By
Bilal Hafeez
September 25, 2020
In: hive-podcasts |
Business & Technology
Investment Strategy
US
September 25, 2020
Charlie McElligott is the leading expert on all things positioning, flow, sentiment and quant factors. He is a Managing Director and…
By
Sam van de Schootbrugge
September 16, 2020
In: Deep Dives |
Business & Technology
Credit
September 16, 2020
The Study in a Nutshell A new BIS paper finds that Big Tech lenders using big data to assess creditworthiness hold informational…
By
Bilal Hafeez
September 11, 2020
In: hive-podcasts |
Business & Technology
Commodities & Energy
Credit
Equities
September 11, 2020
I’m always on the lookout for podcast guests with unconventional backgrounds, and on this episode, we have one such guest, Lyn Alden…
By
Sam van de Schootbrugge
September 09, 2020
In: Deep Dives |
Business & Technology
September 09, 2020
The Study in a Nutshell From 1 March 2017 to 31 March 2018, the actual Bitcoin price rose from around $1,191 to…
By
Bilal Hafeez
September 07, 2020
In: Hive Exclusives |
Business & Technology
Equities
US
September 07, 2020
It is now widely known that Softbank had engaged in significant buying of US tech stocks through options. But it was already…
By
John Butler
Andrew Simon
August 20, 2020
In: Hive Exclusives |
Business & Technology
Commodities & Energy
US
August 20, 2020
US corporate cash holdings have risen to record highs in recent years, both outright and as a percentage of net worth. A…
By
Sam van de Schootbrugge
August 12, 2020
In: Deep Dives |
Business & Technology
Monetary Policy & Inflation
August 12, 2020
The Context A new IMF paper looks at how innovations in information and communication have (i) provided greater opportunities for new financial…
By
Bilal Hafeez
July 17, 2020
In: hive-podcasts |
Business & Technology
China & Hong Kong
Data, Models & Market Infrastructure
US
July 17, 2020
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…
By
John Butler
July 08, 2020
In: Hive Exclusives |
Business & Technology
COVID-19
July 08, 2020
In Part I of this series, I explored how the Covid-19 scare has highlighted some of the major challenges already facing the…
By
John Butler
July 02, 2020
In: Hive Exclusives |
Business & Technology
COVID-19
July 02, 2020
[Bearish Fintech] The fintech industry is in crisis, and on multiple fronts. Two had already become active before the Covid-19 scare: alternative…
By
Bilal Hafeez
June 05, 2020
In: hive-podcasts |
Business & Technology
June 05, 2020
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…
By
John Tierney
May 21, 2020
In: Hive Exclusives |
Business & Technology
May 21, 2020
Willie Sutton was a famous bank robber during the 1930s. When asked why he robbed banks he reportedly replied, “Because that’s where the money…
By
John Butler
April 30, 2020
In: Hive Exclusives |
Business & Technology
April 30, 2020
Bitcoin has drawn speculative attention recently in part because of the much-anticipated ‘halving’ taking place in the coming weeks…
By
John Butler
April 09, 2020
In: Hive Exclusives |
Business & Technology
Commodities & Energy
Economics
Investment Strategy
Monetary Policy & Inflation
April 09, 2020
Part I of this series explained why commodities investing is generally problematic: it doesn’t necessarily diversify a portfolio of financial assets, and…
By
Bilal Hafeez
March 04, 2020
In: Deep Dives |
Business & Technology
Data, Models & Market Infrastructure
March 04, 2020
Forecasting financial crises is difficult. The data comprises a limited set of observed instances and signals a warning only when it is already too late…
By
John Tierney
February 13, 2020
In: Hive Exclusives |
Business & Technology
Equities
February 13, 2020
Much to Mr. Market’s surprise and delight, a federal judge signed off on T-Mobile (TMUS) and Sprint’s merger plans on Tuesday. Sprint’s stock price…
By
Gary Licht
February 13, 2020
In: Hive Exclusives |
Business & Technology
Geopolitics
February 13, 2020
On getting up to speed on 2019-nCoV, I observed early the resemblance of its mathematics to a 2019 paper using Metcalfe’s law to value bitcoin…
By
Caroline Grady
February 07, 2020
In: Podcast Playlists |
Business & Technology
US
February 07, 2020
Harvard Business School’s Bill Kerr discusses tech (and talent) clusters and the innovation and investment this can bring to an area…
By
Anton Tonev
February 06, 2020
In: Hive Exclusives |
Business & Technology
February 06, 2020
In light of the vertical rise in Tesla’s share price in the last few months, I thought it worthwhile to revisit an old narrative comparing the Apple’s…
By
John Tierney
January 30, 2020
In: Hive Exclusives |
Business & Technology
Equities
January 30, 2020
Will the $26bn T-Mobile/Sprint deal actually happen? The decision will be made in the next few weeks. Back in August it looked like a sure thing…
By
Saeed Amen
January 29, 2020
In: Deep Dives |
Business & Technology
January 29, 2020
I’ve been a quant strategist in FX for nearly 15 years. At the start of my career, quant was somewhat of a niche area. Typically, most of my interactions…
By
Caroline Grady
January 24, 2020
In: Podcast Playlists |
Business & Technology
January 24, 2020
Top questions for the airline industry this year: 1) will the airlines be able to offset cost inflation from (highly unionised) labour and airport…
By
Thorsten Wegener
January 16, 2020
In: Hive Exclusives |
Business & Technology
Investment Strategy
January 16, 2020
I am going to invest in Tesla now. Definitely. Pretty sure. Well, I guess I should. Maybe I wait a little longer to see where this is going….
By
Abdul Akram
January 15, 2020
In: Deep Dives |
Business & Technology
Investment Strategy
January 15, 2020
How does one avoid investing in a company like WeWork? Its original IPO valuation was $47bn but it ended up being valued closer to $14bn…
By
Bilal Hafeez
January 09, 2020
In: Hive Exclusives |
Business & Technology
January 09, 2020
Apple’s earnings have been stagnating in recent years (Chart 1). They are reliant on iPhone sales and upgrades in a maturing smartphone market…
By
Bilal Hafeez
December 20, 2019
In: Podcast Playlists |
Business & Technology
Economics
December 20, 2019
Torsten Slok, Chief Economist at Deutsche Bank Securities, concisely articulates the macro drivers impacting the markets today and the things to watch in 2020…
By
Bilal Hafeez
December 13, 2019
In: Podcast Playlists |
Business & Technology
Economics
Sustainability & Social Issues
US
December 13, 2019
Peter Diamandis, Founder and Executive Chairman of X-Prize Foundation and Harvard Professor Steven Kotler discuss their new book…
By
Bilal Hafeez
December 09, 2019
In: Hive Exclusives |
Business & Technology
Data, Models & Market Infrastructure
Equities
FX
Geopolitics
Monetary Policy & Inflation
Rates
December 09, 2019
Black swan events are the unknown unknowns that no one can even envisage, let alone predict. But their close cousin – grey swans – can enter our imaginations…
