Bitcoin & Crypto | COVID | Global | Monetary Policy & Inflation
Podcast Transcript: Bilal Hafeez on Inflation, Crypto and Investment Lessons
- By Bilal Hafeez
Bilal Hafeez (00:00:01):
Welcome to Macro Hive Conversations with Bilal Hafeez. Macro Hive brings you the best analysis to successfully invest in markets from crypto, to equities, to bonds. For our latest analysis, visit macrohive.com.
There’s so much going on in markets at the moment, we had a huge flash crash in Bitcoin and other crypto markets over the past weekend, and we have a piece giving our take on what caused these moves. We also give our latest take on Omicron as well. On top of all of this, we resume our annual tradition and publish our grey swans for 2022. These are not quite black swans, but rather risks for 2022 that we can imagine, but have a low probability of occurring. We have 14 grey swans in total, which range from a U.S. recession happening in 2022, to COVID disappearing, to crypto killing Facebook. And we also have some really outlandish ones like Elon Musk selling all of his stock to end poverty, Manchester United winning the Champions League, and the New York Jets winning the Super Bowl. Actually, I should add that the last one is more like the black Swan. You can read all of this and more as a member of Macro Hive, you also get access to our webinars, transcripts of all our podcasts, and crucially our members’ Slack room where Macro Hive team and members discuss markets all hours of the day. It’s refreshingly different from Twitter. Membership to Macro Hive costs the same as a few weekly cappuccinos, so go to macrohive.com to sign up now. And if you’re a professional or institutional investor, we have a more high octane product that features all of my views, model portfolio, trade ideas, machine learning models, and much, much more. Hit me up on Bloomberg or email me on [email protected] to find out more.
Now on this episode, the tables have been turned and I am the guest, my partner and COO of Macro Hive, Andrew Simon interviews me on everything from what I’ve learnt during my banking career, to my views on inflation in China and crypto, to my personal routine and book recommendations. It’s the most in-depth interview I’ve ever had. You’ll hear about my background in the interview, so no need to go over that now. But in terms of Andrew’s background, Andrew has spent over 25 years in finance on both the buy-side and sell-side. He co-founded Eschaton Opportunities Fund, a $100 million hedge fund focused on global thematic value investing. Earlier, he led JP Morgan’s institutional sales business across foreign exchange in EM for Europe. He also spearheaded initiatives around tail risk hedging and cross asset structuring. And before JP Morgan he ran Lehman’s global derivative sales business and at Deutsche Bank, he managed the European currency option trading and Deriv’s research business. And he started his career Cooper Neff, BNP. Now onto my interview.
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