Macro Hive Conversations With Bilal Hafeez

Deborah Seligsohn is an Assistant Professor of Political Science at Villanova University.  Her research focuses on Chinese politics, US-China relations, and public health, energy and environmental politics in China and India. Prior to her academic career, she served as the Beijing-based Principal Advisor to the World Resources Institute’s China Energy and Climate Program from 2007 to 2012. Before that, she served as the Environment, Science, Technology and Health Counselor at the US Embassy in Beijing from 2003 to 2007. In the podcast, we talk about Deborah’s experience in China as zero COVID was lifted, what is China’s climate policy, China’s non-carbon future and much more.

Phil is the founder of Suttle Economics – a leading research consultancy. Before that, he held senior roles at Tudor, the Institute of International Finance (IIF), JP Morgan, Barclays, the New York Fed and World Bank. He was educated at Oxford University and lives in the US. In the podcast, we talk about the impact of US sectoral shocks, hard landing risks, European growth outlook, and much more.

Niels is the Managing Director of DUNN Capital (Europe) which has a track record going back over 45 years. He has been in the managed futures business for over 30 years having held management positions in and started multiple CTA firms. He is most widely known for the Top Traders Unplugged podcast. Alan is the Founder and CEO of Archive Capital – a boutique alternative investment research firm. Prior to founding Archive Capital, he was Managing Director and a member of the investment committee at Abbey Capital. In total, he has worked in the financial markets for over 25 years at hedge funds and investment banks as a CIO, hedge fund allocator, macro strategist, and technical analyst. This week's podcast covers the evolution of types of trend-following strategies, the importance of diversification across markets, why trend performed poorly before COVID, and much more.  

Yesha Yadav is Associate Dean and Professor of Law at Vanderbilt University Law School. She is one of the world’s leading experts on financial and securities regulation. Before Vanderbilt, Yesha worked as legal counsel with the World Bank and before that she practiced regulatory and derivatives law at Clifford Chance. This week's podcast covers why the US Treasury market is fundamentally broken, the rise of HFT and algo trading, the diverges uses of Treasuries, and much more.

Andrew Revkin is one of America’s most honoured and experienced environmental journalists and the founding director of the new Initiative on Communication and Sustainability at Columbia University's Earth Institute.  He’s written on climate change for more than 35 years, reporting from the North Pole to the White House, the Amazon rain forest to the Vatican - mostly for The New York Times. He has held positions at National Geographic and Discover Magazine. He’s written books on the dawn of Earth's Anthropocene age, the history of humanity’s relationship with weather and climate, the changing Arctic, global warming and the assault on the Amazon rain forest. His work has been turned into film including the triple-Golden-Globe-winning HBO film “The Burning Season,”. This week's podcast covers what Andy learned living on a boat, thoughts on nuclear energy, how views have changed on the environment and climate change, and much more.

With everyone taking a well-deserved break over the holiday season, we decided to dig through our archives to bring you our most-listened-to podcast of 2022. Back in July, we interviewed Ivy Zelman – best known for calling the top of the housing market in 2005. Turns out, she had an extremely prescient call to make in our interview too... Enjoy!  Ivy Zelman is CEO at Zelman & Associates. She co-founded Zelman & Associates in 2007 which is a leading housing research firm in the US. In 2005, Ivy called the top of the housing market. From there, she called the bottom of the housing market in January 2012. She helped best-selling writer, Michael Lewis, with research related to the mortgage crash which became a part of his best-selling book turned movie, ‘The Big Short.’ Michael wrote in the book ‘all roads led to Ivy.’ Ivy was inducted into the Institutional Investors - America Research Team’s inaugural Hall of Fame in 2012 as a result of Ivy and her team earning eleven 1st place rankings (1999 – 2004, 2006 – 2007 and 2010 – 2013). In this podcast we discuss:  How COVID impacted housing  Inventory trends and why they are not supportive of prices  Why housing demand is falling 

Agathe Demarais is the Global Forecasting Director of The Economist Intelligence Unit. Agathe has a special focus on trade, sanctions, European affairs, Russia and the Middle East. As The EIU’s Global Forecasting Director, Agathe oversees the publication of The EIU global outlook. Prior to joining The EIU, Agathe worked in the diplomatic corps of the French Treasury. She spent five years in Russia and three years in the Middle East, where she developed her knowledge of sanctions and policymaking. Agathe is the author of the new book ‘Backfire: How Sanctions Reshape the World Against U.S. Interests’. This week's podcast covers:  How sanctions impact local populations  US extra-territorial power and impact on multi-nationals  US dollar as weapon 

Shannon O'Neil is the vice president, deputy director of studies, and Nelson and David Rockefeller senior fellow for Latin America Studies at the Council on Foreign Relations. She is an expert on global trade, supply chains, Mexico, Latin America, and democracy.  Did globalisation increase that much in the past?  Japan’s important role  Why South America didn’t regionalise 

David Rubenstein is Co-Founder and Co-Chairman of the Carlyle Group – one of the largest private equity firms in the world. Prior to forming Carlyle in 1987, David practiced law in Washington, D.C. with Shaw, Pittman, Potts & Trowbridge LLP (now Pillsbury Winthrop Shaw Pittman LLP). From 1977 to 1981, Mr. Rubenstein was Deputy Assistant to the US President for Domestic Policy.  Among other philanthropic endeavours, David is Chairman of the Boards of the Council on Foreign Relations, the Economic Club of Washington, and the University of Chicago. David also serves as a Fellow of the Harvard Corporation and as Chairman of the Harvard Global Advisory Council and the Madison Council of the Library of Congress. David is a magna cum laude graduate of Duke University, where he was elected Phi Beta Kappa. Following Duke, David graduated from the University of Chicago Law School, where he was an editor of the Law Review. This week's podcast covers how private equity has evolved, common patterns of star investors, why social class matters for investors, and much more.

Fred Thiel is the CEO of Marathon Digital Holdings – one of the largest bitcoin mining companies in North America. Prior to this, Fred co-founded Sprocket, a blockchain and cryptocurrency technology and financial services company that focused on creating a single aggregated global trading marketplace. Before that, Fred served as CEO of Local Corporation, a Nasdaq-listed leader in online local search and digital media. Outside of these roles, Fred has founded and run numerous tech companies both in hardware and software. This week's podcast covers attempts at building a crypto exchange, how mining helps move to renewable energy, thoughts on FTX, and much more.