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

Macro Hive Conversations With Bilal Hafeez

Release Date: 10/22/2021

Nancy Davis on How to Position for True Inflation Risk show art Nancy Davis on How to Position for True Inflation Risk

Macro Hive Conversations With Bilal Hafeez

Nancy Davis is the founder and managing partner of Quadratic Capital Management. She is the portfolio manager for The Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL). . In this podcast we discuss: 1. Why ETFs are attractive wrappers for active strategies. 2. The pros and cons of investing in TIPs. 3. How the IVOL strategy performed during COVID. 4. Are real yields too low? 5. Risks for 2022 including stagflation.

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Edward Glaeser on Will Cities Survive After COVID show art Edward Glaeser on Will Cities Survive After COVID

Macro Hive Conversations With Bilal Hafeez

Edward Glaeser is Professor of Economics at Harvard University. He is perhaps the world’s leading expert on cities. In this podcast we discuss: 1. What defines a city? 2. How have pandemics impacted cities across history? 3. Why is there large inequality within cities? 4. Will Zoom revolution change cities? 5. What lead to growth of Silicon Valley

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Rolf Strauch On Europe’s Reboot, Managing Sovereign Risk and Euro Growth  show art Rolf Strauch On Europe’s Reboot, Managing Sovereign Risk and Euro Growth

Macro Hive Conversations With Bilal Hafeez

Rolf Strauch is Chief Economist and Management Board Member of the European Stability Mechanism (ESM) and the European Financial Stability Facility (EFSF), which he joined in July 2010. In this podcast we discuss: 1. How did the economic policy response to COVID of Europe compare to the US? 2. Outlook around Europe’s Next Generation EU stimulus. 3. Can Europe’s capital markets grow to US levels? 4. Impact of Brexit on EU institutions. 5. Euro-area growth outlook

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Alex Gurevich On Trading COVID, Inflation and Games show art Alex Gurevich On Trading COVID, Inflation and Games

Macro Hive Conversations With Bilal Hafeez

Alex Gurevich is the Founder and CIO of HonTe Advisors, LLC. Alex has been involved in trading for over 20 years; holding various roles on Wall Street that included the launch of fixed income derivative trading franchises as well as running the macro book at JP Morgan. On this podcast we discuss: 1. How games like chess, go and poker can help your investing. 2. Alex’s experience of trading COVID in March 2020 and lessons learned. 3. US real yields could head lower. 4. Dollar view

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Scott Lynn on Investing In Art, Diversification and NFTs show art Scott Lynn on Investing In Art, Diversification and NFTs

Macro Hive Conversations With Bilal Hafeez

Scott is the Founder and CEO of Masterworks, a platform for investing in art markets. In this podcast we discuss: 1. What determines the value of art. 2. How has liquidity evolved in the art market. 3. What is the expected return of art? 4. How does art correlate to other asset classes 5. How can investors get exposure to art? 6. Views on NFT

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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

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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

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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?

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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.

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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

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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. A member of the World Economic Forum's Global Futures Council, Azeem contributes to publications including the Financial Times, Wired and the MIT Technology Review. His new book is called Exponential: How Accelerating Technology Is Leaving Us Behind and What to Do. In this podcast we discuss:

  1. The four technologies driving exponential age
  2. What’s different between today and previous tech transitions
  3. How tech companies defy conventional understanding
  4. Why productivity has been low
  5. Climate change and productivity
  6. Understanding US/China/Europe tech rivalry
  7. Importance of big tech in dealing with cyber risk
  8. Books that influenced Azeem: Technological Revolutions and Financial Capital (Perez) and Letters to a Young Poet (Rilke)