Podcast

Macro Hive Conversations With Bilal Hafeez

Author: Bilal Hafeez
Feed episode count: 326
Official site: https://macrohive.com/
RSS: https://macrohive.libsyn.com/rss
JSON: /v1/public/podcasts/macro-hive-conversations-with-bilal-hafeez-524900
Markdown: /podcast/macro-hive-conversations-with-bilal-hafeez-524900.md

Summary

We talk economics and markets with leading policymakers and investors.

Episodes

Jul 10, 2026 · not_requested

Ep. 366: Mikihiro Matsuoka on Japan's Inflation, BOJ Policy Shifts, and the Weak Yen Challenge

Duration seconds: 2641
Source: https://macrohive.libsyn.com/ep-366-mikihiro-matsuoka-on-japans-inflation-boj-policy-shifts-and-the-weak-yen-challenge

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Jul 3, 2026 · not_requested

Ep. 365: Stefan Jansen on Agentic AI, ML Workflows, and the Evolution of Machine Learning for Trading

Duration seconds: 3308
Source: https://macrohive.libsyn.com/ep-365-stefan-jansen-on-agentic-ai-ml-workflows-and-the-evolution-of-machine-learning-for-trading

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Jun 26, 2026 · not_requested

Ep. 364: William Beach on the US Fiscal Precipice, Tax Reform, and AI's Impact on Labour

Duration seconds: 3935
Source: https://macrohive.libsyn.com/ep-364-william-beach-on-the-us-fiscal-precipice-tax-reform-and-ais-impact-on-labour

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Jun 19, 2026 · not_requested

Ep. 363: Martin Wolf on AI's Colossal Impact, Central Banking Risks, and the Democratic Recession

Duration seconds: 3133
Source: https://macrohive.libsyn.com/ep-363-martin-wolf-on-ais-colossal-impact-central-banking-risks-and-the-democratic-recession

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Jun 12, 2026 · not_requested

Ep. 362: Dan Rasmussen on Private Equity's Stranded Assets, Private Credit, and the AI Bubble

Duration seconds: 2128
Source: https://macrohive.libsyn.com/ep-362-dan-rasmussen-on-private-equitys-stranded-assets-private-credit-and-the-ai-bubble

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Jun 5, 2026 · not_requested

Ep. 361: Neil Dutta on the US Economic Outlook, Fed Policy Stasis, and AI's Role in Consumer Wealth

Duration seconds: 1901
Source: https://macrohive.libsyn.com/ep-361-neil-dutta-on-the-us-economic-outlook-fed-policy-stasis-and-ais-role-in-consumer-wealth

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May 29, 2026 · not_requested

Ep. 360: Dirk Willer on Trading Global Macro Regimes, the End of QE, and Navigating Equity Bubbles

Duration seconds: 2364
Source: https://macrohive.libsyn.com/ep-360-dirk-willer-on-trading-global-macro-regimes-the-end-of-qe-and-navigating-equity-bubbles

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May 22, 2026 · not_requested

Ep. 359: Dylan Smith on the Hormuz Supply Shock, US Macro Regimes, and Private Market Evolution

Duration seconds: 2474
Source: https://macrohive.libsyn.com/ep-359-dylan-smith-on-the-hormuz-supply-shock-us-macro-regimes-and-private-market-evolution

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May 15, 2026 · not_requested

Ep. 358: Shawn Edwards on Engineering Trust in AI, The Bloomberg Way, and the Terminal's Future

Duration seconds: 2979
Source: https://macrohive.libsyn.com/ep-358-shawn-edwards-on-engineering-trust-in-ai-the-bloomberg-way-and-the-terminals-future

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May 8, 2026 · not_requested

Ep. 357: Andrew Perry on the Five Pillars of Global Macro, Liquidity, and Australia's Macro Risks

Duration seconds: 2562
Source: https://macrohive.libsyn.com/ep-357-andrew-perry-on-the-five-pillars-of-global-macro-liquidity-and-australias-macro-risks

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May 1, 2026 · not_requested

Ep. 356: Tina Fordham on the Geopolitics Super Cycle, Iran's Oil Shock, and Trump's Global Impact

Duration seconds: 2730
Source: https://macrohive.libsyn.com/ep-356-tina-fordham-on-the-geopolitics-super-cycle-irans-oil-shock-and-trumps-global-impact

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Apr 24, 2026 · not_requested

Ep. 355: Phil Suttle on Oil Market Shocks, Inflationary AI, and the Fed's Hawkish Pivot

Duration seconds: 2582
Source: https://macrohive.libsyn.com/ep-355-phil-suttle-on-oil-market-shocks-inflationary-ai-and-the-feds-hawkish-pivot

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Apr 17, 2026 · not_requested

Ep. 354: Nader Itayim on Iran's Hormuz Stranglehold, GCC Tensions, and the Oil Market's Recovery

Duration seconds: 2849
Source: https://macrohive.libsyn.com/ep-354-nader-itayim-on-irans-hormuz-stranglehold-gcc-tensions-and-the-oil-markets-recovery

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Apr 10, 2026 · not_requested

Ep. 353: Rory Johnston on the Hormuz Ceasefire, Oil Supply Losses, and Navigating Energy Security

Duration seconds: 2972
Source: https://macrohive.libsyn.com/ep-353-rory-johnston-on-the-hormuz-ceasefire-oil-supply-losses-and-navigating-energy-security

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Apr 6, 2026 · not_requested

Ep. 352: Richard Schimel on Platform Evolution, Collaborative Culture, and Navigating Market Risks

Duration seconds: 2260
Source: https://macrohive.libsyn.com/ep-352-richard-schimel-on-platform-evolution-collaborative-culture-and-navigating-market-risks

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Mar 27, 2026 · not_requested

Ep. 351: Tyler Goodspeed on Recession Myths, the Reality of Economic Shocks, and Policy Hubris

Duration seconds: 2629
Source: https://macrohive.libsyn.com/ep-351-tyler-goodspeed-on-recession-myths-the-reality-of-economic-shocks-and-policy-hubris

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Mar 20, 2026 · not_requested

Ep. 350: Tomasz Nadrowski on China's Mineral War, Western Supply Chain Gaps, and Global Resilience

Duration seconds: 2944
Source: https://macrohive.libsyn.com/ep-350-tomasz-nadrowski-on-chinas-mineral-war-western-supply-chain-gaps-and-global-resilience

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Mar 13, 2026 · not_requested

Ep. 349: Nader Itayim on Iran's Regional War, the Hormuz Choke Point, and Global Energy Disruption

Duration seconds: 3727
Source: https://macrohive.libsyn.com/ep-349-nader-itayim-on-irans-regional-war-the-hormuz-choke-point-and-global-energy-disruption

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Mar 6, 2026 · not_requested

Ep. 348: Alex Campbell on Commodity Diversification, AI strategies, and the Moneyball Approach

Duration seconds: 3431
Source: https://macrohive.libsyn.com/ep-348-alex-campbell-on-commodity-diversification-ai-strategies-and-the-moneyball-approach

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Feb 27, 2026 · not_requested

Ep. 347: Raphaël Gallardo on Austrian Economics, Wobbling AI Bubbles, and Trump Risk Parity

Duration seconds: 2773
Source: https://macrohive.libsyn.com/ep-347-raphal-gallardo-on-austrian-economics-wobbling-ai-bubbles-and-trump-risk-parity

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Feb 20, 2026 · not_requested

Ep. 346: Alex Gurevich on US Return to Zero Rates, AI Productivity, and Managing Portfolio Paralysis

Duration seconds: 2539
Source: https://macrohive.libsyn.com/ep-346-alex-gurevich-on-us-return-to-zero-rates-ai-productivity-and-managing-portfolio-paralysis

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Feb 13, 2026 · not_requested

Ep. 345: Marc Elovitz on Private Market Evolution, Crypto's Regulatory Shift, and AI Explainability

Duration seconds: 2014
Source: https://macrohive.libsyn.com/ep-345-marc-elovitz-on-private-market-evolution-cryptos-regulatory-shift-and-ai-explainability

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Feb 6, 2026 · not_requested

Ep. 344: Sean McGould on Multi-Strategy Investing, Trump 2.0, and the AI 'Digital Tool' Era

Duration seconds: 1959
Source: https://macrohive.libsyn.com/ep-344-sean-mcgould-on-multi-strategy-investing-trump-20-and-the-ai-digital-tool-era

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Jan 30, 2026 · not_requested

Ep. 343: Srividya Jandhyala on Changing Corporate Behaviour to Geopolitical Risks, and 'The Great Disruption'

Duration seconds: 2100
Source: https://macrohive.libsyn.com/ep-343-srividya-jandhyala-on-changing-corporate-behaviour-to-geopolitical-risks-and-the-great-disruption

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Jan 23, 2026 · not_requested

Ep. 342: Rory Johnston on Trump's Bullish Impact on Oil Markets, and the Bearish Risks Ahead

Duration seconds: 4003
Source: https://macrohive.libsyn.com/ep-342-rory-johnston-on-trumps-bullish-impact-on-oil-markets-and-the-bearish-risks-ahead

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Jan 16, 2026 · not_requested

Ep. 341: Phil Suttle on Trump's Populism, the Productivity Mystery, and Global Disruption

Duration seconds: 2700
Source: https://macrohive.libsyn.com/ep-341-phil-suttle-on-trumps-populism-the-productivity-mystery-and-global-disruption

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Jan 7, 2026 · not_requested

Ep. 340: Robert Koenigsberger on EM Cycles, China's Turnaround, and the New Era of Private Credit

Duration seconds: 2066
Source: https://macrohive.libsyn.com/ep-340-robert-koenigsberger-on-em-cycles-chinas-turnaround-and-the-new-era-of-private-credit

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Dec 17, 2025 · not_requested

Ep. 339: Jay Pelosky on Tech Bubble (or Not), China vs. US, Clean Energy Plays

Duration seconds: 2918
Source: https://macrohive.libsyn.com/ep-339-jay-pelosky-on-tech-bubble-or-not-china-vs-us-clean-energy-plays

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Dec 12, 2025 · not_requested

Ep. 338: Ken Tropin on Talent Recruitment, Fed Risks, and Biggest Underpriced Trade

Duration seconds: 1737
Source: https://macrohive.libsyn.com/ep-338-ken-tropin-on-talent-recruitment-fed-risks-and-biggest-underpriced-trade

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Dec 4, 2025 · not_requested

Ep. 337: Sangeet Paul Choudary on What Everyone Is Getting Wrong on AI

Duration seconds: 3050
Source: https://macrohive.libsyn.com/ep-337-sangeet-paul-choudary-on-what-everyone-is-getting-wrong-on-ai

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Nov 28, 2025 · not_requested

Ep. 336: David Dredge on Sharpe Ratio Fallacy, Capturing Upside and Managing Uncertainty

Duration seconds: 2744
Source: https://macrohive.libsyn.com/ep-336-david-dredge-on-sharpe-ratio-fallacy-capturing-upside-and-managing-uncertainty

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