Hive Podcastssee more…

  1. Ep. 111: Tymofiy Mylovanov on Ukrainian Resistance, Russia’s Hidden Economic Weapon and Germany’s Error

    Bilal Hafeez

    Tymofiy Mylovanov is the President of the Kyiv School of Economics, advisor to Ukrainian President Zelensky and former Ukrainian Minister of Economic Development, Trade and Agriculture. He is currently focused on humanitarian work for Ukraine.

  2. Ep. 110: Phil Suttle on the Inflation Combustion Model, the Fed’s Errors, and US Housing

    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.

  3. Ep. 109: John Butler on Stagflation, Financial Instability, and World Wars

    Bilal Hafeez

    John is a commodity guru amongst other things. He has 25 years of experience in international finance. He has served as a Managing Director for bulge-bracket investment banks on both sides of the Atlantic in research, strategy, asset allocation, and product development roles.

  1. Ep. 108: Daniel Zwirn on Finding Value in the Biggest Bubble in History

    Bilal Hafeez

    Dan Zwirn is the Co-Founder, CEO, and CIO of Arena Investors LP. Arena is a $3.4 billion global investment firm focusing on special situations asset and credit investments in corporates, real estate, structured finance, and corporate securities. 

  2. Ep. 107: Josh Young on $200 Oil and the Structural Energy Supply Problem

    Bilal Hafeez

    Josh Young is the Chief Investment Officer and Founder of Bison Interests – an investment firm that focuses on the publicly traded oil and gas sector.

  3. Ep. 106: Denise Shull on Emotions as a Dataset and Avoiding Investment Mistakes

    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.

Ep. 105: Dominique Dwor-Frecaut on the Coming US Recession, and Fed’s Communication Problem

Bilal Hafeez

Dominique Dwor-Frecaut is a macro strategist for Macro Hive based in Los Angeles. She has been producing alpha generating trade ideas...

Ep. 104: Andy Constan on Lessons From Bridgewater, Equity Valuations and Top Trades

Bilal Hafeez

Andy Constan has spent the past 33 years investing and trading global markets. He’s worked at leading hedge funds Bridgewater Associates and Brevan Howard as Chief Strategist.

  1. Ep. 103: [Emergency podcast ] Timothy Ash on Why Investors Are Underestimating Fall-Out From Russia/Ukraine Conflict

    Bilal Hafeez

    Timothy is a Senior EM Sovereign Strategist at the $125bn fund, BlueBay, and is widely considered one of the leading experts on Ukraine and Russia.

  2. Ep. 102: Jurrien Timmer on S&P to 8,000, Ukraine Fall-Out and Bitcoin Allocations

    Bilal Hafeez

    Jurrien is the director of Global Macro at Fidelity Investments. Fidelity is the one of the largest asset managers in the world.

  3. Ep. 101: John List on Insights From Uber, Paying Bonuses and Scaling Ideas

    Bilal Hafeez

    John is the Kenneth C. Griffin Distinguished Service Professor in Economics at the University of Chicago. His new book is The Voltage Effect: How to Make Good Ideas Great and Great Ideas Scale.

Our 100th Podcast: Greg Zuckerman on the Inside Story of the Race for a COVID-19 Vaccine

Bilal Hafeez

This is the 100th podcast episode of my show! I speak with Greg Zuckerman, Special Writer at The Wall Street Journal.

Ep. 99: Tania Reif on Leaving Macro Investing For Crypto

Bilal Hafeez

Tania Reif is Founder and CIO of Senda Digital Assets. Prior to her cryptocurrency focus she built her investment pedigree at top macro...

  1. Ep. 98: Alfonso Peccatiello (Alf) on Money Printing, US Risks and ECB Surprises

    Bilal Hafeez

    Alfonso Peccatiello (Alf) is the author of The Macro Compass, a financial newsletter providing educational macroeconomic insights &...

  2. Ep. 97: Adam Iqbal on Carry Trades, Volatility and Trading Options 

    Bilal Hafeez

    Adam is a Managing Director and Global Head of G10 FX Options Trading at Goldman Sachs. Prior to this, he was an FX Volatility Portfolio...

  3. Ep. 96: Shahin Vallée on Europe’s Geopolitical Risks, ECB Policy and French Elections

    Bilal Hafeez

    Shahin Vallée is head of the Geo-Economics Program at the German Council on Foreign Relations (DGAP). Before the German Council, Shahin...

Ep. 95: Mark Yusko on the Right Asset Allocation, Avoiding Crypto Scams and 2022 Trades

Bilal Hafeez

Mark Yusko is the Founder, CEO and Chief Investment Officer of Morgan Creek Capital Management. Prior to forming Morgan Creek in 2004...

Ep. 94: Mark Stanwyck and Rick Seeger on Avalanche, DeFi and GameFi

Bilal Hafeez

Mark Stanwyck is the Co-Founder of Avalaunch - the first protocol, exclusively for the Avalanche ecosystem, to offer projects a platform...

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