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  1. Ep. 191: Greg Lippmann on The Big Short, Latest US Housing View, and Finding Alpha in Structured Products

    Bilal Hafeez

    Greg Lippmann is the Managing Founding Partner and the Chief Investment Officer of the $9.8bn asset management firm, LibreMax.

  2. Ep. 190: Dr Douglas Greenig on Trend-Following, the End of Pax-Americana, and Why He ls Long Volatility

    Bilal Hafeez

    Dr Douglas Greenig is the CEO, CIO, and founder of Florin Court Capital, a systematic, trend-following asset manager uniquely broad in its focus on over 500 markets.

  3. Ep. 189: Marc Goldwein on the Unprecedented US Budget Problem and How to Fix It

    Bilal Hafeez

    Marc Goldwein is the Senior Vice President and Senior Policy Director for the Committee for a Responsible Federal Budget, where he guides and conducts research on a wide array of topics related to fiscal policy and the federal budget.

  1. Ep. 188: Macro Hive Webinar: (The Weekly Call Recorded 1 November 2023)

    Bilal Hafeez

    This week we have a special podcast episode for you! Listen to the Macro Hive Pro Markets Webinar and hear the key views of our leading researchers on their respective markets.

  2. Ep. 187: Boris Vladimirov on Macro Volatility, US Yields, and Recession Risks

    Bilal Hafeez

    Boris is one of the leading macro thinkers in the market. He is a managing director at Goldman Sachs.

  3. Ep. 186: Daniel Rock on How AI Will Reshape Economies 

    Bilal Hafeez

    Professor Daniel Rock is an Assistant Professor of Operations, Information, and Decisions at the Wharton School of the University of Pennsylvania. His research is on the economic effects of digital technologies, with a particular emphasis on the economics of artificial intelligence.

Ep. 185: Charlie McElligott on Year-End Rally, Duration Buying, and Carnivore Diets

Bilal Hafeez

Charlie McElligott is the leading expert on all things positioning, flow, sentiment, and quant factors. He is a Managing Director and Cross-Asset Macro Strategist for the Global Markets Americas business at Nomura Securities International, with more than 15 years’ experience in macro markets.

Ep. 184: Martin Lueck On Scientific Investing, Trend Models and Macro Divergences 

Bilal Hafeez

Marty co-founded Aspect Capital, which manages over $8bn in a range of systematic investment solutions.  He is the Research Director and oversees the Research Team responsible for generating and analysing fundamental research hypotheses for development of all Aspect’s investment programmes.

  1. Ep. 183: Jason Halliwell on Value Investing, Systematic Macro and Carry

    Bilal Hafeez

    Jason Halliwell is the head of GMO’s Systematic Global Macro team and a partner of the firm. GMO is a leading value-oriented asset manager with $60bn under management. Jason joined GMO in September 1999 from Westpac Investment Management where he spent three years in research and development of quantitative tactical asset allocation methods. In the podcast, we talk about: 

  2. Ep. 182: Barry Eichengreen on Fixing the Debt Problem, Dollar Demise and Tech Impacts

    Bilal Hafeez

    Barry Eichengreen, Professor of Economics and Political Science at the University of California, Berkeley, is a former senior policy adviser at the International Monetary Fund. He is the author of many books, including most recently “In Defense of Public Debt”.

  3. Ep. 181: Phil Suttle on US Recession Risks, AI Impact, and BoJ to 1% 

    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. He was educated at Oxford University and lives in the US.

Ep. 180: Dominque Dwor-Frecaut on What Everyone Gets Wrong on Inflation, Recessions and Fed Policy

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 in FX and rates in EM and G10 at established and startup macro hedge funds in the US since 2011, including at Bridgewater.

Ep. 179: Mustafa Chowdhury on Fed Policy, US Industrial Policy and Housing Risks

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. Prior to that, he was a Managing Director and Head of US Rates and MBS Strategy at Deutsche Bank.

  1. Ep. 178: Professor Adrian Williams on Everything You Wanted to Know About Sleep [Replay]

    Bilal Hafeez

    Dr. Adrian Williams is the UK's first Professor of Sleep Medicine. Adrian graduated from University College, London, UK, and after...

  2. Ep. 177: 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.

  3. Ep. 176: Michael Schrage on How Recommendation Engines Create Value

    Bilal Hafeez

    Michael is a research fellow with the MIT Sloan School of Management's Initiative on the Digital Economy. His research focuses on the behavioural economics of models, prototypes, and metrics as for managing innovation risk and opportunity. He is author of the award-winning book The Innovator’s Hypothesis and most recently Recommendation Engines.

Ep. 175: Bill Bernstein on the Four Essentials to Investing Successfully

Bilal Hafeez

Bill Bernstein is a neurologist turned investment advisor. He is also the author of several books, including The Intelligent Asset Allocator, The Four Pillars of Investing, If You Can: How Millennials Can Get Rich Slowly, and The Delusion of Crowds.

Ep. 174: Stephen Roach on US and China’s Accidental Conflict

Bilal Hafeez

Stephen is a faculty member at Yale University and former chairman of Morgan Stanley Asia. He is the author of Unbalanced: The Codependency of America and China and most recently Accidental Conflict: America, China, and the Clash of False Narratives.

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