On this special episode, we turn the tables and Bilal becomes the guest as Andrew Simon, our COO of Macro Hive and business partner, does the interviewing this time.

Bilal Hafeez is the Founder and CEO of Macro Hive. Prior to this, Bilal was Global Head of International Fixed Income Strategy at Nomura between 2016 and 2019. Before that Bilal held various senior roles at Deutsche Bank between 2002 and 2015 including Head of Multi-Asset Research, Advisor to the CEO, Head of Asia Research in Singapore and Global Head of Foreign Exchange Research. Bilal started his career at J.P. Morgan in 1998. In this podcast we discuss:

[3:03] - Lessons learned at JPMorgan, Deutsche Bank and Nomura
[ 38:22] - Views on inflation and why yields are low
How to understand the market impact of COVID
Tech booms and crypto
What economists get wrong about tech
New frontier of the digital economy
China’s challenge
[01:21:48] Favourite investment lessons
Advice to new starters in finance
Productivity tips
Books that influenced Bilal:

- The Black Swan (Taleb)
- Beginning of Infinity )Deutsch),
- Superforecasting (Tetlock, Gardner)
- The Great Crash 1929 (Galbraith)
- Liar’s Poker (Lewis)
- A Technique for Producing Ideas (Young)
- It Doesn’t Have to Be Crazy at Work (Fried)
- Bloomberg (Bloomberg)
- The Rumi Collection (Rumi, Helminski)
- The Complete Works of William Shakespeare (Shakespeare)
- Meditations (Aurelius)
- How To Improve Your Marriage Without Talking About It (Lowe, Stosny)
- Non-Violent Communication (Rosenberg)
- Raising Boys and Raising Girls (Biddulph)

Bilal Hafeez on Inflation, Crypto and Investment Lessons