Macro Hive Conversations With Bilal Hafeez
We talk economics and markets with leading policymakers and investors.
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Episodes (333)
Ep. 372: Branko Milanović on China's Rise, the Shift to National Market Liberalism, and Inequality
Aug 21, 2026
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Ep. 371: Paul Krake on AI's Post-Cyclical World, 10% Unemployment Risks, and the End of Friction
Aug 14, 2026
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Ep. 370: Eric Beinhocker on Market Humanism, the End of Neoliberalism, and Human Flourishing
Aug 7, 2026
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Ep. 369: Marvin Barth on US Re-Industrialisation, Trump 2.0, and the Localisation Thesis
Jul 31, 2026
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Ep. 368: Richard Clarida on the Warsh Fed, the AI Capex Boom, and Global Economic Fragmentation
Jul 24, 2026
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Ep. 367: Brendan Greeley on The Almighty Dollar, 500 Years of History, and the Eurodollar Market
Jul 17, 2026
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Ep. 366: Mikihiro Matsuoka on Japan's Inflation, BOJ Policy Shifts, and the Weak Yen Challenge
Jul 10, 2026
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Ep. 365: Stefan Jansen on Agentic AI, ML Workflows, and the Evolution of Machine Learning for Trading
Jul 3, 2026
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Ep. 364: William Beach on the US Fiscal Precipice, Tax Reform, and AI's Impact on Labour
Jun 26, 2026
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Ep. 363: Martin Wolf on AI's Colossal Impact, Central Banking Risks, and the Democratic Recession
Jun 19, 2026
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Ep. 362: Dan Rasmussen on Private Equity's Stranded Assets, Private Credit, and the AI Bubble
Jun 12, 2026
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Ep. 361: Neil Dutta on the US Economic Outlook, Fed Policy Stasis, and AI's Role in Consumer Wealth
Jun 5, 2026
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Ep. 360: Dirk Willer on Trading Global Macro Regimes, the End of QE, and Navigating Equity Bubbles
May 29, 2026
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Ep. 359: Dylan Smith on the Hormuz Supply Shock, US Macro Regimes, and Private Market Evolution
May 22, 2026
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Ep. 358: Shawn Edwards on Engineering Trust in AI, The Bloomberg Way, and the Terminal's Future
May 15, 2026
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Ep. 357: Andrew Perry on the Five Pillars of Global Macro, Liquidity, and Australia's Macro Risks
May 8, 2026
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Ep. 356: Tina Fordham on the Geopolitics Super Cycle, Iran's Oil Shock, and Trump's Global Impact
May 1, 2026
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Ep. 355: Phil Suttle on Oil Market Shocks, Inflationary AI, and the Fed's Hawkish Pivot
Apr 24, 2026
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Ep. 354: Nader Itayim on Iran's Hormuz Stranglehold, GCC Tensions, and the Oil Market's Recovery
Apr 17, 2026
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Ep. 353: Rory Johnston on the Hormuz Ceasefire, Oil Supply Losses, and Navigating Energy Security
Apr 10, 2026
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Ep. 352: Richard Schimel on Platform Evolution, Collaborative Culture, and Navigating Market Risks
Apr 6, 2026
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Ep. 351: Tyler Goodspeed on Recession Myths, the Reality of Economic Shocks, and Policy Hubris
Mar 27, 2026
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Ep. 350: Tomasz Nadrowski on China's Mineral War, Western Supply Chain Gaps, and Global Resilience
Mar 20, 2026
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Ep. 349: Nader Itayim on Iran's Regional War, the Hormuz Choke Point, and Global Energy Disruption
Mar 13, 2026
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Ep. 348: Alex Campbell on Commodity Diversification, AI strategies, and the Moneyball Approach
Mar 6, 2026
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Ep. 347: Raphaël Gallardo on Austrian Economics, Wobbling AI Bubbles, and Trump Risk Parity
Feb 27, 2026
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Ep. 346: Alex Gurevich on US Return to Zero Rates, AI Productivity, and Managing Portfolio Paralysis
Feb 20, 2026
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Ep. 345: Marc Elovitz on Private Market Evolution, Crypto's Regulatory Shift, and AI Explainability
Feb 13, 2026
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Ep. 344: Sean McGould on Multi-Strategy Investing, Trump 2.0, and the AI 'Digital Tool' Era
Feb 6, 2026
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Ep. 343: Srividya Jandhyala on Changing Corporate Behaviour to Geopolitical Risks, and 'The Great Disruption'
Jan 30, 2026
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Ep. 342: Rory Johnston on Trump's Bullish Impact on Oil Markets, and the Bearish Risks Ahead
Jan 23, 2026
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Ep. 341: Phil Suttle on Trump's Populism, the Productivity Mystery, and Global Disruption
Jan 16, 2026
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Ep. 340: Robert Koenigsberger on EM Cycles, China's Turnaround, and the New Era of Private Credit
Jan 7, 2026
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Ep. 339: Jay Pelosky on Tech Bubble (or Not), China vs. US, Clean Energy Plays
Dec 17, 2025
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Ep. 338: Ken Tropin on Talent Recruitment, Fed Risks, and Biggest Underpriced Trade
Dec 12, 2025
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Ep. 337: Sangeet Paul Choudary on What Everyone Is Getting Wrong on AI
Dec 4, 2025
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Ep. 336: David Dredge on Sharpe Ratio Fallacy, Capturing Upside and Managing Uncertainty
Nov 28, 2025
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Ep. 335: Marc Rubinstein on AI Bubble, Private Credit, Jane Street Rise
Nov 20, 2025
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Ep. 334: Mark Farrington on Dollar Dominance, China's Gold Play and Crisis Catalysts
Nov 14, 2025
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Ep. 333: David Samra on Value Investing, AI Returns, and Bad Management Teams
Nov 6, 2025
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Ep. 332: Miguel Gutierrez on Argentina's Transformation, Latin American Opportunities, and Private Market Arbitrage.
Oct 30, 2025
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Ep. 331: Gordon Hanson on US Manufacturing Fetishisation, Job Loss, and the Middle Class
Oct 23, 2025
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Ep. 330: Paul Cavey on US-China Trade War, Japan Politics and Taiwan Imbalances
Oct 16, 2025
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Ep. 329: Shiloh Bates on CLO Risks, Private Credit and Macro Read-Through
Oct 10, 2025
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Ep. 328: Diane Coyle on GDP, Digital Gaps and Invisible AI Economy
Oct 2, 2025
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Ep. 327: Ryan Hass on China's Patient Power Play, and US-China Relations
Sep 25, 2025
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Ep. 326: Jon Turek on Fed Cuts, Recession Risks and Political Risks
Sep 18, 2025
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Ep. 325: Chris Hughes on Misunderstood Fed Chairs, Fed Balance Sheet and Offshore Dollars
Sep 11, 2025
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Ep. 324: Alberto Gallo on Western Debt Crisis, Real Assets and US Surprises
Sep 3, 2025
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Ep. 323: Jonathan Xiong on China, Dollar and Using AI in Asset Management
Aug 28, 2025
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