Macro Hive Conversations With Bilal Hafeez

276 Episoder

1. Ep. 195: Bilal Hafeez on 2023 Surprises, Getting AI Right, and Best TV of 2023

   Udgivet: 22.12.2023
2. Ep. 194: Liang Ding on Can China Avoid a Hard Landing

   Udgivet: 15.12.2023
3. Shiloh Bates on Demystifying CLO Myths

   Udgivet: 8.12.2023
4. Yesha Yadav on Crypto Bankruptcies, Stablecoin, and Treasury Market issues

   Udgivet: 1.12.2023
5. Greg Lippmann on The Big Short, Latest US Housing View, and Finding Alpha in Structured Products

   Udgivet: 24.11.2023
6. Charlie McElligott on Year-End Rally, Duration Buying, and Carnivore Diets

   Udgivet: 17.11.2023
7. Dr Douglas Greenig on Trend-Following, the End of Pax-Americana, and Why He ls Long Volatility

   Udgivet: 17.11.2023
8. Marc Goldwein on the Unprecedented US Budget Problem and How to Fix It

   Udgivet: 10.11.2023
9. Macro Hive Webinar: (The Weekly Call Recorded 1 November 2023)

   Udgivet: 3.11.2023
10. Boris Vladimirov on Macro Volatility, US Yields, and Recession Risks

    Udgivet: 27.10.2023
11. Daniel Rock on How AI Will Reshape Economies

    Udgivet: 20.10.2023
12. Martin Lueck On the Scientific Investing, Trend Models and Macro Divergences

    Udgivet: 6.10.2023
13. Jason Halliwell on Value Investing, Systematic Macro and Carry

    Udgivet: 29.9.2023
14. Barry Eichengreen on Fixing the Debt Problem, Dollar Demise and Tech Impacts

    Udgivet: 22.9.2023
15. Phil Suttle on US Recession Risks, AI Impact, and BoJ to 1%

    Udgivet: 15.9.2023
16. Dominque Dwor-Frecaut on What Everyone Gets Wrong on Inflation, Recessions and Fed Policy

    Udgivet: 8.9.2023
17. Mustafa Chowdhury on Fed Policy, US Industrial Policy and Housing Risks

    Udgivet: 1.9.2023
18. Professor Adrian Williams on Everything You Wanted to Know About Sleep [Replay]

    Udgivet: 25.8.2023
19. Denise Shull on Emotions as a Dataset and Avoiding Investment Mistakes [Replay]

    Udgivet: 18.8.2023
20. Michael Schrage on How Recommendation Engines Create Value

    Udgivet: 11.8.2023