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...
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Macro Hive Conversations With Bilal Hafeez
We talk economics and markets with leading policymakers and investors.
Macro Hive Conversations With Bilal Hafeez Podcast Guide
Listen to Macro Hive Conversations With Bilal Hafeez, a Business podcast by Bilal Hafeez. Stream 329 episodes in English, follow new audio stories, and play episodes online on Radio and Podcast.
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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...
Ep. 355: Phil Suttle on Oil Market Shocks, Inflationary AI, and the Fed's Hawkish Pivot
Phil is the founder of Suttle Economics – a leading research consultancy. Before that, he held senior roles at Tudor , the Institute of Inte...
Ep. 354: Nader Itayim on Iran's Hormuz Stranglehold, GCC Tensions, and the Oil Market's Recovery
Nader i s Argus' Middle East editor, based in Dubai. Argus is a leading independent provider of global energy and commodity market intellige...
Ep. 353: Rory Johnston on the Hormuz Ceasefire, Oil Supply Losses, and Navigating Energy Security
Rory Johnston is a Toronto-based oil market researcher, the founder of Commodity Context, a lecturer at the University of Toronto's Munk Sch...
Ep. 352: Richard Schimel on Platform Evolution, Collaborative Culture, and Navigating Market Risks
Richard Schimel is the Co-Founder and Co-CIO of Cinctive Capital Management – a leading multi -strategy alternative asset manager. Rich has...
Ep. 351: Tyler Goodspeed on Recession Myths, the Reality of Economic Shocks, and Policy Hubris
Dr. Tyler Goodspeed chaired the White House Council of Economic Advisers from 202-21. During his tenure on the council, he also chaired the...
Ep. 350: Tomasz Nadrowski on China's Mineral War, Western Supply Chain Gaps, and Global Resilience
Tomasz Nadrowski is a portfolio manager at the Amvest Terraden Critical Minerals Fund. He was a former Director at the World Economic Forum...