Macro Hive Conversations With Bilal Hafeez
Episodes
Episodes of Macro Hive Conversations With Bilal Hafeez
Mark All
James van Geelen, founder of Citrini Research, which specializes in illuminating and demystifying the transformative 'megatrends' poised to shape societies, economies, and the market’s distribution of returns for years to come. In this podcast
Zongyuan Zoe Liu is a senior fellow for China studies at the Council on Foreign Relations (CFR). Her work focuses on international political economy, global financial markets, sovereign wealth funds, supply chains of critical minerals, developm
Mirza has a track record of 20 years in the field of researching and trading global foreign exchange. His methodology is built on comprehensive research on underlying fundamentals, rigorous scenario analysis, and a low-frequency, high-convictio
Vania Stavrakeva is an Assistant Professor of Economics at the London Business School and has a PhD from Harvard. She has extensively studied exchange rate determination and how monetary policy, macroeconomics news and beliefs impact exchange r
Andrew Polk is the co-founder and head of economic research at Trivium China, a Beijing-based strategic advisory firm. Before founding Trivium, he was China director at Medley Global Advisors. Previously, he was the resident China economist at
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
Thanos is the Founder and CIO of ABP Invest, which he founded in 2015. He began his career as an Economist for the UK Government Economic Service through the Civil Service Fast Stream during the ERM Crisis of 1992. Thanos then embarked on a 20-
Randy Schwimmer is Vice Chairman of Churchill, where he oversees the Investor Solutions Group. Previously, he served as Co-Head of Senior Lending, responsible for senior lending origination and capital markets. Randy also serves on the firm’s E
Joe Lavorgna is a Managing Director and Chief Economist for SMBC Nikko Securities. He was previously the Chief Economist for the Americas at Natixis. While there, Joe took a one-year leave of absence to serve in the Trump administration, where
Max Stier is President and CEO of the Partnership for Public Service. The Partnership has been widely praised as a thought leader on federal government management issues. Max has worked previously in all three branches of the federal government
Chris Johnson spent nearly two decades at the CIA focusing on China and Asia. Today, Chris is the President and CEO of China Strategies Group. He also serves as a Senior Fellow on Chinese Politics at the Asia Society Policy Institute’s Center f
Jonny Matthews is a senior portfolio manager at Fortem Capital and creator of SuperMacro, an institutional-level macroeconomic research platform. Before that, he spent 12 years as a partner at Brevan Howard, where he managed a $500 million inve
Barry Eichengreen, Professor of Economics and Political Science at the University of California, Berkeley, is a former senior policy adviser at the International Monetary Fund. He is the author of many books, including ‘In Defense of Public Deb
Jay Pelosky is the founder of TPW Advisory. He has over 35 years of buy-side and sell-side financial market experience. Before going independent, Jay was at Morgan Stanley, where he was ranked #1 by Institutional Investor in Global Equity Strat
Phil is the founder of Suttle Economics – a leading research consultancy. Before that, he held senior roles at Tudor, the Institute of International Finance (IIF), JP Morgan, Barclays, the New York Fed and World Bank. He was educated at Oxford
Dominique Dwor-Frecaut is the Chief US economist and macro strategist for Macro Hive and is based in Los Angeles. Before that, she worked at various hedge funds including Bridgewater. Prior to the buy side, she worked at the New York Fed, the I
Mark Rzepczynski is the managing member and CEO of AMPHI Research and Trading, a consulting firm to institutional investors and hedge funds on derivatives markets across all asset classes. His 40 years of experience includes CEO Funds Group of
Shawn Edwards is Bloomberg’s Chief Technology Officer. Based in New York, he oversees the development of Bloomberg’s global technology strategy. In 2017, Shawn was named in the top ten of the Institutional Investor Tech 40 – an annual ranking o
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 communic
Tomasz is a portfolio manager at Amvest Capital – a natural resources-focused investment management firm. He has over 25 years of expertise in mining investments, including as a portfolio manager for Anholt, commodity strategist at Doyen Capita
Frank Kelly, Founder and Managing Partner of Fulcrum Macro Advisors, an independent strategic advisory firm. Frank began his career as a writer for President Ronald Reagan and went on to serve in the White House Office of Political Affairs. He
In late September, I had the honour of recording a conversation with the late Professor Ian Shipsey, Head of Physics at Oxford University. Tragically, Professor Shipsey passed away shortly after our discussion. We are releasing this episode as
Charles Engel is Donald Hester Professor of Economics at the University of Wisconsin. He is also a Research Associate at the National Bureau of Economic Research and a Research Fellow at the Centre for Economic Policy Research. He has been a co
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. Previously, he ran macro credit research at RBS in
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
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