Ep. 380: Alex Edmans on Market Bubbles, Investor Biases, and the Madness of Markets
Alex Edmans is a Professor of Finance at London Business School and is one of the world's leading academics on company purpose, social value...
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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. 379: Paul Cavey on East Asia's AI Tech Boom, Semiconductor Exports, and Macro Dynamics
Paul Cavey is a China-focused Asia economist with twenty-five years of experience covering the region. He runs East Asia Econ. Previously, h...
Ep. 378: Apurv Jain on Alternative Data, Real-Time Macro Nowcasting, and AI's Economic Role
Apurv Jain is the Founder and CEO of MacroX , a San Francisco-based startup building a real-time measurement layer for the global economy us...
Ep. 377: Jay Pelosky on the Tripolar World, the Spending Super Cycle, and the Global Earnings Boom
Jay Pelosky is the founder of TPW Advisory. He has over 35 years of buy-side and sell-side financial market experience. Before going indepen...
Ep. 376: Rory Johnston on $100 Oil, the Refined Product Crisis, and China's Swing Power
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. 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...
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...