Macro Hive Conversations With Bilal Hafeez

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We talk economics and markets with leading policymakers and investors.

Recent Episodes
  • Ep. 304: Zongyuan Zoe Liu on Calculated China vs Unpredictable US
    Apr 17, 2025 – 01:01:39
  • Ep. 303: Mirza Baig on Trump’s Trade Strategy, China Risks and Canada’s Dilemma
    Apr 11, 2025 – 46:32
  • Ep. 302: Vania Stavrakeva on Macro News, Investor Flows and Trading Markets
    Apr 4, 2025 – 49:54
  • Ep. 301: Andrew Polk on China’s Bet on Tech Supremacy
    Mar 28, 2025 – 49:26
  • Ep. 300: Gary Gerstle on Decoding Trump: Power & Chaos (Live at Cambridge University)
    Mar 21, 2025 – 53:04
  • Ep. 259: Thanos Papasavvas on Trump’s (Unsurprising) Geopolitical Shock
    Mar 14, 2025 – 51:05
  • Ep. 258: Randy Schwimmer on Why Private Credit Is Performing
    Mar 7, 2025 – 50:49
  • Ep. 257: Joe Lavorgna on Trump Supercharging US Growth
    Feb 28, 2025 – 37:53
  • Ep. 256: Max Stier on Trump Ripping Up Government
    Feb 21, 2025 – 45:42
  • Ep. 255: Chris Johnson on Trump vs China
    Feb 14, 2025 – 57:22
  • Ep. 254: Jonny Matthews on US Economy and Why the Fed Will Not Cut in 2025
    Feb 7, 2025 – 01:00:07
  • Ep. 253: Barry Eichengreen on Trump Trade Policy, Dollar Status and Debt Crises
    Jan 31, 2025 – 43:38
  • Ep. 252: Jay Pelosky on How US Equities Could Underperform Rest of the World
    Jan 24, 2025 – 46:16
  • Ep. 251: Phil Suttle on Fed Hiking in 2025
    Jan 17, 2025 – 47:04
  • Ep. 250: Dominique Dwor-Frecaut on Non-Consensus View on Fed and Trump 2.0
    Jan 10, 2025 – 28:46
  • Ep. 249: Mark Rzepczynski on Wicked Markets and Understanding Risk
    Jan 3, 2025 – 43:15
  • Ep. 248: Shawn Edwards on How Bloomberg Is Using AI (Replay)
    Dec 27, 2024 – 43:47
  • Ep. 247: Julia Azari on Trump’s Second Term, Constraints and Priorities
    Dec 20, 2024 – 42:44
  • Ep. 246: Tomasz Nadrowski on Navigating Global Chaos
    Dec 13, 2024 – 01:00:48
  • Ep. 245: Frank Kelly on Why Everyone Underestimates Trump
    Dec 6, 2024 – 54:21
  • Ep. 244: In Memoriam - Professor Ian Shipsey on How Physics Can Change the World
    Nov 29, 2024 – 01:06:13
  • Ep. 243: Charles Engel on Currency Models, Carry Trades and Capital Flows
    Nov 22, 2024 – 39:12
  • Ep. 242: Alberto Gallo on Trump Impact, Geopolitics and Favourite Markets
    Nov 15, 2024 – 30:50
  • Ep. 241: Gary Gerstle on Trump’s Big Win and the Future of American Politics
    Nov 8, 2024 – 53:39
  • Ep. 240: Ebrahim Rahbari on US Election Trades, Fed Cycle and German Challenges
    Nov 1, 2024 – 43:07
  • Ep. 239: Thomas Drechsel on Measuring Political Pressure on Fed, Predicting Fed, and Better Nowcasts
    Oct 25, 2024 – 49:49
  • Ep. 238: Rory Johnston on Oil to $65, Middle East Risks and Trump Agenda
    Oct 18, 2024 – 55:45
  • Ep. 237: Antonio Del Favero on the Fed’s Mistake, Inflation Risks and Financial Conditions
    Oct 11, 2024 – 48:58
  • Ep. 236: Sean McMeekin on the Return of Communism
    Oct 4, 2024 – 01:17:36
  • Ep. 235: Christian Schwarz on AI Bubbles, Using AI in Trading and Synthetic Data
    Sep 27, 2024 – 42:12
  • Ep. 234: Jay Pelosky on Bullish Equities, Early Cycle US and Trump Losing
    Sep 20, 2024 – 01:00:18
  • Ep. 233: Mirza Baig on Best EM Trades, Fed Easing and China Carry Trade
    Sep 13, 2024 – 30:23
  • Ep. 232: Bob Elliott on US Recession Odds, Fed Policy and Equity Risks
    Sep 6, 2024 – 36:33
  • Ep. 231: J. Doyne Farmer on Making Sense of Chaos
    Aug 30, 2024 – 46:12
  • Ep. 230: Shawn Edwards on How Bloomberg Is Using AI
    Aug 23, 2024 – 43:47
  • Ep. 229: Brad Setser on Yen Carry Trade, US-China Trade, and US Profit Offshoring
    Aug 16, 2024 – 57:49
  • Ep. 228: Liang Ding on China’s Economy and Markets
    Aug 9, 2024 – 44:34
  • Ep. 227: Álvaro Cartea on AI Manipulating Markets (and What to Do About It)
    Aug 2, 2024 – 55:42
  • Ep. 226: Gary Gerstle on Kamala Impact, Trump Policies and Political Realignments
    Jul 26, 2024 – 47:14
  • Ep. 225: Dr Pippa Malmgren on Trump’s Plans, Peace Dividend, and Space Tech
    Jul 19, 2024 – 54:05
  • Ep. 224: Philipp Carlsson-Szlezak and Paul Swartz on Macro Shocks, Crises, and False Alarms
    Jul 12, 2024 – 57:58
  • Ep. 223: Shahin Vallée on French Election Fallout, Second Round Scenarios, and Germany’s Debt Brake
    Jul 5, 2024 – 25:58
  • Ep. 222: Boris Vladimirov on US Exceptionalism, Europe Risks and China Weakness
    Jun 28, 2024 – 48:53
  • Ep. 221: Vasileios Gkionakis on European Election Fallout, Fed and Fiscal Risks
    Jun 21, 2024 – 39:15
  • Ep. 220: George Selgin on Fed Independence, Poor Operations and Inflation
    Jun 14, 2024 – 01:03:34
  • Ep. 219: Jason Furman on Inflation Persistence, Fed Policy and Debt Levels
    Jun 7, 2024 – 40:14
  • Ep. 218: Gordon Hanson on US-China Trade War, Immigration and US Elections
    May 31, 2024 – 48:28
  • Ep. 217: Mustafa Chowdhury on Surging Wealth, Hidden Bond Buyers and Fed Mistakes
    May 24, 2024 – 44:35
  • Ep. 216: Dominique Dwor-Frecaut on Inflation Persistence, Immigration Surge and Trump Effect
    May 17, 2024 – 38:30
  • Ep. 215: Nick Rohatyn on How to Navigate Emerging Markets Investing
    May 10, 2024 – 51:02
Recent Reviews
  • CaityC
    Shameful softball interview with Lavorgna
    Read the transcript of this interview — OMG — he thinks Trump is now is more knowledgeable! And the other insane statements. And you let the insanity just stand. Not worthy of you, as this is usually a good and thoughtful podcast.
  • WildlyFastWill7
    Left wing drivel
    The same garbage is available from all the msm. Utter rubbish.
  • RDO1180
    Episode 234 Waste of time!!
    I would not waste my time on this episode!! The guest is utterly politically biased, hindering his open-mindedness and critical thinking. The guest holds a strong bias toward a political ideology. —The conversation is a complete echo chamber where his political bias leads him to misinterpretation or selective use of facts, contributing to polarization and misunderstanding in discussions.
  • derekva
    Excellent
    Very high quality content. Refreshing to have a strictly professional approach with minimal or no hype. Solid research coupled with great analysis
  • London Macro
    Great Macro and Trade Insights For 2024
    Nice start to year with 2024 trades and outlook, original and thoughtful. Also, like the guests from a variety of disciplines as well on other podcasts you do. Keep it up!
  • Team Canada99
    Up and Down
    Episodes are sometimes good and sometimes really bad but the quality of the audio makes it unlistenable
  • DEFELI1
    Bla bla bla with this guest
    Amazing how people get paid for just talking their narrative.
  • mjm313
    Poor editing
    Whatever you are doing to edit and speed up the conversation is working poorly. You are cutting off words and making it sound like your guest is speed reading. Listen to DOOMBERG. on other podcasts to see what I mean. This is much harder to listen to at the faster rate.
  • Diego E Olmos
    Diego
    I love to get deep insight with quite different perspectives for non sophisticated investors
  • Derivatives Trader
    Smart macro / great guests
    Really enjoyed Bilal’s discussion with Jay Pelosky. I’m a huge fan of this podcast. Really smart discussions and great guests!
  • Ro_Ro1
    Thank You - Macro Hive Team
    I have been fortunate to be a part of the dynamic Macro Hive professional community this past year. This company has raised the level of my game ten fold in multi-asset macro investing. They do this with actionable research, trade ideas, slack chat forum and a true global mindset. They continue to push the limits in macro product innovation and progressive asset class research. Combining historical, traditional and outside the box ideas. The quality and velocity of the podcasts conducted by Bilal is off the charts. The diversity of Macro topics covered will keep all audiences engaged. It’s a really fun and high quality company. I recommend this to experienced professionals, people early in their careers, students and Macro fans in general!
  • Andy28 S
    Amazing insights
    Thanks Macro Hive these podcasts keep getting more interesting and insightful each episode. There is always long term key themes and actionable ideas
  • Bpcnc
    Great new podcast
    the first two episodes were very informative if you want a deeper understanding of why's and wherefore’s of financial markets’ reactions to COVID19.
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