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Artwork for Macro Hive Conversations With Bilal Hafeez

Macro Hive Conversations With Bilal Hafeez

Bilal Hafeez
Finance
Artificial Intelligence
Ethics
Healthcare
Graphcore
Donald Trump
Inflation
Federal Reserve
Biden Administration
Education
Quantum Computing
Machine Learning
Economic Policy
Fiscal Policy
Deepfakes
US Economic Growth
Cold War II
Currency Management
Macro Strategies
Economics

We talk economics and markets with leading policymakers and investors.

PublishesWeeklyEpisodes306Founded6 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for Macro Hive Conversations With Bilal Hafeez

Latest Episodes

Alex Gurevich is the founder of HonTe Investments. After earning a PhD in mathematics from the University of Chicago, he leveraged his passion for strategic gaming into a lucrative Wall Street career. He has been hailed by The Wall Street Journal as ... more

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Marc Elovitz is Global Head of Investment Management Regulatory at McDermott Will & Schulte – a leading global law firm. Marc advises private fund managers on running their businesses consistent with all relevant laws, regulations and legal requireme... more

YouTube

Sean McGould – the founder/CEO of the Lighthouse Group – an approximately $17 billion investment management firm. Prior to Lighthouse, Sean was the Director of the Outside Trader Investment Program for Trout Trading Management Company. Before joining... more

Srividya Jandhyala is a professor of Management at ESSEC Business School in Singapore. Her research focuses on global strategy, geopolitics, and international business. She is the author of the best-selling book 'The Great Disruption: How Geopolitics... more

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Recent Guests

Alex Gurevich
Founder of HonTe Investments
HonTe Investments
Episode: Ep. 346: Alex Gurevich on US Return to Zero Rates, AI Productivity, and Managing Portfolio Paralysis
Marc Elovitz
Global head of investment management regulation at McDermott Will & Schulte.
McDermott Will & Schulte
Episode: Ep. 345: Marc Elovitz on Private Market Evolution, Crypto's Regulatory Shift, and AI Explainability
Sean McGould
Founder CEO of the Lighthouse Group
Lighthouse Group
Episode: Ep. 344: Sean McGould on Multi-Strategy Investing, Trump 2.0, and the AI 'Digital Tool' Era
Srividya Jandhyala
Professor of management at ESSEC Business School in Singapore and author of the book The Great Disruption.
ESSEC Business School
Episode: Ep. 343: Srividya Jandhyala on Changing Corporate Behaviour to Geopolitical Risks, and 'The Great Disruption'
Robert Koenigsberger
Founder and Chief Investment Officer of Gramercy
Gramercy
Episode: Ep. 340: Robert Koenigsberger on EM Cycles, China's Turnaround, and the New Era of Private Credit
Ken Tropin
Chairman and founder of Graham Capital Management
Graham Capital Management
Episode: Ep. 338: Ken Tropin on Talent Recruitment, Fed Risks, and Biggest Underpriced Trade
Sangeet Paul Choudary
Best-selling co-author of Platform Revolution and author of the new book, Reshuffle. He has advised leadership teams at over 40 Fortune 500 companies.
University of California, Berkeley
Episode: Ep. 337: Sangeet Paul Choudary on What Everyone Is Getting Wrong on AI
Marc Rubinstein
Author of Net Interest and independent analyst with extensive experience in finance
Net Interest
Episode: Ep. 335: Marc Rubinstein on AI Bubble, Private Credit, Jane Street Rise
Mark Farrington
Global macro and geopolitical strategist and author of the Watchtower Reports
Not specified
Episode: Ep. 334: Mark Farrington on Dollar Dominance, China's Gold Play and Crisis Catalysts

Host

Bilal Hafeez
Host of discussions centered on economics and markets, engaging with leading policymakers and investors to provide insights and analysis.

Reviews

4.8 out of 5 stars from 324 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
    Australia10 months 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 Statesa year ago
  • Left wing drivel

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

    Apple Podcasts
    1
    WildlyFastWill7
    United Statesa year ago
  • Probably the smartest macro pod

    Varied topics, proper conversations, razor-sharp host

    Apple Podcasts
    5
    BKIncog
    United Kingdoma year 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 Statesa year ago

Listeners Say

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

High-quality content with insightful analysis and diverse guests.
Occasional concerns regarding political bias and editing quality.
Listeners appreciate the depth of discussions and the professionalism of the host.
Generally viewed as a valuable resource for staying updated on market trends.

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. 346: Alex Gurevich on US Return to Zero Rates, AI Productivity, and Managing Portfolio Paralysis
Q: How do you square the circle with the fact that equities are performing so well?
The stock market and economic indicators are no longer in sync, leading to potential discrepancies in performance expectations.
Ep. 346: Alex Gurevich on US Return to Zero Rates, AI Productivity, and Managing Portfolio Paralysis
Q: How do you think about money management type stops?
I think of stops in terms of portfolio management, focusing on how to avoid catastrophic loss instead of managing specific trades.
Ep. 346: Alex Gurevich on US Return to Zero Rates, AI Productivity, and Managing Portfolio Paralysis
Q: What do you mean by portfolio paralysis?
Portfolio paralysis occurs when a trader has reached maximum positions and cannot add more due to drawdowns, making it hard to make decisions.
Ep. 345: Marc Elovitz on Private Market Evolution, Crypto's Regulatory Shift, and AI Explainability
Q: What advice would you give them about entering the labor market in today's world?
Keep an open mind about what you're doing. Find things that you like and are interested in, and don't be afraid to delve deeply into whatever opportunities you're offered.
Ep. 343: Srividya Jandhyala on Changing Corporate Behaviour to Geopolitical Risks, and 'The Great Disruption'
Q: What trends do you see for companies facing geopolitical competition in the future?
Greater challenges to international expansion driven by geopolitical competition will necessitate a different strategic playbook for global companies.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Frequently Asked Questions About This Podcast

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

The discussions frequently center around economics and market analysis, featuring insights from prominent policymakers and experienced investors. Noteworthy topics include portfolio management strategies, the intricacies of financial markets, and implications of global economic trends, such as the effects of AI on investment strategies and challenges posed by geopolitical dynamics. The format encourages thought-provoking dialogues that offer both immediate market insights and broader contextual understanding of economic theories and policies, making it suitable for both novice and seasoned participants in the financial markets.

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These podcasts share a similar audience with this podcast:

1. Forward Guidance
2. The Market Huddle
3. Monetary Matters with Jack Farley
4. Macro Voices
5. Hidden Forces

How many episodes of this podcast are there?

this podcast launched 6 years ago and published 306 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. Alex Gurevich
2. Marc Elovitz
3. Sean McGould
4. Srividya Jandhyala
5. Robert Koenigsberger
6. Ken Tropin
7. Sangeet Paul Choudary
8. Marc Rubinstein

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