Juliette Declercq On Why Equities Are Not Overvalued

Professor Justin Stebbing On Expecting A COVID Vaccine Before The US Election: In this episode, I talk with Professor Justin Stebbing. He is a professor in the Faculty of Medicine at Imperial college London. He initially trained at Oxford, before having a residency at the Johns Hopkins Hospital in the US, then returned to the UK... by Macro Hive Conversations With Bilal Hafeez

33 min listen

George Goncalves On Whether The Fed Can Save Markets: With the country in lockdown, we’ve decided to launch a podcast show to better reach our audience. In our inaugural episode, I speak to George Goncalves about the recent volatility in markets, what’s going in dollar cash markets, what the Fed can... by Macro Hive Conversations With Bilal Hafeez

29 min listen

Alfonso Prat-Gay On How To Save Emerging Countries: In this episode, I talk with Alfonso Prat-Gay. He was Governor of the central bank of Argentina from 2002 to 2004 and later Argentina’s Finance Minister between 2015-2016. I had the pleasure of working under Alfonso during my J.P Morgan days in the... by Macro Hive Conversations With Bilal Hafeez

59 min listen

Martin Wolf On The Scale Of The COVID Crisis, Future Debt Problems And US Isolationism: In this episode, I have a wide-ranging conversation with the FT’s Chief Economics Commentator, Martin Wolf. He brings a depth to any topic that is often lacking anywhere else. On the podcast, we discuss: 1. The parallels of the COVID crisis with... by Macro Hive Conversations With Bilal Hafeez

69 min listen

Professor Alex Edmans on How Great Companies Deliver Both Purpose And Profit: In this episode, I talk with Professor Alex Edmans from the London Business School. He’s one of the world’s leading academics on company purpose, social value and profits. In fact, he’s just come out with a book on the subject called “Grow the... by Macro Hive Conversations With Bilal Hafeez

49 min listen

Phil Suttle On V-Shaped Recoveries, Inflation And Euro Break-Up Risks: In this episode, I have a conversation with one of my favourite global economists, Phil Suttle. He’s got the credentials having worked at J.P. Morgan, the Fed, World Bank, Barclays and Tudor, but it’s his analysis that stands out. In the podcast,... by Macro Hive Conversations With Bilal Hafeez

42 min listen

Michael Pettis On China Exporting Of Debt, Class War And Role Of Chinese Yuan: Michael Pettis is someone who I have followed closely over my career and he is one of the most widely followed China experts in the investor community. He is currently based in Beijing and is Professor of Finance at Guanghua School of Management at... by Macro Hive Conversations With Bilal Hafeez

52 min listen

Lord Mervyn King On The Wrong Use Of Monetary Policy In A Radically Uncertain World: In this episode, I talk with Lord Mervyn King. He needs no introduction, except to say he is one of the leading figures in central banking over the past few decades. He served for ten years as the Governor of the Bank of England, which included... by Macro Hive Conversations With Bilal Hafeez

26 min listen

Alex Gurevich On The Eternal Appeal Of Bonds, Fed’s Path To Zero And The Europe Bull Case: In this episode, I have a conversation with the super-smart and provocative thinker and investor, Alex Gurevich. In our wide-ranging chat, we discuss recent lessons learned, views on markets and risks to look out for. Specifically: 1. How not to... by Macro Hive Conversations With Bilal Hafeez

31 min listen

Dominique Dwor-Frecaut On The V-Shaped Recovery And Return Of Inflation: In this episode, I talk with Dominique Dwor-Frecaut. She’s an accomplished macro thinker that has worked at leading hedge fund Bridgewater, the NY Fed and the IMF. She’s also been an early advocate for a V-shaped recovery. We covered lots on the... by Macro Hive Conversations With Bilal Hafeez

34 min listen

Juliette Declercq On Why Equities Are Not Overvalued: In this episode, I talk markets with Juliette Declercq. She’s a leading macro strategist and runs JDI research. She has close to twenty years market experience, including stints at J.P Morgan, Morgan Stanley and Stone Milliner. On the podcast, we... by Macro Hive Conversations With Bilal Hafeez

29 min listen

Wolfgang Münchau on Germany’s Political Risks, Fiscal Stimulus and Euro Instability: This episode is supported by private equity platform . Wolfgang Münchau is co-founder and director of Eurointelligence. He was a Financial Times columnist from 2003 until 2020 and co-founder and editor-in-chief of Financial Times Deutschland. He is... by Macro Hive Conversations With Bilal Hafeez

60 min listen

Emiel Van Den Heiligenberg On Leaning Against The Rally: In this episode, I talk with Emiel Van Den Heiligenberg. He is the Head of Asset Allocation at one the world’s largest asset managers, Legal and General. His fund is one of the fastest growing multi-asset funds and has been a top quartile performer... by Macro Hive Conversations With Bilal Hafeez

42 min listen

An Original Take On The COVID Crisis – Time As A Symptom: In this episode, we’re lucky to have a conversation with one of the most original macro thinkers, the . He prefers not to disclose his name, but I’ve known him for years and is a super experienced market pro having worked at asset managers, in... by Macro Hive Conversations With Bilal Hafeez

44 min listen

Dirk Willer On Emerging Markets Rallying, EM Inflation And Latam Challenges: This episode is supported by private equity platform In this show, I talk with Dr. Dirk Willer. He’s a Managing Director and Global Head of Emerging Markets FX and Fixed Income Strategy at Citigroup in NY. His research covers global emerging... by Macro Hive Conversations With Bilal Hafeez

57 min listen

Bobby Vedral On Euro Area Tensions, Brexit And US Elections: In this episode, I talk politics and markets with Bobby Vedral. He’s a top macro and political analyst who runs Macro Eagle. He is also the UK representative of the German Economic Council, which focuses on the German-British relationship... by Macro Hive Conversations With Bilal Hafeez

41 min listen

Jim Leitner On The Dollar, Equities And The Economy Of Bits And Things: In this episode, I have a conversation with one of the top macro investors that I’ve come across, Jim Leitner. He has an impressive track-record, but more importantly, is very thoughtful and can go from talking about the nuts and bolts of options... by Macro Hive Conversations With Bilal Hafeez

50 min listen

Shahraab Ahmad On New York Real Estate, Corporate Fraud And SPACs: In this episode, I talk with Shahraab Ahmad. Shahraab was previously the Chief Investment Officer of the credit fund Decca Capital. Prior to launching the fund in 2015, he managed the Hutchin Hill Liquid Credit Strategy (2008-2013). From 2005 to 2008,... by Macro Hive Conversations With Bilal Hafeez

50 min listen

Governor Dr Reza Baqir On Pakistan’s FX Reforms, Inflation Fight And Crisis Management: In this episode, I talk with Governor Dr Reza Baqir who became the 20th Governor of the State Bank of Pakistan in May 2019. He took the helm as Pakistan embarked on an ambitious reform plan which included an IMF programme. Before that, he was an... by Macro Hive Conversations With Bilal Hafeez

64 min listen

Raghuram Rajan On Why MMT, Authoritarianism And Bailouts Won’t Work: This episode is sponsored by SGX – the largest Asian FX exchange. In this episode, I talk with Raghuram Rajan. He is currently Professor of Finance at Chicago Booth. Before that, he was the 23rd Governor of the Reserve Bank of India between... by Macro Hive Conversations With Bilal Hafeez

36 min listen

Vitor Constancio On ECB Inflation Targeting, Monetary Policy Limits And Europe Risks: Vitor was the Vice President of the ECB until a few years ago. And before that held numerous high-profile roles including being Portugal’s finance minister, the central bank governor of Portugal and negotiating the entry of Portugal into the EEC –... by Macro Hive Conversations With Bilal Hafeez

61 min listen

John Kay On Smaller Government And Business Failure, And Why Greed Is Dead: John Kay is one of the UK’s leading economists. His books on the tax system, corporate strategy and banking have been widely praised. He helped establish the Institute of Fiscal Studies, is a fellow at St. Johns College Oxford, and was the first... by Macro Hive Conversations With Bilal Hafeez

44 min listen

Gary Gerstle On Trump Not Conceding, Democrat Failures And The Upcoming Test Of The US Political System: The US election did not see the Democrat wave that many had expected, so I have US Presidential history expert of Cambridge University, Gary Gerstle, return to our podcast show. He gives his take on all things US elections and beyond. In this podcast... by Macro Hive Conversations With Bilal Hafeez

59 min listen

John Butler On Why Gold Could Go To $5,000: In this episode, I have a conversation with one of the leading experts on gold, John Butler. He has spent 25 years in the financial industry, worked at some of the top banks and has even written a book on gold (The Golden Revolution). In the podcast,... by Macro Hive Conversations With Bilal Hafeez

39 min listen

Saeed Amen On Trading Models, Alternative Data And Python: In this episode, I talk with Saeed Amen. He is the founder of Cuemacro, which provides investors with quant research and analysis. Over the past fifteen years, Saeed has developed systematic trading strategies at major investment banks, including... by Macro Hive Conversations With Bilal Hafeez

36 min listen

John Llewellyn On The Challenge Of Returning To Pre-COVID Output, MMT And Climate Change: In this episode, I talk with John Llewellyn. John is the co-founder of Llewellyn Consulting – a leading independent economic advisory firm. Before setting up the firm in 2009, John had various research roles including being the Global Chief... by Macro Hive Conversations With Bilal Hafeez

47 min listen

Stephen Roach On The Dollar’s Coming 35% Decline: In this episode, I talk with Stephen Roach. Stephen is well known for his 30-year stint at Morgan Stanley, where he was Chairman of Morgan Stanley Asia and Chief Economist. He’s currently a Senior Fellow at Yale University’s Jackson Institute of... by Macro Hive Conversations With Bilal Hafeez

39 min listen

Jim Leitner On Growth vs Value, Digital Options And Bitcoin: This episode is supported by private equity platform . One of our most popular guests, legendary Jim Leitner, returns on this episode. He gives his take on the big picture themes of the day, how best to implement trades and much more, specifically we... by Macro Hive Conversations With Bilal Hafeez

74 min listen

Edward Misrahi On Decluttering Your Investment Process, EM Crises, And Current Risks: In this episode, I talk with Edward Misrahi. Edward is the CIO and Founder of Ronit Capital – a leading emerging markets focused hedge fund. He founded the fund in 2013, before that he was a founding partner of Eton Park Capital. Edward started his... by Macro Hive Conversations With Bilal Hafeez

47 min listen

Professor Laura Veldkamp On How the COVID Shock Will Lower Growth For Decades: In this episode, I talk with Professor Laura Veldkamp. Laura presented one of the key papers at the Federal Reserve’s 2020 gathering at Jackson Hole. Her paper co-authored with Julian Kozlowski and Venky Venkateswaran on 'Scarring Body and Mind: The... by Macro Hive Conversations With Bilal Hafeez

41 min listen

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Juliette Declercq On Why Equities Are Not Overvalued

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