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We bring you the 5 best podcasts to tune into every week, and we curate these to ensure you are as informed as you need to be – newsletter delivered every Tuesday.

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We aim to deliver the best macro ideas. We strive to give a different angle and we like to challenge. We want to make our members stand out from the crowd. We do this by harnessing the experience of a network of leading thinkers led by Bilal Hafeez. We also embrace advances in machine learning to support the work, but we never lose site of the power of the human brain. Importantly, we look outside of our own work too. We scour the world for the best analysis whether academic work, blogs, or podcasts. We curate the best. Crucially, we present everything in an accessible form where you can get the key insights with minimum time. Now, it’s time for you to join The Hive."
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5 PODCASTS WORTH
LISTENING TO

Alex Gurevich: Stop This Conversation and Pause This Interview, Go Buy Gold! (Macro Voices) (66 min listen)

Listen

How U.S. Yields Could Go Negative (What Goes Up) (34 min listen)

Listen

Henry Curr on Inflation, the Philips Curve, and A New Monetarism (Macro Musings) (63 min listen)

Listen

Scott Kupor on VC funding (FT Tech Tonic) (31 min listen)

Listen

Trade Talks 107: Making Services Trade Great (Peterson Perspectives) (21 min listen)

Listen

BILAL'S TOP PICKS

Markets & Investing

This is another tough week for big name start-ups and their major stakeholders. Are the anticipated bubbles around ‘fake’ tech start-ups finally going to bust? The outlook for the overall market is still heavily affected by uncertainties and a lack of faith, but maybe there’s an unexpected silver lining lying in the increased interest around ESG or green investing. VIEW LATEST

Monetary Policy & Inflation

The Fed cut rates for the third time this year. The persistent low rate environment seems to be a cause of bubbles forming after all. The least central bankers can do is help reduce carbon emissions – ‘Green QE’ is all in. VIEW LATEST

Fiscal Policy & Inequality

The idea of introducing a wealth tax to solve inequality in the US and beyond has been thrown around a lot recently. Most economists frown upon it (we previously featured Timothy Taylor’s piece crunching numbers to find it makes little sense), but this week we picked an opposing view by Nobel laureate Michael Spence. He sees value in a wealth tax but with some caveats. VIEW LATEST

Growth & Labour Market

This week we see a series of pessimistic signals around the future of the workforce. Automation could be a dehumanizing force, real wage growth has been sticky, and ageing populations create more than just financial problems. VIEW LATEST

Politics

Yesterday, the Fed cut rates for the third time this year. The persistent low rate environment seems to be a cause of bubbles forming after all. The least central bankers can do is help reduce carbon emissions – ‘Green QE’ is all in. VIEW LATEST

Data, Models & Market Plumbing

A number of uncertain macro factors are weighing down on equity valuations while at the same time value stocks are making a comeback, riding the volatility and possible undervaluations. VIEW LATEST

China

Last week we looked at China’s growing laundry list of troubles. This week has been big for the CCP, and its Fourth Plenum is sending out mixed signals regarding the changes in the power structure within the Party. These changes are going to affect China’s next steps in addressing its urgent diplomatic and economic concerns. VIEW LATEST