institutions functioned and on the relationship between culture and economic performance. He is the author of several books, most recently ‘How the World Became Rich’ with Jared Rubin. This podcast covers: how to measure prosperity today and in the past, whether geography makes some nations richer than others, landlocked countries, Islamic empire, Mongol...
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Ep. 209: Darrell Duffie on Treasury Market Dysfunction, Dollar Dominance and CBDC
Macro Hive Conversations With Bilal Hafeez
Darrell Duffie is a leading expert on bond markets. He is the Adams Distinguished Professor of Management and Professor of Finance at the Graduate School of Business, Stanford University. He has been on the finance faculty at Stanford since receiving his Ph.D. from Stanford in 1984. He is author of several books, including ‘Fragmenting Markets: Post-Crisis Bank Regulations and Financial Market Liquidity’. He presented at the 2023 Jackson Hole Symposium. This podcast covers: key events that impacted Treasury market functioning from GFC to COVID, the growth of Treasury market vs stagnant...
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Ep. 208: David Dredge on Inflation, Underpriced Risks and Sharpe Ratio Flaws
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. 207: Dave DeWalt on Cyber Warfare, Attacks on US Election, and AI
Macro Hive Conversations With Bilal Hafeez
Dave DeWalt is Founder, CEO, and Managing Director of NightDragon, an investment and advisory firm focused on growth and late-stage cybersecurity, safety, security, and privacy companies. Before NightDragon, Dave helped create more than $20 billion in shareholder value during his 15-plus years as President and CEO of Documentum, McAfee, and FireEye. That includes driving the most successful cybersecurity IPO ever in 2013 and leading the largest all-cash deal in technology history in 2010. Dave has also served on the US National Security Telecommunications Advisory Council for the past four US...
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Ep. 206: Nigel Toon on How AI Thinks and How We Can Control It
Macro Hive Conversations With Bilal Hafeez
This podcast is sponsored by (). Nigel Toon is the founder of Graphcore, which builds unique IPU chips designed for AI. He sits as a Non-Executive Director on the board of the UK Research and Innovation Council and has sat on the UK Prime Minister’s Business Council. He has been ranked #1 on Business Insider’s UK Tech 100 and named as one of the ‘Top 100 entrepreneurs in the UK’ by the Financial Times. He is the author of the best-selling book ‘’. This podcast covers: comparing chips: CPU vs GPU vs IPU, data vs information, big data and neural networks, and much...
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Ep. 205: Gary Gerstle on Unprecedented Trump, Unrecognised Biden, and Unusual Times
Macro Hive Conversations With Bilal Hafeez
Gary Gerstle is the Paul Mellon Professor of American History Emeritus and Paul Mellon Director of Research at the University of Cambridge. He is the author and editor of more than ten books, including two prize-winners, American Crucible: Race and Nation in the Twentieth Century (2017) and Liberty and Coercion: The Paradox of American Government from the Founding to the Present (2015). His most recent book, The Rise and Fall of the Neoliberal Order: America and the World in the Free Market Era (2022), was chosen as a Best Book of 2022 by the Financial Times and Prospect Magazine. He has also...
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Ep. 204: Claudia Sahm on Inflation Risks, Fed Cuts, and Recession
Macro Hive Conversations With Bilal Hafeez
Claudia Sahm is a well-known, highly regarded, Washington-based expert on monetary and fiscal policy and forecasting. She has advised decision-makers at the Federal Reserve, White House, and Congress. She created a widely used and highly accurate recession indicator, the Sahm rule. Sahm is the founder of Stay-at-Home Macro (SAHM) Consulting. Previously, she was a section chief at the Federal Reserve and a senior economist at the Council of Economic Advisers. Sahm holds a Ph.D. in Economics from the University of Michigan. This podcast covers: whether US fiscal policy worked and whether it...
info_outlineZac is the CEO and Founder of BlockFi – a leading wealth management firm for crypto investors. Prior to starting BlockFi, he led business development teams at Orchard Platform, a broker dealer and RIA in the online lending sector, and Zibby, an online consumer lender. In this podcast, we discuss:
- The three use case of crypto – store of value, new commerce, and new payments system.
- Stablecoins are underappreciated.
- What is decentralized finance (defi).
- How you can earn interest on crypto assets.
- How to manage crypto lending books.
- Breakdown of market players.
- How to hedge your portfolio.
- Regulatory trends in crypto finance.
- Future of NFTs.
- Books that influenced Zac: The Hard Thing About Hard Things (Horowitz) and Zero To One (Thiel). Books Zac has recently read: No Rules Rules: Netflix and the Culture of Reinvention (Hastings) and Shantaram (Roberts).