# Macro Hive Conversations With Bilal Hafeez

Page: https://stenobird.com/podcast/macro-hive-conversations-with-bilal-hafeez-524900
Text version: https://stenobird.com/podcast/macro-hive-conversations-with-bilal-hafeez-524900.md
RSS feed: https://macrohive.libsyn.com/rss
Official site: https://macrohive.com/
Author: Bilal Hafeez
Episodes: 326

## Resource

We talk economics and markets with leading policymakers and investors.

## Machine-readable

JSON: https://stenobird.com/v1/public/podcasts/macro-hive-conversations-with-bilal-hafeez-524900
Markdown: https://stenobird.com/podcast/macro-hive-conversations-with-bilal-hafeez-524900.md

## Episodes
- [Ep. 366: Mikihiro Matsuoka on Japan's Inflation, BOJ Policy Shifts, and the Weak Yen Challenge](https://stenobird.com/podcast/macro-hive-conversations-with-bilal-hafeez-524900/ep-366-mikihiro-matsuoka-on-japan-s-inflation-boj-policy-shifts-and-the-weak-yen-challenge) — 2026-07-10T09:05:00+00:00
- [Ep. 365: Stefan Jansen on Agentic AI, ML Workflows, and the Evolution of Machine Learning for Trading](https://stenobird.com/podcast/macro-hive-conversations-with-bilal-hafeez-524900/ep-365-stefan-jansen-on-agentic-ai-ml-workflows-and-the-evolution-of-machine-learning-for-trading) — 2026-07-03T08:33:00+00:00
- [Ep. 364: William Beach on the US Fiscal Precipice, Tax Reform, and AI's Impact on Labour](https://stenobird.com/podcast/macro-hive-conversations-with-bilal-hafeez-524900/ep-364-william-beach-on-the-us-fiscal-precipice-tax-reform-and-ai-s-impact-on-labour) — 2026-06-26T08:51:00+00:00
- [Ep. 363: Martin Wolf on AI's Colossal Impact, Central Banking Risks, and the Democratic Recession](https://stenobird.com/podcast/macro-hive-conversations-with-bilal-hafeez-524900/ep-363-martin-wolf-on-ai-s-colossal-impact-central-banking-risks-and-the-democratic-recession) — 2026-06-19T07:41:00+00:00
- [Ep. 362: Dan Rasmussen on Private Equity's Stranded Assets, Private Credit, and the AI Bubble](https://stenobird.com/podcast/macro-hive-conversations-with-bilal-hafeez-524900/ep-362-dan-rasmussen-on-private-equity-s-stranded-assets-private-credit-and-the-ai-bubble) — 2026-06-12T08:43:00+00:00
- [Ep. 361: Neil Dutta on the US Economic Outlook, Fed Policy Stasis, and AI's Role in Consumer Wealth](https://stenobird.com/podcast/macro-hive-conversations-with-bilal-hafeez-524900/ep-361-neil-dutta-on-the-us-economic-outlook-fed-policy-stasis-and-ai-s-role-in-consumer-wealth) — 2026-06-05T10:20:00+00:00
- [Ep. 360: Dirk Willer on Trading Global Macro Regimes, the End of QE, and Navigating Equity Bubbles](https://stenobird.com/podcast/macro-hive-conversations-with-bilal-hafeez-524900/ep-360-dirk-willer-on-trading-global-macro-regimes-the-end-of-qe-and-navigating-equity-bubbles) — 2026-05-29T08:09:00+00:00
- [Ep. 359: Dylan Smith on the Hormuz Supply Shock, US Macro Regimes, and Private Market Evolution](https://stenobird.com/podcast/macro-hive-conversations-with-bilal-hafeez-524900/ep-359-dylan-smith-on-the-hormuz-supply-shock-us-macro-regimes-and-private-market-evolution) — 2026-05-22T09:24:00+00:00
- [Ep. 358: Shawn Edwards on Engineering Trust in AI, The Bloomberg Way, and the Terminal's Future](https://stenobird.com/podcast/macro-hive-conversations-with-bilal-hafeez-524900/ep-358-shawn-edwards-on-engineering-trust-in-ai-the-bloomberg-way-and-the-terminal-s-future) — 2026-05-15T08:28:00+00:00
- [Ep. 357: Andrew Perry on the Five Pillars of Global Macro, Liquidity, and Australia's Macro Risks](https://stenobird.com/podcast/macro-hive-conversations-with-bilal-hafeez-524900/ep-357-andrew-perry-on-the-five-pillars-of-global-macro-liquidity-and-australia-s-macro-risks) — 2026-05-08T08:40:00+00:00
- [Ep. 356: Tina Fordham on the Geopolitics Super Cycle, Iran's Oil Shock, and Trump's Global Impact](https://stenobird.com/podcast/macro-hive-conversations-with-bilal-hafeez-524900/ep-356-tina-fordham-on-the-geopolitics-super-cycle-iran-s-oil-shock-and-trump-s-global-impact) — 2026-05-01T08:27:00+00:00
- [Ep. 355: Phil Suttle on Oil Market Shocks, Inflationary AI, and the Fed's Hawkish Pivot](https://stenobird.com/podcast/macro-hive-conversations-with-bilal-hafeez-524900/ep-355-phil-suttle-on-oil-market-shocks-inflationary-ai-and-the-fed-s-hawkish-pivot) — 2026-04-24T08:29:00+00:00
- [Ep. 354: Nader Itayim on Iran's Hormuz Stranglehold, GCC Tensions, and the Oil Market's Recovery](https://stenobird.com/podcast/macro-hive-conversations-with-bilal-hafeez-524900/ep-354-nader-itayim-on-iran-s-hormuz-stranglehold-gcc-tensions-and-the-oil-market-s-recovery) — 2026-04-17T09:02:00+00:00
- [Ep. 353: Rory Johnston on the Hormuz Ceasefire, Oil Supply Losses, and Navigating Energy Security](https://stenobird.com/podcast/macro-hive-conversations-with-bilal-hafeez-524900/ep-353-rory-johnston-on-the-hormuz-ceasefire-oil-supply-losses-and-navigating-energy-security) — 2026-04-10T08:07:00+00:00
- [Ep. 352: Richard Schimel on Platform Evolution, Collaborative Culture, and Navigating Market Risks](https://stenobird.com/podcast/macro-hive-conversations-with-bilal-hafeez-524900/ep-352-richard-schimel-on-platform-evolution-collaborative-culture-and-navigating-market-risks) — 2026-04-06T08:12:00+00:00
- [Ep. 351: Tyler Goodspeed on Recession Myths, the Reality of Economic Shocks, and Policy Hubris](https://stenobird.com/podcast/macro-hive-conversations-with-bilal-hafeez-524900/ep-351-tyler-goodspeed-on-recession-myths-the-reality-of-economic-shocks-and-policy-hubris) — 2026-03-27T09:08:00+00:00
- [Ep. 350: Tomasz Nadrowski on China's Mineral War, Western Supply Chain Gaps, and Global Resilience](https://stenobird.com/podcast/macro-hive-conversations-with-bilal-hafeez-524900/ep-350-tomasz-nadrowski-on-china-s-mineral-war-western-supply-chain-gaps-and-global-resilience) — 2026-03-20T10:13:00+00:00
- [Ep. 349: Nader Itayim on Iran's Regional War, the Hormuz Choke Point, and Global Energy Disruption](https://stenobird.com/podcast/macro-hive-conversations-with-bilal-hafeez-524900/ep-349-nader-itayim-on-iran-s-regional-war-the-hormuz-choke-point-and-global-energy-disruption) — 2026-03-13T09:31:00+00:00
- [Ep. 348: Alex Campbell on Commodity Diversification, AI strategies, and the Moneyball Approach](https://stenobird.com/podcast/macro-hive-conversations-with-bilal-hafeez-524900/ep-348-alex-campbell-on-commodity-diversification-ai-strategies-and-the-moneyball-approach) — 2026-03-06T09:21:00+00:00
- [Ep. 347: Raphaël Gallardo on Austrian Economics, Wobbling AI Bubbles, and Trump Risk Parity](https://stenobird.com/podcast/macro-hive-conversations-with-bilal-hafeez-524900/ep-347-rapha-l-gallardo-on-austrian-economics-wobbling-ai-bubbles-and-trump-risk-parity) — 2026-02-27T09:22:00+00:00
- [Ep. 346: Alex Gurevich on US Return to Zero Rates, AI Productivity, and Managing Portfolio Paralysis](https://stenobird.com/podcast/macro-hive-conversations-with-bilal-hafeez-524900/ep-346-alex-gurevich-on-us-return-to-zero-rates-ai-productivity-and-managing-portfolio-paralysis) — 2026-02-20T09:47:00+00:00
- [Ep. 345: Marc Elovitz on Private Market Evolution, Crypto's Regulatory Shift, and AI Explainability](https://stenobird.com/podcast/macro-hive-conversations-with-bilal-hafeez-524900/ep-345-marc-elovitz-on-private-market-evolution-crypto-s-regulatory-shift-and-ai-explainability) — 2026-02-13T09:37:00+00:00
- [Ep. 344: Sean McGould on Multi-Strategy Investing, Trump 2.0, and the AI 'Digital Tool' Era](https://stenobird.com/podcast/macro-hive-conversations-with-bilal-hafeez-524900/ep-344-sean-mcgould-on-multi-strategy-investing-trump-2-0-and-the-ai-digital-tool-era) — 2026-02-06T09:38:00+00:00
- [Ep. 343: Srividya Jandhyala on Changing Corporate Behaviour to Geopolitical Risks, and 'The Great Disruption'](https://stenobird.com/podcast/macro-hive-conversations-with-bilal-hafeez-524900/ep-343-srividya-jandhyala-on-changing-corporate-behaviour-to-geopolitical-risks-and-the-great-disruption) — 2026-01-30T08:52:00+00:00
- [Ep. 342: Rory Johnston on Trump's Bullish Impact on Oil Markets, and the Bearish Risks Ahead](https://stenobird.com/podcast/macro-hive-conversations-with-bilal-hafeez-524900/ep-342-rory-johnston-on-trump-s-bullish-impact-on-oil-markets-and-the-bearish-risks-ahead) — 2026-01-23T12:21:00+00:00
- [Ep. 341: Phil Suttle on Trump's Populism, the Productivity Mystery, and Global Disruption](https://stenobird.com/podcast/macro-hive-conversations-with-bilal-hafeez-524900/ep-341-phil-suttle-on-trump-s-populism-the-productivity-mystery-and-global-disruption) — 2026-01-16T08:45:00+00:00
- [Ep. 340: Robert Koenigsberger on EM Cycles, China's Turnaround, and the New Era of Private Credit](https://stenobird.com/podcast/macro-hive-conversations-with-bilal-hafeez-524900/ep-340-robert-koenigsberger-on-em-cycles-china-s-turnaround-and-the-new-era-of-private-credit) — 2026-01-07T11:34:00+00:00
- [Ep. 339: Jay Pelosky on Tech Bubble (or Not), China vs. US, Clean Energy Plays](https://stenobird.com/podcast/macro-hive-conversations-with-bilal-hafeez-524900/ep-339-jay-pelosky-on-tech-bubble-or-not-china-vs-us-clean-energy-plays) — 2025-12-17T17:16:00+00:00
- [Ep. 338: Ken Tropin on Talent Recruitment, Fed Risks, and Biggest Underpriced Trade](https://stenobird.com/podcast/macro-hive-conversations-with-bilal-hafeez-524900/ep-338-ken-tropin-on-talent-recruitment-fed-risks-and-biggest-underpriced-trade) — 2025-12-12T09:42:00+00:00
- [Ep. 337: Sangeet Paul Choudary on What Everyone Is Getting Wrong on AI](https://stenobird.com/podcast/macro-hive-conversations-with-bilal-hafeez-524900/ep-337-sangeet-paul-choudary-on-what-everyone-is-getting-wrong-on-ai) — 2025-12-04T17:38:00+00:00
- [Ep. 336: David Dredge on Sharpe Ratio Fallacy, Capturing Upside and Managing Uncertainty](https://stenobird.com/podcast/macro-hive-conversations-with-bilal-hafeez-524900/ep-336-david-dredge-on-sharpe-ratio-fallacy-capturing-upside-and-managing-uncertainty) — 2025-11-28T11:48:00+00:00

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