Subscribe

Hive Podcastssee more…

  1. Ep. 379: Paul Cavey on East Asia’s AI Tech Boom, Semiconductor Exports, and Macro Dynamics

    Bilal Hafeez

    Paul Cavey is a China-focused Asia economist with twenty-five years of experience covering the region. He runs East Asia Econ. Previously, he was a macro strategist in the global bond team at Wellington Management, head of China economics at Macquarie Securities and chief China economist at the Economist Intelligence Unit.

  2. Ep. 378: Apurv Jain on Alternative Data, Real-Time Macro Nowcasting, and AI’s Economic Role

    Bilal Hafeez

    Apurv Jain is the Founder and CEO of MacroX, a San Francisco-based startup building a real-time measurement layer for the global economy using alternative data. Before MacroX, Apurv built machine-learning investing systems at Microsoft, traded FX derivatives at Deutsche Bank, and worked at Bridgewater Associates. His research experience spans Microsoft Research and Harvard Business School, with publications and invited talks across academia, central banks, and global forums including Davos and the World AI Summit. He holds degrees from Georgia Tech and the University of Chicago and is passionate about mixed martial arts.

  3. Ep. 377: Jay Pelosky on the Tripolar World, the Spending Super Cycle, and the Global Earnings Boom

    Bilal Hafeez

    Jay Pelosky is the founder of TPW Advisory. He has over 35 years of buy-side and sell-side financial market experience. Before going independent, Jay was at Morgan Stanley, where he was ranked #1 by Institutional Investor in Global Equity Strategy and Global Asset Allocation Strategy.

  1. Ep. 376: Rory Johnston on $100 Oil, the Refined Product Crisis, and China’s Swing Power

    Bilal Hafeez

    Rory Johnston is a Toronto-based oil market researcher, the founder of Commodity Context, a lecturer at the University of Toronto's Munk School of Global Affairs and Public Policy, as well as a Fellow with both the Canadian Global Affairs Institute and the Payne Institute for Public Policy at the Colorado School of Mines. Prior to founding Commodity Context, Rory led commodity economics research at Scotiabank.

  2. Ep. 375: Bilal on How to Use AI to Turbocharge Your Market Analysis

    Bilal Hafeez

    In this solo episode, Bilal flips the script to pull back the curtain on his personal research workflow, addressing a surge of questions from peers on how to effectively apply AI to financial market analysis using six core principles.

  3. Ep. 374: Dominique Dwor-Frecaut on the K-Shaped US Economy, AI Supply Shocks, and Fed Hikes

    Bilal Hafeez

    Dominique Dwor-Frecaut is the Chief US economist and macro strategist for Macro Hive and is based in Los Angeles. Before that, she worked at various hedge funds, including Bridgewater. Prior to the buy side, she worked at the New York Fed, IMF, and the World Bank. She holds a PhD in Economics from the London School of Economics.

Ep. 373: Jon Turek on the ‘Owl’ Fed, the US Treasury’s Bond Buybacks, and AI Capex Durability

Bilal Hafeez

Jon Turek is the founder and CEO of JST Advisors, a hedge fund advisory service that publishes a weekly research note with global macro trade ideas. JST Advisors works closely with hedge funds on developing asymmetric macro trade ideas and market themes. Outside of JST Advisors, Jon worked as a portfolio manager at Brevan Howard and as an analyst at Moore Capital.

Ep. 372: Branko Milanovic on China’s Rise, the Shift to National Market Liberalism, and Inequality

Bilal Hafeez

Branko is a research professor at the Stone Center on Socio-Economic Inequality at the City University of New York. He received his PhD from the University of Belgrade in 1987 and served as lead economist in the World Bank’s Research Department for almost 20 years, leaving to write his book on global income inequality, Worlds Apart. He later worked at the Carnegie Endowment for International Peace in Washington, the University of Maryland, Johns Hopkins University, All Souls College in Oxford, and Universidad Carlos III in Madrid. Branko’s main area of work is income inequality. He is the author of several books – the most recent one being  The Great Global Transformation.

  1. Ep. 371: Paul Krake on AI’s Post-Cyclical World, 10% Unemployment Risks, and the End of Friction

    Bilal Hafeez

    Paul Krake is an investor, strategist, and independent researcher with three decades across macroeconomics, policy, and capital markets. In 2011, he founded the research platform View from the Peak after macro roles at Corus Capital, Caxton Associates, Moore Capital, Goldman Sachs, and Macquarie Bank.

  2. Ep. 370: Eric Beinhocker on Market Humanism, the End of Neoliberalism, and Human Flourishing

    Bilal Hafeez

    Eric Beinhocker is a professor at the University of Oxford’s Blavatnik School of Government and the founder and executive director of the Institute for New Economic Thinking at the Oxford Martin School (INET Oxford), a research center dedicated to applying innovative economics to major societal challenges. He is also Chairman of the Science Board at the Santa Fe Institute. Prior to his academic career, Beinhocker spent three decades as a technology entrepreneur, venture capitalist, and consultant to Fortune 500 companies. He is the author of The Origin of Wealth: The Radical Remaking of Economics and What It Means for Business and Society.

  3. Ep. 369: Marvin Barth on US Re-Industrialisation, Trump 2.0, and the Localisation Thesis

    Bilal Hafeez

    Marvin Barth is the creator of Thematic Markets and Seriously, Marvin?!.  Thematic Markets is rigorous, institutional-quality research aimed at market professionals, while Seriously, Marvin?! presents more accessible takes on contrarian musings Marvin doesn’t have time to research at Thematic Markets.  Both publications benefit from the uniquely broad perspective on the global political economy Marvin has gained from a three-decade career spanning nearly every asset class, academia, central banking, finance ministry, and international institutions. This includes working at Barclays Investment Bank, Citi, the Federal Reserve Board, the U.S. Treasury Department, and the Bank for International Settlements.

Ep. 368: Richard Clarida on the Warsh Fed, the AI Capex Boom, and Global Economic Fragmentation

Bilal Hafeez

Dr Clarida is a managing director and global economic advisor at PIMCO. Prior to rejoining PIMCO in 2022, he was the firm's global strategic advisor from 2006 to 2018. He served as Vice Chairman of the Board of Governors of the U.S. Federal Reserve System from September 2018 to January 2022. Richard is also Professor of Economics and International Affairs at Columbia University. Before joining PIMCO in 2006, he was Assistant Secretary of the Treasury for Economic Policy, in which he served as chief economic advisor to two U.S. Treasury Secretaries. Earlier in his career, he was with Credit Suisse and Grossman Asset Management. He has 26 years of investment experience and holds a PhD and a master's degree in economics from Harvard University. He received an undergraduate degree with Bronze Tablet Honors from the University of Illinois.

Ep. 367: Brendan Greeley on The Almighty Dollar, 500 Years of History, and the Eurodollar Market

Bilal Hafeez

Brendan Greeley has spent twenty years as a journalist, covering economic and monetary policy. He was the US economics editor at the Financial Times and continues to write a regular column there. Before that, he was a staff writer for Bloomberg Businessweek and The Economist, as well as an anchor and correspondent for Bloomberg TV. He has also written for The New York Times, The New York Times Magazine, and The Wall Street Journal Europe, and received a New York Press Club Award for special event reporting. Brendan graduated from Tulane University with honours in German. He is currently completing a PhD in financial history at Princeton University.

  1. Ep. 366: Mikihiro Matsuoka on Japan’s Inflation, BOJ Policy Shifts, and the Weak Yen Challenge

    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. Overall, he has been involved in macroeconomic analysis at research institutions and financial institutions for the past 30 years. He is known to be one of the leading Japan economists with unique insights on structural issues. Over the years, he has been highly ranked in numerous surveys, including the Institutional Investor survey. 

  2. Ep. 365: Stefan Jansen on Agentic AI, ML Workflows, and the Evolution of Machine Learning for Trading

    Bilal Hafeez

    Stefan Jansen is the founder and CEO of Applied AI. He advises Fortune 500 companies, investment firms, and startups across industries on data & AI strategy, building data science teams, and developing end-to-end machine learning solutions.  Before his current venture, he was a partner and managing director at an international investment firm, where he built the predictive analytics and investment research practice. He was also a senior executive at a global fintech company with operations in 15 markets, advised Central Banks in emerging markets, and consulted for the World Bank.

  3. Ep. 364: William Beach on the US Fiscal Precipice, Tax Reform, and AI’s Impact on Labour

    Bilal Hafeez

    William W. Beach is the Senior Fellow in Economics at the Economic Policy Innovation Center (EPIC) and the Coffin Fellow at the Calvin Coolidge Presidential Foundation. Beach also serves on the UKG Workforce Institute Advisory Board.   Prior to these appointments, Beach was the fifteenth Commissioner of Labor Statistics at the Bureau of Labor Statistics in Washington, DC. He took up his duties there on March 28, 2019. Prior to joining BLS, Dr. Beach was vice president for policy research at the Mercatus Center at George Mason University from February of 2016 to March of 2019; and, prior to that served as the Chief Economist for the Senate Budget Committee, Republican Staff, from 2013 through early 2016.

Ep. 363: Martin Wolf on AI’s Colossal Impact, Central Banking Risks, and the Democratic Recession

Bilal Hafeez

Martin Wolf is the chief economics commentator at the Financial Times in London. He was awarded the CBE (Commander of the British Empire) in 2000 ‘for services to financial journalism’.Prior to RenMac, Neil spent seven years at Bank of America-Merrill Lynch. There, he was a Senior Economist covering both the United States and Canada.

Ep. 362: Dan Rasmussen on Private Equity’s Stranded Assets, Private Credit, and the AI Bubble

Bilal Hafeez

Daniel Rasmussen is the founder and managing partner of Verdad Advisers, an investment firm with over $1 billion in assets under management across multiple asset classes. He is the author of The Humble Investor (2025) and American Uprising (2011). Prior to founding Verdad, he worked at Bain Capital Private Equity and Bridgewater Associates. Prior to RenMac, Neil spent seven years at Bank of America-Merrill Lynch. There, he was a Senior Economist covering both the United States and Canada

View all articles in "Hive Podcasts"…

Subscribe to Macro Hive

Macro Hive is the community platform for the thinking investor…

START 30-DAY FREE TRIAL

Already have an account?…

Log in…

Get the weekly newsletter 16,000+ finance pros read for 'must-have' trade ideas.

    Spring sale - Prime Membership only £3 for 3 months! Get trade ideas and macro insights now