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We sift through mountains of content out there for you to bring you a filtered lens on what matters – newsletter delivered every Saturday.

Podcast Playlists

We bring you the 5 best podcasts to tune into every week, and we curate these to ensure you are as informed as you need to be – newsletter delivered every Tuesday.

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We aim to deliver the best macro ideas. We strive to give a different angle and we like to challenge. We want to make our members stand out from the crowd. We do this by harnessing the experience of a network of leading thinkers led by Bilal Hafeez. Crucially, we present everything in an accessible form where you can get the key insights with minimum time. Now, it’s time for you to join The Hive."
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5 PODCASTS WORTH
LISTENING TO

Long-Term Investment Theme: the Energy Transition (UBS On Air) (17 min listen)

Listen

How Bond Defaults Are Changing China’s Markets (Bloomberg Markets Odd Lots) (34 min listen)

Listen

China’s Consumer Decade (Podzept – with Deutsche Bank Research) (13 min listen)

Listen

Insights from Blackstone’s Private Equity Portfolio (Blackstone Podcast) (11 min listen)

Listen

Risks Mount In European Banks, EBA Warns (FT Banking Weekly) (18 min listen)

Listen

BILAL'S TOP PICKS

Markets & Investing

More 2020 outlooks. Most are bullish on risk with the usual caveats of trade war escalation. Some are even suggesting assets to buy if a recession materialises. VIEW LATEST

Monetary Policy & Inflation

Already, people are tempering expectations around Lagarde’s new run as ECB President. While others lament the anemic levels of inflation around the world. VIEW LATEST

Fiscal Policy & Inequality

There’s no hiding from the perception of growing inequality. Clamping down on the super-rich and more public spending are some of the proposed remedies. But at least with the latter, many are question their efficacy if fuelled by higher debt. VIEW LATEST

Growth & Labour Market

There’s a wave of articles trying to explain why productivity is low. For some it is related to low mobility, for others it is low real rates. Then some are looking at mismeasurement issues. VIEW LATEST

Politics

Voters are paying less attention to the business cycle and many politicians aren’t following the scripted path of earlier leaders. VIEW LATEST

Data, Models & Market Plumbing

Crunching the numbers, oil may not impact the dollar as much as people think. There’s growing scepticism around ESG and what’s the best US indicator to look at? VIEW LATEST

China

China’s growth inevitably meant that HK would suffer, perhaps current protests reflect that. Meanwhile, China is making headway outside of the US in tech sales, while internally China is clamping down on outflows. VIEW LATEST