Macro Hive Conversations With Bilal Hafeez

Trevor Greetham on Spike-Flation, Equities and Removing Biases

Jul 7, 2023
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Episode notes
1
Introduction
00:00 • 2min
2
The Importance of Probabilistic Thinking
02:26 • 2min
3
How to Invest in Fixed Income Stocks
04:01 • 4min
4
The Different Approaches to Asset Allocation
07:38 • 3min
5
How to Improve Information Ratios
11:05 • 3min
6
How to Use Machine Learning to Test Strategies
13:44 • 2min
7
How to Be a Successful Portfolio Manager After COVID
15:27 • 4min
8
The Cycle of Negativity
19:26 • 3min
9
The Power of Probabilistic Investing
22:52 • 3min
10
The Effect of the Cash Rate on Institutional Investors
26:14 • 2min
11
The Rise of Inflation in Shorter Business Cycles
27:51 • 2min
12
The Rise of Passive Multi-Asset Management
29:40 • 2min
13
The Challenges of ESG Integration in the Investment Industry
31:38 • 2min
14
The Best Investment Advice I've Ever Received From Anyone
33:43 • 2min
15
How to Be a Successful Entrepreneur
35:25 • 2min
16
The Importance of Human Contact in Investment Research
37:23 • 4min