Macro Hive Conversations With Bilal Hafeez Gavyn Davies on Inflation, Asset Allocation and ChatGPT
May 12, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
Introduction
00:00 • 2min
The Origins of My Career
01:44 • 2min
The Difference Between Negative and Positive Economics
04:11 • 2min
The Importance of Listening to Market Signals
06:32 • 3min
The Importance of Supply Side Economics in Productivity Growth
09:40 • 2min
The Edge of Active vs. Passable Asset Management
11:49 • 4min
Fulcrum's Macro View Informs Its Investment Process
15:34 • 4min
The Medium Term Asset Allocation Model
19:08 • 2min
Building an Asset Allocation Model for the US Economy
20:52 • 4min
The Energy Shock and Inflation
25:21 • 2min
The Risk of Bearish Expectations for Oil Prices
26:53 • 6min
The Buy Modal Outcome for the Fed
32:26 • 3min
The Fed's Balance Sheet and the Banking Crisis
35:38 • 4min
The Vulnerability of Venture Capital Private Equity
39:45 • 2min
The Positive Outlook for Equities
42:05 • 2min
Chat GPT: A Revolutionary Technology?
44:24 • 4min
The Impact of the Panic on the UK Economy
48:23 • 3min
The Future of the BBC
51:43 • 5min
The BBC's Independence From the State
56:17 • 3min
The Crisis in Democratic Capitalism
59:20 • 4min