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  1. Ep. 123: Lindsay Politi On the Inflation Path, Fed Cuts and Money Printing

    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.

  2. Ep. 122: Ivy Zelman on the Coming US Housing Crisis

    Bilal Hafeez

    Ivy Zelman is CEO at Zelman & Associates. She co-founded Zelman & Associates in 2007 which is a leading housing research firm in the US.

  3. Ep. 121: Mikihiro Matsuoka on Bank of Japan policy, Japanisation of Economies, and the Demise of Capitalism  

    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.

  1. Ep. 120: Boris Vladimirov on Fed Scenarios, Recession Risks and EM Outperformers 

    Bilal Hafeez

    Boris is one of the top macro thinkers in the market. He is a managing director at Goldman Sachs. Before GS, he was partner and portfolio manager at Rokos Capital Management...

  2. Ep. 119: Marion Laboure on Democratising Finance, Bitcoin as Digital Diamond and Central Bank Digital Currency 

    Bilal Hafeez

    Marion is a senior economist at Deutsche Bank in London and a lecturer at Harvard University. She has extensive private sector, public policy, and monetary policy experience...

  3. Ep. 118: Raymond Sagayam on the Biggest Overlooked Market Risk, Building World Class Teams, and Lessons from Bodybuilding 

    Bilal Hafeez

    Ray is the Chief Investment Officer of Fixed Income at Pictet Asset Management. He joined Pictet in 2010 as Head of Total Return Fixed Income, before becoming CIO in 2017 and an Equity Partner in 2018.

Ep. 117: Dominique Dwor-Frecaut on How the Fed is Setting Policy and Why an 8% US Interest Rate is Likely

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...

Ep. 116: Bert Gochet on China Risks, India’s Future and Brazil’s Commodities 

Bilal Hafeez

Bert is a macro strategist at Macro Hive, specialising in Emerging Markets strategy. Between 2009 and 2017, he was co-head of EM strategy...

  1. Ep. 115: Thorsten Wegener On the Simplest Way to Understand Option Markets

    Bilal Hafeez

    Thorsten spent twenty years trading equity derivatives and was a partner at Bear Stearns. He was also head of equity derivatives at Panmure Gordan...

  2. Ep. 114: Stéphane Ouellette on the Crypto Crash, and What Next

    Bilal Hafeez

    Stéphane is CEO and Co-Founder of FRNT Financial – a crypto-focused investment bank. He began his capital markets career working in the Equity Products group on the trading floor at BMO Capital Markets (BMO) in 2010 as a Cash Equity Sales Trader.

  3. Ep. 113: Jay Newman on the Hidden Story of How Money is Moved Around the World

    Bilal Hafeez

    Jay spent 40 years in international finance, including at Elliot Management and Lehmans. His primary focus was on distressed EM sovereign debt. He was central to the historic 15-year fight to recover billions of dollars in defaulted Argentine debt.

Ep. 112: Mike Philbrick on Bond Massacres, Better Diversification and Systematic Thinking

Bilal Hafeez

Mike is the Chief Executive Officer of ReSolve Global Asset Management. He has over 29 years of experience in investment management and is responsible for investment decisions, coaching, and strategic leadership.

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.

  1. 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.

  2. 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.

  3. 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. 

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.

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.

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