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  1. 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.

  2. 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.

  3. 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.

  1. 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).

  2. 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.

  3. 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.

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:

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.

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