Macro Hive Conversations With Bilal Hafeez

278 Afleveringen

1. Dominique Dwor-Frecaut on How the Fed is Setting Policy and Why an 8% US Interest Rate is Likely

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

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

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

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

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

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

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

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

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

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

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

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

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

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

    Gepubliceerd: 9-3-2022
16. Jurrien Timmer on S&P to 8,000, Ukraine Fall-Out and Bitcoin Allocations

    Gepubliceerd: 4-3-2022
17. John List on Insights From Uber, Paying Bonuses and Scaling Ideas

    Gepubliceerd: 25-2-2022
18. Greg Zuckerman on the Inside Story of the Race for a COVID-19 Vaccine

    Gepubliceerd: 18-2-2022
19. Tania Reif on Leaving Macro Investing For Crypto

    Gepubliceerd: 11-2-2022
20. Alfonso Peccatiello (Alf) on Money Printing, US Risks and ECB Surprises

    Gepubliceerd: 4-2-2022