{"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. 359: Dylan Smith on the Hormuz Supply Shock, US Macro Regimes, and Private Market Evolution","slug":"ep-359-dylan-smith-on-the-hormuz-supply-shock-us-macro-regimes-and-private-market-evolution","published_at":"2026-05-22T09:24:00+00:00","page_url":"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","show_page_url":"https://stenobird.com/podcast/macro-hive-conversations-with-bilal-hafeez-524900","url":"https://macrohive.libsyn.com/ep-359-dylan-smith-on-the-hormuz-supply-shock-us-macro-regimes-and-private-market-evolution","audio_url":"https://traffic.libsyn.com/secure/macrohive/MH_w_DYLAN_.mp3?dest-id=1929056","summary":"Dylan is the founder of arcMacro , where he analyses macro and private markets. His previous roles include serving as an economist at Goldman Sachs and Rosenberg Research, and later as a private market consultant at McKinsey . In this podcast, we discuss: The Hormuz Supply Shock Stagflation as the New Base Case AI Capex vs. Energy Headwinds A Hawkish Fed Outlook Canada's Productivity Pivot The USMCA Trade Cloud Private Market Maturation Normalising Credit Defaults AI's Private Market Future","meta_description":"Dylan is the founder of arcMacro , where he analyses macro and private markets. His previous roles include serving as an economist at Goldman Sachs and Ro…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2474,"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-359-dylan-smith-on-the-hormuz-supply-shock-us-macro-regimes-and-private-market-evolution/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-359-dylan-smith-on-the-hormuz-supply-shock-us-macro-regimes-and-private-market-evolution.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}