Macro Hive Conversations With Bilal Hafeez

263 Afleveringen

1. Ivy Zelman on the Coming US Housing Crisis

   Gepubliceerd: 22-7-2022
2. Mikihiro Matsuoka on Bank of Japan policy, Japanisation of Economies, and the Demise of Capitalism

   Gepubliceerd: 15-7-2022
3. Boris Vladimirov on Fed Scenarios, Recession Risks and EM Outperformers

   Gepubliceerd: 8-7-2022
4. Marion Laboure on Democratising Finance, Bitcoin as Digital Diamond and Central Bank Digital Currency

   Gepubliceerd: 1-7-2022
5. Raymond Sagayam on the Biggest Overlooked Market Risk, Building World Class Teams, and Lessons from Bodybuilding

   Gepubliceerd: 24-6-2022
6. Dominique Dwor-Frecaut on How the Fed is Setting Policy and Why an 8% US Interest Rate is Likely

   Gepubliceerd: 17-6-2022
7. Bert Gochet on China Risks, India’s Future and Brazil’s Commodities

   Gepubliceerd: 10-6-2022
8. Thorsten Wegener On the Simplest Way to Understand Option Markets

   Gepubliceerd: 3-6-2022
9. Stéphane Ouellette on the Crypto Crash, and What Next

   Gepubliceerd: 27-5-2022
10. Jay Newman on the Hidden Story of How Money is Moved Around the World

    Gepubliceerd: 19-5-2022
11. Mike Philbrick on Bond Massacres, Better Diversification and Systematic Thinking

    Gepubliceerd: 13-5-2022
12. Tymofiy Mylovanov on Ukrainian Resistance, Russia’s Hidden Economic Weapon and Germany’s Error

    Gepubliceerd: 5-5-2022
13. Phil Suttle on the Inflation Combustion Model, the Fed’s Errors, and US Housing

    Gepubliceerd: 29-4-2022
14. John Butler on Stagflation, Financial Instability, and World Wars

    Gepubliceerd: 22-4-2022
15. Daniel Zwirn on Finding Value in the Biggest Bubble in History

    Gepubliceerd: 14-4-2022
16. Josh Young on $200 Oil and the Structural Energy Supply Problem

    Gepubliceerd: 8-4-2022
17. Denise Shull on Emotions as a Dataset and Avoiding Investment Mistakes

    Gepubliceerd: 1-4-2022
18. Dominique Dwor-Frecaut on the Coming US Recession, and Fed’s Communication Problem

    Gepubliceerd: 25-3-2022
19. Andy Constan on Lessons From Bridgewater, Equity Valuations and Top Trades

    Gepubliceerd: 18-3-2022
20. [Emergency podcast ] Timothy Ash on Why Investors Are Underestimating Fall-Out From Russia/Ukraine Conflict

    Gepubliceerd: 9-3-2022