Macro Hive Conversations With Bilal Hafeez

263 Afleveringen

1. Ep. 242: Alberto Gallo on Trump Impact, Geopolitics and Favourite Markets

   Gepubliceerd: 15-11-2024
2. Ep. 241: Gary Gerstle on Trump’s Big Win and the Future of American Politics

   Gepubliceerd: 8-11-2024
3. Ep. 240: Ebrahim Rahbari on US Election Trades, Fed Cycle and German Challenges

   Gepubliceerd: 1-11-2024
4. Ep. 239: Thomas Drechsel on Measuring Political Pressure on Fed, Predicting Fed, and Better Nowcasts

   Gepubliceerd: 25-10-2024
5. Ep. 238: Rory Johnston on Oil to $65, Middle East Risks and Trump Agenda

   Gepubliceerd: 18-10-2024
6. Ep. 237: Antonio Del Favero on the Fed’s Mistake, Inflation Risks and Financial Conditions

   Gepubliceerd: 11-10-2024
7. Ep. 236: Sean McMeekin on the Return of Communism

   Gepubliceerd: 4-10-2024
8. Ep. 235: Christian Schwarz on AI Bubbles, Using AI in Trading and Synthetic Data

   Gepubliceerd: 27-9-2024
9. Ep. 234: Jay Pelosky on Bullish Equities, Early Cycle US and Trump Losing

   Gepubliceerd: 20-9-2024
10. Ep. 233: Mirza Baig on Best EM Trades, Fed Easing and China Carry Trade

    Gepubliceerd: 13-9-2024
11. Ep. 232: Bob Elliott on US Recession Odds, Fed Policy and Equity Risks

    Gepubliceerd: 6-9-2024
12. Ep. 231: J. Doyne Farmer on Making Sense of Chaos

    Gepubliceerd: 30-8-2024
13. Ep. 230: Shawn Edwards on How Bloomberg Is Using AI

    Gepubliceerd: 23-8-2024
14. Ep. 229: Brad Setser on Yen Carry Trade, US-China Trade, and US Profit Offshoring

    Gepubliceerd: 16-8-2024
15. Ep. 228: Liang Ding on China’s Economy and Markets

    Gepubliceerd: 9-8-2024
16. Ep. 227: Álvaro Cartea on AI Manipulating Markets (and What to Do About It)

    Gepubliceerd: 2-8-2024
17. Ep. 226: Gary Gerstle on Kamala Impact, Trump Policies and Political Realignments

    Gepubliceerd: 26-7-2024
18. Ep. 225: Dr Pippa Malmgren on Trump’s Plans, Peace Dividend, and Space Tech

    Gepubliceerd: 19-7-2024
19. Ep. 224: Philipp Carlsson-Szlezak and Paul Swartz on Macro Shocks, Crises, and False Alarms

    Gepubliceerd: 12-7-2024
20. Ep. 223: Shahin Vallée on French Election Fallout, Second Round Scenarios, and Germany’s Debt Brake

    Gepubliceerd: 5-7-2024