Macro Hive Conversations With Bilal Hafeez Sean McGould on Creating an Investing Edge, Hedge Funds and Inflation Opportunities
Jun 30, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18
Introduction
00:00 • 3min
How I Found Accounting Helpful in My Career
03:08 • 2min
The Evolution of the Hedge Fund Industry
05:24 • 3min
The Rise and Fall of Momentum Trend Following Strategies
08:49 • 4min
The Evolution of Value
12:39 • 2min
The Impact of Regulative Changes on Strategies
15:05 • 3min
The Politics of Shorting
17:39 • 2min
The White House Group: A Brief Journey
19:59 • 2min
How to Measure Risk and Returns at Shops
22:17 • 2min
Machine Learning and AI on Trading Strategies
24:35 • 2min
How to Pick a Good Manager
26:50 • 4min
The Hedge Fund Industry's Talent Pool
30:32 • 2min
The Importance of Normalizing Interest Rates
32:07 • 3min
The Future of Hedge Funds
34:40 • 3min
The Future of ETFs
37:52 • 3min
The Future of the Firm: A Macro Perspective
40:29 • 2min
How to Be a Successful Investor
42:10 • 2min
The Importance of Understanding Options
44:39 • 2min