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  1. Ep. 310: Helen Thomas on Trump’s Controlled Demolition Strategy

    Bilal Hafeez

    Helen Thomas is the CEO of Blonde Money, an independent consultancy firm that analyses and monitors mispriced risks in financial markets in the US, UK and the EU. Helen has a long and distinguished career in both finance and politics.

  2. Ep. 309: Adam Frank on Aliens, AI and Climate Collapse

    Bilal Hafeez

    Adam Frank is a professor of astrophysics at the University of Rochester. A self-described ‘evangelist of science,’ Adam regularly writes and speaks about subjects like intelligent life forms in the universe, high-energy-density physics, space exploration and missions, climate change and more.

  3. Ep. 308: Tobias Harris on Why Japan Matters

    Bilal Hafeez

    Tobias Harris is the Founder and Principal of Japan Foresight LLC. He has observed Japan as a political risk analyst at Teneo Intelligence and as a researcher at universities and think tanks.

  1. Ep. 307: Michael Sandel on Populism, Saving Democracy, and Tyranny of Merit

    Bilal Hafeez

    Michael Sandel teaches political philosophy at Harvard University. His writings – on justice, ethics, democracy, and markets – have been translated into more than 30 languages. His course ‘Justice’ is the first Harvard course to be made freely available online and on television, being viewed by tens of millions worldwide.

  2. Ep. 306: Ken Rogoff on Dollar Decline, Debt Worries and Fed Independence

    Bilal Hafeez

    Kenneth Rogoff is Maurits C. Boas Professor at Harvard University, and former chief economist at the IMF. He has long ranked among the top dozen most cited economists and is an international grandmaster of chess.

  3. Ep. 305: James van Geelen on ‘Haves vs Have Nots’ Theme, AI and Tariffs

    Bilal Hafeez

    James van Geelen, the founder of Citrini Research, which specializes in illuminating and demystifying the transformative 'megatrends' poised to shape societies, economies, and the market’s distribution of returns for years to come.

Ep. 304: Zongyuan Zoe Liu on Calculated China vs Unpredictable US

Bilal Hafeez

Zongyuan Zoe Liu is a senior fellow for China studies at the Council on Foreign Relations (CFR). Her work focuses on international political economy, global financial markets, sovereign wealth funds, supply chains of critical minerals, development finance, emerging markets, energy and climate change policy, and East Asia-Middle East relations.

Ep. 303: Mirza Baig on Trump’s Trade Strategy, China Risks and Canada’s Dilemma

Bilal Hafeez

Mirza has a track record of 20 years in the field of researching and trading global foreign exchange. His methodology is built on comprehensive research on underlying fundamentals, rigorous scenario analysis, and a low-frequency, high-conviction approach for idea generation.

  1. Ep. 302: Vania Stavrakeva on Macro News, Investor Flows and Trading Markets

    Bilal Hafeez

    Vania Stavrakeva is an Assistant Professor of Economics at the London Business School and has a PhD from Harvard. She has extensively studied exchange rate determination and how monetary policy, macroeconomics news and beliefs impact exchange rate movements.

  2. Ep. 301: Andrew Polk on China’s Bet on Tech Supremacy

    Bilal Hafeez

    Andrew Polk is the co-founder and head of economic research at Trivium China, a Beijing-based strategic advisory firm. Before founding Trivium, he was China director at Medley Global Advisors.

  3. Ep. 300: Gary Gerstle on Decoding Trump: Power & Chaos (Live at Cambridge University)

    Bilal Hafeez

    Gary Gerstle is the Paul Mellon Professor of American History Emeritus and Paul Mellon Director of Research at the University of Cambridge. He is the author and editor of more than ten books, including two prize winners, American Crucible: Race and Nation in the Twentieth Century (2017) and Liberty and Coercion: The Paradox of American Government from the Founding to the Present (2015).

Ep. 259: Thanos Papasavvas on Trump’s (Unsurprising) Geopolitical Shock

Bilal Hafeez

Thanos is the Founder and CIO of ABP Invest, which he founded in 2015. He began his career as an Economist for the UK Government Economic Service through the Civil Service Fast Stream during the ERM Crisis of 1992.

Ep. 258: Randy Schwimmer on Why Private Credit Is Performing

Bilal Hafeez

Randy Schwimmer is Vice Chairman of Churchill, where he oversees the Investor Solutions Group. Previously, he served as Co-Head of Senior Lending, responsible for senior lending origination and capital markets.

  1. Ep. 257: Joe Lavorgna on Trump Supercharging US Growth

    Bilal Hafeez

    Joe Lavorgna is a Managing Director and Chief Economist for SMBC Nikko Securities. He was previously the Chief Economist for the Americas at Natixis.

  2. Ep. 256: Max Stier on Trump Ripping Up Government

    Bilal Hafeez

    Max Stier is President and CEO of the Partnership for Public Service. The Partnership has been widely praised as a thought leader on federal government management issues.

  3. Ep. 255: Chris Johnson on Trump vs China

    Bilal Hafeez

    Chris Johnson spent nearly two decades at the CIA focusing on China and Asia. Today, Chris is the President and CEO of China Strategies Group.

Ep. 254: Jonny Matthews on US Economy and Why the Fed Will Not Cut in 2025

Bilal Hafeez

Jonny Matthews is a senior portfolio manager at Fortem Capital and creator of SuperMacro, an institutional-level macroeconomic research platform. Before that, he spent 12 years as a partner at Brevan Howard, where he managed a $500 million investment portfolio.

Ep. 253: Barry Eichengreen on Trump Trade Policy, Dollar Status and Debt Crises

Bilal Hafeez

Barry Eichengreen, Professor of Economics and Political Science at the University of California, Berkeley, is a former senior policy adviser at the International Monetary Fund.

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