Macro Hive Conversations With Bilal Hafeez

278 Afleveringen

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

    Gepubliceerd: 5-7-2024
16. Ep. 222: Boris Vladimirov on US Exceptionalism, Europe Risks and China Weakness

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

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

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

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

    Gepubliceerd: 31-5-2024