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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
Currency Management
Macro Strategies
Conflict Prevention

We talk economics and markets with leading policymakers and investors.

PublishesWeeklyEpisodes293Founded6 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for Macro Hive Conversations With Bilal Hafeez

Latest Episodes

David Samra is a managing director of Artisan Partners – the $180bn global multi-asset investment platform. He is founding partner of the International Value Group, and portfolio manager of the Artisan International Value Fund, which he has managed s... more

Miguel Gutiérrez is a Partner and Head of Private Markets, at The Rohatyn Group (TRG) - a global asset manager that specialises in emerging markets and real assets. Prior to joining TRG in October 2004, Miguel served as the Chairman and CEO of the Te... more

YouTube

Gordon Hanson is the Peter Wertheim Professor in Urban Policy at Harvard Kennedy School and Academic Dean for Strategy and Engagement at Harvard Kennedy School. He is best known for his research on the labour market consequences of globalisation, inc... more

Paul Cavey is a China-focused Asia economist with twenty-five years of experience covering the region. He runs East Asia Econ. Previously, he was a macro strategist in the global bond team at Wellington Management, head of China economics at Macquari... more

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Recent Guests

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
Ryan Hass
Director of the John L. Thornton China Center and Senior Fellow at Brookings
Brookings
Episode: Ep. 327: Ryan Hass on China's Patient Power Play, and US-China Relations
Jon Turek
Founder and CEO of JST Advisors, a hedge fund advisory service.
JST Advisors
Episode: Ep. 326: Jon Turek on Fed Cuts, Recession Risks and Political Risks
Chris Hughes
Economist, author, and chair of the Economic Security Project
Economic Security Project
Episode: Ep. 325: Chris Hughes on Misunderstood Fed Chairs, Fed Balance Sheet and Offshore Dollars
Jonathan Xiong
Founder, CEO, and CIO of Arrowpoint Investment Partners
Arrowpoint Investment Partners
Episode: Ep. 323: Jonathan Xiong on China, Dollar and Using AI in Asset Management
Antonio Del Favero
Macrostructures at Macro Hive focusing on the US economy and markets
Macro Hive
Episode: Ep. 321: Antonio Del Favero on Favourite Rates Trades, Fed and Dollar

Host

Bilal Hafeez

Reviews

4.8 out of 5 stars from 320 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
    Australia6 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 States8 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.

There are critiques regarding the balance of political views presented, suggesting some episodes may lean towards specific ideologies.
Overall, the show is regarded as a valuable resource for staying informed about macroeconomic trends and investment strategies.
Listeners appreciate the high quality of content and insightful discussions, often praising the expert guests and various perspectives shared.
Many listeners express excitement about diverse topics covered and find the analytical nature of discussions refreshing compared to more conventional financial media.

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. 331: Gordon Hanson on US Manufacturing Fetishisation, Job Loss, and the Middle Class
Q: What are your thoughts on industrial policies that are top-down versus those that are bottom-up?
While top-down industrial policies can have significant failures, there are successful bottom-up approaches that empower local economies to thrive.
Ep. 331: Gordon Hanson on US Manufacturing Fetishisation, Job Loss, and the Middle Class
Q: What examples exist of successful place-based policies?
Pittsburgh's transition to a tech-driven economy and Grand Rapids' adaptation to manufacturing changes show successful economic development efforts.
Ep. 331: Gordon Hanson on US Manufacturing Fetishisation, Job Loss, and the Middle Class
Q: Would you say globalization or automation has played a more significant role in job loss?
It depends on the industry, but in textiles, globalization has been a more considerable factor compared to technological change.
Ep. 331: Gordon Hanson on US Manufacturing Fetishisation, Job Loss, and the Middle Class
Q: What is it about manufacturing that results in higher pay for non-college educated workers?
Manufacturing stands out due to economies of scale often associated with big firms, which can share profits through career opportunities for workers.
Ep. 329: Shiloh Bates on CLO Risks, Private Credit and Macro Read-Through
Q: What are the sectors that dominate the CLO market?
The biggest three industries are technology, healthcare, and business services, each typically making up around 10% of CLO portfolios.

Audience Metrics

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Frequently Asked Questions About This Podcast

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Conversations focus on economics and financial markets, featuring insights from leading policymakers and investors. Common topics include the current state of the US economy, global financial trends, fiscal policies, and the impact of technology on investment strategies. The host encourages diverse perspectives and often incorporates a mix of macroeconomic analysis with discussions on pressing issues like inflation, trade policies, and the geopolitics influencing the economic landscape. This platform is particularly valuable for those looking to gain a deeper understanding of the complexities in economic systems and their implications on investment decisions.

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These podcasts share a similar audience with this podcast:

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

How many episodes of this podcast are there?

this podcast launched 6 years ago and published 293 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. Miguel Gutiérrez
2. Paul Cavey
3. Shiloh Bates
4. Diane Coyle
5. Ryan Hass
6. Jon Turek
7. Chris Hughes
8. Jonathan Xiong

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