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.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 5min
Recent Changes in the Bank of Japan and Its Impact on Global Markets
04:32 • 3min
Correlation between Equities and Bonds, Implications for Diversification and Term Premium
07:33 • 4min
Interesting Developments and Outlook for 2024
11:05 • 12min
Grace One Analysis and Predictions for 2024
23:08 • 21min
Exploring Violence, Movie Recommendations, and Anime
44:11 • 7min