Rephonic
Artwork for Macro Hive Conversations With Bilal Hafeez

Macro Hive Conversations With Bilal Hafeez

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

We talk economics and markets with leading policymakers and investors.

PublishesWeeklyEpisodes310Founded6 years ago
Number of ListenersCategories
BusinessInvesting

Listen to this Podcast

Artwork for Macro Hive Conversations With Bilal Hafeez

Latest Episodes

Tomasz Nadrowski is a portfolio manager at the Amvest Terraden Critical Minerals Fund. He was a former Director at the World Economic Forum and Vice President of Business Development at AngloGold Ashanti, then the world's largest gold producer. Tomas... more

YouTube

Nader is Argus' Middle East editor, based in Dubai. Argus is a leading independent provider of global energy and commodity market intelligence. Nader has more than 15 years of experience covering oil and gas in the region, and today heads up the comp... more

YouTube

Alex has 20 years of experience at the intersection of finance and data. He has been a global macro investor at firms like Bridgewater Associates and a proprietary volatility trader at Lehman Brothers. Prior to his career as a data-driven speculator,... more

YouTube

Raphaël Gallardo is Chief Economist within the Cross-Asset team at Carmignac. Carmignac is a leading European investment management boutique established in 1989, with over EUR 40 bn in assets under management. Raphaël joined them in 2018. He started ... more

YouTube

Key Facts

Accepts Guests
Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

Similar Podcasts

People also subscribe to these shows.

Odd Lots
Odd LotsBloomberg
Capital Allocators – Inside the Institutional Investment Industry
Capital Allocators – Inside the Institutional Investment IndustryTed Seides – Allocator and Asset Management Expert
The Memo by Howard Marks
The Memo by Howard MarksOaktree Capital Management
Exchanges
ExchangesGoldman Sachs

Recent Guests

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
Alex Gurevich
Founder of HonTe Investments
HonTe Investments
Episode: Ep. 346: Alex Gurevich on US Return to Zero Rates, AI Productivity, and Managing Portfolio Paralysis
Marc Elovitz
Global head of investment management regulation at McDermott Will & Schulte.
McDermott Will & Schulte
Episode: Ep. 345: Marc Elovitz on Private Market Evolution, Crypto's Regulatory Shift, and AI Explainability
Sean McGould
Founder CEO of the Lighthouse Group
Lighthouse Group
Episode: Ep. 344: Sean McGould on Multi-Strategy Investing, Trump 2.0, and the AI 'Digital Tool' Era
Srividya Jandhyala
Professor of management at ESSEC Business School in Singapore and author of the book The Great Disruption.
ESSEC Business School
Episode: Ep. 343: Srividya Jandhyala on Changing Corporate Behaviour to Geopolitical Risks, and 'The Great Disruption'
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

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 324 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
    Australia10 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 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 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 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.

Talking Points

Recent interactions between the hosts and their guests.

Ep. 349: Nader Itayim on Iran's Regional War, the Hormuz Choke Point, and Global Energy Disruption
Q: What are the main objectives of the three key actors (Israel, US, Iran) in this conflict?
The guest suggests that Israel aims for a degraded Iranian regime, possibly regime change, while the US appears to seek off-ramps or calibrated limits, and Iran seeks a decisive victory and the leverage to influence regional calculations, including energy and economic pressure.
Ep. 349: Nader Itayim on Iran's Regional War, the Hormuz Choke Point, and Global Energy Disruption
Q: So what's been the context or why is this escalation happening now?
The guest explains that the escalation is tied to a mix of long-standing regional tensions, the unresolved nuclear issue, and misaligned incentives among major actors. He notes that Iran-watchers saw the move as almost inevitable after the earlier round of conflicts, with strategic calculations by Israel and the US also playing a role.
Ep. 346: Alex Gurevich on US Return to Zero Rates, AI Productivity, and Managing Portfolio Paralysis
Q: How do you square the circle with the fact that equities are performing so well?
The stock market and economic indicators are no longer in sync, leading to potential discrepancies in performance expectations.
Ep. 346: Alex Gurevich on US Return to Zero Rates, AI Productivity, and Managing Portfolio Paralysis
Q: How do you think about money management type stops?
I think of stops in terms of portfolio management, focusing on how to avoid catastrophic loss instead of managing specific trades.
Ep. 346: Alex Gurevich on US Return to Zero Rates, AI Productivity, and Managing Portfolio Paralysis
Q: What do you mean by portfolio paralysis?
Portfolio paralysis occurs when a trader has reached maximum positions and cannot add more due to drawdowns, making it hard to make decisions.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

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.

Where can I find podcast stats for this podcast?

Rephonic provides a wide range of podcast stats for this podcast. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to this podcast and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does this podcast get?

Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for this podcast, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.

What are the audience demographics for this podcast?

Rephonic provides comprehensive predictive audience data for this podcast, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.

How many subscribers and views does this podcast have?

To see how many followers or subscribers this podcast has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to this podcast?

These podcasts share a similar audience with this podcast:

1. Odd Lots
2. Capital Allocators – Inside the Institutional Investment Industry
3. The Memo by Howard Marks
4. Masters in Business
5. Exchanges

How many episodes of this podcast are there?

this podcast launched 6 years ago and published 310 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact this podcast?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for this podcast?

Rephonic pulls ratings and reviews for this podcast from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.

How do I access podcast episode transcripts for this podcast?

Rephonic provides full transcripts for episodes of this podcast. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.

What guests have appeared on this podcast?

Recent guests on this podcast include:

1. Nader Itayim
2. Alex Campbell
3. Raphaël Gallardo
4. Alex Gurevich
5. Marc Elovitz
6. Sean McGould
7. Srividya Jandhyala
8. Robert Koenigsberger

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

Find and pitch the right podcasts

We help savvy brands, marketers and PR professionals to find the right podcasts for any topic or niche. Get the data and contacts you need to pitch podcasts at scale and turn listeners into customers.
Try it free for 7 days