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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
US Economy
Tariffs
Us-China Relations
United States
Machine Learning
Fiscal Policy
Climate Change
Europe
Trump Administration
Financial Markets
Monetary Policy
Russia
Finance
Emerging Markets
Geopolitics

We talk economics and markets with leading policymakers and investors.

PublishesWeeklyEpisodes318Founded6 years ago
Number of ListenersCategories
BusinessInvesting

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Artwork for Macro Hive Conversations With Bilal Hafeez

Latest Episodes

Shawn Edwards is Bloomberg's Chief Technology Officer. Based in New York, he oversees the development of Bloomberg's global technology strategy. In 2017, Shawn was named in the top ten of the Institutional Investor Tech 40 – an annual ranking of fina... more

YouTube

Andrew Perry is the creator of Macro Pillars, a macro research product servicing a bespoke selection of global banks, hedge funds, and sophisticated investors. He has over 35+ years of experience in markets, including as a Portfolio Manager at Tudor ... more

Tina Fordham is a Geostrategist, Author and Advisor to board and C-Suite leaders on a mission to transform how leaders navigate the changing global environment. Her signature theses on the Geopolitics Supercycle, PQ (Political Quotient) and Vox Popul... more

YouTube

Phil is the founder of Suttle Economics – a leading research consultancy. Before that, he held senior roles at Tudor, the Institute of International Finance (IIF), JP Morgan, Barclays, the New York Fed and World Bank. He was educated at Oxford Univer... more

YouTube

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Recent Guests

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
Tina Fordham
Founder of Fordham Global Foresight, geopolitical risk expert
Fordham Global Foresight
Episode: Ep. 356: Tina Fordham on the Geopolitics Super Cycle, Iran's Oil Shock, and Trump's Global Impact
Rory Johnston
Founder of Commodity Context; oil market researcher
Commodity Context
Episode: Ep. 353: Rory Johnston on the Hormuz Ceasefire, Oil Supply Losses, and Navigating Energy Security
Richard Schimel
Co-founder and co-CIO of Cinctive Capital Management
Cinctive Capital Management
Episode: Ep. 352: Richard Schimel on Platform Evolution, Collaborative Culture, and Navigating Market Risks
Tyler Goodspeed
Former White House Council of Economic Advisers chair, economist
Adam Smith Institute; CSIS; Greenmantle (former)
Episode: Ep. 351: Tyler Goodspeed on Recession Myths, the Reality of Economic Shocks, and Policy Hubris
Tomasz Nadrowski
Portfolio manager at the Amvest Terraden Critical Minerals Fund; former WEF director; author of A Mineral War
Amvest Terraden
Episode: Ep. 350: Tomasz Nadrowski on China's Mineral War, Western Supply Chain Gaps, and Global Resilience
Nader Itayim
Middle East editor for Argus based in Dubai
Argus
Episode: Ep. 349: Nader Itayim on Iran's Regional War, the Hormuz Choke Point, and Global Energy Disruption
Alex Campbell
Invited guest, veteran macro trader and data-driven investor
Former Bridgewater Associates, Lehman Brothers
Episode: Ep. 348: Alex Campbell on Commodity Diversification, AI strategies, and the Moneyball Approach
Raphaël Gallardo
Chief economist within the cross-asset team
Carmignac
Episode: Ep. 347: Raphaël Gallardo on Austrian Economics, Wobbling AI Bubbles, and Trump Risk Parity

Host

Bilal Hafeez
Host of insightful conversations regarding economics and markets with influential policymakers and investors, focusing on bringing clarity to complex financial subjects.

Reviews

4.8 out of 5 stars from 326 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 Statesa year 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.

The content is high quality and informative, appealing to finance professionals and curious minds alike.
Episodes feature a range of guests who offer valuable insights and varied perspectives on economic topics.
There are mixed reviews regarding the depth of some discussions, reflecting diverse listener expectations.
Listeners appreciate the host's ability to navigate complex topics with clarity and provide actionable insights.

Chart Rankings

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

Apple Podcasts
#195
Italy/Business/Investing
Apple Podcasts
#65
Brazil/Business/Investing
Apple Podcasts
#128
Singapore/Business/Investing
Apple Podcasts
#154
Ireland/Business/Investing
Apple Podcasts
#186
Denmark/Business/Investing
Apple Podcasts
#208
Finland/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Ep. 358: Shawn Edwards on Engineering Trust in AI, The Bloomberg Way, and the Terminal's Future
Q: What is ASPE and how does it change how analysts interact with the terminal?
ASPE provides a conversational interface to access Bloomberg's data and analytics, starting with key workflows like equity analysis, and it integrates with other datasets and tools to enable more efficient, non-programmer-friendly analytics.
Ep. 358: Shawn Edwards on Engineering Trust in AI, The Bloomberg Way, and the Terminal's Future
Q: How does Bloomberg differentiate itself from fintech vendors claiming to have comprehensive data for equities and sentiment analysis?
Bloomberg emphasizes its comprehensive, integrated data ecosystem, including both structured and unstructured data, extensive validation, and a strong governance framework, which reduces reliance on disparate feeds and ensures trust.
Ep. 357: Andrew Perry on the Five Pillars of Global Macro, Liquidity, and Australia's Macro Risks
Q: Can you list the five pillars of Macro Pillars and explain briefly why they matter?
Pillar one covers geopolitics and the strategic direction of major policy makers; pillar two focuses on non-traditional liquidity and funding dynamics; pillar three returns to traditional considerations like yield curves and monetary/fiscal policy; pillar four uses price action as a checkpoint; pillar five leverages data-driven signals and critical dates to manage risk and validate the framework.
Ep. 356: Tina Fordham on the Geopolitics Super Cycle, Iran's Oil Shock, and Trump's Global Impact
Q: What advice do you have for young people entering geopolitics or markets in this environment?
Cultivate a high political quotient, seek high-quality, long-term resources, stay adaptable, and emphasize unique problem-solving over rote learning, because the field rewards translation across contexts and proactive hustling.
Ep. 356: Tina Fordham on the Geopolitics Super Cycle, Iran's Oil Shock, and Trump's Global Impact
Q: How do you see the current Iran–Israel–U.S. dynamic affecting Europe and global markets?
The crisis is reshaping energy security, defense spending, and technology sovereignty in Europe, while markets are learning to price in higher oil costs and broader geopolitical risk beyond immediate oil flows.

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?

A prominent platform for discussions around economics and financial markets, featuring insights from high-profile policymakers and investors. Episodes tend to explore various themes, including interest rates, investment strategies, global market trends, and the implications of political decisions on financial landscapes. The conversations often combine technical analysis with real-world applicability, making complex topics accessible and engaging for a diverse audience of readers and professionals alike. A unique aspect of these discussions is the frequent inclusion of expert guests who bring unique perspectives, enhancing the depth and breadth of each episode.

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

How many episodes of this podcast are there?

this podcast launched 6 years ago and published 318 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. Andrew Perry
2. Tina Fordham
3. Rory Johnston
4. Richard Schimel
5. Tyler Goodspeed
6. Tomasz Nadrowski
7. Nader Itayim
8. Alex Campbell

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