Macro Hive Conversations With Bilal Hafeez

Ep. 380: Alex Edmans on Market Bubbles, Investor Biases, and the Madness of Markets

Alex Edmans is a Professor of Finance at London Business School and is one of the world's leading academics on company purpose, social value, and profit. Alex has a PhD from MIT as a Fulbright Scholar...

2026-10-16

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Ep. 379: Paul Cavey on East Asia's AI Tech Boom, Semiconductor Exports, and Macro Dynamics

Paul Cavey is a China-focused Asia economist with twenty-five years of experience covering the region. He runs East Asia Econ. Previously, he was a macro strategist in the global bond team at Wellingt...

2026-10-09

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Ep. 378: Apurv Jain on Alternative Data, Real-Time Macro Nowcasting, and AI's Economic Role

Apurv Jain is the Founder and CEO of MacroX, a San Francisco-based startup building a real-time measurement layer for the global economy using alternative data. Before MacroX, Apurv built machine-lear...

2026-10-02

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Ep. 377: Jay Pelosky on the Tripolar World, the Spending Super Cycle, and the Global Earnings Boom

Jay Pelosky is the founder of TPW Advisory. He has over 35 years of buy-side and sell-side financial market experience. Before going independent, Jay was at Morgan Stanley, where he was ranked #1 by I...

2026-09-25

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Ep. 376: Rory Johnston on $100 Oil, the Refined Product Crisis, and China's Swing Power

Rory Johnston is a Toronto-based oil market researcher, the founder of Commodity Context, a lecturer at the University of Toronto's Munk School of Global Affairs and Public Policy, as well as a Fellow...

2026-09-18

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Ep. 375: Bilal on How to Use AI to Turbocharge Your Market Analysis

In this solo episode, Bilal flips the script to pull back the curtain on his personal research workflow, addressing a surge of questions from peers on how to effectively apply AI to financial market a...

2026-09-11

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Ep. 374: Dominique Dwor-Frecaut on the K-Shaped US Economy, AI Supply Shocks, and Fed Hikes

Dominique Dwor-Frecaut is the Chief US economist and macro strategist for Macro Hive and is based in Los Angeles. Before that, she worked at various hedge funds, including Bridgewater. Prior to the bu...

2026-09-04

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Ep. 373: Jon Turek on the 'Owl' Fed, the US Treasury's Bond Buybacks, and AI Capex Durability

Jon Turek is the founder and CEO of JST Advisors, a hedge fund advisory service that publishes a weekly research note with global macro trade ideas. JST Advisors works closely with hedge funds on deve...

2026-08-28

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Ep. 372: Branko Milanović on China's Rise, the Shift to National Market Liberalism, and Inequality

Branko is a research professor at the Stone Center on Socio-Economic Inequality at the City University of New York. He received his PhD from the University of Belgrade in 1987 and served as lead econo...

2026-08-21

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Ep. 371: Paul Krake on AI's Post-Cyclical World, 10% Unemployment Risks, and the End of Friction

Paul Krake is an investor, strategist, and independent researcher with three decades across macroeconomics, policy, and capital markets. In 2011, he founded the research platform View from the Peak af...

2026-08-14

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Ep. 370: Eric Beinhocker on Market Humanism, the End of Neoliberalism, and Human Flourishing

Eric Beinhocker is a professor at the University of Oxford's Blavatnik School of Government and the founder and executive director of the Institute for New Economic Thinking at the Oxford Martin Schoo...

2026-08-07

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Ep. 369: Marvin Barth on US Re-Industrialisation, Trump 2.0, and the Localisation Thesis

Marvin Barth is the creator of Thematic Markets and Seriously, Marvin?!. Thematic Markets is rigorous, institutional-quality research aimed at market professionals, while Seriously, Marvin?! presents ...

2026-07-31

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Ep. 368: Richard Clarida on the Warsh Fed, the AI Capex Boom, and Global Economic Fragmentation

Dr Clarida is a managing director and global economic advisor at PIMCO. Prior to rejoining PIMCO in 2022, he was the firm's global strategic advisor from 2006 to 2018. He served as Vice Chairman of th...

2026-07-24

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Ep. 367: Brendan Greeley on The Almighty Dollar, 500 Years of History, and the Eurodollar Market

Brendan Greeley has spent twenty years as a journalist, covering economic and monetary policy. He was the US economics editor at the Financial Times and continues to write a regular column there. Befo...

2026-07-17

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Ep. 366: Mikihiro Matsuoka on Japan's Inflation, BOJ Policy Shifts, and the Weak Yen Challenge

Matsuoka-San is the Chief Economist of SBI Securities in Japan. Before that, he was the Chief Economist for Japan at Deutsche Bank. Overall, he has been involved in macroeconomic analysis at research ...

2026-07-10

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Ep. 365: Stefan Jansen on Agentic AI, ML Workflows, and the Evolution of Machine Learning for Trading

Stefan Jansen is the founder and CEO of Applied AI. He advises Fortune 500 companies, investment firms, and startups across industries on data & AI strategy, building data science teams, and developin...

2026-07-03

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Ep. 364: William Beach on the US Fiscal Precipice, Tax Reform, and AI's Impact on Labour

William W. Beach is the Senior Fellow in Economics at the Economic Policy Innovation Center (EPIC) and the Coffin Fellow at the Calvin Coolidge Presidential Foundation. Beach also serves on the UKG Wo...

2026-06-26

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Ep. 363: Martin Wolf on AI's Colossal Impact, Central Banking Risks, and the Democratic Recession

Martin Wolf is the chief economics commentator at the Financial Times in London. He was awarded the CBE (Commander of the British Empire) in 2000 'for services to financial journalism'. In this podcas...

2026-06-19

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Ep. 362: Dan Rasmussen on Private Equity's Stranded Assets, Private Credit, and the AI Bubble

Daniel Rasmussen is the founder and managing partner of Verdad Advisers, an investment firm with over $1 billion in assets under management across multiple asset classes. He is the author of The Humbl...

2026-06-12

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Ep. 361: Neil Dutta on the US Economic Outlook, Fed Policy Stasis, and AI's Role in Consumer Wealth

Neil Dutta is Head of Economic Research at Renaissance Macro Research (renMac). He leads their macroeconomic research efforts, with an emphasis on analysing the US economy, the Federal Reserve, global...

2026-06-05

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Macro Hive Conversations With Bilal Hafeez

Episodes (340 episodes)

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