Ep. 92: Bilal Hafeez on Inflation, Crypto and Investment Lessons
- By Bilal Hafeez
- 1 min read
We turn the tables and Bilal becomes the guest as Andrew Simon (COO of Macro Hive) interviews him.
Bilal Hafeez is the Founder and CEO of Macro Hive. Prior to this, Bilal was Global Head of International Fixed Income Strategy at Nomura between 2016 and 2019. Before that Bilal held various senior roles at Deutsche Bank between 2002 and 2015 including Head of Multi-Asset Research, Advisor to the CEO, Head of Asia Research in Singapore and Global Head of Foreign Exchange Research. Bilal started his career at J.P. Morgan in 1998. In this podcast we discuss:
- Lessons learned at JPMorgan, Deutsche Bank and Nomura
- Views on inflation and why yields are low
- How to understand the market impact of COVID
- Tech booms and crypto
- What economists get wrong about tech
- New frontier of the digital economy
- China’s challenge
- Favourite investment lessons
- Advice to new starters in finance
- Productivity tips
- Books that influenced Bilal:
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- The Black Swan (Taleb)
- Beginning of Infinity (Deutsch),
- Superforecasting (Tetlock, Gardner)
- The Great Crash 1929 (Galbraith)
- Liar’s Poker (Lewis)
- A Technique for Producing Ideas (Young)
- It Doesn’t Have to Be Crazy at Work (Fried)
- Bloomberg (Bloomberg)
- The Rumi Collection (Rumi, Helminski)
- The Complete Works of William Shakespeare (Shakespeare)
- Meditations (Aurelius)
- How To Improve Your Marriage Without Talking About It (Lowe, Stosny)
- Non-Violent Communication (Rosenberg)
- Raising Boys and Raising Girls (Biddulph)
You can follow Bilal’s work here and his Twitter account here.
You can read the transcript for this podcast here.
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(The commentary contained in the above article does not constitute an offer or a solicitation, or a recommendation to implement or liquidate an investment or to carry out any other transaction. It should not be used as a basis for any investment decision or other decision. Any investment decision should be based on appropriate professional advice specific to your needs.)