{"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. 374: Dominique Dwor-Frecaut on the K-Shaped US Economy, AI Supply Shocks, and Fed Hikes","slug":"ep-374-dominique-dwor-frecaut-on-the-k-shaped-us-economy-ai-supply-shocks-and-fed-hikes","published_at":"2026-09-04T07:00:00+00:00","page_url":"https://stenobird.com/podcast/macro-hive-conversations-with-bilal-hafeez-524900/ep-374-dominique-dwor-frecaut-on-the-k-shaped-us-economy-ai-supply-shocks-and-fed-hikes","show_page_url":"https://stenobird.com/podcast/macro-hive-conversations-with-bilal-hafeez-524900","url":"https://macrohive.libsyn.com/ep-374-dominique-dwor-frecaut-on-the-k-shaped-us-economy-ai-supply-shocks-and-fed-hikes","audio_url":"https://traffic.libsyn.com/secure/macrohive/MH_w_DOMINIQUE_.mp3?dest-id=1929056","summary":"Dominique Dwor- Frecaut is the Chief US economist and macro strategist for Macro Hive and is based in Los Angeles. Before that, she worked at various hedge funds , including Bridgewater. Prior to the buy side, she worked at the New York Fed, IMF, and the World Bank. She holds a PhD in Economics from the London School of Economics. In this podcast, we discuss: The \"Low-Hire, Low-Fire\" Labour Puzzle The Imported AI Capex Illusion Chips as the New Oil Supply Shock The K-Shaped Consumer & GFC-Level Delinquency The Fragile Savings Rate Cushion The Return of FOMC Dissension The Waller Swing Vote & the 2026 Rate Path The 2027 AI De-escalation Surprise","meta_description":"Dominique Dwor- Frecaut is the Chief US economist and macro strategist for Macro Hive and is based in Los Angeles. Before that, she worked at various hedg…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2038,"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-374-dominique-dwor-frecaut-on-the-k-shaped-us-economy-ai-supply-shocks-and-fed-hikes/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-374-dominique-dwor-frecaut-on-the-k-shaped-us-economy-ai-supply-shocks-and-fed-hikes.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}