Hive Podcastssee more…

  1. Ep. 131: Howard Davies on How UK Chancellors Steer the UK In Crisis 

    Bilal Hafeez

    Howard Davies is the Chairman of the Board of Directors of Natwest Group. Previously, he was the Director of the London School of Economics...

  2. Ep. 130: Dr Sam Ramani on the Russia-Ukraine War, Recent Ukraine Wins and Putin’s Endgame 

    Bilal Hafeez

    Sam is a tutor of politics and international relations at the University of Oxford, and an Associate Fellow at the British defence think tank...

  3. Ep. 129: Artem Milinchuk on Alternative Assets, Farmland and Inflation Hedges 

    Bilal Hafeez

    Artem has over 10 years of finance experience in food, agriculture, and farmland. He holds an MBA from The Wharton School, and a BA and MA in Economics from the Higher School of Economics.

  1. Ep. 128: Karl Massey on the End of Investing as You Know It

    Bilal Hafeez

    Karl is Fellow of the Royal Society of Arts, and Mentor at Creative Destruction Labs (Saïd Business School, University of Oxford). He began his career at JPMorgan trading fixed income.

  2. Ep. 127: James Fok on the US-China Financial Cold War, Dollar Dominance and Role of HK 

    Bilal Hafeez

    James Fok is a veteran financial and strategic advisor to corporations and governments. He served as a senior executive at Hong Kong Exchanges and Clearing (HKEX)...

  3. Ep. 126: Cameron Crise On Fed’s Balance Sheet Problem, Equity Drawdowns and Inflation

    Bilal Hafeez

    Cameron Crise is a macro strategist at Bloomberg, where he writes the Macro Man column and posts on the Markets Live blog.

Ep. 125: Denise Shull on Emotions as a Dataset and Avoiding Investment Mistakes [Replay]

Bilal Hafeez

Denise Shull is the Founder and CEO of ReThink. In that role, she uses neuroscience and modern psychoanalysis to help clients become successful in investing, trading, and leading teams.

Ep. 124: Diego Parrilla On High Inflation, Anti-Bubbles and the Problem with Stop Losses

Bilal Hafeez

Diego is Managing Partner at $1.8b Quadriga Asset Managers. Prior to joining Quadriga in Madrid in 2017, Diego worked in London, New York, and Singapore for two decades...

  1. Ep. 123: Lindsay Politi On the Inflation Path, Fed Cuts and Money Printing

    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.

  2. Ep. 122: Ivy Zelman on the Coming US Housing Crisis

    Bilal Hafeez

    Ivy Zelman is CEO at Zelman & Associates. She co-founded Zelman & Associates in 2007 which is a leading housing research firm in the US.

  3. Ep. 121: Mikihiro Matsuoka on Bank of Japan policy, Japanisation of Economies, and the Demise of Capitalism  

    Bilal Hafeez

    Matsuoka-San is the Chief Economist of SBI Securities in Japan. Before that, he was the Chief Economist for Japan at Deutsche Bank.

Ep. 120: Boris Vladimirov on Fed Scenarios, Recession Risks and EM Outperformers 

Bilal Hafeez

Boris is one of the top macro thinkers in the market. He is a managing director at Goldman Sachs. Before GS, he was partner and portfolio manager at Rokos Capital Management...

Ep. 119: Marion Laboure on Democratising Finance, Bitcoin as Digital Diamond and Central Bank Digital Currency 

Bilal Hafeez

Marion is a senior economist at Deutsche Bank in London and a lecturer at Harvard University. She has extensive private sector, public policy, and monetary policy experience...

  1. Ep. 118: Raymond Sagayam on the Biggest Overlooked Market Risk, Building World Class Teams, and Lessons from Bodybuilding 

    Bilal Hafeez

    Ray is the Chief Investment Officer of Fixed Income at Pictet Asset Management. He joined Pictet in 2010 as Head of Total Return Fixed Income, before becoming CIO in 2017 and an Equity Partner in 2018.

  2. Ep. 117: Dominique Dwor-Frecaut on How the Fed is Setting Policy and Why an 8% US Interest Rate is Likely

    Bilal Hafeez

    Dominique Dwor-Frecaut is a Senior Macro Strategist for Macro Hive based in Los Angeles. She has been producing alpha-generating trade ideas...

  3. Ep. 116: Bert Gochet on China Risks, India’s Future and Brazil’s Commodities 

    Bilal Hafeez

    Bert is a macro strategist at Macro Hive, specialising in Emerging Markets strategy. Between 2009 and 2017, he was co-head of EM strategy...

Ep. 115: Thorsten Wegener On the Simplest Way to Understand Option Markets

Bilal Hafeez

Thorsten spent twenty years trading equity derivatives and was a partner at Bear Stearns. He was also head of equity derivatives at Panmure Gordan...

Ep. 114: Stéphane Ouellette on the Crypto Crash, and What Next

Bilal Hafeez

Stéphane is CEO and Co-Founder of FRNT Financial – a crypto-focused investment bank. He began his capital markets career working in the Equity Products group on the trading floor at BMO Capital Markets (BMO) in 2010 as a Cash Equity Sales Trader.

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