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  1. Ep. 216: Dominique Dwor-Frecaut on Inflation Persistence, Immigration Surge and Trump Effect

    Bilal Hafeez

    Dominique Dwor-Frecaut is the Chief US economist and macro strategist for Macro Hive and is based in Los Angeles. Before that, she worked at various hedge funds including Bridgewater.

  2. Ep. 215: Nick Rohatyn on How to Navigate Emerging Markets Investing

    Bilal Hafeez

    Nick Rohatyn is Founder and serves as Chief Executive Officer of The Rohatyn Group. TRG is a global asset manager specialising in emerging markets and real assets, with over $8bn in assets under management. 

  3. Ep. 214: Lindsay Politi on Higher Inflation Regime, Recession Risks and Debt Dynamics

    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.

  1. Ep. 213: Bilal Hafeez on Fed Cuts, Dollar Strength and AI Hype

    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. 212: Nick Baltas on Mastering Systematic Strategies from Alpha to AI

    Bilal Hafeez

    Nick Baltas is a managing director and head of R&D, cross-asset delta-one and commodity systematic trading strategies at Goldman Sachs. Prior to joining Goldman Sachs in 2017, Nick was an executive director in the quantitative research unit of UBS.

  3. Ep. 211: John Coates on How a Few Financial Institutions Control Everything

    Bilal Hafeez

    John Coates is the Deputy Dean of Harvard Law School. He has served at the Securities and Exchange Commission, and was a partner at Wachtell, Lipton, Rosen & Katz, specializing in financial institutions.

Ep. 210: Mark Koyama on What Makes Some Nations Richer Than Others

Bilal Hafeez

Mark Koyama is Associate Professor of Economics at George Mason University and Mercatus Center. Mark earned his PhD in Economics from the University of Oxford. He focuses on how historical institutions functioned and on the relationship between culture and economic performance.

Ep. 209: Darrell Duffie on Treasury Market Dysfunction, Dollar Dominance and CBDC

Bilal Hafeez

Darrell Duffie is a leading expert on bond markets. He is the Adams Distinguished Professor of Management and Professor of Finance at the Graduate School of Business, Stanford University.

  1. Ep. 208: David Dredge on Inflation, Underpriced Risks and Sharpe Ratio Flaws

    Bilal Hafeez

    David Dredge is the Chief Investment Officer of Convex Strategies, which is an agnostic value investor in volatility. David has over 30 years experience managing risk across global markets.

  2. Ep. 207: Dave DeWalt on Cyber Warfare, Attacks on US Election, and AI

    Bilal Hafeez

    Dave DeWalt is Founder, CEO, and Managing Director of NightDragon, an investment and advisory firm focused on growth and late-stage cybersecurity, safety, security, and privacy companies.

  3. Ep. 206: Nigel Toon on How AI Thinks and How We Can Control It

    Bilal Hafeez

    Nigel Toon is the founder of Graphcore, which builds unique IPU chips designed for AI. He sits as a Non-Executive Director on the board of the UK Research and Innovation Council and has sat on the UK Prime Minister's Business Council.

Ep. 205: Gary Gerstle on Unprecedented Trump, Unrecognised Biden, and Unusual Times

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).

Ep. 204: Claudia Sahm on Inflation Risks, Fed Cuts, and Recession

Bilal Hafeez

Claudia Sahm is a well-known, highly regarded, Washington-based expert on monetary and fiscal policy and forecasting. She has advised decision-makers at the Federal Reserve, White House, and Congress.

  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.

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.

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.

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