loader from loading.io

Macro Hive Conversations With Bilal Hafeez

We talk economics and markets with leading policymakers and investors.

info_outline Ep. 367: Brendan Greeley on The Almighty Dollar, 500 Years of History, and the Eurodollar Market 07/17/2026
info_outline Ep. 366: Mikihiro Matsuoka on Japan’s Inflation, BOJ Policy Shifts, and the Weak Yen Challenge 07/10/2026
info_outline Ep. 365: Stefan Jansen on Agentic AI, ML Workflows, and the Evolution of Machine Learning for Trading 07/03/2026
info_outline Ep. 364: William Beach on the US Fiscal Precipice, Tax Reform, and AI’s Impact on Labour 06/26/2026
info_outline Ep. 363: Martin Wolf on AI’s Colossal Impact, Central Banking Risks, and the Democratic Recession 06/19/2026
info_outline Ep. 362: Dan Rasmussen on Private Equity’s Stranded Assets, Private Credit, and the AI Bubble 06/12/2026
info_outline Ep. 361: Neil Dutta on the US Economic Outlook, Fed Policy Stasis, and AI’s Role in Consumer Wealth 06/05/2026
info_outline Ep. 360: Dirk Willer on Trading Global Macro Regimes, the End of QE, and Navigating Equity Bubbles 05/29/2026
info_outline Ep. 359: Dylan Smith on the Hormuz Supply Shock, US Macro Regimes, and Private Market Evolution 05/22/2026
info_outline Ep. 358: Shawn Edwards on Engineering Trust in AI, The Bloomberg Way, and the Terminal’s Future 05/15/2026
info_outline Ep. 357: Andrew Perry on the Five Pillars of Global Macro, Liquidity, and Australia’s Macro Risks 05/08/2026
info_outline Ep. 356: Tina Fordham on the Geopolitics Super Cycle, Iran’s Oil Shock, and Trump’s Global Impact 05/01/2026
info_outline Ep. 355: Phil Suttle on Oil Market Shocks, Inflationary AI, and the Fed's Hawkish Pivot 04/24/2026
info_outline Ep. 354: Nader Itayim on Iran’s Hormuz Stranglehold, GCC Tensions, and the Oil Market’s Recovery 04/17/2026
info_outline Ep. 353: Rory Johnston on the Hormuz Ceasefire, Oil Supply Losses, and Navigating Energy Security 04/10/2026
info_outline Ep. 352: Richard Schimel on Platform Evolution, Collaborative Culture, and Navigating Market Risks 04/06/2026
info_outline Ep. 351: Tyler Goodspeed on Recession Myths, the Reality of Economic Shocks, and Policy Hubris 03/27/2026
info_outline Ep. 350: Tomasz Nadrowski on China’s Mineral War, Western Supply Chain Gaps, and Global Resilience 03/20/2026
info_outline Ep. 349: Nader Itayim on Iran’s Regional War, the Hormuz Choke Point, and Global Energy Disruption 03/13/2026
info_outline Ep. 348: Alex Campbell on Commodity Diversification, AI strategies, and the Moneyball Approach 03/06/2026
info_outline Ep. 347: Raphaël Gallardo on Austrian Economics, Wobbling AI Bubbles, and Trump Risk Parity 02/27/2026
info_outline Ep. 346: Alex Gurevich on US Return to Zero Rates, AI Productivity, and Managing Portfolio Paralysis 02/20/2026
info_outline Ep. 345: Marc Elovitz on Private Market Evolution, Crypto’s Regulatory Shift, and AI Explainability 02/13/2026
info_outline Ep. 344: Sean McGould on Multi-Strategy Investing, Trump 2.0, and the AI ‘Digital Tool’ Era 02/06/2026
info_outline Ep. 343: Srividya Jandhyala on Changing Corporate Behaviour to Geopolitical Risks, and ‘The Great Disruption’ 01/30/2026
info_outline Ep. 342: Rory Johnston on Trump’s Bullish Impact on Oil Markets, and the Bearish Risks Ahead 01/23/2026
info_outline Ep. 341: Phil Suttle on Trump’s Populism, the Productivity Mystery, and Global Disruption 01/16/2026
info_outline Ep. 340: Robert Koenigsberger on EM Cycles, China’s Turnaround, and the New Era of Private Credit 01/07/2026
info_outline Ep. 339: Jay Pelosky on Tech Bubble (or Not), China vs. US, Clean Energy Plays 12/17/2025
info_outline Ep. 338: Ken Tropin on Talent Recruitment, Fed Risks, and Biggest Underpriced Trade 12/12/2025
 
share