Bilal Hafeez, Founder, CEO and Head of Research at Macro Hive, joins us today to discuss the current state of the markets and how we are possibly heading into a new regime and why FED Funds may hit 8%. We address the economic outlook of the near future and how the FED will deal with the challenges of inflation and increasing interest rates, how technology has taken over parts of the labour force and how Covid-19 has changed the way people and companies work, how demographics impacts inflation and the growth problems that China currently experiences. We also discuss how the future for asset allocation looks and how the sanctions against Russia impacts the economy around the world. Lastly, Bilal explains his process and approach to making research and recommends books that have been influential to him.
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Episode TimeStamps:
00:00 - Intro
03:03 - Introduction to Bilal Hafeez
07:51 - How does the community respond to the current environment?
10:43 - FED Funds & the economic outlook of the next 6-12 months
23:17 - An inflation story
29:39 - Demographics - is it inflationary or dis-inflationary?
35:20 - What is next for asset allocation
44:03 - Should we worry about the sanctions against Russia?
51:58 - Lessons learned from previous crises
55:16 - Bilal’s research process and approach
01:02:36 - Book recommendations
01:06:01 - Key takeaways from Niels
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