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  1. Ep. 211: John Coates on How a Few Financial Institutions Control Everything

    Bilal Hafeez

    John Coates is the Deputy Dean of Harvard Law School. He has served at the Securities and Exchange Commission, and was a partner at Wachtell, Lipton, Rosen & Katz, specializing in financial institutions.

  2. Ep. 210: Mark Koyama on What Makes Some Nations Richer Than Others

    Bilal Hafeez

    Mark Koyama is Associate Professor of Economics at George Mason University and Mercatus Center. Mark earned his PhD in Economics from the University of Oxford. He focuses on how historical institutions functioned and on the relationship between culture and economic performance.

  3. Ep. 209: Darrell Duffie on Treasury Market Dysfunction, Dollar Dominance and CBDC

    Bilal Hafeez

    Darrell Duffie is a leading expert on bond markets. He is the Adams Distinguished Professor of Management and Professor of Finance at the Graduate School of Business, Stanford University.

  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.

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).

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.

  1. 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.

  2. 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.

  3. 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.

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.

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.

  1. 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.

  2. 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.

  3. 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.

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.

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.

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