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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
Machine Learning
Climate Change
Europe
Trump Administration
Financial Markets
Monetary Policy
Russia
Labor Market
Finance
Emerging Markets

We talk economics and markets with leading policymakers and investors.

PublishesWeeklyEpisodes336Founded7 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for Macro Hive Conversations With Bilal Hafeez

Latest Episodes

Rory Johnston is a Toronto-based oil market researcher, the founder of Commodity Context, a lecturer at the University of Toronto's Munk School of Global Affairs and Public Policy, as well as a Fellow with both the Canadian Global Affairs Institute a... more

In this solo episode, Bilal flips the script to pull back the curtain on his personal research workflow, addressing a surge of questions from peers on how to effectively apply AI to financial market analysis using six core principles. Some key points... more

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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, IMF, and t... more

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Jon Turek is the founder and CEO of JST Advisors, a hedge fund advisory service that publishes a weekly research note with global macro trade ideas. JST Advisors works closely with hedge funds on developing asymmetric macro trade ideas and market the... more

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Recent Guests

Branko Milanović
Research professor focusing on income inequality; author of The Great Global Transformation
City University of New York
Episode: Ep. 372: Branko Milanović on China's Rise, the Shift to National Market Liberalism, and Inequality
Paul Krake
Investor, strategist and independent researcher; author of Growth Without You
View from the Peak (founder)
Episode: Ep. 371: Paul Krake on AI's Post-Cyclical World, 10% Unemployment Risks, and the End of Friction
Eric Beinhocker
Professor at the Blavatnik School of Government, University of Oxford; founder/executive director of INET Oxford
INET Oxford; Oxford Martin School
Episode: Ep. 370: Eric Beinhocker on Market Humanism, the End of Neoliberalism, and Human Flourishing
Richard Clarida
Managing Director and Global Economic Advisor at Pimco
PIMCO
Episode: Ep. 368: Richard Clarida on the Warsh Fed, the AI Capex Boom, and Global Economic Fragmentation
Brendan Greeley
Journalist and author of The Almighty Dollar
Author, Journalist
Episode: Ep. 367: Brendan Greeley on The Almighty Dollar, 500 Years of History, and the Eurodollar Market
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

Host

Bilal Hafeez
Host of Macro Hive Conversations, 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 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.

High-quality, professional macro analysis with actionable insights
Diverse guests beyond the usual macro circles
Varied topics and thoughtful conversations with sharp host

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. 373: Jon Turek on the 'Owl' Fed, the US Treasury's Bond Buybacks, and AI Capex Durability
Q: What is the significance of the Treasury's long-end buybacks for markets?
The host probes the impact of buybacks on market functioning and yields, with the guest noting that while the immediate numbers are modest, the context and potential longer-run implications for liquidity and curve dynamics are noteworthy.
Ep. 373: Jon Turek on the 'Owl' Fed, the US Treasury's Bond Buybacks, and AI Capex Durability
Q: How durable is the AI CapEx story in the face of rising funding costs and policy constraints?
The guest argues that AI CapEx could remain durable due to large-scale financing needs from hyperscalers and the strategic importance of AI investments, though the pace and sustainability depend on how long funding conditions stay supportive and how much external financing can be mobilized.
Ep. 373: Jon Turek on the 'Owl' Fed, the US Treasury's Bond Buybacks, and AI Capex Durability
Q: What is the consequence of the owl analogy for Warsh's influence on policy and markets?
The host asks whether Warsh's 'owl' stance means he will be more calculating and politically optimizing, influencing markets through subtle signals and leadership within the committee rather than aggressive, obvious hawkish moves.
Ep. 367: Brendan Greeley on The Almighty Dollar, 500 Years of History, and the Eurodollar Market
Q: What advice do you give to people who come to ask for advice on jobs for graduates?
Don't worry about picking the perfect first job; your career will change a lot, and persistence, curiosity, and a willingness to pursue opportunities with conviction in your work are more important than choosing a flawless path at the outset.
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.

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?

A rigorous, theory-to-practice macro show featuring conversations with economists, policymakers, investors, and senior journalists. Topics consistently center on global macro regimes, inflation dynamics, monetary and fiscal policy, AI's impact on economies, and geopolitical risk, with guests offering structured frameworks, case studies, and forward-looking scenarios. Notable is the strong emphasis on actionable insights for asset allocation, risk management, and policy design, often grounded in long-standing expertise and cross-disciplinary perspectives. The format tends to balance deep-dive analysis with accessible explanations, making it valuable for listeners who want to connect macro theory to market moves and real-world outcomes.

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Which podcasts are similar to this podcast?

These podcasts share a similar audience with this podcast:

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

How many episodes of this podcast are there?

this podcast launched 7 years ago and published 336 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. Branko Milanović
2. Paul Krake
3. Eric Beinhocker
4. Richard Clarida
5. Brendan Greeley
6. Mikihiro Matsuoka
7. Stefan Jansen
8. Bill Beach

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