Macro Hive Conversations With Bilal Hafeez

276 Episoder

1. Thorsten Wegener On the Simplest Way to Understand Option Markets

   Udgivet: 3.6.2022
2. Stéphane Ouellette on the Crypto Crash, and What Next

   Udgivet: 27.5.2022
3. Jay Newman on the Hidden Story of How Money is Moved Around the World

   Udgivet: 19.5.2022
4. Mike Philbrick on Bond Massacres, Better Diversification and Systematic Thinking

   Udgivet: 13.5.2022
5. Tymofiy Mylovanov on Ukrainian Resistance, Russia’s Hidden Economic Weapon and Germany’s Error

   Udgivet: 5.5.2022
6. Phil Suttle on the Inflation Combustion Model, the Fed’s Errors, and US Housing

   Udgivet: 29.4.2022
7. John Butler on Stagflation, Financial Instability, and World Wars

   Udgivet: 22.4.2022
8. Daniel Zwirn on Finding Value in the Biggest Bubble in History

   Udgivet: 14.4.2022
9. Josh Young on $200 Oil and the Structural Energy Supply Problem

   Udgivet: 8.4.2022
10. Denise Shull on Emotions as a Dataset and Avoiding Investment Mistakes

    Udgivet: 1.4.2022
11. Dominique Dwor-Frecaut on the Coming US Recession, and Fed’s Communication Problem

    Udgivet: 25.3.2022
12. Andy Constan on Lessons From Bridgewater, Equity Valuations and Top Trades

    Udgivet: 18.3.2022
13. [Emergency podcast ] Timothy Ash on Why Investors Are Underestimating Fall-Out From Russia/Ukraine Conflict

    Udgivet: 9.3.2022
14. Jurrien Timmer on S&P to 8,000, Ukraine Fall-Out and Bitcoin Allocations

    Udgivet: 4.3.2022
15. John List on Insights From Uber, Paying Bonuses and Scaling Ideas

    Udgivet: 25.2.2022
16. Greg Zuckerman on the Inside Story of the Race for a COVID-19 Vaccine

    Udgivet: 18.2.2022
17. Tania Reif on Leaving Macro Investing For Crypto

    Udgivet: 11.2.2022
18. Alfonso Peccatiello (Alf) on Money Printing, US Risks and ECB Surprises

    Udgivet: 4.2.2022
19. Adam Iqbal on Carry Trades, Volatility and Trading Options

    Udgivet: 28.1.2022
20. Shahin Vallée on Europe’s Geopolitical Risks, ECB Policy and French Elections

    Udgivet: 21.1.2022