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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
Donald Trump
United States
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.

PublishesWeeklyEpisodes333Founded6 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for Macro Hive Conversations With Bilal Hafeez

Latest Episodes

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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Branko is a research professor at the Stone Center on Socio-Economic Inequality at the City University of New York. He received his PhD from the University of Belgrade in 1987 and served as lead economist in the World Bank's Research Department for a... more

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Paul Krake is an investor, strategist, and independent researcher with three decades across macroeconomics, policy, and capital markets. In 2011, he founded the research platform View from the Peak after macro roles at Corus Capital, Caxton Associate... more

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Eric Beinhocker is a professor at the University of Oxford's Blavatnik School of Government and the founder and executive director of the Institute for New Economic Thinking at the Oxford Martin School (INET Oxford), a research center dedicated to ap... more

YouTube

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Recent Guests

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
Marvin Barth
Creator of Thematic Markets and Seriously Marvin, research analyst and commentator on macro policy
Thematic Markets
Episode: Ep. 369: Marvin Barth on US Re-Industrialisation, Trump 2.0, and the Localisation Thesis
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 Statesa year 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.

Apple Podcasts
#75
United Kingdom/Business/Investing
Apple Podcasts
#80
Italy/Business/Investing
Apple Podcasts
#187
Italy/Business
Apple Podcasts
#202
France/Business/Investing
Apple Podcasts
#88
Singapore/Business/Investing
Apple Podcasts
#93
Indonesia/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

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.
Ep. 364: William Beach on the US Fiscal Precipice, Tax Reform, and AI's Impact on Labour
Q: What is your sense of the current state of the US labor market, including effects from immigration and other dynamics?
The guest notes a robust labor market with growing job openings and positive revisions, while highlighting ongoing concerns about labor quality, demographic shifts, and the potential role of AI as a complement to human labor rather than a straightforward replacement.
Ep. 364: William Beach on the US Fiscal Precipice, Tax Reform, and AI's Impact on Labour
Q: Now, before we go into our conversation, I do like to ask my guest something about their origin story. So it would be great to hear in your own words what you studied at university.
The guest describes a long-standing passion for economics rooted in empirical data and the interplay between economic activity and civil institutions, tracing a path from the Midwest to Stanford and beyond, with significant experience shaping policy and research.
Ep. 363: Martin Wolf on AI's Colossal Impact, Central Banking Risks, and the Democratic Recession
Q: What is your assessment of the current trajectory of AI and its impact on jobs and productivity?
AI is likely to be transformative and can be both a substitute and a complement to labor; the scale of investment and the potential for a big productivity boost could raise growth but also exacerbate inequality unless managed with policy measures and institutions.

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 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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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 6 years ago and published 333 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. Paul Krake
2. Eric Beinhocker
3. Marvin Barth
4. Richard Clarida
5. Brendan Greeley
6. Mikihiro Matsuoka
7. Stefan Jansen
8. Bill Beach

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