Macro Hive Conversations With Bilal Hafeez

263 Afleveringen

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

   Gepubliceerd: 28-6-2024
2. Ep. 221: Vasileios Gkionakis on European Election Fallout, Fed and Fiscal Risks

   Gepubliceerd: 21-6-2024
3. Ep. 220: George Selgin on Fed Independence, Poor Operations and Inflation

   Gepubliceerd: 14-6-2024
4. Ep. 219: Jason Furman on Inflation Persistence, Fed Policy and Debt Levels

   Gepubliceerd: 7-6-2024
5. Ep. 218: Gordon Hanson on US-China Trade War, Immigration and US Elections

   Gepubliceerd: 31-5-2024
6. Ep. 217: Mustafa Chowdhury on Surging Wealth, Hidden Bond Buyers and Fed Mistakes

   Gepubliceerd: 24-5-2024
7. Ep. 216: Dominique Dwor-Frecaut on Inflation Persistence, Immigration Surge and Trump Effect

   Gepubliceerd: 17-5-2024
8. Ep. 215: Nick Rohatyn on How to Navigate Emerging Markets Investing

   Gepubliceerd: 10-5-2024
9. Ep. 214: Lindsay Politi on Higher Inflation Regime, Recession Risks and Debt Dynamics

   Gepubliceerd: 3-5-2024
10. Ep. 213: Bilal Hafeez on Fed Cuts, Dollar Strength and AI Hype

    Gepubliceerd: 26-4-2024
11. Ep. 212: Nick Baltas on Mastering Systematic Strategies from Alpha to AI

    Gepubliceerd: 19-4-2024
12. Ep. 211: John Coates on How a Few Financial Institutions Control Everything

    Gepubliceerd: 12-4-2024
13. Ep. 210: Mark Koyama on What Makes Some Nations Richer Than Others

    Gepubliceerd: 5-4-2024
14. Ep. 209: Darrell Duffie on Treasury Market Dysfunction, Dollar Dominance and CBDC

    Gepubliceerd: 28-3-2024
15. Ep. 208: David Dredge on Inflation, Underpriced Risks and Sharpe Ratio Flaws

    Gepubliceerd: 22-3-2024
16. Ep. 207: Dave DeWalt on Cyber Warfare, Attacks on US Election, and AI

    Gepubliceerd: 15-3-2024
17. Ep. 206: Nigel Toon on How AI Thinks and How We Can Control It

    Gepubliceerd: 8-3-2024
18. Ep. 205: Gary Gerstle on Unprecedented Trump, Unrecognised Biden, and Unusual Times

    Gepubliceerd: 1-3-2024
19. Ep. 204: Claudia Sahm on Inflation Risks, Fed Cuts, and Recession

    Gepubliceerd: 23-2-2024
20. Ep. 203: Melanie Mitchell on Can Artificial Intelligence Beat Human Thinking

    Gepubliceerd: 16-2-2024