Macro Hive Conversations With Bilal Hafeez

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278 Jaksot

Ep. 237: Antonio Del Favero on the Fed’s Mistake, Inflation Risks and Financial Conditions
Julkaistiin: 11.10.2024
Ep. 236: Sean McMeekin on the Return of Communism
Julkaistiin: 4.10.2024
Ep. 235: Christian Schwarz on AI Bubbles, Using AI in Trading and Synthetic Data
Julkaistiin: 27.9.2024
Ep. 234: Jay Pelosky on Bullish Equities, Early Cycle US and Trump Losing
Julkaistiin: 20.9.2024
Ep. 233: Mirza Baig on Best EM Trades, Fed Easing and China Carry Trade
Julkaistiin: 13.9.2024
Ep. 232: Bob Elliott on US Recession Odds, Fed Policy and Equity Risks
Julkaistiin: 6.9.2024
Ep. 231: J. Doyne Farmer on Making Sense of Chaos
Julkaistiin: 30.8.2024
Ep. 230: Shawn Edwards on How Bloomberg Is Using AI
Julkaistiin: 23.8.2024
Ep. 229: Brad Setser on Yen Carry Trade, US-China Trade, and US Profit Offshoring
Julkaistiin: 16.8.2024
Ep. 228: Liang Ding on China’s Economy and Markets
Julkaistiin: 9.8.2024
Ep. 227: Álvaro Cartea on AI Manipulating Markets (and What to Do About It)
Julkaistiin: 2.8.2024
Ep. 226: Gary Gerstle on Kamala Impact, Trump Policies and Political Realignments
Julkaistiin: 26.7.2024
Ep. 225: Dr Pippa Malmgren on Trump’s Plans, Peace Dividend, and Space Tech
Julkaistiin: 19.7.2024
Ep. 224: Philipp Carlsson-Szlezak and Paul Swartz on Macro Shocks, Crises, and False Alarms
Julkaistiin: 12.7.2024
Ep. 223: Shahin Vallée on French Election Fallout, Second Round Scenarios, and Germany’s Debt Brake
Julkaistiin: 5.7.2024
Ep. 222: Boris Vladimirov on US Exceptionalism, Europe Risks and China Weakness
Julkaistiin: 28.6.2024
Ep. 221: Vasileios Gkionakis on European Election Fallout, Fed and Fiscal Risks
Julkaistiin: 21.6.2024
Ep. 220: George Selgin on Fed Independence, Poor Operations and Inflation
Julkaistiin: 14.6.2024
Ep. 219: Jason Furman on Inflation Persistence, Fed Policy and Debt Levels
Julkaistiin: 7.6.2024
Ep. 218: Gordon Hanson on US-China Trade War, Immigration and US Elections
Julkaistiin: 31.5.2024

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We talk economics and markets with leading policymakers and investors.

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278 Jaksot

Ep. 237: Antonio Del Favero on the Fed’s Mistake, Inflation Risks and Financial Conditions

Ep. 236: Sean McMeekin on the Return of Communism

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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