Macro Hive Conversations With Bilal Hafeez
Ep. 195: Bilal Hafeez on 2023 Surprises, Getting AI Right, and Best TV of 2023
Dec 22, 2023
Bilal Hafeez, CEO and Head of Research at Macro Hive, discusses the biggest surprises of 2023, the importance of covering oil and China, and understanding the drivers of US growth. The podcast also explores recent changes in the Bank of Japan, the correlation between equities and bonds, and interesting developments and outlook for 2024. Additionally, the speaker provides analysis and predictions for 2024, focusing on Grace One analysis and the significance of AI. The podcast concludes with a discussion on violence, movie recommendations, and anime series.
50:42
Episode guests
AI Summary
AI Chapters
Episode notes
Podcast summary created with Snipd AI
Quick takeaways
- The biggest surprise in 2023 was the strength of US growth, outperforming market expectations.
- European climate policies could lead to a political divide within the EU, potentially impacting its stability.
Deep dives
The surprising key takeaways from the podcast episode
The year 2023 witnessed remarkable stability in bond yields and the dollar, while equities emerged as the big winner, particularly in the US market. The biggest surprise was the strength of US growth, which outperformed market expectations. Inflation remained in line with predictions, but the strong growth and potential changes in immigration policies pose potential inflationary risks for the future. Central banks play a crucial role in shaping the market dynamics, with the US election and its influence on policy decisions being a key factor to watch in 2024.
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
