By
Bilal Hafeez
January 21, 2021
In: Hive Exclusives |
Business & Technology
Cryptocurrencies & Blockchain
Podcasts
January 21, 2021
This is an edited transcript of our podcast episode with economist and regulatory hacker, Eli Dourado. He provides his views on some…
By
Bilal Hafeez
January 15, 2021
In: hive-podcasts |
Business & Technology
Cryptocurrencies & Blockchain
ESG & Climate Change
January 15, 2021
Eli is an economist and regulatory hacker living in Washington, DC, and a senior research fellow at the Center for Growth and…
By
Sam van de Schootbrugge
January 13, 2021
In: Deep Dives |
Business & Technology
Economics
Fiscal Policy & Inequality
January 13, 2021
Summary A new NBER paper explores the origins of wealth using a unique granular dataset. They find labour income drives wealth inequality…
By
Bilal Hafeez
January 08, 2021
In: hive-podcasts |
Business & Technology
Investment Strategy
US
January 08, 2021
Happy new year and welcome to our first podcast of 2021. In this episode, we try something different and have curated the best…
By
Sam van de Schootbrugge
January 06, 2021
In: Deep Dives |
Business & Technology
US
January 06, 2021
Summary A new NBER working paper reveals a recent surge in job listings requiring AI-specific skills, based on Burning Glass job vacancy…
By
Bilal Hafeez
December 22, 2020
In: hive-podcasts |
Business & Technology
Investment Strategy
US
December 22, 2020
Michael Auerbach is the Founder of Subversive Capital, which is dedicated to investing in radical companies. He sits on the Board of…
By
Bilal Hafeez
December 14, 2020
In: Hive Exclusives |
Business & Technology
Cryptocurrencies & Blockchain
Markets and Investing
December 14, 2020
This is a transcript of our podcast episode with one of our most popular returning guests, star investor Jim Leitner. He gives…
By
Bilal Hafeez
December 11, 2020
In: hive-podcasts |
Business & Technology
Cryptocurrencies & Blockchain
Growth & Labour Market
Investment Strategy
December 11, 2020
One of our most popular guests, legendary Jim Leitner, returns on this episode. He gives his take on the big picture themes of the day…
By
Sam van de Schootbrugge
December 09, 2020
In: Deep Dives |
Business & Technology
Economics
December 09, 2020
Summary The OECD has created a Weekly GDP Growth tracker using 263 Google Trends search topics. The tracker is highly correlated with…
By
Bilal Hafeez
October 30, 2020
In: hive-podcasts |
Business & Technology
China
FX
October 30, 2020
Michael was Managing Director and Senior Research Advisor in Multi-Asset Strategies at BlackRock. Prior to that he was head…
By
Sam van de Schootbrugge
October 28, 2020
In: Deep Dives |
Business & Technology
Cryptocurrencies & Blockchain
October 28, 2020
Introduction The transition to digital money is inevitable and imminent. According to the BIS, at least a fifth of the world’s population…
By
Phil Suttle
October 26, 2020
In: Hive Exclusives |
Business & Technology
China
October 26, 2020
The 2020 focus has been bitcoin’s rebound and efforts to develop CBDCs In the middle, the Facebook-led effort to promote stablecoins has…
By
Bilal Hafeez
October 23, 2020
In: hive-podcasts |
Business & Technology
Economics
October 23, 2020
John Kay is one of the UK’s leading economists. His books on the tax system, corporate strategy and banking have…
By
Mehdi Farooq
October 21, 2020
In: Deep Dives |
Business & Technology
Credit
Cryptocurrencies & Blockchain
October 21, 2020
Article Overview Decentralised finance (DeFi) is a catch-all term for protocols and applications (dapps) in the cryptocurrency space. Where Initial Coin Offerings…
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
Macro Hive Conversations With Bilal HafeezEp. 27: Lyn Alden On Tesla, Finding Quality Stocks And The Impact Of High Debt You can…
By
Sam van de Schootbrugge
September 09, 2020
In: Deep Dives |
Business & Technology
Cryptocurrencies & Blockchain
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
Cryptocurrencies & Blockchain
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
Macro Hive Conversations With Bilal HafeezEp. 18: Samm Sacks On The US-China Data War, TikTok And EU Data Sovereignty You can listen…
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…
