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Artwork for Macro Hive Conversations With Bilal Hafeez

Macro Hive Conversations With Bilal Hafeez

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

We talk economics and markets with leading policymakers and investors.

PublishesWeeklyEpisodes300Founded6 years ago
Number of ListenersCategories
BusinessInvesting

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Artwork for Macro Hive Conversations With Bilal Hafeez

Latest Episodes

Robert is Founder, Chief Investment Officer and the Managing Partner of the $5bn EM fund, Gramercy. He founded Gramercy in 1998. Robert has 36 years of investment experience dedicated to emerging markets with a specialization in distressed opportunis... more

Jay Pelosky is the founder of TPW Advisory. He has over 35 years of buy-side and sell-side financial market experience. Before going independent, Jay was at Morgan Stanley, where he was ranked #1 by Institutional Investor in Global Equity Strategy an... more

Ken Tropin is a legend in the macro space. He is the Chairman and the founder of Graham Capital Management (GCM) - $20bn fund. Ken founded GCM in 1994 and has grown the firm into an industry leading alternative investment manager focusing on global m... more

Sangeet Paul Choudary is the 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—including Nestlé, ExxonMobil, Daimler, ING, and Booking.com—as well as p... more

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Recent Guests

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
Miguel Gutiérrez
Partner and head of private markets at the Rohatyn Group, former CEO of Telefónica Group in Argentina
Rohatyn Group
Episode: Ep. 332: Miguel Gutierrez on Argentina's Transformation, Latin American Opportunities, and Private Market Arbitrage.
Paul Cavey
China-focused Asia economist with 25 years of experience
East Asia Economics
Episode: Ep. 330: Paul Cavey on US-China Trade War, Japan Politics and Taiwan Imbalances
Shiloh Bates
CIO of Flat Rock Global and author of the book 'CLO Investing'
Flat Rock Global
Episode: Ep. 329: Shiloh Bates on CLO Risks, Private Credit and Macro Read-Through
Diane Coyle
Bennett Professor of Public Policy at the University of Cambridge, author of 'The Measure of Progress Counting What Really Matters'.
University of Cambridge
Episode: Ep. 328: Diane Coyle on GDP, Digital Gaps and Invisible AI Economy

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 321 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
    Australia8 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 States10 months 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.

Apple Podcasts
#63
South Africa/Business/Investing
Apple Podcasts
#94
Singapore/Business/Investing
Apple Podcasts
#107
Chile/Business/Investing
Apple Podcasts
#169
Hong Kong/Business/Investing
Apple Podcasts
#188
South Africa/Business
Apple Podcasts
#220
Finland/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Ep. 340: Robert Koenigsberger on EM Cycles, China's Turnaround, and the New Era of Private Credit
Q: How have you approached China in the recent period?
We view China more opportunistically, assessing the investment potential based on market positioning rather than labels like 'uninvestable.'
Ep. 338: Ken Tropin on Talent Recruitment, Fed Risks, and Biggest Underpriced Trade
Q: What advice do you give to young people entering finance?
Those with a can-do attitude and a strong work ethic will find themselves very successful in the finance world, regardless of their background or education.
Ep. 338: Ken Tropin on Talent Recruitment, Fed Risks, and Biggest Underpriced Trade
Q: How do you think about finding talent and supporting your talent?
I believe in cultivating talent from within rather than just hiring from competitors. This creates a better control of outcomes and investment in the growth of employees.
Ep. 338: Ken Tropin on Talent Recruitment, Fed Risks, and Biggest Underpriced Trade
Q: How would you describe your investment philosophy?
Our investment philosophy is primarily focused on macro markets while also engaging in equities and credit. We adopt a conservative approach aiming for long-term success across various market cycles.
Ep. 337: Sangeet Paul Choudary on What Everyone Is Getting Wrong on AI
Q: What should companies focus on to utilize AI effectively?
Companies should focus on reinventing their business models instead of merely adopting AI tools.

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?

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. Top Traders Unplugged

How many episodes of this podcast are there?

this podcast launched 6 years ago and published 300 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. Robert Koenigsberger
2. Ken Tropin
3. Sangeet Paul Choudary
4. Marc Rubinstein
5. Mark Farrington
6. Miguel Gutiérrez
7. Paul Cavey
8. Shiloh Bates

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