By
Bilal Hafeez
March 05, 2021
In: hive-podcasts |
Investment Strategy
March 05, 2021
James Aitken is the Founder and Managing Partner of Aitken Advisors, a research boutique for institutional investors…
By
Bilal Hafeez
March 04, 2021
In: Hive Exclusives |
Business & Technology
Cryptocurrencies & Blockchain
Investment Strategy
Quant
March 04, 2021
This is an edited transcript of our podcast episode with Ciamac Moallemi, Professor of Business in the Decision, Risk, and Operations Division…
By
Bilal Hafeez
February 25, 2021
In: Hive Exclusives |
Asset Allocation
Investment Strategy
February 25, 2021
This is an edited transcript of our podcast episode with Jay Pelosky, founder of TPW Advisory and former top ranked head of…
By
Bilal Hafeez
February 19, 2021
In: hive-podcasts |
Business & Technology
Cryptocurrencies & Blockchain
Investment Strategy
Quant
February 19, 2021
Ciamac is Professor of Business in the Decision, Risk, and Operations Division of the Graduate School of Business at Columbia University…
By
Bilal Hafeez
February 16, 2021
In: Hive Exclusives |
Investment Strategy
Rates
February 16, 2021
This is an edited transcript of our podcast episode with Christian Hille, the General Manager and Head of Wealth Management at Fürstlich-Castell’sche…
By
Bilal Hafeez
February 12, 2021
In: hive-podcasts |
Asset Allocation
Investment Strategy
February 12, 2021
Jay is the founder of TPW Advisory and former top ranked head of asset allocation at Morgan Stanley. In this podcast, we discuss…
By
Sam van de Schootbrugge
February 10, 2021
In: Deep Dives |
Economics
Investment Strategy
February 10, 2021
Summary A new NBER working paper investigates the importance of founding members to the long-term success of start-ups. Start-ups with higher-than-average skills…
By
Bilal Hafeez
February 05, 2021
In: hive-podcasts |
Investment Strategy
Rates
February 05, 2021
Christian Hille is the General Manager and Head of Wealth Management at Fürstlich-Castell’sche Bank (FCB) in Germany…
By
Sam van de Schootbrugge
February 03, 2021
In: Deep Dives |
Data, Models & Market Infrastructure
Investment Strategy
February 03, 2021
Summary A new NBER working paper measures how behaviours such as risk-taking, preference for lottery stocks and trend chasing vary depending on…
By
Bilal Hafeez
January 18, 2021
In: Hive Exclusives |
FX
Investment Strategy
Podcasts
Trade
January 18, 2021
This is an edited transcript of our 12 Investment Ideas For 2021 From Our Listeners podcast episode. The trade ideas are the…
By
John Tierney
January 12, 2021
In: Hive Exclusives |
Investment Strategy
Markets and Investing
US
January 12, 2021
Summary The Russell 2000 index has been on a hot streak since the election, far outperforming the SPX and NASDAQ 100 indices.…
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
Bilal Hafeez
January 05, 2021
In: Hive Exclusives |
FX
Investment Strategy
January 05, 2021
Summary Consensus FX forecasts indicate no expectation of dollar weakness against the majors. Market implication: the bearish dollar trade may not be…
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 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
Bilal Hafeez
Abbas Keshvani
November 17, 2020
In: Hive Exclusives |
Investment Strategy
November 17, 2020
Momentum strategies are a core part of any systematic investment approach. The challenge is to keep finding ways to improve returns, especially…
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 23, 2020
In: Deep Dives |
Data, Models & Market Infrastructure
FX
Investment Strategy
September 23, 2020
The academic paper we review this week shows that a carry trade in volatility, a long-short strategy that buys implied volatility at…
By
Sam van de Schootbrugge
September 02, 2020
In: Deep Dives |
Economics
Investment Strategy
September 02, 2020
Introduction Policymakers need timely information on capital flows to inform decisions on monetary policy and foreign exchange intervention. Official balance of payments…
By
Sam van de Schootbrugge
August 26, 2020
In: Deep Dives |
Data, Models & Market Infrastructure
Investment Strategy
US
August 26, 2020
With the US presidential elections a little over two months away, what can we infer from the existing body of literature around…
By
Sam van de Schootbrugge
August 19, 2020
In: Deep Dives |
Investment Strategy
Rates
August 19, 2020
The Study in a Nutshell There has always been a question of how hedge funds and asset managers make money. By exploiting…
By
Mirza Baig
August 18, 2020
In: Hive Exclusives |
Commodities & Energy
Investment Strategy
August 18, 2020
The sharp decline in gold prices last week has triggered heated debate among market participants. The bulls argue that this is just…
By
Bilal Hafeez
July 31, 2020
In: hive-podcasts |
COVID-19
Emerging Markets
Investment Strategy
July 31, 2020
[applepod pod=id1502904619?i=1000486726704] In this episode, I talk with Edward Misrahi. Edward is the CIO and Founder of Ronit Capital – a leading…
By
Thorsten Wegener
July 08, 2020
In: Deep Dives |
Equities
Investment Strategy
July 08, 2020
‘Be water my friend.’ Elegant, insightful, evocative, and one of the best-known quotes of perhaps the greatest martial artist of all time,…
By
Bilal Hafeez
July 02, 2020
In: hive-podcasts |
Economics
Investment Strategy
Rates
July 02, 2020
[applepod pod=id1502904619?i=1000481896339] In this episode, I talk with Chris Crowe. Chris is Head of Economic & Flow Research at one of the…
By
John Butler
Andrew Simon
Stefan Posea
July 01, 2020
In: Hive Exclusives |
Commodities & Energy
Investment Strategy
July 01, 2020
Re-opening of economies and less use of public transport should see energy demand pick up. OPEC supply cuts and global producers shutting down…
By
Sam van de Schootbrugge
June 24, 2020
In: Deep Dives |
Equities
Investment Strategy
Rates
June 24, 2020
The global economy’s problematic re-emergence from the Great Recession revived interest in Alvin Hansen’s 1939 secular stagnation hypothesis…
By
John Butler
Andrew Simon
June 16, 2020
In: Hive Exclusives |
Commodities & Energy
Investment Strategy
June 16, 2020
Re-opening of economies and less use of public transport should see energy demand pick up. OPEC supply cuts and global producers shutting down…
