Macro Hive Conversations With Bilal Hafeez
Episodes
Dominique Dwor-Frecaut on How the Fed is Setting Policy and Why an 8% US Interest Rate is Likely
17 Jun 2022
Contributed by Lukas
Dominique Dwor-Frecaut is a Senior Macro Strategist for Macro Hive based in Los Angeles. She has been producing alpha-generating trade ideas in FX and...
Thorsten Wegener On the Simplest Way to Understand Option Markets
03 Jun 2022
Contributed by Lukas
Thorsten spent twenty years trading equity derivatives and was a partner at Bear Stearns. He was also head of equity derivatives at Panmure Gordan and...
Stéphane Ouellette on the Crypto Crash, and What Next
27 May 2022
Contributed by Lukas
Stéphane is CEO and Co-Founder of FRNT Financial – a crypto-focused investment bank. He began his capital markets career working in the Equity Prod...
Jay Newman on the Hidden Story of How Money is Moved Around the World
19 May 2022
Contributed by Lukas
Jay spent 40 years in international finance, including at Elliot Management and Lehmans. His primary focus was on distressed EM sovereign debt. He was...
Mike Philbrick on Bond Massacres, Better Diversification and Systematic Thinking
13 May 2022
Contributed by Lukas
Mike is the Chief Executive Officer of ReSolve Global Asset Management. He has over 29 years of experience in investment management and is responsible...
Tymofiy Mylovanov on Ukrainian Resistance, Russia's Hidden Economic Weapon and Germany's Error
05 May 2022
Contributed by Lukas
This podcast is sponsored by Masterworks, the first platform for buying and selling shares representing an investment in iconic artworks. They are m...
Phil Suttle on the Inflation Combustion Model, the Fed's Errors, and US Housing
29 Apr 2022
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...
John Butler on Stagflation, Financial Instability, and World Wars
22 Apr 2022
Contributed by Lukas
John is a commodity guru amongst other things. He has 25 years of experience in international finance. He has served as a Managing Director for bulge-...
Daniel Zwirn on Finding Value in the Biggest Bubble in History
14 Apr 2022
Contributed by Lukas
Dan Zwirn is the Co-Founder, CEO, and CIO of Arena Investors LP. Arena is a $3.4 billion global investment firm focusing on special situations asset a...
Josh Young on $200 Oil and the Structural Energy Supply Problem
08 Apr 2022
Contributed by Lukas
This podcast is sponsored by Masterworks, the first platform for buying and selling shares representing an investment in iconic artworks. They are m...
Denise Shull on Emotions as a Dataset and Avoiding Investment Mistakes
01 Apr 2022
Contributed by Lukas
Denise Shull is the Founder and CEO of ReThink. In that role, she uses neuroscience and modern psychoanalysis to help clients become successful in inv...
Dominique Dwor-Frecaut on the Coming US Recession, and Fed's Communication Problem
25 Mar 2022
Contributed by Lukas
Dominique Dwor-Frecaut is a macro strategist for Macro Hive based in Los Angeles. She has been producing alpha generating trade ideas in FX and rates ...
Andy Constan on Lessons From Bridgewater, Equity Valuations and Top Trades
18 Mar 2022
Contributed by Lukas
This podcast is sponsored by Masterworks, the first platform for buying and selling shares representing an investment in iconic artworks. They are mak...
[Emergency podcast ] Timothy Ash on Why Investors Are Underestimating Fall-Out From Russia/Ukraine Conflict
09 Mar 2022
Contributed by Lukas
Timothy is a Senior EM Sovereign Strategist at the $125bn fund, BlueBay, and is widely considered one of the leading experts on Ukraine and Russia. Pr...
Jurrien Timmer on S&P to 8,000, Ukraine Fall-Out and Bitcoin Allocations
04 Mar 2022
Contributed by Lukas
Jurrien is the director of Global Macro at Fidelity Investments. Fidelity is the one of the largest asset managers in the world. He is part of Fidelit...
John List on Insights From Uber, Paying Bonuses and Scaling Ideas
25 Feb 2022
Contributed by Lukas
This podcast is sponsored by Masterworks, the first platform for buying and selling shares representing an investment in iconic artworks. They are mak...
Greg Zuckerman on the Inside Story of the Race for a COVID-19 Vaccine
18 Feb 2022
Contributed by Lukas
Greg is a Special Writer at The Wall Street Journal. He is the author of A Shot to Save the World: The Inside Story of the Life-or-Death Race for a CO...
Tania Reif on Leaving Macro Investing For Crypto
11 Feb 2022
Contributed by Lukas
Tania Reif is Founder and CIO of Senda Digital Assets. Prior to her cryptocurrency focus she built her investment pedigree at top macro hedge-funds in...
Alfonso Peccatiello (Alf) on Money Printing, US Risks and ECB Surprises
04 Feb 2022
Contributed by Lukas
Alfonso Peccatiello (Alf) is the author of The Macro Compass, a financial newsletter providing educational macroeconomic insights & actionable investm...
Adam Iqbal on Carry Trades, Volatility and Trading Options
28 Jan 2022
Contributed by Lukas
Adam is a Managing Director and Global Head of G10 FX Options Trading at Goldman Sachs. Prior to this, he was an FX Volatility Portfolio Manager at PI...
Shahin Vallée on Europe's Geopolitical Risks, ECB Policy and French Elections
21 Jan 2022
Contributed by Lukas
Shahin Vallée is head of the Geo-Economics Program at the German Council on Foreign Relations (DGAP). Before the German Council, Shahin was a senior ...
Mark Yusko on the Right Asset Allocation, Avoiding Crypto Scams and 2022 Trades
14 Jan 2022
Contributed by Lukas
Mark Yusko is the Founder, CEO and Chief Investment Officer of Morgan Creek Capital Management. Prior to forming Morgan Creek in 2004, Mark was Presid...
Mark Stanwyck and Rick Seeger on Crypto Use Cases, Earning Yields and GameFi
07 Jan 2022
Contributed by Lukas
Mark Stanwyck is the Co-Founder of Avalaunch - the first protocol, exclusively for the Avalanche ecosystem, to offer projects a platform for decentral...
Ari Paul on Valuing Bitcoin, Ethereum Killers and Metaverse Bubbles
17 Dec 2021
Contributed by Lukas
Ari Paul is co-founder and CIO of BlockTower Capital. BlockTower is a crypto and blockchain investment firm, applying professional trading, investing ...
Bilal Hafeez on Inflation, Crypto and Investment Lessons
10 Dec 2021
Contributed by Lukas
On this special episode, we turn the tables and Bilal becomes the guest as Andrew Simon, our COO of Macro Hive and business partner, does the intervie...
Fabio Natalucci on COVID, Crypto and Climate
03 Dec 2021
Contributed by Lukas
Fabio is a Deputy Director of the Monetary and Capital Markets Department at the IMF. He is responsible for the Global Financial Stability Report that...
[BONUS] Professor Justin Stebbing On COVID Omicron
01 Dec 2021
Contributed by Lukas
Omicron, the name of the new Covid-19 variant that has recently emerged, caused panic across the world and a selloff in risk on Friday. Following an i...
Nancy Davis on How to Position for True Inflation Risk
26 Nov 2021
Contributed by Lukas
Nancy Davis is the founder and managing partner of Quadratic Capital Management. She is the portfolio manager for The Quadratic Interest Rate Volatili...
Edward Glaeser on Will Cities Survive After COVID
19 Nov 2021
Contributed by Lukas
Edward Glaeser is Professor of Economics at Harvard University. He is perhaps the world's leading expert on cities. He recently authored, along with D...
Rolf Strauch On Europe's Reboot, Managing Sovereign Risk and Euro Growth
12 Nov 2021
Contributed by Lukas
Rolf Strauch is Chief Economist and Management Board Member of the European Stability Mechanism (ESM) and the European Financial Stability Facility (E...
Alex Gurevich On Trading COVID, Inflation and Games
05 Nov 2021
Contributed by Lukas
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...
Scott Lynn on Investing In Art, Diversification and NFTs
29 Oct 2021
Contributed by Lukas
Scott is the Founder and CEO of Masterworks, a platform for investing in art markets. Scott has been an active collector of contemporary art for more ...
Azeem Azhar On the Exponential Age, Unlimited Companies and Tech Challenges
22 Oct 2021
Contributed by Lukas
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 t...
Boris Vladimirov on Reverse Goldilocks, Central Bank Credibility, and Market Winners
15 Oct 2021
Contributed by Lukas
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 R...
Marc Rubinstein on Understanding Banks, the Crypto Challenge and Private Equity
08 Oct 2021
Contributed by Lukas
Marc is author of Net Interest – a leading weekly newsletter on the world of finance. Before this, Marc spent ten years at leading hedge fund Lansdo...
Anas Alhajji On the Energy Outlook, Climate Change and Arctic Oil
01 Oct 2021
Contributed by Lukas
This episode is sponsored by Masterworks. Dr. Anas Alhajji is a leading energy markets expert, and advises governments, companies, and financial insti...
Richard Muirhead On VC Investing, Picking Winners and Web 3.0
24 Sep 2021
Contributed by Lukas
Richard is a co-founder and Managing Partner at Fabric Ventures – a VC fund adapting the early, technical, and patient approach of venture capital t...
David Dredge On Defining Risk, Profiting from Extreme Moves, and Convexity
17 Sep 2021
Contributed by Lukas
David has over 30 years' experience of managing risk across global markets. David is the CIO of Singapore-based Convex strategies - which focuses on r...
Todd Edgar On Managing Money, China and Advice from Paul Tudor Jones
10 Sep 2021
Contributed by Lukas
Todd Edgar has over 28 years' experience in financial markets. He has spent the last 2 years as CIO of Atreaus Family, a family office, allocating cap...
David Woo On Persistence Of COVID, Stagflation, and Political Taboos
03 Sep 2021
Contributed by Lukas
David is the author of the blog, David Woo Unbound. Before that, he was Head of Global Rates, FX and EM Fixed Income Strategy & Economics Research at ...
Nikhil Shamapant On Ethereum to $150,000, Triple Halving and NFTs
27 Aug 2021
Contributed by Lukas
Nikhil recently published an influential investment report titled 'Ethereum, The Triple Halving', and has been researching cryptocurrencies and the Et...
Saeed Amen On Trading Models, Alternative Data And Python [Replay]
20 Aug 2021
Contributed by Lukas
In this episode, I talk with Saeed Amen. He is the founder of Cuemacro, which provides investors with quant research and analysis. Over the past fifte...
Alberto Gallo on China Risks, Corporate Inequality and Accelerated History
06 Aug 2021
Contributed by Lukas
Alberto is Head of Global Credit strategies and Portfolio Manager of the Algebris Global Credit Opportunities fund, a global strategy investing ...
Anna Raytcheva on Trading Regime Changes, Reflation and Crypto
30 Jul 2021
Contributed by Lukas
This episode is supported by private equity platform Moonfare. Anna founded Sonya Capital Management in December 2016. Prior to that, Anna spent over ...
Roger Garside On China Fragility, Coup Risks, and US Policy
23 Jul 2021
Contributed by Lukas
Roger is a former diplomat, development banker, and capital market development advisor, who twice served in the British Embassy in Beijing, and is the...
Roshun Patel on Bitcoin, Crypto Lending and Futures Trading
16 Jul 2021
Contributed by Lukas
Cross-exchange arbitrage in crypto How lending works in bitcoin and crypto Futures and interest rates on bitcoin Dynamics of the May bitcoin correcti...
Charley Ellis on Active Investors Underperformance, Index Investing and Character
09 Jul 2021
Contributed by Lukas
Dr. Charles D. Ellis is the founder and former managing partner of Greenwich Associates, an international consultancy where he advised large instituti...
Christian Angermayer on Exponential Growth, Revolutionising Healthcare and Overcoming Fear
02 Jul 2021
Contributed by Lukas
Christian Angermayer is an entrepreneur and investor and the founder of Apeiron Investment Group, his family office and merchant banking business. Ape...
Former Deutsche Bank Chair/CEO Josef Ackermann On Running a Bank and the Future of Banking
25 Jun 2021
Contributed by Lukas
This episode is supported by private equity platform Moonfare. Josef Ackermann is the former chairman of the management board and the group executive ...
John Butler on Stagflation, Gold and Bitcoin
18 Jun 2021
Contributed by Lukas
John Butler has 25 years' experience in international finance. He has served as a Managing Director for bulge-bracket investment banks in research, st...
Charles Goodhart on Money Printing, Inflation and Ageing
11 Jun 2021
Contributed by Lukas
This episode is sponsored by Masterworks. Charles Goodhart CBE is Emeritus Professor of Banking and Finance at the LSE, having previously been its Dep...
Professor Adrian Williams on Everything You Wanted to Know About Sleep
04 Jun 2021
Contributed by Lukas
Dr. Adrian Williams is the UK's first Professor of Sleep Medicine. Adrian graduated from University College, London, UK, and after a lectureship at Th...
Former UK Chancellor Sajid Javid On Inflation, Climate Change and Post-Brexit Britain
28 May 2021
Contributed by Lukas
This episode is supported by private equity platform Moonfare. Sajid is currently the Conservative Member of Parliament for Bromsgrove. He has held tw...
Themos Fiotakis on Mispriced US Stimulus, Inflation Spikes and Neglected EM
21 May 2021
Contributed by Lukas
Themos is the Head of Research at the macro hedge fund, Glen Point Capital. His previous roles included being Head of Fundamental Strategy at UBS and ...
Dominique Dwor-Frecaut on US Labour Supply, Inflation and Timing the Bond Sell-Off
14 May 2021
Contributed by Lukas
Dominique is one of my favourite macro thinkers and economists – she's so good, we hired her to work for Macro Hive. As for her background, she's wo...
Phil Suttle on Coming High Inflation, Goods Recessions and Fed in Play
07 May 2021
Contributed by Lukas
Phil is one of my favourite global economists. Currently, he runs his own economic research outfit. Before that he worked at JPMorgan, the Fed, World ...
Wolfgang Münchau on Germany's Political Risks, Fiscal Stimulus and Euro Instability
30 Apr 2021
Contributed by Lukas
This episode is supported by private equity platform Moonfare. Wolfgang Münchau is co-founder and director of Eurointelligence. He was a Financial Ti...
Jeff Snider on Deflation, Central Bank Failure, and Understanding Money
23 Apr 2021
Contributed by Lukas
This episode is sponsored by Masterworks. Jeff is Head of Global Investment Research for Alhambra Investment Partners. He started his career in portfo...
Boris Vladimirov on Inflation Permanence, European Banks and BRICS Outlook
16 Apr 2021
Contributed by Lukas
This episode is supported by private equity platform Moonfare. Boris focuses on global macro and EM. He is a managing director at Goldman Sachs. Befor...
Bobby Vedral on Taxing Big Tech, Europe's Edge, and Biden's China Policy
09 Apr 2021
Contributed by Lukas
This episode is supported by private equity platform Moonfare. Bobby is partner and portfolio manager at Toscafund Asset Management. He is author of t...
David Riley On US Debt Sustainability, the Reflation Trade and Corporate Defaults
01 Apr 2021
Contributed by Lukas
David Riley is Partner and Chief Investment Strategist of BlueBay Asset management – a USD70bn fixed income fund. Before Bluebay, David was global h...
Benn Eifert On Retail Options Boom, Over-Complex Derivatives, and Managing Tail Risk
26 Mar 2021
Contributed by Lukas
Benn is the managing member and CIO of QVR. He was previously co-founder and co-portfolio manager of Mariner Coria in New York. Before that he was Hea...
Marco Monroy On Carbon Taxes, ESG Investing and Maradona
19 Mar 2021
Contributed by Lukas
Marco is Founder and CEO of MGM Innova Group, which includes a private equity and green infrastructure fund, and a multinational firm specializing in ...
Zac Prince on Earning Interest on Bitcoin, and the Future of Crypto Finance
15 Mar 2021
Contributed by Lukas
Zac is the CEO and Founder of BlockFi – a leading wealth management firm for crypto investors. Prior to starting BlockFi, he led business developmen...
James Aitken On Stock Vigilantes, Yield Curve Control and Inflation Paths
05 Mar 2021
Contributed by Lukas
This episode is sponsored by Masterworks. James Aitken is the Founder and Managing Partner of Aitken Advisors, a research boutique for institutional i...
Peter Tertzakian on Energy Transitions, Electric Vehicles and Big Oil
26 Feb 2021
Contributed by Lukas
Peter is Deputy Director of the ARC Energy Research Institute, a Managing Director of ARC Financial Corporation, an energy-focused private equity firm...
Ciamac Moallemi On Quant Investing, Machine Learning and Trading Styles
19 Feb 2021
Contributed by Lukas
This episode is sponsored by Masterworks. Ciamac is Professor of Business in the Decision, Risk, and Operations Division of the Graduate School of Bus...
Jay Pelosky on the Coming Boom, Mega-Tech Weakness and Big Government
11 Feb 2021
Contributed by Lukas
Jay is the founder of TPW Advisory and former top ranked head of asset allocation at Morgan Stanley. In this podcast, we discuss: The implications of...
Christian Hille on Exponential Growth, Avoiding Low Returns, and Errors in Risk Management
05 Feb 2021
Contributed by Lukas
Christian Hille is the General Manager and Head of Wealth Management at Fürstlich-Castell'sche Bank (FCB) in Germany. FCB was founded in 1774 and is ...
Jon Turek on the New Fed Put, the Brainard US Curve Steepener and the Dollar
29 Jan 2021
Contributed by Lukas
Jon is the author of the widely followed Cheap Convexity blog and always has excellent insights on Fed policy, rates markets and the dollar. In this p...
Barry Eichengreen on Dollar Dominance, Crypto Hype, and Reforming International Finance
22 Jan 2021
Contributed by Lukas
This episode is supported by private equity platform Moonfare. Barry Eichengreen is one of the leading thinkers on international economics and exchang...
Eli Dourado on the Key Tech Breakthroughs For the 2020s
15 Jan 2021
Contributed by Lukas
Eli is an economist and regulatory hacker living in Washington, DC, and a senior research fellow at the Center for Growth and Opportunity at Utah Stat...
12 Investment Ideas For 2021 From Our Listeners
08 Jan 2021
Contributed by Lukas
Happy new year and welcome to our first podcast of 2021. In this episode, we try something different and have curated the best investment ideas from ...
Michael Auerbach On Launching A Cannabis SPAC With Jay-Z
22 Dec 2020
Contributed by Lukas
Michael Auerbach is the Founder of Subversive Capital, which is dedicated to investing in radical companies. He sits on the Board of Directors of Ti...
Ashley Lenihan On The Politics Of Cross-Border M&A, CFIUS And Sensitive Sectors
18 Dec 2020
Contributed by Lukas
Dr Ashley Lenihan is a leading expert on the relationship between foreign direct investment and national security and is the author of 'Balancing Powe...
Jim Leitner On Growth vs Value, Digital Options And Bitcoin
11 Dec 2020
Contributed by Lukas
This episode is supported by private equity platform Moonfare. One of our most popular guests, legendary Jim Leitner, returns on this episode. He give...
Professor Kevin Dowd On The Problem With MMT, Banking's Lack Of Capital And Free Markets
04 Dec 2020
Contributed by Lukas
In this show, I talk with Professor Kevin Dowd. He is professor of finance and economics at Durham University and an adjunct scholar at the Cato Insti...
Mickey Down And Konrad Kay On Their New HBO Finance Show Industry
30 Nov 2020
Contributed by Lukas
This episode is supported by private equity platform Moonfare. I'm a big fan of the new HBO show Industry. It follows a group of young graduates compe...
Professor Yaneer Bar-Yam On Ending COVID, Vaccine Complacency And Business Responsibility
27 Nov 2020
Contributed by Lukas
This episode is supported by private equity platform Moonfare. In this show, I talk with Professor Yaneer Bar-Yam. He is the founding president of the...
Dirk Willer On Emerging Markets Rallying, EM Inflation And Latam Challenges
21 Nov 2020
Contributed by Lukas
This episode is supported by private equity platform Moonfare. In this show, I talk with Dr. Dirk Willer. He's a Managing Director and Global Head of ...
Professor Justin Stebbing On Vaccine Breakthroughs And Herd-Immunity By Summer
12 Nov 2020
Contributed by Lukas
This episode is supported by private equity platform Moonfare. In this show, I talk with Professor Justin Stebbing. I had him as a guest in July when ...
Gary Gerstle On Trump Not Conceding, Democrat Failures And The Upcoming Test Of The US Political System
07 Nov 2020
Contributed by Lukas
The US election did not see the Democrat wave that many had expected, so I have US Presidential history expert of Cambridge University, Gary Gerstle, ...
Michael Melvin On Quant Strategies In Currencies, Impact Of QE And Machine Learning
30 Oct 2020
Contributed by Lukas
Michael was Managing Director and Senior Research Advisor in Multi-Asset Strategies at BlackRock. Prior to that he was head of Currency and Fixed Inco...
John Kay On Smaller Government And Business Failure, And Why Greed Is Dead
21 Oct 2020
Contributed by Lukas
John Kay is one of the UK's leading economists. His books on the tax system, corporate strategy and banking have been widely praised. He helped establ...
Gary Gerstle On Trump Authoritarianism, Biden's Challenges, And Polarisation
17 Oct 2020
Contributed by Lukas
Gary is Paul Mellon Professor of American History at Cambridge University. Before that, he was at Vanderbilt University where he was James G. Stahlman...
Corey Hoffstein On How The Fed, Passive Investors And HFT Create Liquidity Cascades
13 Oct 2020
Contributed by Lukas
Corey recently wrote an excellent piece on market liquidity and I had to have him as a guest. For background, he is co-founder and Chief Investment Of...
Helen Thompson On Brexit Deals, Boris Leadership And Scottish Independence
09 Oct 2020
Contributed by Lukas
Helen is Professor of Political Economy at Cambridge University. She has been at Cambridge since 1994, and is at present, Deputy Head of the School of...
Vitor Constancio On ECB Inflation Targeting, Monetary Policy Limits And Europe Risks
02 Oct 2020
Contributed by Lukas
Vitor was the Vice President of the ECB until a few years ago. And before that held numerous high-profile roles including being Portugal's finance min...
Charlie McElligott On Everything Duration, Secular Growth Trades And US Elections
25 Sep 2020
Contributed by Lukas
Charlie McElligott is the leading experts on all things positioning, flow, sentiment and quant factors. He is a Managing Director and Cross-Asset Macr...
Michael Pettis On China Exporting Of Debt, Class War And Role Of Chinese Yuan
18 Sep 2020
Contributed by Lukas
Michael Pettis is someone who I have followed closely over my career and he is one of the most widely followed China experts in the investor communi...
Lyn Alden On Tesla, Finding Quality Stocks And The Impact Of High Debt
11 Sep 2020
Contributed by Lukas
I'm always on the lookout for podcast guests with unconventional backgrounds, and on this episode, we have one such guest, Lyn Alden. Lyn has an acade...
Professor Laura Veldkamp On How the COVID Shock Will Lower Growth For Decades
04 Sep 2020
Contributed by Lukas
In this episode, I talk with Professor Laura Veldkamp. Laura presented one of the key papers at the Federal Reserve's 2020 gathering at Jackson Hole. ...
David Beckworth On The Problems With The Fed And How To Fix It
28 Aug 2020
Contributed by Lukas
In this episode, I talk with David Beckworth. David is the host of one of my favourite economics podcasts, Macro Musings. He is also a Senior Research...
Shahraab Ahmad On New York Real Estate, Corporate Fraud And SPACs
21 Aug 2020
Contributed by Lukas
In this episode, I talk with Shahraab Ahmad. Shahraab was previously the Chief Investment Officer of the credit fund Decca Capital. Prior to launching...
Stephen Roach On The Dollar's Coming 35% Decline
14 Aug 2020
Contributed by Lukas
In this episode, I talk with Stephen Roach. Stephen is well known for his 30-year stint at Morgan Stanley, where he was Chairman of Morgan Stanley Asi...
Governor Dr Reza Baqir On Pakistan's FX Reforms, Inflation Fight And Crisis Management
10 Aug 2020
Contributed by Lukas
In this episode, I talk with Governor Dr Reza Baqir who became the 20th Governor of the State Bank of Pakistan in May 2019. He took the helm as Pakist...
John Llewellyn On The Challenge Of Returning To Pre-COVID Output, MMT And Climate Change
04 Aug 2020
Contributed by Lukas
In this episode, I talk with John Llewellyn. John is the co-founder of Llewellyn Consulting – a leading independent economic advisory firm. Before s...
Edward Misrahi On Decluttering Your Investment Process, EM Crises, And Current Risks
31 Jul 2020
Contributed by Lukas
In this episode, I talk with Edward Misrahi. Edward is the CIO and Founder of Ronit Capital – a leading emerging markets focused hedge fund. He foun...
Professor Justin Stebbing On Expecting A COVID Vaccine Before The US Election
24 Jul 2020
Contributed by Lukas
In this episode, I talk with Professor Justin Stebbing. He is a professor in the Faculty of Medicine at Imperial college London. He initially trained ...
Samm Sacks On The US-China Data War, TikTok And EU Data Sovereignty
17 Jul 2020
Contributed by Lukas
In this episode, I talk with Samm Sacks. She is a Cybersecurity Policy and China Digital Economy Fellow at New America. Her research focuses on emergi...