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  1. Ep. 203: Melanie Mitchell on Can Artificial Intelligence Beat Human Thinking

    Bilal Hafeez

    Melanie Mitchell is one of the leading AI researchers in the world. She is Professor at the Santa Fe Institute.

  2. Ep. 202: Alberto Gallo on Trump, Fiscal Risks, and Market Outlook

    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.

  3. Ep. 201: Henry Ritchotte on Managing Banks, Start-Ups, and the New Investment Era

    Bilal Hafeez

    Henry Ritchotte is the Founder of RitMir Ventures, investing in financial services businesses with a focus on regulatory- and technology-driven business models.

  1. Ep. 200: Julia Azari on Trump’s Dictatorial Powers, Biden’s Unpopularity, and US Elections

    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.

  2. Ep. 199: Dominique Dwor-Frecaut on Fed Slashing Rates and Trump Winning

    Bilal Hafeez

    Dominique Dwor-Frecaut is the Chief US economist and macro strategist for Macro Hive and is based in Los Angeles.

  3. Ep. 198: Chris Rauh on How to Use AI to Predict Conflicts

    Bilal Hafeez

    Chris Rauh is a Professor of Economics and Data Science at the University of Cambridge. He works with complex datasets and applied methodologies, including machine learning and structural modelling.

Ep. 197: John Floyd on the Biggest Trades and Risks for 2024

Bilal Hafeez

John was previously Head of Macro Strategies at Record Currency Management, an $80 billion currency manager.

Ep. 196: Rerelease: Niall Ferguson on Cold War 2, Middle East Conflict and Woke Students 

Bilal Hafeez

This podcast was recorded in March 2023. Niall Ferguson is the Milbank Family Senior Fellow at the Hoover Institution, Stanford University, and a senior faculty fellow of the Belfer Center at Harvard, where he served for twelve years as the Laurence A. Tisch Professor of History.

  1. Ep. 195: Bilal Hafeez on 2023 Surprises, Getting AI Right, and Best TV of 2023

    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.

  2. Ep. 194: Liang Ding on Can China Avoid a Hard Landing

    Bilal Hafeez

    Liang is currently based in Shanghai and has close to twenty years of market experience as a currency strategist, China economist, portfolio manager, and quant analyst.

  3. Ep. 193: Shiloh Bates on Demystifying CLO Myths

    Bilal Hafeez

    Shiloh Bates is the Chief Investment Officer of Flat Rock Global in 2018 – a $750mn credit manager.

Ep. 192: Yesha Yadav on Crypto Bankruptcies, Stablecoin, and Treasury Market Issues

Bilal Hafeez

Greg Lippmann is the Managing Founding Partner and the Chief Investment Officer of the $9.8bn asset management firm, LibreMax.

Ep. 191: Greg Lippmann on The Big Short, Latest US Housing View, and Finding Alpha in Structured Products

Bilal Hafeez

Greg Lippmann is the Managing Founding Partner and the Chief Investment Officer of the $9.8bn asset management firm, LibreMax.

  1. Ep. 190: Dr Douglas Greenig on Trend-Following, the End of Pax-Americana, and Why He ls Long Volatility

    Bilal Hafeez

    Dr Douglas Greenig is the CEO, CIO, and founder of Florin Court Capital, a systematic, trend-following asset manager uniquely broad in its focus on over 500 markets.

  2. Ep. 189: Marc Goldwein on the Unprecedented US Budget Problem and How to Fix It

    Bilal Hafeez

    Marc Goldwein is the Senior Vice President and Senior Policy Director for the Committee for a Responsible Federal Budget, where he guides and conducts research on a wide array of topics related to fiscal policy and the federal budget.

  3. Ep. 188: Macro Hive Webinar: (The Weekly Call Recorded 1 November 2023)

    Bilal Hafeez

    This week we have a special podcast episode for you! Listen to the Macro Hive Pro Markets Webinar and hear the key views of our leading researchers on their respective markets.

Ep. 187: Boris Vladimirov on Macro Volatility, US Yields, and Recession Risks

Bilal Hafeez

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

Ep. 186: Daniel Rock on How AI Will Reshape Economies 

Bilal Hafeez

Professor Daniel Rock is an Assistant Professor of Operations, Information, and Decisions at the Wharton School of the University of Pennsylvania. His research is on the economic effects of digital technologies, with a particular emphasis on the economics of artificial intelligence.

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