Todd Edgar On Managing Money, China and Advice from Paul Tudor Jones
Macro Hive Conversations With Bilal Hafeez
Release Date: 09/10/2021
Ep. 367: Brendan Greeley on The Almighty Dollar, 500 Years of History, and the Eurodollar Market
Macro Hive Conversations With Bilal Hafeez
Brendan Greeley has spent twenty years as a journalist, covering economic and monetary policy. He was the US economics editor at the Financial Times and continues to write a regular column there. Before that, he was a staff writer for Bloomberg Businessweek and The Economist, as well as an anchor and correspondent for Bloomberg TV. He has also written for The New York Times, The New York Times Magazine, and The Wall Street Journal Europe, and received a New York Press Club Award for special event reporting. Brendan graduated from Tulane University with honours in German....
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Ep. 366: Mikihiro Matsuoka on Japan’s Inflation, BOJ Policy Shifts, and the Weak Yen Challenge
Macro Hive Conversations With Bilal Hafeez
Matsuoka-San is the Chief Economist of SBI Securities in Japan. Before that, he was the Chief Economist for Japan at Deutsche Bank. Overall, he has been involved in macroeconomic analysis at research institutions and financial institutions for the past 30 years. He is known to be one of the leading Japan economists with unique insights on structural issues. Over the years, he has been highly ranked in numerous surveys, including the Institutional Investor survey. In this podcast, we discuss: The "Inconvenient Mix" of Inflation Japan’s Real Neutral Interest Rate The Case for Nominal GDP...
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Ep. 365: Stefan Jansen on Agentic AI, ML Workflows, and the Evolution of Machine Learning for Trading
Macro Hive Conversations With Bilal Hafeez
Stefan Jansen is the founder and CEO of Applied AI. He advises Fortune 500 companies, investment firms, and startups across industries on data & AI strategy, building data science teams, and developing end-to-end machine learning solutions. Before his current venture, he was a partner and managing director at an international investment firm, where he built the predictive analytics and investment research practice. He was also a senior executive at a global fintech company with operations in 15 markets, advised Central Banks in emerging markets, and consulted for the World Bank....
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Ep. 364: William Beach on the US Fiscal Precipice, Tax Reform, and AI’s Impact on Labour
Macro Hive Conversations With Bilal Hafeez
William W. Beach is the Senior Fellow in Economics at the Economic Policy Innovation Center (EPIC) and the Coffin Fellow at the Calvin Coolidge Presidential Foundation. Beach also serves on the UKG Workforce Institute Advisory Board. Prior to these appointments, Beach was the fifteenth Commissioner of Labor Statistics at the Bureau of Labor Statistics in Washington, DC. He took up his duties there on March 28, 2019. Prior to joining BLS, Dr. Beach was vice president for policy research at the Mercatus Center at George Mason University from February of 2016 to March of 2019; and,...
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Ep. 363: Martin Wolf on AI’s Colossal Impact, Central Banking Risks, and the Democratic Recession
Macro Hive Conversations With Bilal Hafeez
Martin Wolf is the chief economics commentator at the Financial Times in London. He was awarded the CBE (Commander of the British Empire) in 2000 ‘for services to financial journalism’. In this podcast, we discuss: AI: The Ultimate General-Purpose Technology Market Complacency in the Middle East Jay Powell’s "Superb" but Flawed Legacy The "Perverse" Risks of Kevin Warsh The UK’s Productivity Puzzle and Brexit From "Democratic Recession" to Depression The "Graduate Trap" and Disaffected Youth Advice for the Next Generation
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Ep. 362: Dan Rasmussen on Private Equity’s Stranded Assets, Private Credit, and the AI Bubble
Macro Hive Conversations With Bilal Hafeez
Daniel Rasmussen is the founder and managing partner of Verdad Advisers, an investment firm with over $1 billion in assets under management across multiple asset classes. He is the author of The Humble Investor (2025) and American Uprising (2011). Prior to founding Verdad, he worked at Bain Capital Private Equity and Bridgewater Associates. In this podcast, we discuss: Investing as Meta-analysis The Evolution of Private Equity Stranded Software Assets The Private Credit Mirage The "Adjusted EBITDA" Trap Small-Cap Growth Dangers The AI Capex Cycle AI Productivity Mindset
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Ep. 361: Neil Dutta on the US Economic Outlook, Fed Policy Stasis, and AI’s Role in Consumer Wealth
Macro Hive Conversations With Bilal Hafeez
Neil Dutta is Head of Economic Research at Renaissance Macro Research (renMac). He leads their macroeconomic research efforts, with an emphasis on analysing the US economy, the Federal Reserve, global trends, and cross-market investment themes. He is considered a market economist, looking at the economic data and trying to highlight the risks to the consensus as he sees them. Prior to RenMac, Neil spent seven years at Bank of America-Merrill Lynch. There, he was a Senior Economist covering both the United States and Canada. In this podcast, we discuss: Neil's Wall...
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Ep. 360: Dirk Willer on Trading Global Macro Regimes, the End of QE, and Navigating Equity Bubbles
Macro Hive Conversations With Bilal Hafeez
Dr. Dirk Willer is a Managing Director and Global Head of Macro and Asset Allocation at Citi Research in New York. Prior to this role, Dirk headed global Emerging Market Strategy, where he and his teams were consistently ranked in the top three in the institutional investor surveys. Previously, Dirk worked at Omega Advisors and RHG Capital as a global macro strategist and portfolio manager, and at Swiss Bank as a fixed income strategist for Russia and Eastern Europe. Dirk holds a PhD and MSc in Economics from the London School of Economics. Dirk is also the author of an influential book on...
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Ep. 359: Dylan Smith on the Hormuz Supply Shock, US Macro Regimes, and Private Market Evolution
Macro Hive Conversations With Bilal Hafeez
Dylan is the founder of arcMacro, where he analyses macro and private markets. His previous roles include serving as an economist at Goldman Sachs and Rosenberg Research, and later as a private market consultant at McKinsey. In this podcast, we discuss: The Hormuz Supply Shock Stagflation as the New Base Case AI Capex vs. Energy Headwinds A Hawkish Fed Outlook Canada’s Productivity Pivot The USMCA Trade Cloud Private Market Maturation Normalising Credit Defaults AI’s Private Market Future
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Ep. 358: Shawn Edwards on Engineering Trust in AI, The Bloomberg Way, and the Terminal’s Future
Macro Hive Conversations With Bilal Hafeez
Shawn Edwards is Bloomberg’s Chief Technology Officer. Based in New York, he oversees the development of Bloomberg’s global technology strategy. In 2017, Shawn was named in the top ten of the Institutional Investor Tech 40 – an annual ranking of financial industry technology leaders. Prior to joining Bloomberg in 2003, Shawn worked for Bear Stearns & Co., where he was a managing director in the company’s fixed income trading group. He has also held positions at Mentor Graphics and IBM. In this podcast, we discuss: Engineering Trust through "Entailment" Automating "The...
info_outlineTodd 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. Prior to that, he spent 9 years as Founder of Atreaus Capital, a global macro hedge fund with a peak AUM of over $3bn. He also served as Global Head of Macro Proprietary at Barclays Capital and before that as Global Head of the Commodities and FX Proprietary Trading at JPMorgan. Todd has also been a Portfolio Manager at Tudor Investment Corp. He graduated from the University of New South Wales, Sydney, currently lives on Long Island, NY. In this podcast we discuss:
- Challenges of running a hedge fund
- How have markets changed since the global financial crisis (2008)
- Approach to investing
- Reasons for being long China bonds
- PBoC the new Bundesbank
- Are commodities in a new supercycle?
- How to think about inflation
- Views on crypto markets
- How to avoid losses impacting your future performance
- Advice from Paul Tudor Jones
- Book that influenced Todd: Market Wizards (Schwager) and Trading in the Zone (Douglas)