Macro Hive Conversations With Bilal Hafeez

276 Episoder

1. Ep. 235: Christian Schwarz on AI Bubbles, Using AI in Trading and Synthetic Data

   Udgivet: 27.9.2024
2. Ep. 234: Jay Pelosky on Bullish Equities, Early Cycle US and Trump Losing

   Udgivet: 20.9.2024
3. Ep. 233: Mirza Baig on Best EM Trades, Fed Easing and China Carry Trade

   Udgivet: 13.9.2024
4. Ep. 232: Bob Elliott on US Recession Odds, Fed Policy and Equity Risks

   Udgivet: 6.9.2024
5. Ep. 231: J. Doyne Farmer on Making Sense of Chaos

   Udgivet: 30.8.2024
6. Ep. 230: Shawn Edwards on How Bloomberg Is Using AI

   Udgivet: 23.8.2024
7. Ep. 229: Brad Setser on Yen Carry Trade, US-China Trade, and US Profit Offshoring

   Udgivet: 16.8.2024
8. Ep. 228: Liang Ding on China’s Economy and Markets

   Udgivet: 9.8.2024
9. Ep. 227: Álvaro Cartea on AI Manipulating Markets (and What to Do About It)

   Udgivet: 2.8.2024
10. Ep. 226: Gary Gerstle on Kamala Impact, Trump Policies and Political Realignments

    Udgivet: 26.7.2024
11. Ep. 225: Dr Pippa Malmgren on Trump’s Plans, Peace Dividend, and Space Tech

    Udgivet: 19.7.2024
12. Ep. 224: Philipp Carlsson-Szlezak and Paul Swartz on Macro Shocks, Crises, and False Alarms

    Udgivet: 12.7.2024
13. Ep. 223: Shahin Vallée on French Election Fallout, Second Round Scenarios, and Germany’s Debt Brake

    Udgivet: 5.7.2024
14. Ep. 222: Boris Vladimirov on US Exceptionalism, Europe Risks and China Weakness

    Udgivet: 28.6.2024
15. Ep. 221: Vasileios Gkionakis on European Election Fallout, Fed and Fiscal Risks

    Udgivet: 21.6.2024
16. Ep. 220: George Selgin on Fed Independence, Poor Operations and Inflation

    Udgivet: 14.6.2024
17. Ep. 219: Jason Furman on Inflation Persistence, Fed Policy and Debt Levels

    Udgivet: 7.6.2024
18. Ep. 218: Gordon Hanson on US-China Trade War, Immigration and US Elections

    Udgivet: 31.5.2024
19. Ep. 217: Mustafa Chowdhury on Surging Wealth, Hidden Bond Buyers and Fed Mistakes

    Udgivet: 24.5.2024
20. Ep. 216: Dominique Dwor-Frecaut on Inflation Persistence, Immigration Surge and Trump Effect

    Udgivet: 17.5.2024