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  1. Ep. 235: Christian Schwarz on AI Bubbles, Using AI in Trading and Synthetic Data

    Bilal Hafeez

    Christian is Managing Director and Head of Data Science in the financial markets division at Standard Chartered. He focuses on credit and previously worked at Mizuho and Credit Suisse.

  2. Ep. 234: Jay Pelosky on Bullish Equities, Early Cycle US and Trump Losing

    Bilal Hafeez

    Jay Pelosky is the founder of TPW Advisory. He has over 35 years of buy-side and sell-side financial market experience.

  3. Ep. 233: Mirza Baig on Best EM Trades, Fed Easing and China Carry Trade

    Bilal Hafeez

    Mirza Baig is a senior EM strategist at Macro Hive. He has been researching and trading global FX and rates products for 20 years.

  1. Ep. 232: Bob Elliott on US Recession Odds, Fed Policy and Equity Risks

    Bilal Hafeez

    Bob Elliott is the Co-Founder of Unlimited, which uses machine learning to create index replication ETFs of alternative investments, like hedge funds. Prior to founding Unlimited, Bob was a Senior Investment Executive at Bridgewater Associates, where he served on the Investment Committee (G7) and led Ray Dalio’s personal investment research team for nearly a decade.

  2. Ep. 231: J. Doyne Farmer on Making Sense of Chaos

    Bilal Hafeez

    J. Doyne Farmer is Director of the Complexity Economics Programme and Professor of Complex Systems Science at the University of Oxford. He is also External Professor at the Santa Fe Institute and Chief Scientist at Macrocosm.

  3. Ep. 230: Shawn Edwards on How Bloomberg Is Using AI

    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. 229: Brad Setser on Yen Carry Trade, US-China Trade, and US Profit Offshoring

Bilal Hafeez

Brad Setser is the Whitney Shepardson senior fellow at the Council on Foreign Relations. His expertise includes global trade and capital flows, financial vulnerability analysis, and sovereign debt restructuring.

Ep. 228: Liang Ding on China’s Economy and Markets

Bilal Hafeez

Liang is a markets professional, with 20 years’ experience as a portfolio manager, quantitative analyst, currency strategist, and China economist. He has spent most of his career based in Germany, where he earned his PhD and worked at several asset managers including DWS.

  1. Ep. 227: Álvaro Cartea on AI Manipulating Markets (and What to Do About It)

    Bilal Hafeez

    Álvaro Cartea is Professor of Mathematical Finance in the Mathematical Institute, University of Oxford, and director of the Oxford-Man Institute of Quantitative Finance. 

  2. Ep. 226: Gary Gerstle on Kamala Impact, Trump Policies and Political Realignments

    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).

  3. 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.

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.

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.

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