Macro Hive Conversations With Bilal Hafeez

278 Episoder

1. Geoff Rubin on 60:40 Portfolios, Endowment Model and Re-Thinking Risk

   Udgivet: 31.3.2023
2. Jim Leitner on Creating a Macro Edge, Trading Options and Carry Trades

   Udgivet: 24.3.2023
3. Lindsay Politi on the Silicon Valley Bank Fall-Out, Duration Bubbles and Inflation

   Udgivet: 17.3.2023
4. Niall Ferguson on Cold War 2, Middle East Conflict and Woke Students

   Udgivet: 10.3.2023
5. Mustafa Chowdhury on Mortgage Risks, Fed Shocks and Derivatives

   Udgivet: 3.3.2023
6. Timothy Ash on Russia’s Failure, China Intervention and EM Re-Alignment

   Udgivet: 24.2.2023
7. Mikihiro Matsuoka on Japan Inflation, BoJ Outlook and Debt Problems

   Udgivet: 17.2.2023
8. Richard Oldfield on Value Investing, Warren Buffet and Elon Musk

   Udgivet: 10.2.2023
9. Deborah Seligsohn on What Everyone Gets Wrong on China’s COVID and Climate Policies

   Udgivet: 3.2.2023
10. Phil Suttle on Fed Murdering Expansions and Bond Worries

    Udgivet: 27.1.2023
11. Niels Kaastrup-Larsen and Alan Dunne on How to Make Money From Following the Trend

    Udgivet: 20.1.2023
12. Yesha Yadav on the Galactic Risks of the US Treasury Markets

    Udgivet: 13.1.2023
13. Andrew Revkin on What to Do About Climate Risk

    Udgivet: 6.1.2023
14. Ivy Zelman on the Coming US Housing Crisis

    Udgivet: 30.12.2022
15. Agathe Demarais on How Sanctions Backfire on the US

    Udgivet: 16.12.2022
16. Shannon O'Neil on What Everyone Gets Wrong About (De)Globalisation

    Udgivet: 9.12.2022
17. David Rubenstein on How to Invest Like Superstar Investors

    Udgivet: 2.12.2022
18. Fred Thiel on FTX Fallout, Bitcoin Energy Myths, and Future of Crypto

    Udgivet: 25.11.2022
19. Gerard DiPippo on CIA, US-China Tech War, and Taiwan Risks

    Udgivet: 18.11.2022
20. Victoria Ivashina on Whether Private Markets Will Trigger a Crisis

    Udgivet: 11.11.2022