Macro Hive Conversations With Bilal Hafeez

Bilal Hafeez
undefined
Aug 21, 2025 • 1h 4min

Ep. 322: Rerelease – Adam Frank on Aliens, AI and Climate Collapse

Adam Frank, a professor of astrophysics at the University of Rochester and passionate advocate for science, delves into the essence of effective science communication. He discusses the complexities of searching for extraterrestrial life and the technological advancements that shape this quest. Frank also explores the intersection of climate change with humanity's future and critiques the idea of colonizing Mars. He emphasizes the need for a new governance framework to tackle global challenges while encouraging young minds to pursue their passions and connect with transformative literature.
undefined
30 snips
Aug 14, 2025 • 33min

Ep. 321: Antonio Del Favero on Favourite Rates Trades, Fed and Dollar

Antonio Del Favero, a macro strategist with a rich background in hedge funds, dives into the intricacies of the US economy and G3 rates markets. He emphasizes the critical role of financial conditions in assessing economic health. Del Favero discusses how shifting market sentiments impact Federal Reserve interest rate expectations and the tech sector’s influence on equity performance. He also tackles inflation trends, the dollar's evolving role, and the differing economic signals from the UK and Eurozone, offering valuable insights for strategic investments.
undefined
Aug 7, 2025 • 35min

Ep. 320: Dominique Dwor-Frecaut on Weak US Growth, Fed Independence and AI Impact

Dominique Dwor-Frecaut, Chief US economist and macro strategist, shares insights drawn from her extensive background with hedge funds and institutions like the New York Fed and IMF. She discusses labor's declining share of income and the nuances of economic stagnation, emphasizing how pro-business forces are challenging antitrust measures. The conversation also highlights the double-edged sword of reduced immigration affecting supply and demand, alongside the growing influence of AI on economic landscapes.
undefined
25 snips
Jul 31, 2025 • 43min

Ep. 319: Phil Suttle on Slowing US, Delayed Tariff Impacts and China Investment

Phil Suttle, founder of Suttle Economics and former senior economist at notable financial institutions, shares his insights on the current US economic landscape. He discusses the US labor supply issues and their impact on economic growth and consumer behavior. Suttle dives into the effects of fiscal policies and tariffs, as well as the Federal Reserve's cautious approach to monetary policy. He also analyzes China's economic role and its implications for Asian markets, offering a nuanced view of global economic dynamics.
undefined
46 snips
Jul 24, 2025 • 52min

Ep. 318: Brad Setser on Trump Tariffs, China’s Surging Surplus and Dollar Policy

In this insightful conversation, Brad Setser, a senior fellow at the Council on Foreign Relations and former senior advisor on trade, delves into the implications of U.S. tariffs, particularly regarding China. He discusses how companies adapt amidst these changes and the complexities of China's economic policies. Setser also highlights essential reforms needed for China’s economic rebalancing, and explores the intricate U.S.-EU trade dynamics. Additionally, he compares currency management strategies in China and Japan, shedding light on the broader global economic landscape.
undefined
21 snips
Jul 17, 2025 • 45min

Ep. 317: George Selgin on Trump Tariffs, Fed Independence and Dollar Vulnerability

George Selgin, a senior fellow at the Cato Institute and a prominent economics professor, discusses striking parallels between Trump’s policies and the New Deal era. He highlights the lessons from history, particularly regarding tariff strategies, and warns about the complexities of trade deficits. The podcast also dives into the tensions between the Federal Reserve and the Trump administration, emphasizing the risks of politicizing monetary policy. Finally, Selgin offers new perspectives on the New Deal, challenging common misconceptions about its impact on economic recovery.
undefined
7 snips
Jul 10, 2025 • 1h 4min

Ep. 316: Kyle Keane on AI, Forecasting and Turning Blind

In a captivating discussion, Kyle Keane, a Senior Lecturer in Assistive Technologies at the University of Bristol and former MIT researcher, shares his inspiring journey of adapting to blindness. He delves into the intersection of AI and financial forecasting, exposing the challenges of algorithmic transparency. Kyle also explores innovative assistive technologies that enhance how visually impaired individuals interact with data, while addressing the hurdles in text-to-voice technology. His insights into human perception and empathy provide a profound perspective on the future of AI.
undefined
23 snips
Jul 3, 2025 • 47min

Ep. 315: Keyu Jin on What Everyone Gets Wrong on China

Keyu Jin, a Professor of Economics at the LSE and seasoned advisor to major economic institutions, shares her insights on China's unique economic model. She challenges Western assumptions by discussing the balance of state control and market forces, and the role of local governance. The conversation touches on generational consumption patterns among youth, the intricacies of U.S.-China relations during the Trump era, and essential advice for young professionals navigating their careers. Her perspective is both enlightening and provocative.
undefined
25 snips
Jun 27, 2025 • 1h 4min

Ep. 314: Marvin Barth on Trump’s US Resurgence, No Fed Cuts and Dire Europe

Marvin Barth, creator of Thematic Markets and 'Seriously, Marvin?!', brings three decades of experience across finance and economics to the discussion. He delves into how a second Trump presidency could reshape U.S. governance, drawing parallels to historical leaders. Barth also analyzes the U.S. economic outlook, inflation, and the Federal Reserve’s next moves. Geopolitical risks, especially the Middle East conflict, are tied into market uncertainties, while he emphasizes the lessons from investment failures and the importance of creativity in career transitions.
undefined
Jun 19, 2025 • 38min

Ep. 313: Tom Montag on the Undiscovered Potential of Carbon Markets

Tom Montag, Founding CEO of Rubicon Carbon and a veteran in financial markets, shares his journey from Oregon to Wall Street. He dives into the complexities of carbon markets, comparing them to the early days of derivatives trading. Montag discusses the credibility issues in voluntary carbon credits and the significance of recent major carbon deals, like Microsoft's ambitious project to manage 18 million tons of carbon. He also emphasizes the need for patience and strategic thinking in investing, along with the importance of aligning career passions with long-term goals.

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app