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  1. Ep. 305: James van Geelen on ‘Haves vs Have Nots’ Theme, AI and Tariffs

    Bilal Hafeez

    James van Geelen, the founder of Citrini Research, which specializes in illuminating and demystifying the transformative 'megatrends' poised to shape societies, economies, and the market’s distribution of returns for years to come.

  2. Ep. 304: Zongyuan Zoe Liu on Calculated China vs Unpredictable US

    Bilal Hafeez

    Zongyuan Zoe Liu is a senior fellow for China studies at the Council on Foreign Relations (CFR). Her work focuses on international political economy, global financial markets, sovereign wealth funds, supply chains of critical minerals, development finance, emerging markets, energy and climate change policy, and East Asia-Middle East relations.

  3. Ep. 303: Mirza Baig on Trump’s Trade Strategy, China Risks and Canada’s Dilemma

    Bilal Hafeez

    Mirza has a track record of 20 years in the field of researching and trading global foreign exchange. His methodology is built on comprehensive research on underlying fundamentals, rigorous scenario analysis, and a low-frequency, high-conviction approach for idea generation.

  1. Ep. 302: Vania Stavrakeva on Macro News, Investor Flows and Trading Markets

    Bilal Hafeez

    Vania Stavrakeva is an Assistant Professor of Economics at the London Business School and has a PhD from Harvard. She has extensively studied exchange rate determination and how monetary policy, macroeconomics news and beliefs impact exchange rate movements.

  2. Ep. 301: Andrew Polk on China’s Bet on Tech Supremacy

    Bilal Hafeez

    Andrew Polk is the co-founder and head of economic research at Trivium China, a Beijing-based strategic advisory firm. Before founding Trivium, he was China director at Medley Global Advisors.

  3. Ep. 300: Gary Gerstle on Decoding Trump: Power & Chaos (Live at Cambridge University)

    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. 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.

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.

  1. 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.

  2. 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.

  3. 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.

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.

  1. 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.

  2. 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.

  3. 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.

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.

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