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  1. Ep. 147: Niels Kaastrup-Larsen and Alan Dunne on How To Make Money From Following the Trend

    Bilal Hafeez

    Niels is the Managing Director of DUNN Capital (Europe) which has a track record going back over 45 years. Alan is the Founder and CEO of Archive Capital – a boutique alternative investment research firm.

  2. Ep. 146: Yesha Yadav on the Galactic Risks of the US Treasury Markets

    Bilal Hafeez

    Yesha Yadav is Associate Dean and Professor of Law at Vanderbilt University Law School. She is one of the world’s leading experts on financial and securities regulation.

  3. Ep. 145: Andrew Revkin on What to Do About Climate Risk 

    Bilal Hafeez

    Andrew Revkin is one of America’s most honoured and experienced environmental journalists and the founding director of the new Initiative on Communication and Sustainability at Columbia University's Earth Institute. 

  1. Ep. 144: Ivy Zelman on the Coming US Housing Crisis  

    Bilal Hafeez

    With everyone taking a well-deserved break over the holiday season, we decided to dig through our archives to bring you our most-listened-to podcast of 2022.

  2. Ep. 143: Agathe Demarais on How Sanctions Backfire on the US 

    Bilal Hafeez

    Agathe Demarais is the Global Forecasting Director of The Economist Intelligence Unit. Agathe has a special focus on trade, sanctions, European affairs, Russia and the Middle East...

  3. Ep. 142: Shannon O’Neil on What Everyone Gets Wrong About (De)Globalisation

    Bilal Hafeez

    Shannon O'Neil is the vice president, deputy director of studies, and Nelson and David Rockefeller senior fellow for Latin America Studies at the Council on Foreign Relations. She is an expert on global trade, supply chains...

Ep. 141: David Rubenstein on How to Invest Like Superstar Investors 

Bilal Hafeez

David Rubenstein is Co-Founder and Co-Chairman of the Carlyle Group – one of the largest private equity firms in the world. Prior to forming Carlyle in 1987...

Ep. 140: Fred Thiel on FTX Fallout, Bitcoin Energy Myths, and Future of Crypto 

Bilal Hafeez

Fred Thiel is the CEO of Marathon Digital Holdings – one of the largest bitcoin mining companies in North America. Prior to this, Fred co-founded Sprocket...

  1. Ep. 139: Gerard DiPippo on CIA, US-China Tech War, and Taiwan Risks 

    Bilal Hafeez

    Gerard is a senior fellow with the Economics Program at the Center for Strategic and International Studies (CSIS). He joined CSIS after nearly 11 years in the U.S. intelligence community.

  2. Ep. 138: Victoria Ivashina on Whether Private Markets Will Trigger a Crisis 

    Bilal Hafeez

    Victoria is Professor of Finance and Head of the Finance Unit at Harvard Business School. She is also the faculty chair of the Global Initiative for the Middle East and North Africa (MENA) region.

  3. Ep. 137: Igor Yelnik on How to Trade Macro Differently

    Bilal Hafeez

    Igor founded Alphidence Capital in 2020 and holds the positions of CEO and CIO. The fund is unusual in that it focuses on systematic macro investing.

Ep. 136: Nouriel Roubini on World War 3 Starting, Debt Crisis and Robot Takeover

Bilal Hafeez

Nouriel Roubini is CEO of Roubini Macro Associates and Chief Economist for Atlas Capital Team LP. He is Professor Emeritus at the Stern School of Business (New York University).

Ep. 135: Doomberg on Energy Scarcity, Nuclear Power and Failure of Energy Transition Policies 

Bilal Hafeez

The Doomberg team are energy gurus amongst other things. They are the anonymous publishing arm of a bespoke consulting firm...

  1. Ep. 134: Robert Carver on How To Build Successful Trading Strategies

    Bilal Hafeez

    Robert is a systematic futures trader, writer, and researcher. He is the author of several books on systematic trading including ‘Systematic Trading...

  2. Ep. 133: Dave Newman on Hedge Fund Success, Investment Banking Lessons and Writing Daily  

    Bilal Hafeez

    Dave is President and CIO of KC3 Capital Management. Before that, he was Head of Macro Trading NY at Moore Capital...

  3. Ep. 132: Randy Schwimmer on Private Credit, Fed Shocks and Recession Risks  

    Bilal Hafeez

    Randy is co-head of senior lending and oversees senior lending origination and capital markets for Churchill Asset Management, which has $40bn of committed capital.

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...

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...

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