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Macro Hive Conversations With Bilal Hafeez Macro Hive Conversations With Bilal Hafeez Bilal Hafeez 《人性的弱点 》知识分享 《人性的弱点 》知识分享 终身都要成长 رادیو فردا رادیو فردا رادیوفردا Ö1 Journale Ö1 Journale ORF Ö1 Afhameren met Wouter de Winther Afhameren met Wouter de Winther De Telegraaf Read On - The Audiobook Show from RNIB Read On - The Audiobook Show from RNIB RNIB Connect Radio ロッチナイトZERO ロッチナイトZERO TBS RADIO Une semaine dans leurs vies Une semaine dans leurs vies France Inter Good Growing Good Growing Chris Enroth Más de uno Más de uno OndaCero Dave Pearce Presents Delirium Dave Pearce Presents Delirium Dave Pearce H.O.P.E - Hang On Pain Ends H.O.P.E - Hang On Pain Ends Alana Michaels Harvest Time International Church Harvest Time International Church Pastor Stacey Carver Hey, Are You Listening? Hey, Are You Listening? Brandon Lorick and Joel Ainsworth Disney News Daily Disney News Daily JCarter Ventures CD Voice CD Voice China Daily URBONUS URBONUS BasketNews.com Nick Luck Daily Podcast Nick Luck Daily Podcast Nick Luck 糗事大本营|精选爆笑段子集 糗事大本营|精选爆笑段子集 薯条酱 Thought for the Day Thought for the Day BBC Radio 4 Climate Magic Climate Magic Cal Poly Humboldt MAX Health and Fitness Recordings MAX Health and Fitness Recordings Max International College for Fitness Professionals The Daily Punch The Daily Punch Punchbowl News Roommates Show with Jalen Brunson & Josh Hart Roommates Show with Jalen Brunson & Josh Hart Playmaker and iHeartPodcasts Yatta | Podcast o Japonsku Yatta | Podcast o Japonsku Daniel Šácha VISUALIZE MEDITATIONS VISUALIZE MEDITATIONS Visualize Meditations Marketplace All-in-One Marketplace All-in-One Marketplace Garden of Thought Garden of Thought Jeff Lippman Spacemusic Season 18 (free) Spacemusic Season 18 (free) Ambient.Zone Interview Plus Interview Plus Český rozhlas ECOM SECRETS – So skalieren die Top 1% E-Commerce Brands ECOM SECRETS – So skalieren die Top 1% E-Commerce Brands Daniel Bidmon Ça commence aujourd'hui Ça commence aujourd'hui France Télévisions The Cricketer | Podcasts and Interviews The Cricketer | Podcasts and Interviews The Cricketer Duval Daily: A Jacksonville Jaguars Podcast Duval Daily: A Jacksonville Jaguars Podcast GenJag Katherine Ryan: Telling Everybody Everything Katherine Ryan: Telling Everybody Everything kathbum Baanbrekende Businessmodellen | BNR Baanbrekende Businessmodellen | BNR BNR Nieuwsradio Hypnosis for sleeping deeply (Jason Newland) Hypnosis for sleeping deeply (Jason Newland) Jason Newland
Macro Hive Conversations With Bilal Hafeez

Todo

Macro Hive Conversations With Bilal Hafeez

Bilal Hafeez

Ep. 365: Stefan Jansen on Agentic AI, ML Workflows, and the Evolution of Machine Learning for Trading

July 03, 2026 3:33am 55 min

Stefan Jansen is the founder and CEO of Applied AI. He advises Fortune 500 companies, investment firms, and startups across industries on data & AI strategy, building data science teams, and developing end-to-end machine...

Ep. 364: William Beach on the US Fiscal Precipice, Tax Reform, and AI's Impact on Labour

June 26, 2026 3:51am 1:05

William W. Beach is the Senior Fellow in Economics at the Economic Policy Innovation Center (EPIC) and the Coffin Fellow at the Calvin Coolidge Presidential Foundation. Beach also serves on the UKG Workforce Institute Ad...

Ep. 363: Martin Wolf on AI's Colossal Impact, Central Banking Risks, and the Democratic Recession

June 19, 2026 2:41am 52 min

Martin Wolf is the chief economics commentator at the Financial Times in London. He was awarded the CBE (Commander of the British Empire) in 2000 'for services to financial journalism'. In this podcast, we discuss: AI: ...

Ep. 362: Dan Rasmussen on Private Equity's Stranded Assets, Private Credit, and the AI Bubble

June 12, 2026 3:43am 35 min

Daniel Rasmussen is the founder and managing partner of Verdad Advisers, an investment firm with over $1 billion in assets under management across multiple asset classes. He is the author of The Humble Investor (2025) an...

Ep. 361: Neil Dutta on the US Economic Outlook, Fed Policy Stasis, and AI's Role in Consumer Wealth

June 05, 2026 5:20am 31 min

Neil Dutta is Head of Economic Research at Renaissance Macro Research (renMac). He leads their macroeconomic research efforts, with an emphasis on analysing the US economy, the Federal Reserve, global trends, and cross-m...

Ep. 360: Dirk Willer on Trading Global Macro Regimes, the End of QE, and Navigating Equity Bubbles

May 29, 2026 3:09am 39 min

Dr. Dirk Willer is a Managing Director and Global Head of Macro and Asset Allocation at Citi Research in New York. Prior to this role, Dirk headed global Emerging Market Strategy, where he and his teams were consistently...

Ep. 359: Dylan Smith on the Hormuz Supply Shock, US Macro Regimes, and Private Market Evolution

May 22, 2026 4:24am 41 min

Dylan is the founder of arcMacro, where he analyses macro and private markets. His previous roles include serving as an economist at Goldman Sachs and Rosenberg Research, and later as a private market consultant at McKin...

Ep. 358: Shawn Edwards on Engineering Trust in AI, The Bloomberg Way, and the Terminal's Future

May 15, 2026 3:28am 49 min

Shawn Edwards is Bloomberg's Chief Technology Officer. Based in New York, he oversees the development of Bloomberg's global technology strategy. In 2017, Shawn was named in the top ten of the Institutional Investor Tech ...

Ep. 357: Andrew Perry on the Five Pillars of Global Macro, Liquidity, and Australia's Macro Risks

May 08, 2026 3:40am 42 min

Andrew Perry is the creator of Macro Pillars, a macro research product servicing a bespoke selection of global banks, hedge funds, and sophisticated investors. He has over 35+ years of experience in markets, including as...

Ep. 356: Tina Fordham on the Geopolitics Super Cycle, Iran's Oil Shock, and Trump's Global Impact

May 01, 2026 3:27am 45 min

Tina Fordham is a Geostrategist, Author and Advisor to board and C-Suite leaders on a mission to transform how leaders navigate the changing global environment. Her signature theses on the Geopolitics Supercycle, PQ (Pol...

Ep. 355: Phil Suttle on Oil Market Shocks, Inflationary AI, and the Fed's Hawkish Pivot

April 24, 2026 3:29am 43 min

Phil is the founder of Suttle Economics – a leading research consultancy. Before that, he held senior roles at Tudor, the Institute of International Finance (IIF), JP Morgan, Barclays, the New York Fed and World Bank. He...

Ep. 354: Nader Itayim on Iran's Hormuz Stranglehold, GCC Tensions, and the Oil Market's Recovery

April 17, 2026 4:02am 47 min

Nader is Argus' Middle East editor, based in Dubai. Argus is a leading independent provider of global energy and commodity market intelligence. Nader has more than 15 years of experience covering oil and gas in the regio...

Ep. 353: Rory Johnston on the Hormuz Ceasefire, Oil Supply Losses, and Navigating Energy Security

April 10, 2026 3:07am 49 min

Rory Johnston is a Toronto-based oil market researcher, the founder of Commodity Context, a lecturer at the University of Toronto's Munk School of Global Affairs and Public Policy, as well as a Fellow with both the Canad...

Ep. 352: Richard Schimel on Platform Evolution, Collaborative Culture, and Navigating Market Risks

April 06, 2026 3:12am 37 min

Richard Schimel is the Co-Founder and Co-CIO of Cinctive Capital Management – a leading multi-strategy alternative asset manager. Rich has over 30 years of experience in the investment management industry.  Prior to Cinc...

Ep. 351: Tyler Goodspeed on Recession Myths, the Reality of Economic Shocks, and Policy Hubris

March 27, 2026 4:08am 43 min

Dr. Tyler Goodspeed chaired the White House Council of Economic Advisers from 202-21. During his tenure on the council, he also chaired the Economic Policy Committee at the Organisation for Economic Co-operation and Deve...

Ep. 350: Tomasz Nadrowski on China's Mineral War, Western Supply Chain Gaps, and Global Resilience

March 20, 2026 5:13am 49 min

Tomasz Nadrowski is a portfolio manager at the Amvest Terraden Critical Minerals Fund. He was a former Director at the World Economic Forum and Vice President of Business Development at AngloGold Ashanti, then the world'...

Ep. 349: Nader Itayim on Iran's Regional War, the Hormuz Choke Point, and Global Energy Disruption

March 13, 2026 4:31am 1:02

Nader is Argus' Middle East editor, based in Dubai. Argus is a leading independent provider of global energy and commodity market intelligence. Nader has more than 15 years of experience covering oil and gas in the regio...

Ep. 348: Alex Campbell on Commodity Diversification, AI strategies, and the Moneyball Approach

March 06, 2026 3:21am 57 min

Alex has 20 years of experience at the intersection of finance and data. He has been a global macro investor at firms like Bridgewater Associates and a proprietary volatility trader at Lehman Brothers. Prior to his caree...

Ep. 347: Raphaël Gallardo on Austrian Economics, Wobbling AI Bubbles, and Trump Risk Parity

February 27, 2026 3:22am 46 min

Raphaël Gallardo is Chief Economist within the Cross-Asset team at Carmignac. Carmignac is a leading European investment management boutique established in 1989, with over EUR 40 bn in assets under management. Raphaël jo...

Ep. 346: Alex Gurevich on US Return to Zero Rates, AI Productivity, and Managing Portfolio Paralysis

February 20, 2026 3:47am 42 min

Alex Gurevich is the founder of HonTe Investments. After earning a PhD in mathematics from the University of Chicago, he leveraged his passion for strategic gaming into a lucrative Wall Street career. He has been hailed ...

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