Macro Hive Conversations With Bilal Hafeez

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.

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.