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  1. Ep. 208: David Dredge on Inflation, Underpriced Risks and Sharpe Ratio Flaws

    Bilal Hafeez

    David Dredge is the Chief Investment Officer of Convex Strategies, which is an agnostic value investor in volatility. David has over 30 years experience managing risk across global markets.

  2. Ep. 207: Dave DeWalt on Cyber Warfare, Attacks on US Election, and AI

    Bilal Hafeez

    Dave DeWalt is Founder, CEO, and Managing Director of NightDragon, an investment and advisory firm focused on growth and late-stage cybersecurity, safety, security, and privacy companies.

  3. Ep. 206: Nigel Toon on How AI Thinks and How We Can Control It

    Bilal Hafeez

    Nigel Toon is the founder of Graphcore, which builds unique IPU chips designed for AI. He sits as a Non-Executive Director on the board of the UK Research and Innovation Council and has sat on the UK Prime Minister's Business Council.

  1. Ep. 205: Gary Gerstle on Unprecedented Trump, Unrecognised Biden, and Unusual Times

    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).

  2. Ep. 204: Claudia Sahm on Inflation Risks, Fed Cuts, and Recession

    Bilal Hafeez

    Claudia Sahm is a well-known, highly regarded, Washington-based expert on monetary and fiscal policy and forecasting. She has advised decision-makers at the Federal Reserve, White House, and Congress.

  3. Ep. 203: Melanie Mitchell on Can Artificial Intelligence Beat Human Thinking

    Bilal Hafeez

    Melanie Mitchell is one of the leading AI researchers in the world. She is Professor at the Santa Fe Institute.

Ep. 202: Alberto Gallo on Trump, Fiscal Risks, and Market Outlook

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.

Ep. 201: Henry Ritchotte on Managing Banks, Start-Ups, and the New Investment Era

Bilal Hafeez

Henry Ritchotte is the Founder of RitMir Ventures, investing in financial services businesses with a focus on regulatory- and technology-driven business models.

  1. Ep. 200: Julia Azari on Trump’s Dictatorial Powers, Biden’s Unpopularity, and US Elections

    Bilal Hafeez

    Julia Azari is Professor in the Department of Political Science at Marquette University. She holds a Ph.D in political science from Yale University. Her research focuses on the American presidency, American political parties, political communication, and American political development.

  2. Ep. 199: Dominique Dwor-Frecaut on Fed Slashing Rates and Trump Winning

    Bilal Hafeez

    Dominique Dwor-Frecaut is the Chief US economist and macro strategist for Macro Hive and is based in Los Angeles.

  3. Ep. 198: Chris Rauh on How to Use AI to Predict Conflicts

    Bilal Hafeez

    Chris Rauh is a Professor of Economics and Data Science at the University of Cambridge. He works with complex datasets and applied methodologies, including machine learning and structural modelling.

Ep. 197: John Floyd on the Biggest Trades and Risks for 2024

Bilal Hafeez

John was previously Head of Macro Strategies at Record Currency Management, an $80 billion currency manager.

Ep. 196: Rerelease: Niall Ferguson on Cold War 2, Middle East Conflict and Woke Students 

Bilal Hafeez

This podcast was recorded in March 2023. Niall Ferguson is the Milbank Family Senior Fellow at the Hoover Institution, Stanford University, and a senior faculty fellow of the Belfer Center at Harvard, where he served for twelve years as the Laurence A. Tisch Professor of History.

  1. Ep. 195: Bilal Hafeez on 2023 Surprises, Getting AI Right, and Best TV of 2023

    Bilal Hafeez

    Bilal is the CEO and Head of Research at Macro Hive. Before that, Bilal was Global Head of International Fixed Income Strategy at Nomura, and Head of Multi-Asset Research and Advisor to the CEO at Deutsche Bank.

  2. Ep. 194: Liang Ding on Can China Avoid a Hard Landing

    Bilal Hafeez

    Liang is currently based in Shanghai and has close to twenty years of market experience as a currency strategist, China economist, portfolio manager, and quant analyst.

  3. Ep. 193: Shiloh Bates on Demystifying CLO Myths

    Bilal Hafeez

    Shiloh Bates is the Chief Investment Officer of Flat Rock Global in 2018 – a $750mn credit manager.

Ep. 192: Yesha Yadav on Crypto Bankruptcies, Stablecoin, and Treasury Market Issues

Bilal Hafeez

Greg Lippmann is the Managing Founding Partner and the Chief Investment Officer of the $9.8bn asset management firm, LibreMax.

Ep. 191: Greg Lippmann on The Big Short, Latest US Housing View, and Finding Alpha in Structured Products

Bilal Hafeez

Greg Lippmann is the Managing Founding Partner and the Chief Investment Officer of the $9.8bn asset management firm, LibreMax.

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