Macro Hive Conversations With Bilal Hafeez

Global Chief Economist Philipp Carlsson-Szlezak and Senior Economist Paul Swartz from BCG discuss macroeconomic risks, false alarms on recessions, AI's impact on growth, and the resilience of global trade. They advocate for eclectic approaches over complex models, challenging the inflation debate, and analyzing the longevity of the US dollar as the world's reserve currency.

Shahin Vallée, a geopolitical expert, discusses the aftermath of the French election, potential second round scenarios, challenges in forming a government, and the impact of fiscal policy challenges. He also delves into the dynamics of the French and German political systems, and provides insights on post-election policy timing and book recommendations.

Boris Vladimirov from Goldman Sachs discusses late cycle dynamics, concerns about China, impact on Europe, and the US exceptionalism. They also cover the potential economic implications of the US elections, rise of far-right in European elections, and the transformative impact of AI in education and job markets.

Vasileios Gkionakis, Head of Europe Economics and Strategy at Aviva Investors, discusses UK election impact, BoE cuts, European mortgage rates, European election fallout, currency markets, shift towards active fiscal policy post-COVID, and influential books on philosophy and decision-making.

George Selgin, Senior Fellow at Cato Institute, and Professor Emeritus, delves into Fed's post-crisis changes, abundant reserves policy impact, inflation management post-covid, and recommendations on old books in monetary economics.

Jason Furman, former economic adviser to President Obama, discusses inflation persistence post-COVID, challenges in policymaking vs. academia, and the impact of Federal Reserve policies on the economy and climate change.

Gordon Hanson, a Harvard professor, discusses US-China trade war, immigration, and elections. Topics include China's rise, WTO entry effects, Japan vs. Asia Tigers, US regional job loss, impact of tariffs, immigration's economic effects, and energy transition policies under Biden administration.

Rates guru Mustafa Chowdhury discusses misunderstandings around current rates regime, the rise in household wealth, why levels matter more than changes, and much more in this insightful podcast. Topics include US 10-year bond yield movement, wealth accumulation impact on market dynamics, navigating volatility, economic shocks, market impact of elections, and historical power dynamics of Central Asia.

Dominique Dwor-Frecaut, Chief US economist, discusses inflation persistence, weak financial tightening transmission, recession likelihood, and more. Topics include two regime model of inflation, challenges of predicting inflation dynamics, analyzing immigration surge, legal framework, impact on economy, and potential election outcomes on fiscal policies.

Nick Rohatyn, CEO of The Rohatyn Group, discusses pivotal moments in emerging markets, impact of low rates and rise of China, importance of local knowledge, and more. Topics include Brady bonds, Global Financial Crisis, and investment prospects in India.