Macro Hive Conversations With Bilal Hafeez

Nov 15 2024 242 ep. 50 mins 1.8k

Macro Hive Conversations With Bilal Hafeez Podcast artwork

We talk economics and markets with leading policymakers and investors.

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Ep. 242: Alberto Gallo on Trump Impact, Geopolitics and Favourite Markets

Nov 15 2024 30 mins

Alberto Gallo is Chief Investment Officer and Co-founder at Andromeda Capital Management. Prior to that, Alberto initiated and ran the Global Credit Opportunities fund at Algebris Investments. Previously, he ran macro credit research at RBS in London, and served in senior research roles at Goldman Sachs in New York, Bear Stearns in New York and London, and Merrill Lynch in London.

Ep. 241: Gary Gerstle on Trump’s Big Win and the Future of American Politics

Nov 08 2024 53 mins

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 (2

Ep. 240: Ebrahim Rahbari on US Election Trades, Fed Cycle and German Challenges

Nov 01 2024 43 mins

Ebrahim Rahbari is an independent strategist and economist. Previously, he was Chief Currency Strategist and Global Head of Foreign Exchange Analysis at Citi. The team was top ranked in the Institutional Investor Global Fixed Income Survey. Prior to that, Ebrahim was Head of Global Macroeconomics at Citi. Ebrahim studied at Oxford and holds a PhD in Economics from London Business S

Ep. 239: Thomas Drechsel on Measuring Political Pressure on Fed, Predicting Fed, and Better Nowcasts

Oct 24 2024 49 mins

Thomas Drechsel is Assistant Professor at the Economics Department of the University of Maryland. His research focuses on monetary policy, the role of commodities for emerging market economies, as well as real-time monitoring of economic activity. His work has been published in the Review of Economic Studies, the American Economic Journal and the Journal of Finance. He holds a PhD

Ep. 238: Rory Johnston on Oil to $65, Middle East Risks and Trump Agenda

Oct 18 2024 55 mins

Rory Johnston is a Toronto-based oil market researcher, the founder of Commodity Context, a lecturer at the University of Toronto’s Munk School of Global Affairs and Public Policy, as well as a Fellow with both the Canadian Global Affairs Institute and the Payne Institute for Public Policy at the Colorado School of Mines. Prior to founding Commodity Context, Rory led commodity ec

Ep. 237: Antonio Del Favero on the Fed’s Mistake, Inflation Risks and Financial Conditions

Oct 11 2024 48 mins

Antonio Del Favero is a macro strategist at Macro Hive. He focuses mainly on the US economy and markets and G5 FX. Formerly, he worked at various macro hedge funds, including Tudor, Maniyar Capital and Brevan Howard. He holds a master’s in finance from the ETH/University of Zurich and a master’s in economics from Bocconi University. In this podcast we discuss what is happening

Ep. 236: Sean McMeekin on the Return of Communism

Oct 04 2024 77 mins

Sean McMeekin PhD was educated at Stanford University and the University of California, Berkeley. Having visited American and European battlefields, libraries and archives, venturing as far east as Russia and Turkey, he now teaches at Bard College. His eight award-winning books include ‘Stalin's War: A New History of World War’. His latest book is ‘To Overthrow the World: The

Ep. 235: Christian Schwarz on AI Bubbles, Using AI in Trading and Synthetic Data

Sep 27 2024 42 mins

Christian is Managing Director and Head of Data Science in the financial markets division at Standard Chartered. He focuses on credit and previously worked at Mizuho and Credit Suisse. His postgraduate studies were in financial mathematics. In this podcast we discuss whether we are in an AI bubble, why credit markets have lagged other markets in adopting AI, using generative AI to

Ep. 234: Jay Pelosky on Bullish Equities, Early Cycle US and Trump Losing

Sep 20 2024 60 mins

Jay Pelosky is the founder of TPW Advisory. He has over 35 years of buy-side and sell-side financial market experience. Before going independent, Jay was at Morgan Stanley, where he was ranked #1 by Institutional Investor in Global Equity Strategy and Global Asset Allocation Strategy. In this podcast, we discuss what the chances of recession are, US earnings and productivity, equit

Ep. 233: Mirza Baig on Best EM Trades, Fed Easing and China Carry Trade

Sep 13 2024 30 mins

Mirza Baig is a senior EM strategist at Macro Hive. He has been researching and trading global FX and rates products for 20 years. His career boasts affiliations with premier sell-side entities such as Morgan Stanley, BNP Paribas, and Deutsche Bank. Moreover, his invaluable expertise from the buy-side perspective at Point 72 positions him uniquely in the industry. In this podcast w