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Macro Hive Conversations With Bilal Hafeez

We talk economics and markets with leading policymakers and investors.

info_outline Ep. 325: Chris Hughes on Misunderstood Fed Chairs, Fed Balance Sheet and Offshore Dollars 09/11/2025
info_outline Ep. 324: Alberto Gallo on Western Debt Crisis, Real Assets and US Surprises 09/03/2025
info_outline Ep. 323: Jonathan Xiong on China, Dollar and Using AI in Asset Management 08/28/2025
info_outline Ep. 322: Rerelease – Adam Frank on Aliens, AI and Climate Collapse 08/21/2025
info_outline Ep. 321: Antonio Del Favero on Favourite Rates Trades, Fed and Dollar 08/14/2025
info_outline Ep. 320: Dominique Dwor-Frecaut on Weak US Growth, Fed Independence and AI Impact 08/07/2025
info_outline Ep. 319: Phil Suttle on Slowing US, Delayed Tariff Impacts and China Investment 07/31/2025
info_outline Ep. 318: Brad Setser on Trump Tariffs, China’s Surging Surplus and Dollar Policy 07/24/2025
info_outline Ep. 317: George Selgin on Trump Tariffs, Fed Independence and Dollar Vulnerability 07/17/2025
info_outline Ep. 316: Kyle Keane on AI, Forecasting and Turning Blind 07/10/2025
info_outline Ep. 315: Keyu Jin on What Everyone Gets Wrong on China 07/03/2025
info_outline Ep. 314: Marvin Barth on Trump’s US Resurgence, No Fed Cuts and Dire Europe 06/27/2025
info_outline Ep. 313: Tom Montag on the Undiscovered Potential of Carbon Markets 06/19/2025
info_outline Ep. 312: Deepak Gurnani on Five Steps for Using AI in Investing 06/12/2025
info_outline Ep. 311: Ralph Sueppel on Quant Trading Macro the Right Way 06/05/2025
info_outline Ep. 310: Helen Thomas on Trump’s Controlled Demolition Strategy 05/30/2025
info_outline Ep. 309: Adam Frank on Aliens, AI and Climate Collapse 05/23/2025
info_outline Ep. 308: Tobias Harris on Why Japan Matters 05/16/2025
info_outline Ep. 307: Michael Sandel on Populism, Saving Democracy, and Tyranny of Merit 05/09/2025
info_outline Ep. 306: Ken Rogoff on Dollar Decline, Debt Worries and Fed Independence 05/02/2025
info_outline Ep. 305: James van Geelen on ‘Haves vs Have Nots’ Theme, AI and Tariffs 04/25/2025
info_outline Ep. 304: Zongyuan Zoe Liu on Calculated China vs Unpredictable US 04/17/2025
info_outline Ep. 303: Mirza Baig on Trump’s Trade Strategy, China Risks and Canada’s Dilemma 04/11/2025
info_outline Ep. 302: Vania Stavrakeva on Macro News, Investor Flows and Trading Markets 04/04/2025
info_outline Ep. 301: Andrew Polk on China’s Bet on Tech Supremacy 03/28/2025
info_outline Ep. 300: Gary Gerstle on Decoding Trump: Power & Chaos (Live at Cambridge University) 03/21/2025
info_outline Ep. 259: Thanos Papasavvas on Trump’s (Unsurprising) Geopolitical Shock 03/14/2025
info_outline Ep. 258: Randy Schwimmer on Why Private Credit Is Performing 03/07/2025
info_outline Ep. 257: Joe Lavorgna on Trump Supercharging US Growth 02/28/2025
info_outline Ep. 256: Max Stier on Trump Ripping Up Government 02/21/2025
 
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