Macro Hive Conversations With Bilal Hafeez

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.

Claudia Sahm discusses US fiscal policy, inflation risks, and the Sahm rule as a recession indicator. The podcast also covers the Federal Reserve's approach to interest rate cuts, economic outlook, and the importance of diversity in the economics profession. Insights are shared on making economics accessible and fun through newsletters, along with career advice for young professionals.

Melanie Mitchell is one of the leading AI researchers in the world. She is Professor at the Santa Fe Institute. Her current research focuses on conceptual abstraction and analogy-making in artificial intelligence systems. Melanie is the author or editor of six books and numerous scholarly papers in the fields of artificial intelligence, cognitive science, and complex systems. Her most recent book is entitled ‘Artificial Intelligence: A Guide for Thinking Humans’. This episode’s podcast covers: evolution of AI from cybernetics to neural networks and deep learning, how big (labelled) data helped AI, what intelligence is, and much more.    Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive

Alberto Gallo, Chief Investment Officer and Co-founder at Andromeda Capital Management, discusses the market focus on rate cuts, the importance of the new fiscal regime, inflation risks, political factors, populist policies, private equity, market complacency, and the intersection of markets and technology.

Henry Ritchotte, Founder of RitMir Ventures, discusses dealing with the 2008 financial crisis, running a bank as a COO, why European banks haven't surpassed US banks, and more.

Julia Azari, Professor in the Department of Political Science at Marquette University, discusses Presidential powers in foreign and domestic policy, constitutional constraints on presidential power, and the Democrats' struggle with the white working class vote. The podcast also covers Biden's potential policies, Trump's reelection chances, and advice for young individuals entering the workforce.

Dominique Dwor-Frecaut, Chief US economist and macro strategist, discusses the Fed's shift in view on interest rates, the impact of supply shocks on inflation and unemployment, the reasons behind the Fed's decision to cut rates, the fiscal deficit and its impact on markets, and personal interests and TV shows.