Macro Hive Conversations With Bilal Hafeez

276 Episoder

1. Ep. 255: Chris Johnson on Trump vs China

   Udgivet: 14.2.2025
2. Ep. 254: Jonny Matthews on US Economy and Why the Fed Will Not Cut in 2025

   Udgivet: 7.2.2025
3. Ep. 253: Barry Eichengreen on Trump Trade Policy, Dollar Status and Debt Crises

   Udgivet: 31.1.2025
4. Ep. 252: Jay Pelosky on How US Equities Could Underperform Rest of the World

   Udgivet: 24.1.2025
5. Ep. 251: Phil Suttle on Fed Hiking in 2025

   Udgivet: 17.1.2025
6. Ep. 250: Dominique Dwor-Frecaut on Non-Consensus View on Fed and Trump 2.0

   Udgivet: 10.1.2025
7. Ep. 249: Mark Rzepczynski on Wicked Markets and Understanding Risk

   Udgivet: 3.1.2025
8. Ep. 248: Shawn Edwards on How Bloomberg Is Using AI (Replay)

   Udgivet: 27.12.2024
9. Ep. 247: Julia Azari on Trump’s Second Term, Constraints and Priorities

   Udgivet: 20.12.2024
10. Ep. 246: Tomasz Nadrowski on Navigating Global Chaos

    Udgivet: 13.12.2024
11. Ep. 245: Frank Kelly on Why Everyone Underestimates Trump

    Udgivet: 6.12.2024
12. Ep. 244: In Memoriam - Professor Ian Shipsey on How Physics Can Change the World

    Udgivet: 29.11.2024
13. Ep. 243: Charles Engel on Currency Models, Carry Trades and Capital Flows

    Udgivet: 22.11.2024
14. Ep. 242: Alberto Gallo on Trump Impact, Geopolitics and Favourite Markets

    Udgivet: 15.11.2024
15. Ep. 241: Gary Gerstle on Trump’s Big Win and the Future of American Politics

    Udgivet: 8.11.2024
16. Ep. 240: Ebrahim Rahbari on US Election Trades, Fed Cycle and German Challenges

    Udgivet: 1.11.2024
17. Ep. 239: Thomas Drechsel on Measuring Political Pressure on Fed, Predicting Fed, and Better Nowcasts

    Udgivet: 25.10.2024
18. Ep. 238: Rory Johnston on Oil to $65, Middle East Risks and Trump Agenda

    Udgivet: 18.10.2024
19. Ep. 237: Antonio Del Favero on the Fed’s Mistake, Inflation Risks and Financial Conditions

    Udgivet: 11.10.2024
20. Ep. 236: Sean McMeekin on the Return of Communism

    Udgivet: 4.10.2024