{"podcast":{"title":"Macro Hive Conversations With Bilal Hafeez","slug":"macro-hive-conversations-with-bilal-hafeez-524900","podcast_index_feed_id":524900,"rss_url":"https://macrohive.libsyn.com/rss","website_url":"https://macrohive.com/","image_url":"https://static.libsyn.com/p/assets/6/2/d/b/62dbe304c4060ae5/WD_MH_Podcast_Artwork_Final.jpg","author":"Bilal Hafeez","episode_count":326,"summary":"We talk economics and markets with leading policymakers and investors.","last_synced_at":"2026-07-10T18:19:02.441580+00:00","page_url":"https://stenobird.com/podcast/macro-hive-conversations-with-bilal-hafeez-524900"},"episode":{"title":"Ep. 357: Andrew Perry on the Five Pillars of Global Macro, Liquidity, and Australia's Macro Risks","slug":"ep-357-andrew-perry-on-the-five-pillars-of-global-macro-liquidity-and-australia-s-macro-risks","published_at":"2026-05-08T08:40:00+00:00","page_url":"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","show_page_url":"https://stenobird.com/podcast/macro-hive-conversations-with-bilal-hafeez-524900","url":"https://macrohive.libsyn.com/ep-357-andrew-perry-on-the-five-pillars-of-global-macro-liquidity-and-australias-macro-risks","audio_url":"https://traffic.libsyn.com/secure/macrohive/MH_w_PERRY.mp3?dest-id=1929056","summary":"Andrew Perry is the creator of Macro Pillars, a macro research product servicing a bespoke selection of global banks, hedge funds, and sophisticated investors. He has over 35+ years of experience in markets, including as a Portfolio Manager at Tudor Investment Corporation under Paul Tudor Jones, and later as a Managing Director and Portfolio Manager at Nomura. In this podcast, we discuss: The Five Pillars of Global Macro The Move Index: The Ultimate Indicator Non-Traditional Liquidity and Market Plumbing Australia's \"Lucky Country\" Crisis From Supply Shock to Demand Shock The Significance of \"Critical Dates\" Risk Management and Emotional Resilience US Equity Outperformance and Policy Makers","meta_description":"Andrew Perry is the creator of Macro Pillars, a macro research product servicing a bespoke selection of global banks, hedge funds, and sophisticated inves…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2562,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/macro-hive-conversations-with-bilal-hafeez-524900/episodes/ep-357-andrew-perry-on-the-five-pillars-of-global-macro-liquidity-and-australia-s-macro-risks/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"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.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}