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  1. Ep. 259: Thanos Papasavvas on Trump’s (Unsurprising) Geopolitical Shock

    Bilal Hafeez

    Thanos is the Founder and CIO of ABP Invest, which he founded in 2015. He began his career as an Economist for the UK Government Economic Service through the Civil Service Fast Stream during the ERM Crisis of 1992.

  2. Ep. 258: Randy Schwimmer on Why Private Credit Is Performing

    Bilal Hafeez

    Randy Schwimmer is Vice Chairman of Churchill, where he oversees the Investor Solutions Group. Previously, he served as Co-Head of Senior Lending, responsible for senior lending origination and capital markets.

  3. Ep. 257: Joe Lavorgna on Trump Supercharging US Growth

    Bilal Hafeez

    Joe Lavorgna is a Managing Director and Chief Economist for SMBC Nikko Securities. He was previously the Chief Economist for the Americas at Natixis.

  1. Ep. 256: Max Stier on Trump Ripping Up Government

    Bilal Hafeez

    Max Stier is President and CEO of the Partnership for Public Service. The Partnership has been widely praised as a thought leader on federal government management issues.

  2. Ep. 255: Chris Johnson on Trump vs China

    Bilal Hafeez

    Chris Johnson spent nearly two decades at the CIA focusing on China and Asia. Today, Chris is the President and CEO of China Strategies Group.

  3. Ep. 254: Jonny Matthews on US Economy and Why the Fed Will Not Cut in 2025

    Bilal Hafeez

    Jonny Matthews is a senior portfolio manager at Fortem Capital and creator of SuperMacro, an institutional-level macroeconomic research platform. Before that, he spent 12 years as a partner at Brevan Howard, where he managed a $500 million investment portfolio.

Ep. 253: Barry Eichengreen on Trump Trade Policy, Dollar Status and Debt Crises

Bilal Hafeez

Barry Eichengreen, Professor of Economics and Political Science at the University of California, Berkeley, is a former senior policy adviser at the International Monetary Fund.

Ep. 252: Jay Pelosky on How US Equities Could Underperform Rest of the World

Bilal Hafeez

Jay Pelosky is the founder of TPW Advisory. He has over 35 years of buy-side and sell-side financial market experience.

  1. Ep. 251: Phil Suttle on Fed Hiking in 2025

    Bilal Hafeez

    Phil is the founder of Suttle Economics – a leading research consultancy. Before that, he held senior roles at Tudor, the Institute of International Finance (IIF), JP Morgan, Barclays, the New York Fed and World Bank.

  2. Ep. 250: Dominique Dwor-Frecaut on Non-Consensus View on Fed and Trump 2.0

    Bilal Hafeez

    Dominique Dwor-Frecaut is the Chief US economist and macro strategist for Macro Hive and is based in Los Angeles. Before that, she worked at various hedge funds including Bridgewater.

  3. Ep. 249: Mark Rzepczynski on Wicked Markets and Understanding Risk

    Bilal Hafeez

    Mark Rzepczynski is the managing member and CEO of AMPHI Research and Trading, a consulting firm to institutional investors and hedge funds on derivatives markets across all asset classes. His 40 years of experience includes CEO Funds Group of FourWinds Capital Management, president, CIO of John W. Henry Inc, and head of taxable fixed income research at Fidelity Management and Research.

Ep. 248: Shawn Edwards on How Bloomberg Is Using AI (Replay)

Bilal Hafeez

Shawn Edwards is Bloomberg’s Chief Technology Officer. Based in New York, he oversees the development of Bloomberg’s global technology strategy.

Ep. 247: Julia Azari on Trump’s Second Term, Constraints and Priorities

Bilal Hafeez

Julia Azari is Professor in the Department of Political Science at Marquette University. She holds a Ph.D in political science from Yale University. Her research focuses on the American presidency, American political parties, political communication, and American political development.

  1. Ep. 246: Tomasz Nadrowski on Navigating Global Chaos

    Bilal Hafeez

    Tomasz is a portfolio manager at Amvest Capital – a natural resources-focused investment management firm. He has over 25 years of expertise in mining investments, including as a portfolio manager for Anholt, commodity strategist at Doyen Capital, portfolio manager at De Gouden Eeuw, and as a commodity analyst at Round Table Investment Management.

  2. Ep. 245: Frank Kelly on Why Everyone Underestimates Trump

    Bilal Hafeez

    Frank Kelly, Founder and Managing Partner of Fulcrum Macro Advisors, an independent strategic advisory firm. Frank began his career as a writer for President Ronald Reagan and went on to serve in the White House Office of Political Affairs.

  3. Ep. 244: In Memoriam – Professor Ian Shipsey on How Physics Can Change the World

    Bilal Hafeez

    Professor Shipsey was one of the leading particle physicists of his generation and was Head of Physics at Oxford from 2018 until his passing. His groundbreaking work ranged from studying subatomic particles to advancing our understanding of the Higgs boson

Ep. 243: Charles Engel on Currency Models, Carry Trades and Capital Flows

Bilal Hafeez

Charles Engel is Donald Hester Professor of Economics at the University of Wisconsin. He is also a Research Associate at the National Bureau of Economic Research.

Ep. 242: Alberto Gallo on Trump Impact, Geopolitics and Favourite Markets

Bilal Hafeez

Alberto Gallo is Chief Investment Officer and Co-founder at Andromeda Capital Management. Prior to that, Alberto initiated and ran the Global Credit Opportunities fund at Algebris Investments.

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