{"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":337,"summary":"We talk economics and markets with leading policymakers and investors.","last_synced_at":"2026-09-25T22:22:27.737822+00:00","page_url":"https://stenobird.com/podcast/macro-hive-conversations-with-bilal-hafeez-524900"},"episode":{"title":"Ep. 371: Paul Krake on AI's Post-Cyclical World, 10% Unemployment Risks, and the End of Friction","slug":"ep-371-paul-krake-on-ai-s-post-cyclical-world-10-unemployment-risks-and-the-end-of-friction","published_at":"2026-08-14T09:26:00+00:00","page_url":"https://stenobird.com/podcast/macro-hive-conversations-with-bilal-hafeez-524900/ep-371-paul-krake-on-ai-s-post-cyclical-world-10-unemployment-risks-and-the-end-of-friction","show_page_url":"https://stenobird.com/podcast/macro-hive-conversations-with-bilal-hafeez-524900","url":"https://macrohive.libsyn.com/ep-371-paul-krake-on-ais-post-cyclical-world-10-unemployment-risks-and-the-end-of-friction","audio_url":"https://traffic.libsyn.com/secure/macrohive/MH_w_KRAKE.mp3?dest-id=1929056","summary":"Paul Krake is an investor, strategist, and independent researcher with three decades across macroeconomics, policy, and capital markets. In 2011 , he founded the research platform View from the Peak after macro roles at Corus Capital, Caxton Associates, Moore Capital, Goldman Sachs, and Macquarie Bank. In this podcast, we discuss: The \"Post-Cyclical\" Economy The Reduction of Economic Friction Margins vs. Labour Share The Path to 10% Unemployment The \"Lucas Tree\" Multiple Problem Golden Age of Equity Investing The \"55-Year-Old Man\" Advantage Advice for Graduates: Atoms vs. Bits","meta_description":"Paul Krake is an investor, strategist, and independent researcher with three decades across macroeconomics, policy, and capital markets. In 2011 , he foun…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2816,"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-371-paul-krake-on-ai-s-post-cyclical-world-10-unemployment-risks-and-the-end-of-friction/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-371-paul-krake-on-ai-s-post-cyclical-world-10-unemployment-risks-and-the-end-of-friction.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}