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Artwork for Macro Hive Conversations With Bilal Hafeez

Macro Hive Conversations With Bilal Hafeez

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

We talk economics and markets with leading policymakers and investors.

PublishesWeeklyEpisodes327Founded6 years ago
Number of ListenersCategories
BusinessInvesting

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Artwork for Macro Hive Conversations With Bilal Hafeez

Latest Episodes

Brendan Greeley has spent twenty years as a journalist, covering economic and monetary policy. He was the US economics editor at the Financial Times and continues to write a regular column there. Before that, he was a staff writer for Bloomberg Busin... more

YouTube

Matsuoka-San is the Chief Economist of SBI Securities in Japan. Before that, he was the Chief Economist for Japan at Deutsche Bank. Overall, he has been involved in macroeconomic analysis at research institutions and financial institutions for the pa... more

YouTube

Stefan Jansen is the founder and CEO of Applied AI. He advises Fortune 500 companies, investment firms, and startups across industries on data & AI strategy, building data science teams, and developing end-to-end machine learning solutions.

Before... more

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William W. Beach is the Senior Fellow in Economics at the Economic Policy Innovation Center (EPIC) and the Coffin Fellow at the Calvin Coolidge Presidential Foundation. Beach also serves on the UKG Workforce Institute Advisory Board.

Prior to thes... more

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Key Facts

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Recent Guests

Mikihiro Matsuoka
Chief Economist, SBI Securities Japan
SBI Securities
Episode: Ep. 366: Mikihiro Matsuoka on Japan's Inflation, BOJ Policy Shifts, and the Weak Yen Challenge
Stefan Jansen
Founder and CEO of Applied AI
Applied AI
Episode: Ep. 365: Stefan Jansen on Agentic AI, ML Workflows, and the Evolution of Machine Learning for Trading
Bill Beach
Senior Fellow in Economics at EPIC and Coffin Fellow at the Calvin Coolidge Presidential Foundation; former BLS Commissioner and policy economist
EPIC, Calvin Coolidge Presidential Foundation, former BLS Commissioner
Episode: Ep. 364: William Beach on the US Fiscal Precipice, Tax Reform, and AI's Impact on Labour
Martin Wolf
Chief economics commentator at the Financial Times
Financial Times
Episode: Ep. 363: Martin Wolf on AI's Colossal Impact, Central Banking Risks, and the Democratic Recession
Dan Rasmussen
Founder and managing director of Verdad Advisers
Verdad Advisers
Episode: Ep. 362: Dan Rasmussen on Private Equity's Stranded Assets, Private Credit, and the AI Bubble
Neil Dutta
Head of Economic Research at Renaissance Macro Research (RenMac)
RenMac
Episode: Ep. 361: Neil Dutta on the US Economic Outlook, Fed Policy Stasis, and AI's Role in Consumer Wealth
Dirk Willer
Director, Citi Research; Global Head of Macro and NASA Allocation
Citigroup
Episode: Ep. 360: Dirk Willer on Trading Global Macro Regimes, the End of QE, and Navigating Equity Bubbles
Dylan Smith
Founder of Arc Macro; former economist at Goldman Sachs and Rosenberg Research; private market consultant at McKinsey
Arc Macro
Episode: Ep. 359: Dylan Smith on the Hormuz Supply Shock, US Macro Regimes, and Private Market Evolution
Andrew Perry
Creator of Macro Pillars, macro research product for banks, hedge funds, and sophisticated investors
Macro Pillars
Episode: Ep. 357: Andrew Perry on the Five Pillars of Global Macro, Liquidity, and Australia's Macro Risks

Host

Bilal Hafeez
Host of Macro Hive Conversations With Bilal Hafeez; Macro Hive

Reviews

4.8 out of 5 stars from 328 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
    Australiaa year 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 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 show for rigorous macro analysis and practical insights.
Guests are typically top-tier finance and policy experts.
The host is seen as knowledgeable and well-prepared, with high-quality interviews.

Chart Rankings

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

Apple Podcasts
#41
Italy/Business/Investing
Apple Podcasts
#139
Italy/Business
Apple Podcasts
#209
Australia/Business/Investing
Apple Podcasts
#114
Philippines/Business/Investing
Apple Podcasts
#149
Singapore/Business/Investing
Apple Podcasts
#164
New Zealand/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Ep. 364: William Beach on the US Fiscal Precipice, Tax Reform, and AI's Impact on Labour
Q: What should be done next on tax reform and payroll tax reform to improve equity and efficiency?
The guest argues for addressing the payroll tax as a priority, making income tax more democratic with broader participation, and considering a multi-rate system to rebalance political power while reducing regressive aspects of the current structure.
Ep. 364: William Beach on the US Fiscal Precipice, Tax Reform, and AI's Impact on Labour
Q: What is your sense of the current state of the US labor market, including effects from immigration and other dynamics?
The guest notes a robust labor market with growing job openings and positive revisions, while highlighting ongoing concerns about labor quality, demographic shifts, and the potential role of AI as a complement to human labor rather than a straightforward replacement.
Ep. 364: William Beach on the US Fiscal Precipice, Tax Reform, and AI's Impact on Labour
Q: Now, before we go into our conversation, I do like to ask my guest something about their origin story. So it would be great to hear in your own words what you studied at university.
The guest describes a long-standing passion for economics rooted in empirical data and the interplay between economic activity and civil institutions, tracing a path from the Midwest to Stanford and beyond, with significant experience shaping policy and research.
Ep. 363: Martin Wolf on AI's Colossal Impact, Central Banking Risks, and the Democratic Recession
Q: What is your assessment of the current trajectory of AI and its impact on jobs and productivity?
AI is likely to be transformative and can be both a substitute and a complement to labor; the scale of investment and the potential for a big productivity boost could raise growth but also exacerbate inequality unless managed with policy measures and institutions.
Ep. 361: Neil Dutta on the US Economic Outlook, Fed Policy Stasis, and AI's Role in Consumer Wealth
Q: So before we get into the Fed, just wanted to check you mentioned gasoline prices. So, I mean, what do you think is the transmission mechanism from the Iran war to the US economy?
The guest suggests the US economy has shown resilience, but emphasizes that the transmission of energy shocks to the economy is complex and must be considered from first principles, including how labor markets and consumer behavior respond to price changes rather than assuming straightforward pass-through.

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 show centers on macroeconomics, markets, and policy, featuring interviews with leading investors, policymakers, and industry experts. Episodes typically explore global macro dynamics, geopolitical risks, energy markets, and the practical implications of AI, regulation, and financial technology for portfolios and institutions. The host often surfaces frameworks, historical context, and cross-asset perspectives to help professionals navigate uncertainty and identify actionable themes across economies and markets. A standout aspect is the breadth of guests—from central bankers and geopolitical strategists to veteran traders—combined with a rigorous, data-driven approach and a focus on real-world applicability for institutional listeners an... more

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

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this podcast launched 6 years ago and published 327 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. Mikihiro Matsuoka
2. Stefan Jansen
3. Bill Beach
4. Martin Wolf
5. Dan Rasmussen
6. Neil Dutta
7. Dirk Willer
8. Dylan Smith

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