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  1. Ep. 165: Jim Rogers on the Demise of the Dollar, Inflation and China

    Bilal Hafeez

    Jim Rogers co-founded the Quantum Fund, a global-investment partnership. During the next 10 years, the portfolio gained 4200%, while the S&P rose less than 50%. Rogers then decided to retire – at age 37.

  2. Ep. 164: Stefan Jansen on How to Use ChatGPT and AI in Finance

    Bilal Hafeez

    Stefan Jansen is the author of the widely read ‘Machine Learning For Algorithmic Trading’. He is the founder and Lead Data Scientist at Applied AI. He advises Fortune 500 companies, investment firms and startups across industries on data & AI strategy and developing machine learning solutions.

  3. Ep. 163: Gavyn Davies on Inflation, Asset Allocation and ChatGPT

    Bilal Hafeez

    Gavyn is a Founder and the Chairman of Fulcrum – a $5bn independent asset management firm. Prior to Fulcrum, Gavyn was Chairman of the BBC from 2001. He joined Goldman Sachs in 1986 and became Partner in 1988 when he also became the Chief Economist as well as Chairman of the Research Department until he left in 2001.

  1. Ep. 162: Gene Ma on US-China Decoupling, China’s Green Boom, and Growth Outlook

    Bilal Hafeez

    Gene Ma is the Head of China Research at the IIF. Prior to joining the IIF, Gene served as China Strategist at top macro hedge fund Tudor Investment.

  2. Ep. 161: Zar Amrolia on Reinventing Trading

    Bilal Hafeez

    Zar Amrolia was recently the co-Chief of XTX Markets – one of the top algorithmic trading companies in the world. Before XTX, Zar was Co-Head of Fixed Income, Currencies and Commodities at Deutsche Bank and a Partner at Goldman Sachs.

  3. Ep. 160: Ken Tropin on How to Run a Successful Macro Hedge Fund

    Bilal Hafeez

    Ken Tropin is a legend in the macro space. He is the Chairman and the founder of Graham Capital Management (GCM) - $18bn fund. Ken founded GCM in 1994 and over the last 28 years has grown the firm into an industry leading alternative investment manager focusing on global macro discretionary and quantitative hedge fund strategies.

Ep. 159: Robert Koenigsberger on What Everyone Gets Wrong About Emerging Markets

Bilal Hafeez

Robert Koenigsberger is Founder, Chief Investment Officer and the Managing Partner of the $5bn EM fund, Gramercy. He founded Gramercy in 1998. Robert has 36 years of investment experience dedicated to emerging markets with a specialization in distressed opportunistic credit strategies.

Ep. 158: Peter Spiller on Value Investing, Navigating Inflation and Delivering 15% Annual Returns 

Bilal Hafeez

Peter Spiller is the one of the most respected value investors in markets. He is the Founder and CIO of boutique investment house CG Asset Management. Prior to founding CGAM in 2000, Peter was a partner and strategy director at Cazenove & Co Capital Management and a US equity investor at Capel Cure & Myers.

  1. Ep. 157: Geoff Rubin on 60:40 Portfolios, Endowment Model and Re-Thinking Risk 

    Bilal Hafeez

    Geoff Rubin is Senior Managing Director and Chief Investment Strategist at CPP Investments. The Canadian Pension Plan is one of the world’s leading pension managers with over $530bn in assets.

  2. Ep. 156: Jim Leitner on Creating a Macro Edge, Trading Options and Carry Trades

    Bilal Hafeez

    Jim Leitner serves as President of Falcon Management Corporation and CIO of Falcon Family L.P. a family office. Previously, he worked as a foreign exchange trader at Morgan Guaranty...

  3. Ep. 155: Lindsay Politi on the Silicon Valley Bank Fall-Out, Duration Bubbles and Inflation 

    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. 154: Niall Ferguson on Cold War 2, Middle East Conflict and Woke Students 

Bilal Hafeez

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.

Ep. 153: Mustafa Chowdhury on Mortgage Risks, Fed Shocks and Derivatives

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.

  1. Ep. 152: Timothy Ash on Russia’s Failure, China Intervention and EM Re-Alignment  

    Bilal Hafeez

    Timothy Ash is a Senior EM Sovereign Strategist at the $125bn fund, BlueBay, and is widely considered one of the leading experts on Ukraine and Russia. Prior to joining BlueBay, Tim was Head of CEEMEA Credit Strategy at Nomura International.

  2. Ep. 151: Mikihiro Matsuoka on Japan Inflation, BoJ Outlook and Debt Problems 

    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.

  3. Ep. 150: Richard Oldfield on Value Investing, Warren Buffet and Elon Musk

    Bilal Hafeez

    Richard founded Oldfield Partners in 2004.The firm is a value-style asset management firm with over $4bn in assets under management.

Ep. 149: Deborah Seligsohn on What Everyone Gets Wrong on China’s COVID and Climate Policies 

Bilal Hafeez

Deborah Seligsohn is an Assistant Professor of Political Science at Villanova University.  Her research focuses on Chinese politics, US-China relations, and public health, energy and environmental politics in China and India.

Ep. 148: Phil Suttle on Fed Murdering Expansions and Bond Worries 

Bilal Hafeez

Phil is the founder of Suttle Economics – a leading research consultancy. Before that, he held senior roles at Tudor, the Institute of International Finance (IIF), JP Morgan, Barclays, the New York Fed and World Bank.

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