Macro Hive Conversations With Bilal Hafeez

Ep. 357: Andrew Perry on the Five Pillars of Global Macro, Liquidity, and Australia's Macro Risks

08 May 2026

Contributed by Lukas

Andrew Perry is the creator of Macro Pillars, a macro research product servicing a bespoke selection of global banks, hedge funds, and sophisticated ...

Ep. 356: Tina Fordham on the Geopolitics Super Cycle, Iran's Oil Shock, and Trump's Global Impact

01 May 2026

Contributed by Lukas

Tina Fordham is a Geostrategist, Author and Advisor to board and C-Suite leaders on a mission to transform how leaders navigate the changing global ...

Ep. 355: Phil Suttle on Oil Market Shocks, Inflationary AI, and the Fed's Hawkish Pivot

24 Apr 2026

Contributed by Lukas

Phil is the founder of Suttle Economics – a leading research consultancy. Before that, he held senior roles at Tudor, the Institute of Inter...

Ep. 354: Nader Itayim on Iran's Hormuz Stranglehold, GCC Tensions, and the Oil Market's Recovery

17 Apr 2026

Contributed by Lukas

Nader is Argus' Middle East editor, based in Dubai. Argus is a leading independent provider of global energy and commodity market intelligence. Nader...

Ep. 353: Rory Johnston on the Hormuz Ceasefire, Oil Supply Losses, and Navigating Energy Security

10 Apr 2026

Contributed by Lukas

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 Gl...

Ep. 352: Richard Schimel on Platform Evolution, Collaborative Culture, and Navigating Market Risks

06 Apr 2026

Contributed by Lukas

Richard Schimel is the Co-Founder and Co-CIO of Cinctive Capital Management – a leading multi-strategy alternative asset manager. Rich has ove...

Ep. 351: Tyler Goodspeed on Recession Myths, the Reality of Economic Shocks, and Policy Hubris

27 Mar 2026

Contributed by Lukas

Dr. Tyler Goodspeed chaired the White House Council of Economic Advisers from 202-21. During his tenure on the council, he also chaired the Economic ...

Ep. 350: Tomasz Nadrowski on China's Mineral War, Western Supply Chain Gaps, and Global Resilience

20 Mar 2026

Contributed by Lukas

Tomasz Nadrowski is a portfolio manager at the Amvest Terraden Critical Minerals Fund. He was a former Director at the World Economic Forum an...

Ep. 349: Nader Itayim on Iran's Regional War, the Hormuz Choke Point, and Global Energy Disruption

13 Mar 2026

Contributed by Lukas

Nader is Argus' Middle East editor, based in Dubai. Argus is a leading independent provider of global energy and commodity market intelligence. Nader...

Ep. 348: Alex Campbell on Commodity Diversification, AI strategies, and the Moneyball Approach

06 Mar 2026

Contributed by Lukas

Alex has 20 years of experience at the intersection of finance and data. He has been a global macro investor at firms like Bridgewater Associates and...

Ep. 347: Raphaël Gallardo on Austrian Economics, Wobbling AI Bubbles, and Trump Risk Parity

27 Feb 2026

Contributed by Lukas

Raphaël Gallardo is Chief Economist within the Cross-Asset team at Carmignac. Carmignac is a leading European investment management boutique est...

Ep. 346: Alex Gurevich on US Return to Zero Rates, AI Productivity, and Managing Portfolio Paralysis

20 Feb 2026

Contributed by Lukas

Alex Gurevich is the founder of HonTe Investments. After earning a PhD in mathematics from the University of Chicago, he leveraged his passion fo...

Ep. 345: Marc Elovitz on Private Market Evolution, Crypto's Regulatory Shift, and AI Explainability

13 Feb 2026

Contributed by Lukas

Marc Elovitz is Global Head of Investment Management Regulatory at McDermott Will & Schulte – a leading global law firm. Marc advises private fund ...

Ep. 344: Sean McGould on Multi-Strategy Investing, Trump 2.0, and the AI 'Digital Tool' Era

06 Feb 2026

Contributed by Lukas

Sean McGould – the founder/CEO of the Lighthouse Group – an approximately $17 billion investment management firm. Prior to Lighthouse, Sean ...

Ep. 343: Srividya Jandhyala on Changing Corporate Behaviour to Geopolitical Risks, and 'The Great Disruption'

30 Jan 2026

Contributed by Lukas

Srividya Jandhyala is a professor of Management at ESSEC Business School in Singapore. Her research focuses on global strategy, geopolitics, and inte...

Ep. 342: Rory Johnston on Trump's Bullish Impact on Oil Markets, and the Bearish Risks Ahead

23 Jan 2026

Contributed by Lukas

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 Gl...

Ep. 341: Phil Suttle on Trump's Populism, the Productivity Mystery, and Global Disruption

16 Jan 2026

Contributed by Lukas

Phil is the founder of Suttle Economics – a leading research consultancy. Before that, he held senior roles at Tudor, the Institute of Inter...

Ep. 340: Robert Koenigsberger on EM Cycles, China's Turnaround, and the New Era of Private Credit

07 Jan 2026

Contributed by Lukas

Robert is Founder, Chief Investment Officer and the Managing Partner of the $5bn EM fund, Gramercy. He founded Gramercy in 1998. Robert has 36...

Ep. 339: Jay Pelosky on Tech Bubble (or Not), China vs. US, Clean Energy Plays

17 Dec 2025

Contributed by Lukas

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,...

Ep. 338: Ken Tropin on Talent Recruitment, Fed Risks, and Biggest Underpriced Trade

12 Dec 2025

Contributed by Lukas

Ken Tropin is a legend in the macro space. He is the Chairman and the founder of Graham Capital Management (GCM) - $20bn fund. Ken founded G...

Ep. 337: Sangeet Paul Choudary on What Everyone Is Getting Wrong on AI

04 Dec 2025

Contributed by Lukas

Sangeet Paul Choudary is the best-selling co-author of Platform Revolution and author of the new book Reshuffle. He has advised leadership teams at ov...

Ep. 336: David Dredge on Sharpe Ratio Fallacy, Capturing Upside and Managing Uncertainty

28 Nov 2025

Contributed by Lukas

David Dredge is the Chief Investment Officer of Convex Strategies, which is an agnostic value investor in volatility. David has over 30 years' experi...

Ep. 335: Marc Rubinstein on AI Bubble, Private Credit, Jane Street Rise

20 Nov 2025

Contributed by Lukas

Marc Rubinstein is author of Net Interest – a leading weekly newsletter on the world of finance. Before this, Marc spent ten years at leading hedge ...

Ep. 334: Mark Farrington on Dollar Dominance, China's Gold Play and Crisis Catalysts

14 Nov 2025

Contributed by Lukas

Mark Farrington is a Global Macro and Geopolitical Strategist and author of the 'Watchtower Reports,' which cover topics ranging from geopolitical ris...

Ep. 333: David Samra on Value Investing, AI Returns, and Bad Management Teams

06 Nov 2025

Contributed by Lukas

David Samra is a managing director of Artisan Partners – the $180bn global multi-asset investment platform. He is founding partner of the Interna...

Ep. 332: Miguel Gutierrez on Argentina's Transformation, Latin American Opportunities, and Private Market Arbitrage.

30 Oct 2025

Contributed by Lukas

Miguel Gutiérrez is a Partner and Head of Private Markets, at The Rohatyn Group (TRG) - a global asset manager that specialises in emerging markets ...

Ep. 331: Gordon Hanson on US Manufacturing Fetishisation, Job Loss, and the Middle Class

23 Oct 2025

Contributed by Lukas

Gordon Hanson is the Peter Wertheim Professor in Urban Policy at Harvard Kennedy School and Academic Dean for Strategy and Engagement at Harvard Kenne...

Ep. 330: Paul Cavey on US-China Trade War, Japan Politics and Taiwan Imbalances

16 Oct 2025

Contributed by Lukas

Paul Cavey is a China-focused Asia economist with twenty-five years of experience covering the region. He runs East Asia Econ. Previously, he was a ma...

Ep. 329: Shiloh Bates on CLO Risks, Private Credit and Macro Read-Through

10 Oct 2025

Contributed by Lukas

Shiloh Bates is a Partner and Chief Investment Officer. Prior to that, he was a Managing Director at Benefit Street Partners. During his 20-year caree...

Ep. 328: Diane Coyle on GDP, Digital Gaps and Invisible AI Economy

02 Oct 2025

Contributed by Lukas

Diane Coyle is the Bennett Professor of Public Policy at the University of Cambridge. She is the Research Director at the Bennett School of Public Pol...

Ep. 327: Ryan Hass on China's Patient Power Play, and US-China Relations

25 Sep 2025

Contributed by Lukas

Ryan Hass is director of the John L. Thornton China Center and the Chen-Fu and Cecilia Yen Koo Chair in Taiwan Studies at Brookings. He is also a seni...

Ep. 326: Jon Turek on Fed Cuts, Recession Risks and Political Risks

18 Sep 2025

Contributed by Lukas

Jon Turek is the founder and CEO of JST Advisors, a hedge fund advisory service that publishes a weekly research note with global macro trade ideas. J...

Ep. 325: Chris Hughes on Misunderstood Fed Chairs, Fed Balance Sheet and Offshore Dollars

11 Sep 2025

Contributed by Lukas

Chris Hughes is an economist and author who now serves as Chair of the Economic Security Project, a leading nonprofit advocating for economic power fo...

Ep. 324: Alberto Gallo on Western Debt Crisis, Real Assets and US Surprises

03 Sep 2025

Contributed by Lukas

Alberto Gallo is Chief Investment Officer and Co-founder at Andromeda Capital Management. Prior to that, Alberto initiated and ran the Global Credit O...

Ep. 323: Jonathan Xiong on China, Dollar and Using AI in Asset Management

28 Aug 2025

Contributed by Lukas

Jonathan Xiong is the founder and CEO/CIO of Arrowpoint Investment Partners, a new Asia-focused hedge fund. Prior to starting Arrowpoint, Jonathan was...

Ep. 322: Rerelease – Adam Frank on Aliens, AI and Climate Collapse

21 Aug 2025

Contributed by Lukas

Adam Frank is a professor of astrophysics at the University of Rochester. A self-described 'evangelist of science,' Adam regularly writes and speaks a...

Ep. 321: Antonio Del Favero on Favourite Rates Trades, Fed and Dollar

14 Aug 2025

Contributed by Lukas

Antonio Del Favero is a macro strategist at Macro Hive. He focuses mainly on the US economy and G3 rates markets. Formerly, he worked at various macro...

Ep. 320: Dominique Dwor-Frecaut on Weak US Growth, Fed Independence and AI Impact

07 Aug 2025

Contributed by Lukas

Dominique Dwor-Frecaut is the Chief US economist and macro strategist for Macro Hive and is based in Los Angeles. Before that, she worked at various h...

Ep. 319: Phil Suttle on Slowing US, Delayed Tariff Impacts and China Investment

31 Jul 2025

Contributed by Lukas

Phil is the founder of Suttle Economics – a leading research consultancy. Before that, he held senior roles at Tudor, the Institute of International...

Ep. 318: Brad Setser on Trump Tariffs, China's Surging Surplus and Dollar Policy

24 Jul 2025

Contributed by Lukas

Brad Setser is the Whitney Shepardson senior fellow at the Council on Foreign Relations. His expertise includes global trade and capital flows, financ...

Ep. 317: George Selgin on Trump Tariffs, Fed Independence and Dollar Vulnerability

17 Jul 2025

Contributed by Lukas

George Selgin is a senior fellow and director emeritus of the Center for Monetary and Financial Alternatives at the Cato Institute and professor emeri...

Ep. 316: Kyle Keane on AI, Forecasting and Turning Blind

10 Jul 2025

Contributed by Lukas

Dr. Kyle Keane is a Senior Lecturer in Assistive Technologies at the University of Bristol, where he leads research at the intersection of artificial ...

Ep. 315: Keyu Jin on What Everyone Gets Wrong on China

03 Jul 2025

Contributed by Lukas

Keyu Jin is a global economist and author. She is an academic member of the China Finance 40 Group and has worked with the World Bank, the IMF, and th...

Ep. 314: Marvin Barth on Trump's US Resurgence, No Fed Cuts and Dire Europe

27 Jun 2025

Contributed by Lukas

Marvin Barth is the creator of Thematic Markets and 'Seriously, Marvin?!' Thematic Markets is rigorous, institutional-quality research aimed at market...

Ep. 313: Tom Montag on the Undiscovered Potential of Carbon Markets

19 Jun 2025

Contributed by Lukas

Tom Montag is the founding Chief Executive Officer of Rubicon Carbon. Tom has over 20 years of experience in financial markets. Previously, he was the...

Ep. 312: Deepak Gurnani on Five Steps for Using AI in Investing

12 Jun 2025

Contributed by Lukas

Deepak Gurnani is the Founder and Managing Partner of Versor Investments. He is the former CIO of Investcorp's Hedge Fund Group and was one of its fou...

Ep. 311: Ralph Sueppel on Quant Trading Macro the Right Way

05 Jun 2025

Contributed by Lukas

Ralph Sueppel is Managing Director for Research and Trading Strategies at Macrosynergy. Previously, he was an Executive Member and Portfolio Manager a...

Ep. 310: Helen Thomas on Trump's Controlled Demolition Strategy

30 May 2025

Contributed by Lukas

Helen Thomas is the CEO of Blonde Money, an independent consultancy firm that analyses and monitors mispriced risks in financial markets in the US, UK...

Ep. 309: Adam Frank on Aliens, AI and Climate Collapse

23 May 2025

Contributed by Lukas

Adam Frank is a professor of astrophysics at the University of Rochester. A self-described 'evangelist of science,' Adam regularly writes and speaks a...

Ep. 308: Tobias Harris on Why Japan Matters

16 May 2025

Contributed by Lukas

Tobias Harris is the Founder and Principal of Japan Foresight LLC. He has observed Japan as a political risk analyst at Teneo Intelligence and as a re...

Ep. 307: Michael Sandel on Populism, Saving Democracy, and Tyranny of Merit

09 May 2025

Contributed by Lukas

Michael Sandel teaches political philosophy at Harvard University. His writings – on justice, ethics, democracy, and markets – have been translate...

Ep. 306: Ken Rogoff on Dollar Decline, Debt Worries and Fed Independence

02 May 2025

Contributed by Lukas

Kenneth Rogoff is Maurits C. Boas Professor at Harvard University, and former chief economist at the IMF. He has long ranked among the top dozen most ...

Ep. 305: James van Geelen on 'Haves vs Have Nots' Theme, AI and Tariffs

25 Apr 2025

Contributed by Lukas

James van Geelen, founder of Citrini Research, which specializes in illuminating and demystifying the transformative 'megatrends' poised to shape soci...

Ep. 304: Zongyuan Zoe Liu on Calculated China vs Unpredictable US

17 Apr 2025

Contributed by Lukas

Zongyuan Zoe Liu is a senior fellow for China studies at the Council on Foreign Relations (CFR). Her work focuses on international political economy, ...

Ep. 303: Mirza Baig on Trump's Trade Strategy, China Risks and Canada's Dilemma

11 Apr 2025

Contributed by Lukas

Mirza has a track record of 20 years in the field of researching and trading global foreign exchange. His methodology is built on comprehensive resear...

Ep. 302: Vania Stavrakeva on Macro News, Investor Flows and Trading Markets

04 Apr 2025

Contributed by Lukas

Vania Stavrakeva is an Assistant Professor of Economics at the London Business School and has a PhD from Harvard. She has extensively studied exchange...

Ep. 301: Andrew Polk on China's Bet on Tech Supremacy

28 Mar 2025

Contributed by Lukas

Andrew Polk is the co-founder and head of economic research at Trivium China, a Beijing-based strategic advisory firm. Before founding Trivium, he was...

Ep. 300: Gary Gerstle on Decoding Trump: Power & Chaos (Live at Cambridge University)

21 Mar 2025

Contributed by Lukas

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 ...

Ep. 259: Thanos Papasavvas on Trump's (Unsurprising) Geopolitical Shock

14 Mar 2025

Contributed by Lukas

Thanos is the Founder and CIO of ABP Invest, which he founded in 2015. He began his career as an Economist for the UK Government Economic Service thro...

Ep. 258: Randy Schwimmer on Why Private Credit Is Performing

07 Mar 2025

Contributed by Lukas

Randy Schwimmer is Vice Chairman of Churchill, where he oversees the Investor Solutions Group. Previously, he served as Co-Head of Senior Lending, res...

Ep. 257: Joe Lavorgna on Trump Supercharging US Growth

28 Feb 2025

Contributed by Lukas

Joe Lavorgna is a Managing Director and Chief Economist for SMBC Nikko Securities. He was previously the Chief Economist for the Americas at Natixis. ...

Ep. 256: Max Stier on Trump Ripping Up Government

21 Feb 2025

Contributed by Lukas

Max Stier is President and CEO of the Partnership for Public Service. The Partnership has been widely praised as a thought leader on federal governmen...

Ep. 255: Chris Johnson on Trump vs China

14 Feb 2025

Contributed by Lukas

Chris Johnson spent nearly two decades at the CIA focusing on China and Asia. Today, Chris is the President and CEO of China Strategies Group. He also...

Ep. 254: Jonny Matthews on US Economy and Why the Fed Will Not Cut in 2025

07 Feb 2025

Contributed by Lukas

Jonny Matthews is a senior portfolio manager at Fortem Capital and creator of SuperMacro, an institutional-level macroeconomic research platform. Befo...

Ep. 253: Barry Eichengreen on Trump Trade Policy, Dollar Status and Debt Crises

31 Jan 2025

Contributed by Lukas

Barry Eichengreen, Professor of Economics and Political Science at the University of California, Berkeley, is a former senior policy adviser at the In...

Ep. 252: Jay Pelosky on How US Equities Could Underperform Rest of the World

24 Jan 2025

Contributed by Lukas

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 ...

Ep. 251: Phil Suttle on Fed Hiking in 2025

17 Jan 2025

Contributed by Lukas

Phil is the founder of Suttle Economics – a leading research consultancy. Before that, he held senior roles at Tudor, the Institute of International...

Ep. 250: Dominique Dwor-Frecaut on Non-Consensus View on Fed and Trump 2.0

10 Jan 2025

Contributed by Lukas

Dominique Dwor-Frecaut is the Chief US economist and macro strategist for Macro Hive and is based in Los Angeles. Before that, she worked at various h...

Ep. 249: Mark Rzepczynski on Wicked Markets and Understanding Risk

03 Jan 2025

Contributed by Lukas

Mark Rzepczynski is the managing member and CEO of AMPHI Research and Trading, a consulting firm to institutional investors and hedge funds on derivat...

Ep. 248: Shawn Edwards on How Bloomberg Is Using AI (Replay)

27 Dec 2024

Contributed by Lukas

Shawn Edwards is Bloomberg's Chief Technology Officer. Based in New York, he oversees the development of Bloomberg's global technology strategy. In 20...

Ep. 247: Julia Azari on Trump's Second Term, Constraints and Priorities

20 Dec 2024

Contributed by Lukas

Julia Azari is Professor in the Department of Political Science at Marquette University. She holds a Ph.D in political science from Yale University. H...

Ep. 246: Tomasz Nadrowski on Navigating Global Chaos

13 Dec 2024

Contributed by Lukas

Tomasz is a portfolio manager at Amvest Capital – a natural resources-focused investment management firm. He has over 25 years of expertise in minin...

Ep. 245: Frank Kelly on Why Everyone Underestimates Trump

06 Dec 2024

Contributed by Lukas

Frank Kelly, Founder and Managing Partner of Fulcrum Macro Advisors, an independent strategic advisory firm. Frank began his career as a writer for Pr...

Ep. 244: In Memoriam - Professor Ian Shipsey on How Physics Can Change the World

29 Nov 2024

Contributed by Lukas

In late September, I had the honour of recording a conversation with the late Professor Ian Shipsey, Head of Physics at Oxford University. Tragically,...

Ep. 243: Charles Engel on Currency Models, Carry Trades and Capital Flows

22 Nov 2024

Contributed by Lukas

Charles Engel is Donald Hester Professor of Economics at the University of Wisconsin. He is also a Research Associate at the National Bureau of Econom...

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

15 Nov 2024

Contributed by Lukas

Alberto Gallo is Chief Investment Officer and Co-founder at Andromeda Capital Management. Prior to that, Alberto initiated and ran the Global Credit O...

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

08 Nov 2024

Contributed by Lukas

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 ...

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

01 Nov 2024

Contributed by Lukas

Ebrahim Rahbari is an independent strategist and economist. Previously, he was Chief Currency Strategist and Global Head of Foreign Exchange Analysis ...

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

25 Oct 2024

Contributed by Lukas

Thomas Drechsel is Assistant Professor at the Economics Department of the University of Maryland. His research focuses on monetary policy, the role of...

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

18 Oct 2024

Contributed by Lukas

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 Glo...

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

11 Oct 2024

Contributed by Lukas

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 macr...

Ep. 236: Sean McMeekin on the Return of Communism

04 Oct 2024

Contributed by Lukas

Sean McMeekin PhD was educated at Stanford University and the University of California, Berkeley. Having visited American and European battlefields, l...

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

27 Sep 2024

Contributed by Lukas

Christian is Managing Director and Head of Data Science in the financial markets division at Standard Chartered. He focuses on credit and previously w...

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

20 Sep 2024

Contributed by Lukas

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 ...

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

13 Sep 2024

Contributed by Lukas

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 a...

Ep. 232: Bob Elliott on US Recession Odds, Fed Policy and Equity Risks

06 Sep 2024

Contributed by Lukas

Bob Elliott is the Co-Founder of Unlimited, which uses machine learning to create index replication ETFs of alternative investments, like hedge funds....

Ep. 231: J. Doyne Farmer on Making Sense of Chaos

30 Aug 2024

Contributed by Lukas

J. Doyne Farmer is Director of the Complexity Economics Programme and Professor of Complex Systems Science at the University of Oxford. He is also Ext...

Ep. 230: Shawn Edwards on How Bloomberg Is Using AI

23 Aug 2024

Contributed by Lukas

Shawn Edwards is Bloomberg's Chief Technology Officer. Based in New York, he oversees the development of Bloomberg's global technology strategy. In 2...

Ep. 229: Brad Setser on Yen Carry Trade, US-China Trade, and US Profit Offshoring

16 Aug 2024

Contributed by Lukas

Brad Setser is the Whitney Shepardson senior fellow at the Council on Foreign Relations. His expertise includes global trade and capital flows, finan...

Ep. 228: Liang Ding on China's Economy and Markets

09 Aug 2024

Contributed by Lukas

My colleague Mirza Baig hosted this podcast on my behalf. Liang is a markets professional, with 20 years' experience as a portfolio manager, quantit...

Ep. 227: Álvaro Cartea on AI Manipulating Markets (and What to Do About It)

02 Aug 2024

Contributed by Lukas

Álvaro Cartea is Professor of  Mathematical Finance in the Mathematical Institute, University of Oxford, and director of the Oxford-Man Institute o...

Ep. 226: Gary Gerstle on Kamala Impact, Trump Policies and Political Realignments

26 Jul 2024

Contributed by Lukas

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...

Ep. 225: Dr Pippa Malmgren on Trump's Plans, Peace Dividend, and Space Tech

19 Jul 2024

Contributed by Lukas

Dr. Pippa Malmgren is an economist who makes sense of the world economy by writing books, founding tech businesses, advising policymakers around the ...

Ep. 224: Philipp Carlsson-Szlezak and Paul Swartz on Macro Shocks, Crises, and False Alarms

12 Jul 2024

Contributed by Lukas

Philipp Carlsson-Szlezak is Boston Consulting Group (BCG)'s Global Chief Economist and a managing director and partner in the firm's New York office....

Ep. 223: Shahin Vallée on French Election Fallout, Second Round Scenarios, and Germany's Debt Brake

05 Jul 2024

Contributed by Lukas

My colleague Henry Occelston hosted this podcast on my behalf. Shahin Vallée is a senior fellow at the German Council on Foreign Relations (a Germa...

Ep. 222: Boris Vladimirov on US Exceptionalism, Europe Risks and China Weakness

28 Jun 2024

Contributed by Lukas

Boris is one of the leading macro thinkers in the market. He is a managing director at Goldman Sachs. Before GS, he was partner and portfolio manager...

Ep. 221: Vasileios Gkionakis on European Election Fallout, Fed and Fiscal Risks

21 Jun 2024

Contributed by Lukas

Vasileios is Head of Europe Economics and Strategy at Aviva Investors – a £226bn global asset management firm. Based in London, he is responsible ...

Ep. 220: George Selgin on Fed Independence, Poor Operations and Inflation

14 Jun 2024

Contributed by Lukas

George Selgin is a senior fellow and director emeritus of the Center for Monetary and Financial Alternatives at the Cato Institute and professor emer...

Ep. 219: Jason Furman on Inflation Persistence, Fed Policy and Debt Levels

07 Jun 2024

Contributed by Lukas

Jason Furman is the Aetna Professor of the Practice of Economic Policy jointly at Harvard Kennedy School (HKS) and the Department of Economics at Har...

Ep. 218: Gordon Hanson on US-China Trade War, Immigration and US Elections

31 May 2024

Contributed by Lukas

Gordon Hanson is the Peter Wertheim Professor in Urban Policy at Harvard Kennedy School (HKS). He is also chair of the Social and Urban Policy Area a...