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  1. 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.

  2. Ep. 224: Philipp Carlsson-Szlezak and Paul Swartz on Macro Shocks, Crises, and False Alarms

    Bilal Hafeez

    Philipp Carlsson-Szlezak is Boston Consulting Group (BCG)’s Global Chief Economist and a managing director and partner in the firm's New York office. Paul Swartz is Senior Economist and executive director at BCG.

  3. Ep. 223: Shahin Vallée on French Election Fallout, Second Round Scenarios, and Germany’s Debt Brake

    Bilal Hafeez

    Shahin Vallée is a senior fellow at the German Council on Foreign Relations (a German think tank) and also a Board Member overseeing Europe coverage at the Observatory group, a geopolitical macro-advisory firm.

  1. Ep. 222: Boris Vladimirov on US Exceptionalism, Europe Risks and China Weakness

    Bilal Hafeez

    Boris is one of the leading macro thinkers in the market. He is a managing director at Goldman Sachs.

  2. Ep. 221: Vasileios Gkionakis on European Election Fallout, Fed and Fiscal Risks

    Bilal Hafeez

    Vasileios is Head of Europe Economics and Strategy at Aviva Investors – a £226bn global asset management firm. Based in London, he is responsible for monitoring and analysing macroeconomic developments and markets as well as formulating major asset class views, leading research and strategy in the UK and Europe.

  3. Ep. 220: George Selgin on Fed Independence, Poor Operations and Inflation

    Bilal Hafeez

    George Selgin is a senior fellow and director emeritus of the Center for Monetary and Financial Alternatives at the Cato Institute and professor emeritus of economics at the University of Georgia.

Ep. 219: Jason Furman on Inflation Persistence, Fed Policy and Debt Levels

Bilal Hafeez

Jason Furman is the Aetna Professor of the Practice of Economic Policy jointly at Harvard Kennedy School (HKS) and the Department of Economics at Harvard University. He is also non-resident senior fellow at the Peterson Institute for International Economics. 

Ep. 218: Gordon Hanson on US-China Trade War, Immigration and US Elections

Bilal Hafeez

Gordon Hanson is the Peter Wertheim Professor in Urban Policy at Harvard Kennedy School (HKS). He is also chair of the Social and Urban Policy Area at HKS, a research associate at the National Bureau of Economic Research, and a member of the Council on Foreign Relations.

  1. Ep. 217: Mustafa Chowdhury on Surging Wealth, Hidden Bond Buyers and Fed Mistakes

    Bilal Hafeez

    Mustafa is a rates guru and member of the research team at Macro Hive. Before this, Mustafa was the Head of Rates, FX, and Derivatives at Voya Investments, where he helped manage $40 billion of assets.

  2. Ep. 216: Dominique Dwor-Frecaut on Inflation Persistence, Immigration Surge and Trump Effect

    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. 215: Nick Rohatyn on How to Navigate Emerging Markets Investing

    Bilal Hafeez

    Nick Rohatyn is Founder and serves as Chief Executive Officer of The Rohatyn Group. TRG is a global asset manager specialising in emerging markets and real assets, with over $8bn in assets under management. 

Ep. 214: Lindsay Politi on Higher Inflation Regime, Recession Risks and Debt Dynamics

Bilal Hafeez

Lindsay Politi is Head of Inflation Strategies at One River Asset Management. Lindsay began her career at Wellington Management in Boston where she was head of Global Inflation-linked Investments.

Ep. 213: Bilal Hafeez on Fed Cuts, Dollar Strength and AI Hype

Bilal Hafeez

Bilal is the CEO and Head of Research at Macro Hive. Before that, Bilal was Global Head of International Fixed Income Strategy at Nomura, and Head of Multi-Asset Research and Advisor to the CEO at Deutsche Bank.

  1. Ep. 212: Nick Baltas on Mastering Systematic Strategies from Alpha to AI

    Bilal Hafeez

    Nick Baltas is a managing director and head of R&D, cross-asset delta-one and commodity systematic trading strategies at Goldman Sachs. Prior to joining Goldman Sachs in 2017, Nick was an executive director in the quantitative research unit of UBS.

  2. Ep. 211: John Coates on How a Few Financial Institutions Control Everything

    Bilal Hafeez

    John Coates is the Deputy Dean of Harvard Law School. He has served at the Securities and Exchange Commission, and was a partner at Wachtell, Lipton, Rosen & Katz, specializing in financial institutions.

  3. Ep. 210: Mark Koyama on What Makes Some Nations Richer Than Others

    Bilal Hafeez

    Mark Koyama is Associate Professor of Economics at George Mason University and Mercatus Center. Mark earned his PhD in Economics from the University of Oxford. He focuses on how historical institutions functioned and on the relationship between culture and economic performance.

Ep. 209: Darrell Duffie on Treasury Market Dysfunction, Dollar Dominance and CBDC

Bilal Hafeez

Darrell Duffie is a leading expert on bond markets. He is the Adams Distinguished Professor of Management and Professor of Finance at the Graduate School of Business, Stanford University.

Ep. 208: David Dredge on Inflation, Underpriced Risks and Sharpe Ratio Flaws

Bilal Hafeez

David Dredge is the Chief Investment Officer of Convex Strategies, which is an agnostic value investor in volatility. David has over 30 years experience managing risk across global markets.

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