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  1. Ep. 329: Shiloh Bates on CLO Risks, Private Credit and Macro Read-Through

    Bilal Hafeez

    Shiloh Bates is a Partner and Chief Investment Officer. Prior to that, he was a Managing Director at Benefit Street Partners.

  2. Ep. 328: Diane Coyle on GDP, Digital Gaps and Invisible AI Economy

    Bilal Hafeez

    Diane Coyle is the Bennett Professor of Public Policy at the University of Cambridge. She is the Research Director at the Bennett School of Public Policy.

  3. Ep. 327: Ryan Hass on China’s Patient Power Play, and US-China Relations

    Bilal Hafeez

    Ryan Hass is director of the John L. Thornton China Center and the Chen-Fu and Cecilia Yen Koo Chair in Taiwan Studies at Brookings. He is also a senior fellow in the Center for Asia Policy Studies.

  1. Ep. 326: Jon Turek on Fed Cuts, Recession Risks and Political Risks

    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.

  2. Ep. 325: Chris Hughes on Misunderstood Fed Chairs, Fed Balance Sheet and Offshore Dollars

    Bilal Hafeez

    Chris Hughes is an economist and author who now serves as Chair of the Economic Security Project, a leading nonprofit advocating for economic power for all Americans. Chris was a cofounder of Facebook.

  3. Ep. 324: Alberto Gallo on Western Debt Crisis, Real Assets and US Surprises

    Bilal Hafeez

    Alberto Gallo is Chief Investment Officer and Co-founder at Andromeda Capital Management. Prior to that, Alberto initiated and ran the Global Credit Opportunities fund at Algebris Investments. Previously, he ran macro credit research at RBS in London and served in senior research roles at Goldman Sachs in New York, Bear Stearns in New York and London, and Merrill Lynch in London.

Ep. 323: Jonathan Xiong on China, Dollar and Using AI in Asset Management

Bilal Hafeez

Jonathan Xiong is the founder and CEO/CIO of Arrowpoint Investment Partners, a new Asia-focused hedge fund. Prior to starting Arrowpoint, Jonathan was the Co-CEO of Millennium Management Asia for five years.

Ep. 322: Rerelease – 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.

  1. Ep. 321: Antonio Del Favero on Favourite Rates Trades, Fed and Dollar

    Bilal Hafeez

    Antonio Del Favero is a macro strategist at Macro Hive. He focuses mainly on the US economy and G3 rates markets. Formerly, he worked at various macro hedge funds, including Tudor, Maniyar Capital and Brevan Howard.

  2. Ep. 320: Dominique Dwor-Frecaut on Weak US Growth, Fed Independence and AI Impact

    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.

  3. Ep. 319: Phil Suttle on Slowing US, Delayed Tariff Impacts and China Investment

    Bilal Hafeez

    Phil is the founder of Suttle Economics – a leading research consultancy. Before that, he held senior roles at Tudor, the Institute of International Finance (IIF), JP Morgan, Barclays, the New York Fed and World Bank.

Ep. 318: Brad Setser on Trump Tariffs, China’s Surging Surplus and Dollar Policy

Bilal Hafeez

Brad Setser is the Whitney Shepardson senior fellow at the Council on Foreign Relations. His expertise includes global trade and capital flows, financial vulnerability analysis, and sovereign debt restructuring.

Ep. 317: George Selgin on Trump Tariffs, Fed Independence and Dollar Vulnerability

Bilal Hafeez

George Selgin is a senior fellow and director emeritus of the Center for Monetary and Financial Alternatives at the Cato Institute and professor emeritus of economics at the University of Georgia. He is the author of numerous books.

  1. Ep. 316: Kyle Keane on AI, Forecasting and Turning Blind

    Bilal Hafeez

    Dr. Kyle Keane is a Senior Lecturer in Assistive Technologies at the University of Bristol, where he leads research at the intersection of artificial intelligence, human cognition and assistive technology design. With a background in quantum computing and computational physics, he applies the scientific rigor of a physicist to studying human perception and the engineer’s precision to designing technologies that translate complex information into interpretable, multi-sensory experiences.

  2. Ep. 315: Keyu Jin on What Everyone Gets Wrong on China

    Bilal Hafeez

    Keyu Jin is a Professor of Economics at the LSE. She is an academic member of the China Finance 40 Group and has worked with the World Bank, the IMF, and the China Banking Regulatory Commission, and is a non-executive board member of the luxury conglomerate Richemont and Jardine Matheson.

  3. Ep. 314: Marvin Barth on Trump’s US Resurgence, No Fed Cuts and Dire Europe

    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 does not have time to research at Thematic Markets.

Ep. 313: Tom Montag on the Undiscovered Potential of Carbon Markets

Bilal Hafeez

Tom Montag is the founding Chief Executive Officer of Rubicon Carbon. Tom has over 20 years of experience in financial markets.

Ep. 312: Deepak Gurnani on Five Steps for Using AI in Investing

Bilal Hafeez

Deepak Gurnani is the Founder and Managing Partner of Versor Investments. He is the former CIO of Investcorp’s Hedge Fund Group and was one of its founding members in 1996.

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