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  1. 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.

  2. Ep. 241: Gary Gerstle on Trump’s Big Win and the Future of American Politics

    Bilal Hafeez

    Gary Gerstle is the Paul Mellon Professor of American History Emeritus and Paul Mellon Director of Research at the University of Cambridge. He is the author and editor of more than ten books, including two prize-winners, American Crucible: Race and Nation in the Twentieth Century (2017) and Liberty and Coercion: The Paradox of American Government from the Founding to the Present (2015).

  3. Ep. 240: Ebrahim Rahbari on US Election Trades, Fed Cycle and German Challenges

    Bilal Hafeez

    Ebrahim Rahbari is an independent strategist and economist. Previously, he was Chief Currency Strategist and Global Head of Foreign Exchange Analysis at Citi.

  1. Ep. 239: Thomas Drechsel on Measuring Political Pressure on Fed, Predicting Fed, and Better Nowcasts

    Bilal Hafeez

    Thomas Drechsel is Assistant Professor at the Economics Department of the University of Maryland. His research focuses on monetary policy, the role of commodities for emerging market economies, as well as real-time monitoring of economic activity.

  2. Ep. 238: Rory Johnston on Oil to $65, Middle East Risks and Trump Agenda

    Bilal Hafeez

    Rory Johnston is a Toronto-based oil market researcher, the founder of Commodity Context, a lecturer at the University of Toronto’s Munk School of Global Affairs and Public Policy, as well as a Fellow with both the Canadian Global Affairs Institute and the Payne Institute for Public Policy at the Colorado School of Mines. Prior to founding Commodity Context, Rory led commodity economics research at Scotiabank. In this podcast we discuss:

  3. Ep. 237: Antonio Del Favero on the Fed’s Mistake, Inflation Risks and Financial Conditions

    Bilal Hafeez

    Antonio Del Favero is a macro strategist at Macro Hive. He focuses mainly on the US economy and markets and G5 FX. Formerly, he worked at various macro hedge funds, including Tudor, Maniyar Capital and Brevan Howard.

Ep. 236: Sean McMeekin on the Return of Communism

Bilal Hafeez

Sean McMeekin PhD was educated at Stanford University and the University of California, Berkeley. Having visited American and European battlefields, libraries and archives, venturing as far east as Russia and Turkey, he now teaches at Bard College.

Ep. 235: Christian Schwarz on AI Bubbles, Using AI in Trading and Synthetic Data

Bilal Hafeez

Christian is Managing Director and Head of Data Science in the financial markets division at Standard Chartered. He focuses on credit and previously worked at Mizuho and Credit Suisse.

  1. Ep. 234: Jay Pelosky on Bullish Equities, Early Cycle US and Trump Losing

    Bilal Hafeez

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

  2. Ep. 233: Mirza Baig on Best EM Trades, Fed Easing and China Carry Trade

    Bilal Hafeez

    Mirza Baig is a senior EM strategist at Macro Hive. He has been researching and trading global FX and rates products for 20 years.

  3. Ep. 232: Bob Elliott on US Recession Odds, Fed Policy and Equity Risks

    Bilal Hafeez

    Bob Elliott is the Co-Founder of Unlimited, which uses machine learning to create index replication ETFs of alternative investments, like hedge funds. Prior to founding Unlimited, Bob was a Senior Investment Executive at Bridgewater Associates, where he served on the Investment Committee (G7) and led Ray Dalio’s personal investment research team for nearly a decade.

Ep. 231: J. Doyne Farmer on Making Sense of Chaos

Bilal Hafeez

J. Doyne Farmer is Director of the Complexity Economics Programme and Professor of Complex Systems Science at the University of Oxford. He is also External Professor at the Santa Fe Institute and Chief Scientist at Macrocosm.

Ep. 230: Shawn Edwards on How Bloomberg Is Using AI

Bilal Hafeez

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

  1. Ep. 229: Brad Setser on Yen Carry Trade, US-China Trade, and US Profit Offshoring

    Bilal Hafeez

    Brad Setser is the Whitney Shepardson senior fellow at the Council on Foreign Relations. His expertise includes global trade and capital flows, financial vulnerability analysis, and sovereign debt restructuring.

  2. Ep. 228: Liang Ding on China’s Economy and Markets

    Bilal Hafeez

    Liang is a markets professional, with 20 years’ experience as a portfolio manager, quantitative analyst, currency strategist, and China economist. He has spent most of his career based in Germany, where he earned his PhD and worked at several asset managers including DWS.

  3. Ep. 227: Álvaro Cartea on AI Manipulating Markets (and What to Do About It)

    Bilal Hafeez

    Álvaro Cartea is Professor of Mathematical Finance in the Mathematical Institute, University of Oxford, and director of the Oxford-Man Institute of Quantitative Finance. 

Ep. 226: Gary Gerstle on Kamala Impact, Trump Policies and Political Realignments

Bilal Hafeez

Gary Gerstle is the Paul Mellon Professor of American History Emeritus and Paul Mellon Director of Research at the University of Cambridge. He is the author and editor of more than ten books, including two prize-winners, American Crucible: Race and Nation in the Twentieth Century (2017) and Liberty and Coercion: The Paradox of American Government from the Founding to the Present (2015).

Ep. 225: Dr Pippa Malmgren on Trump’s Plans, Peace Dividend, and Space Tech

Bilal Hafeez

Dr. Pippa Malmgren is an economist who makes sense of the world economy by writing books, founding tech businesses, advising policymakers around the world and through public speaking and teaching.

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