Macro Hive Conversations With Bilal Hafeez
Episodes
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...
Raghuram Rajan On Why MMT, Authoritarianism And Bailouts Won't Work
10 Jul 2020
Contributed by Lukas
This episode is sponsored by SGX – the largest Asian FX exchange. In this episode, I talk with Raghuram Rajan. He is currently Professor of Finance ...
Chris Crowe On End Of Safe Asset Shortage
02 Jul 2020
Contributed by Lukas
In this episode, I talk with Chris Crowe. Chris is Head of Economic & Flow Research at one of the world's leading hedge funds, Capula Investment Manag...
Saeed Amen On Trading Models, Alternative Data And Python
26 Jun 2020
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...
Lord Mervyn King On The Wrong Use Of Monetary Policy In A Radically Uncertain World
19 Jun 2020
Contributed by Lukas
In this episode, I talk with Lord Mervyn King. He needs no introduction, except to say he is one of the leading figures in central banking over the pa...
Dominique Dwor-Frecaut On The V-Shaped Recovery And Return Of Inflation
12 Jun 2020
Contributed by Lukas
In this episode, I talk with Dominique Dwor-Frecaut. She's an accomplished macro thinker that has worked at leading hedge fund Bridgewater, the NY Fed...
Professor Alex Edmans on How Great Companies Deliver Both Purpose And Profit
05 Jun 2020
Contributed by Lukas
In this episode, I talk with Professor Alex Edmans from the London Business School. He's one of the world's leading academics on company purpose, soci...
Emiel Van Den Heiligenberg On Leaning Against The Rally
29 May 2020
Contributed by Lukas
In this episode, I talk with Emiel Van Den Heiligenberg. He is the Head of Asset Allocation at one the world's largest asset managers, Legal and Gener...
Alfonso Prat-Gay On How To Save Emerging Countries
22 May 2020
Contributed by Lukas
In this episode, I talk with Alfonso Prat-Gay. He was Governor of the central bank of Argentina from 2002 to 2004 and later Argentina's Finance Minist...
Juliette Declercq On Why Equities Are Not Overvalued
15 May 2020
Contributed by Lukas
In this episode, I talk markets with Juliette Declercq. She's a leading macro strategist and runs JDI research. She has close to twenty years market e...
Bobby Vedral On Euro Area Tensions, Brexit And US Elections
07 May 2020
Contributed by Lukas
In this episode, I talk politics and markets with Bobby Vedral. He's a top macro and political analyst who runs Macro Eagle. He is also the UK represe...
Martin Wolf On The Scale Of The COVID Crisis, Future Debt Problems And US Isolationism
01 May 2020
Contributed by Lukas
In this episode, I have a wide-ranging conversation with the FT's Chief Economics Commentator, Martin Wolf. He brings a depth to any topic that is oft...
Alex Gurevich On The Eternal Appeal Of Bonds, Fed's Path To Zero And The Europe Bull Case
23 Apr 2020
Contributed by Lukas
In this episode, I have a conversation with the super-smart and provocative thinker and investor, Alex Gurevich. In our wide-ranging chat, we discuss ...
Jim Leitner On The Dollar, Equities And The Economy Of Bits And Things
16 Apr 2020
Contributed by Lukas
In this episode, I have a conversation with one of the top macro investors that I've come across, Jim Leitner. He has an impressive track-record, but ...
Phil Suttle On V-Shaped Recoveries, Inflation And Euro Break-Up Risks
10 Apr 2020
Contributed by Lukas
In this episode, I have a conversation with one of my favourite global economists, Phil Suttle. He's got the credentials having worked at J.P. Morgan,...
John Butler On Why Gold Could Go To $5,000
03 Apr 2020
Contributed by Lukas
In this episode, I have a conversation with one of the leading experts on gold, John Butler. He has spent 25 years in the financial industry, worked a...
An Original Take On The COVID Crisis – Time As A Symptom
27 Mar 2020
Contributed by Lukas
In this episode, we're lucky to have a conversation with one of the most original macro thinkers, the Macro Dilettante. He prefers not to disclose his...
George Goncalves On Whether The Fed Can Save Markets
20 Mar 2020
Contributed by Lukas
With the country in lockdown, we've decided to launch a podcast show to better reach our audience. In our inaugural episode, I speak to George Goncalv...