Macro Hive Conversations With Bilal Hafeez

Lindsay Politi, Head of Inflation Strategies at One River Asset Management, discusses shifts in sentiment towards inflation in Q1, goods vs services inflation, PCE vs CPI measures, and the impact of hiking cycles on the economy. They also delve into recession risks, bond yields, debt dynamics, global economic concerns, and reflections on technology.

CEO and Head of Research at Macro Hive, Bilal Hafeez, discusses Fed cuts for 2024, China's overlooked aspects, Europe's challenges, and AI's impact in the financial sector. The podcast covers global economic shifts, personalized financial insights using AI, book and TV recommendations, and leisure interests like football and tennis.

Nick Baltas, Managing Director at Goldman Sachs, discusses alpha, beta, smart beta, and factors. He highlights the importance of good backtests, momentum strategies, and the potential of AI in systematic trading. The podcast also covers investment advice for young professionals and influential books on finance and management.

John Coates, Deputy Dean of Harvard Law School, discusses how a few financial institutions control everything, the rise of public companies, balancing societal interests, 1970s corporate disruption, and more in an engaging conversation.

Mark Koyama, an Associate Professor of Economics, discusses measuring prosperity, geography's impact on wealth, Islamic empire, and Mongol invasion. They delve into economic growth factors, institutions, property rights, colonization's effects, and China's development. The discussion also touches on reading books for knowledge expansion.

Darrell Duffie, expert on bond markets, discusses key events impacting Treasury markets, growth of Treasury market vs bank balance sheets, bank leverage ratios, and central clearing in an insightful conversation with the host.

The podcast discusses the BoJ's timid hike, fiscal dominance in bond buying, central banks' shifting views on inflation, and strategies for risk management in volatile markets. David Dredge, CIO of Convex Strategies, shares insights on portfolio positioning, utilizing convexity for risk mitigation, navigating market volatility, and recommended books for understanding economics.

Explore cyber warfare, recent US attacks, and AI with Dave DeWalt, a cybersecurity expert. Learn about the evolution of cyber threats, cognitive warfare, and the need for global cybersecurity measures. Discover the transition from CEO to investor, AI model development, and collaborations for a secure digital future.

In this podcast, Nigel Toon discusses comparing CPU vs GPU vs IPU chips, big data and neural networks, memory availability in processors, and exploring the intersection of AI and human behavior. He also talks about the importance of diverse skills and perspectives in AI development.

Expert Gary Gerstle discusses Biden's achievements and shift from neoliberalism, antitrust efforts against big tech, Biden's popularity challenges, potential scenarios of Biden stepping aside, legal challenges against Trump, and concerns over presidential power accumulation.