Ep. 375: Bilal on How to Use AI to Turbocharge Your Market Analysis
In this solo episode, Bilal flips the script to pull back the curtain on his personal research workflow, addressing a surge of questions fro...
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Macro Hive Conversations With Bilal Hafeez
We talk economics and markets with leading policymakers and investors.
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Ep. 374: Dominique Dwor-Frecaut on the K-Shaped US Economy, AI Supply Shocks, and Fed Hikes
Dominique Dwor- Frecaut is the Chief US economist and macro strategist for Macro Hive and is based in Los Angeles. Before that, she worked a...
Ep. 373: Jon Turek on the 'Owl' Fed, the US Treasury's Bond Buybacks, and AI Capex Durability
Jon Turek is the founder and CEO of JST Advisors, a hedge fund advisory service that publishes a weekly research note with global macro trad...
Ep. 372: Branko Milanović on China's Rise, the Shift to National Market Liberalism, and Inequality
Branko is a research professor at the Stone Center on Socio-Economic Inequality at the City University of New York. He received his Ph D fro...
Ep. 371: Paul Krake on AI's Post-Cyclical World, 10% Unemployment Risks, and the End of Friction
Paul Krake is an investor, strategist, and independent researcher with three decades across macroeconomics, policy, and capital markets. In...
Ep. 370: Eric Beinhocker on Market Humanism, the End of Neoliberalism, and Human Flourishing
Eric Beinhocker is a professor at the University of Oxford's Blavatnik School of Government and the founder and executive director of the In...
Ep. 369: Marvin Barth on US Re-Industrialisation, Trump 2.0, and the Localisation Thesis
Marvin Barth is the creator of Thematic Markets and Seriously, Marvin?! . Thematic Markets is rigorous, institutional-quality research aimed...
Ep. 368: Richard Clarida on the Warsh Fed, the AI Capex Boom, and Global Economic Fragmentation
Dr Clarida is a managing director and global economic advisor at PIMCO. Prior to rejoining PIMCO in 2022, he was the firm's global strategic...
Ep. 367: Brendan Greeley on The Almighty Dollar, 500 Years of History, and the Eurodollar Market
Brendan Greeley has spent twenty years as a journalist, covering economic and monetary policy. He was the US economics editor at the Financi...
Ep. 366: Mikihiro Matsuoka on Japan's Inflation, BOJ Policy Shifts, and the Weak Yen Challenge
Matsuoka-San is the Chief Economist of SBI Securities in Japan. Before that, he was the Chief Economist for Japan at Deutsche Bank. Overall,...
Ep. 365: Stefan Jansen on Agentic AI, ML Workflows, and the Evolution of Machine Learning for Trading
Stefan Jansen is the founder and CEO of Applied AI. He advises Fortune 500 companies, investment firms, and startups across industries on da...
Ep. 364: William Beach on the US Fiscal Precipice, Tax Reform, and AI's Impact on Labour
William W. Beach is the Senior Fellow in Economics at the Economic Policy Innovation Center (EPIC) and the Coffin Fellow at the Calvin Cooli...
Ep. 363: Martin Wolf on AI's Colossal Impact, Central Banking Risks, and the Democratic Recession
Martin Wolf is the chief economics commentator at the Financial Times in London. He was awarded the CBE (Commander of the British Empire) in...
Ep. 362: Dan Rasmussen on Private Equity's Stranded Assets, Private Credit, and the AI Bubble
Daniel Rasmussen is the founder and managing partner of Verdad Advisers, an investment firm with over $1 billion in assets under management...
Ep. 361: Neil Dutta on the US Economic Outlook, Fed Policy Stasis, and AI's Role in Consumer Wealth
Neil Dutta is Head of Economic Research at Renaissance Macro Research ( renMac ). He leads their macroeconomic research efforts, with an emp...
Ep. 360: Dirk Willer on Trading Global Macro Regimes, the End of QE, and Navigating Equity Bubbles
Dr. Dirk Willer is a Managing Director and Global Head of Macro and Asset Allocation at Citi Research in New York. Prior to this role, Dirk...
Ep. 359: Dylan Smith on the Hormuz Supply Shock, US Macro Regimes, and Private Market Evolution
Dylan is the founder of arcMacro , where he analyses macro and private markets. His previous roles include serving as an economist at Goldma...
Ep. 358: Shawn Edwards on Engineering Trust in AI, The Bloomberg Way, and the Terminal's Future
Shawn Edwards is Bloomberg's Chief Technology Officer. Based in New York, he oversees the development of Bloomberg's global technology strat...
Ep. 357: Andrew Perry on the Five Pillars of Global Macro, Liquidity, and Australia's Macro Risks
Andrew Perry is the creator of Macro Pillars, a macro research product servicing a bespoke selection of global banks, hedge funds, and sophi...
Ep. 356: Tina Fordham on the Geopolitics Super Cycle, Iran's Oil Shock, and Trump's Global Impact
Tina Fordham is a Geostrategist , Author and Advisor to board and C-Suite leaders on a mission to transform how leaders navigate the changin...