Ep. 195: Bilal Hafeez on 2023 Surprises, Getting AI Right, and Best TV of 2023

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. Bilal started his twenty-year career at JP Morgan. Academically, Bilal was an Honorary Visiting Professor of Finance at Cass Business School and studied Economics at St Johns College, Cambridge. This week’s podcast covers:

The biggest surprises of 2023
Why covering oil and China is important
Understanding the drivers of US growth
Why 2024 will not turn out the way everyone thinks
Black and grey swan events for 2024
What ‘AI’ firms are getting wrong
How to use AI correctly in financial markets
Favourite books, films, and TV shows of 2023

You can follow Bilal’s work here, on LinkedIn here and on X here.

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