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Artwork for Macro Hive Conversations With Bilal Hafeez

Macro Hive Conversations With Bilal Hafeez

Bilal Hafeez
Inflation
Artificial Intelligence
China
Federal Reserve
United States
Donald Trump
US Economy
Tariffs
Us-China Relations
Fiscal Policy
Europe
Machine Learning
Climate Change
Trump Administration
Financial Markets
Japan
Monetary Policy
Russia
Labor Market
Finance

We talk economics and markets with leading policymakers and investors.

PublishesWeeklyEpisodes343Founded7 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for Macro Hive Conversations With Bilal Hafeez

Latest Episodes

Jesper Koll is Board Director at the Okinawa Institute of Science and Technology (OIST), founder and board director of Asia Society Japan, and Global Ambassador @ Monex Group and the Tokyo Financial Center. He previously served as Chief Strategist an... more

YouTube

Shahin Vallée is a former advisor to the President of the European Council (Herman Van Rompuy) and to the French Minister of Economy (Emmanuel Macron). He is also a researcher in political economy at DGAP (German Council on Foreign Relations) and a l... more

YouTube

Tomasz Nadrowski is a portfolio manager at the Amvest Terraden Critical Minerals Fund. He was a former Director at the World Economic Forum and Vice President of Business Development at AngloGold Ashanti, then the world's largest gold producer. Tomas... more

YouTube

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, and profit. Alex has a PhD from MIT as a Fulbright Scholar and was previously a tenured professor at Wharton... more

YouTube

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Recent Guests

Jesper Koll
Board director at OIST and Asia Society Japan, and global ambassador at Monex Group and Tokyo Financial Center
Okinawa Institute of Science and Technology
Episode: Ep. 383: Jesper Koll on Japan's Capitalist Renaissance, Takaichinomics, and BOJ Rate Hikes
Shahin Vallée
Political economy researcher and former adviser to the President of the European Council and French Minister of Economy
German Council on Foreign Relations
Episode: Ep. 382: Shahin Vallée on French Political Risk, Le Pen's Rise, and European Bond Spreads
Tomasz Nadrowski
Portfolio manager, former World Economic Forum director, and former AngloGold Ashanti vice president
Amvest Terraden Critical Minerals Fund
Episode: Ep. 381: Tomasz Nadrowski on Energy Chokepoints, Asymmetric Warfare, and Critical Minerals
Alex Edmans
Professor, London Business School
London Business School
Episode: Ep. 380: Alex Edmans on Market Bubbles, Investor Biases, and the Madness of Markets
Paul Cavey
China-focused Asia economist
East Asia Economics
Episode: Ep. 379: Paul Cavey on East Asia's AI Tech Boom, Semiconductor Exports, and Macro Dynamics
Apurv Jain
Founder and CEO of MacroX
MacroX
Episode: Ep. 378: Apurv Jain on Alternative Data, Real-Time Macro Nowcasting, and AI's Economic Role
Jay Pelosky
Founder of TPW Advisory; former head of asset allocation at Morgan Stanley
TPW Advisory
Episode: Ep. 377: Jay Pelosky on the Tripolar World, the Spending Super Cycle, and the Global Earnings Boom
Rory Johnston
Toronto-based oil market researcher, founder of Commodity Context, university lecturer, and policy fellow
Commodity Context; Munk School of Global Affairs and Public Policy; Payne Institute for Public Policy
Episode: Ep. 376: Rory Johnston on $100 Oil, the Refined Product Crisis, and China's Swing Power
Dominique Dwor-Frecaut
Macro Stratist based in LA, currently at Macro Hive; previously at Bridgewater, NY Fed, IMF, World Bank
Macro Hive
Episode: Ep. 374: Dominique Dwor-Frecaut on the K-Shaped US Economy, AI Supply Shocks, and Fed Hikes

Host

Bilal Hafeez
Head of Strategy at Macro Hive

Reviews

4.8 out of 5 stars from 329 ratings
  • Harvard ignorance

    No, university was not the obsession of the right and the left, it was the obsession of the left. They saw doctors and lawyers making money and they assumed university was the link. So they shut down trade schools and forced their kids to study gender, art and media; and then wondered why they still underperformed.

    Extraordinary these blokes have jobs.

    Meanwhile, those who do study trades in this century are making millions.

    Apple Podcasts
    3
    Chess whiz
    Australia2 years ago
  • 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.

    Apple Podcasts
    1
    CaityC
    United States2 years ago
  • Left wing drivel

    The same garbage is available from all the msm. Utter rubbish.

    Apple Podcasts
    1
    WildlyFastWill7
    United States2 years ago
  • Probably the smartest macro pod

    Varied topics, proper conversations, razor-sharp host

    Apple Podcasts
    5
    BKIncog
    United Kingdom2 years ago
  • 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.

    Apple Podcasts
    1
    RDO1180
    United States2 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners praise the host's market knowledge, sharp interviewing and ability to keep conversations focused and substantive.
A few criticize editing and playback speed, saying cuts can interrupt speech and make some episodes difficult to follow.
Many value the informed, varied guests and perspectives beyond familiar finance-media voices.
Listeners describe the analysis as thoughtful, informative and professionally presented, with useful context and actionable market ideas.
Some listeners object to perceived political bias or overly agreeable interviews, while others praise the conversations as civil and nuanced.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Ep. 383: Jesper Koll on Japan's Capitalist Renaissance, Takaichinomics, and BOJ Rate Hikes
Q: How do you think about the outlook for JGBs and the yen?
Koll expects Bank of Japan rate normalization to accelerate as private investors return to the government bond market. He sees the yen as influenced by the relative paths of Bank of Japan and Federal Reserve policy, with no immediate reason to expect a sharp strengthening.
Ep. 383: Jesper Koll on Japan's Capitalist Renaissance, Takaichinomics, and BOJ Rate Hikes
Q: What are some of the flagship policies that Takaichi has that maybe internationals or foreigners won't quite appreciate?
Koll identifies the removal of voluntary restraints on offensive-weapons exports as a significant policy, opening defense manufacturing to become a larger export business. He also characterizes Takaichi's approach as pragmatic and focused on targeted industrial policy.
Ep. 382: Shahin Vallée on French Political Risk, Le Pen's Rise, and European Bond Spreads
Q: Can you kind of give me a sense of how to look at polls in France? Many of our audience may not be as familiar. And does it also have a track record of not capturing the populist candidates that well?
Vallée says presidential polls generally perform reasonably but can underestimate populist support, especially on the left. General-election polling is much harder because it involves 577 separate two-round contests shaped by local dynamics and strategic voting.
Ep. 382: Shahin Vallée on French Political Risk, Le Pen's Rise, and European Bond Spreads
Q: What's the issue with the budget? Why has it come out this year in this way?
Vallée says the budget itself is not especially bad or surprising. The sell-off reflects growing concern about the political environment and whether France can commit to a credible fiscal path over five or ten years.
Ep. 381: Tomasz Nadrowski on Energy Chokepoints, Asymmetric Warfare, and Critical Minerals
Q: Where can the US source all of these things somewhere else in the world? It's just that previously it was expensive for them to do so.
Nadrowski says alternative supply chains can be developed, though some materials remain difficult to replace. He cites South Korean companies obtaining materials through intermediaries and a new rare-earth solvent-extraction plant in Southern France as examples of efforts to reduce reliance on China.

Audience Metrics

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Frequently Asked Questions About This Podcast

What is This Podcast about and what kind of topics does it cover?

Bilal Hafeez leads conversations with economists, investors, policymakers and market specialists about the forces shaping economies and financial markets. Discussions connect central-bank decisions, fiscal policy, geopolitics, energy and technology to investment implications, with recurring attention to global markets and regional developments across Asia, Europe and the Americas. The format is primarily expert interviews, complemented by occasional solo episodes offering practical guidance on market research and analysis. Guests bring perspectives from asset management, academia, economic policy, commodities and data technology, while Hafeez draws on his macroeconomic expertise to keep the conversation focused on evidence, market dynamics ... more

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1. The Macro Trading Floor
2. Forward Guidance
3. Monetary Matters with Jack Farley
4. Alpha Exchange
5. Macro Voices

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this podcast launched 7 years ago and published 343 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on this podcast?

Recent guests on this podcast include:

1. Jesper Koll
2. Shahin Vallée
3. Tomasz Nadrowski
4. Alex Edmans
5. Paul Cavey
6. Apurv Jain
7. Jay Pelosky
8. Rory Johnston

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