Macro Hive Conversations With Bilal Hafeez

263 Afleveringen

1. Dominique Dwor-Frecaut on US Labour Supply, Inflation and Timing the Bond Sell-Off

   Gepubliceerd: 14-5-2021
2. Phil Suttle on Coming High Inflation, Goods Recessions and Fed in Play

   Gepubliceerd: 7-5-2021
3. Wolfgang Münchau on Germany’s Political Risks, Fiscal Stimulus and Euro Instability

   Gepubliceerd: 30-4-2021
4. Jeff Snider on Deflation, Central Bank Failure, and Understanding Money

   Gepubliceerd: 23-4-2021
5. Boris Vladimirov on Inflation Permanence, European Banks and BRICS Outlook

   Gepubliceerd: 16-4-2021
6. Bobby Vedral on Taxing Big Tech, Europe’s Edge, and Biden’s China Policy

   Gepubliceerd: 9-4-2021
7. David Riley On US Debt Sustainability, the Reflation Trade and Corporate Defaults

   Gepubliceerd: 1-4-2021
8. Benn Eifert On Retail Options Boom, Over-Complex Derivatives, and Managing Tail Risk

   Gepubliceerd: 26-3-2021
9. Marco Monroy On Carbon Taxes, ESG Investing and Maradona

   Gepubliceerd: 19-3-2021
10. Zac Prince on Earning Interest on Bitcoin, and the Future of Crypto Finance

    Gepubliceerd: 15-3-2021
11. James Aitken On Stock Vigilantes, Yield Curve Control and Inflation Paths

    Gepubliceerd: 5-3-2021
12. Peter Tertzakian on Energy Transitions, Electric Vehicles and Big Oil

    Gepubliceerd: 26-2-2021
13. Ciamac Moallemi On Quant Investing, Machine Learning and Trading Styles

    Gepubliceerd: 19-2-2021
14. Jay Pelosky on the Coming Boom, Mega-Tech Weakness and Big Government

    Gepubliceerd: 11-2-2021
15. Christian Hille on Exponential Growth, Avoiding Low Returns, and Errors in Risk Management

    Gepubliceerd: 5-2-2021
16. Jon Turek on the New Fed Put, the Brainard US Curve Steepener and the Dollar

    Gepubliceerd: 29-1-2021
17. Barry Eichengreen on Dollar Dominance, Crypto Hype, and Reforming International Finance

    Gepubliceerd: 22-1-2021
18. Eli Dourado on the Key Tech Breakthroughs For the 2020s

    Gepubliceerd: 15-1-2021
19. 12 Investment Ideas For 2021 From Our Listeners

    Gepubliceerd: 8-1-2021
20. Michael Auerbach On Launching A Cannabis SPAC With Jay-Z

    Gepubliceerd: 22-12-2020