Ep. 199: Dominique Dwor-Frecaut on Fed Slashing Rates and Trump Winning

Dominque Dwor-Frecaut on What Everyone Gets Wrong on Inflation, Recessions and Fed Policy: Dominique Dwor-Frecaut is a Senior Macro Strategist for Macro Hive based in Los Angeles. She has been producing alpha-generating trade ideas in FX and rates in EM and G10 at established and startup macro hedge funds in the US since 2011, including at... by Macro Hive Conversations With Bilal Hafeez

19 min listen

Robin Brooks on COVID-19’s Impact on Emerging Markets and the Domestic Policy Response to the Crisis: The COVID-19 crisis is hitting emerging markets especially hard, and the global dollar cycle can explain why. by Macro Musings with David Beckworth

53 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

105 – David Andolfatto on Inflation and the Phillips Curve: David is the Vice President of the St. Louis Fede… by Macro Musings with David Beckworth

59 min listen

Ep. 209: Darrell Duffie on Treasury Market Dysfunction, Dollar Dominance and CBDC: Darrell Duffie is a leading expert on bond markets. He is the Adams Distinguished Professor of Management and Professor of Finance at the Graduate School of Business, Stanford University. He has been on the finance faculty at Stanford since receiving... by Macro Hive Conversations With Bilal Hafeez

48 min listen

Revisiting The New Inflation - with Mohamed El-Erian: The Covid-19 recession technically ended in April 2020. At two months, it was one of the shortest economic recessions in history. Since then, we have experienced record inflation. Last summer, we sat down with Mohamed El-Erian, who was an early voice warning about the coming inflation, how to understand it, and what its implications could be. But were the inflationary trends already in place prior to the pandemic? Did the covid response policies of governments here and abroad accelerate those trends? And how do we unwind an inflationary cycle? Today we are reposting that conversation with. Dr Mohamed El-Erian is President of Queens' College, Cambridge University. He serves as part-time Chief Economic Advisor at Allianz and Chair of Gramercy Fund Management. He’s a Professor at The Wharton School, he is a Financial Times contributing editor, Bloomberg Opinion columnist, and the author of two New York Times best sellers. He serves on by Call Me Back - with Dan Senor

53 min listen

Phil Suttle on US Recession Risks, AI Impact, and BoJ to 1%: Phil is the founder of Suttle Economics – a leading research consultancy. Before that, he held senior roles at Tudor, the Institute of International Finance (IIF), JP Morgan, Barclays, the New York Fed and World Bank. He was educated at Oxford... by Macro Hive Conversations With Bilal Hafeez

49 min listen

Dominique Dwor-Frecaut on the Coming US Recession, and Fed’s Communication Problem: Dominique Dwor-Frecaut is a macro strategist for Macro Hive based in Los Angeles. She has been producing alpha generating trade ideas in FX and rates in EM and G10 at established and startup macro hedge funds in the US since 2011, including at... by Macro Hive Conversations With Bilal Hafeez

36 min listen

David Wilcox on the Debt Ceiling Crisis and the Crippling Costs of Default: David Wilcox is a non-resident senior fellow at the Peterson Institute for International Economics and is the Director of Economic Research at Bloomberg Economics. Previously, David served for many years on the staff of the Federal Reserve Board, as... by Macro Musings with David Beckworth

52 min listen

139 – Julia Coronado on Inflation, Fed Rate Hikes, and Recent Economic Developments: Julia Coronado is the president and founder of Macro Policy Perspectives, a Wall Street research firm. Previously, she was a chief economist for Graham Capital Management and a senior economist at BNP Paribas. Julia also served on the Federal Reserve... by Macro Musings with David Beckworth

52 min listen

The Economic "Trilemma" - with Mohamed El-Erian: Record inflation, another wake-up call out of Beijing, a new prime minister in the UK, overhang of supply chain shocks and massive fiscal and monetary stimulus from the pandemic, all against the backdrop of the Russia-Ukraine war, which shows no signs of abating. What are the economic implications of all this? What should Central Banks be doing? Dr. Mohamed El-Erian returns to the podcast. He is President of Queens' College at Cambridge University. Mohamed serves as part-time Chief Economic Advisor at Allianz and Chair of Gramercy Fund Management. He’s a Professor at The Wharton School, he is a Financial Times contributing editor, Bloomberg Opinion columnist, and the author of two New York Times best sellers. He serves on several non-profit boards, including the NBER, and those of Barclays and Under Armour. From 2007-2014, Mohamed served as CEO/co-CIO of PIMCO. He worked at PIMCO for a total of fourteen years, and was chair of Pre by Call Me Back - with Dan Senor

44 min listen

16 - David Andolfatto on Life at the Fed, Equity-Based Finance, and the Blockchain: David Andolfatto is a vice president of the St. L… by Macro Musings with David Beckworth

60 min listen

Steven D. Levitt (Freakonomics co-author and U Chicago Econ Prof) on His Career and Decision to Retire From Academic Economics by The Capitalism and Freedom in the Twenty-First Century Podcast

88 min listen

Steven D. Levitt (Freakonomics co-author and U Chicago Econ Prof) on His Career and Decision to Retire From Academic Economics by New Books in Economics

88 min listen

Mustafa Chowdhury on Mortgage Risks, Fed Shocks and Derivatives: Mustafa is a rates guru and member of the research team at Macro Hive. Before this, Mustafa was the Head of Rates, FX, and Derivatives at Voya Investments, where he helped manage $40 billion of assets. Prior to that, he was a Managing Director and... by Macro Hive Conversations With Bilal Hafeez

64 min listen

David Woo On Persistence Of COVID, Stagflation, and Political Taboos: David is the author of the blog, David Woo Unbound. Before that, he was Head of Global Rates, FX and EM Fixed Income Strategy & Economics Research at BofA Merrill Lynch Global Research. In that role, he was responsible for the bank’s views and... by Macro Hive Conversations With Bilal Hafeez

62 min listen

NEW WORLD ORDER: Donald Trump is challenging many of the globe’s institutions and norms. What does all this uncertainty mean to you, your business and your financial future? Economist Richard Duncan joins Robert and Kim and offers his insights and advice, which many... by Rich Dad Radio Show: In-Your-Face Advice on Investing, Personal Finance, & Starting a Business

9 min listen

David Andolfatto on a Standing Repo Facility, Safe Asset Shortage, and the Fed's Low Inflation Problem: David Andolfatto is a vice president of the St. Louis Federal Reserve Bank and is published widely in the field of monetary economics. He also blogs at MacroMania, and has recently published on issues such as the zero lower bound, the symmetry of the... by Macro Musings with David Beckworth

60 min listen

Surveillance: Concerned About U.S. Trade Policy, Dudley Says by Bloomberg Surveillance

33 min listen

David Andolfatto on a Standing Repo Facility, the Future of CBDC, and Plumbing Issues in Monetary Policy by Macro Musings with David Beckworth

54 min listen

Ep. 197: John Floyd on the Biggest Trades and Risks for 2024: John was previously Head of Macro Strategies at Record Currency Management, an $80 billion currency manager. Prior to that, John was Chairman and CIO of Floyd Plus Currency Fund. Before that, John was a Senior Macro Proprietary Trader at Deutsche Bank... by Macro Hive Conversations With Bilal Hafeez

49 min listen

107 - Michael Darda on Inflation, Market Monetarism, and Fed Policy: Michael Darda is a chief economist and market str… by Macro Musings with David Beckworth

62 min listen

Dominique Dwor-Frecaut on US Labour Supply, Inflation and Timing the Bond Sell-Off: Dominique is one of my favourite macro thinkers and economists – she’s so good, we hired her to work for Macro Hive. As for her background, she’s worked at Bridgewater, Barclays and RBS. And before that she worked on policy and research at the... by Macro Hive Conversations With Bilal Hafeez

45 min listen

Mohamed El-Erian: 'We Did Not Prepare for Something As Severe As What We’re Facing’: Allianz’s chief economic advisor on how to address economic 'sudden stops,' the correct fiscal and monetary policy response to the coronavirus, and the outlook ahead. by The Long View

35 min listen

23 - Michael Bordo on Anna Schwartz, Financial Crises, and Life as a Monetary Historian: Michael D. Bordo is a professor of economics and … by Macro Musings with David Beckworth

62 min listen

Michael Dooley on the International Monetary System and Future of Global Dollar Dominance: Michael Dooley is a chief economist for Figure Technologies and a 20-year veteran of the Federal Reserve System and the IMF. Michael is also a professor emeritus in the department of economics at the University of California, Santa Cruz, and he joins... by Macro Musings with David Beckworth

48 min listen

Will Diamond on Safe Assets, Risk-Free Rates, and Convenience Yields and their Implications for Policy: William Diamond is an Assistant Professor of Finance at the Wharton School of Business at the University of Pennsylvania. Will joins David on Macro Musings to discuss safe assets, convenience yields, bubbles and public debt and the implications for... by Macro Musings with David Beckworth

65 min listen

Dutidú with Marie Claire Vasquez Durán & Maria Victoria Abreu: Marie Claire Vasquez Durán & Maria Victoria Abreu share their story of creating a company that celebrates Latinx culture and they share their journey of entrepreneurship. ~ Este es un episodio en español ~ by Cafe con Pam

59 min listen

David Woo, former Wall Street Investment Strategist and CEO of David Woo Unbound on Global Macro and the Current Panic (EP.201): Today’s guest is David Woo, a former Wall Street Investment Strategist and now the CEO of David Woo Unbound, where he’s leveling the playing field for Main Street. His blog, podcast, and YouTube are a global forum promoting fact-based debates about markets, politics, and economics. David was previously the Head of Global Rates, Foreign Exchange, and Emerging Market Fixed Income and Economics Research at Bank of America. He holds a Ph.D in Economics from Columbia. We’re just over two years from the last market panic, and I thought it was important to bring him on to talk global macro since we find ourselves smack in the middle of another panic – inflation, rising interest rates, markets melting, and the possibility of total war. He’s got some really strong opinions, ideas, and forecasts I thought I should share. Enjoy! by Panic with Friends - Howard Lindzon

45 min listen

Dominique Dwor-Frecaut on How the Fed is Setting Policy and Why an 8% US Interest Rate is Likely: Dominique Dwor-Frecaut is a Senior Macro Strategist for Macro Hive based in Los Angeles. She has been producing alpha-generating trade ideas in FX and rates in EM and G10 at established and startup macro hedge funds in the US since 2011, including at... by Macro Hive Conversations With Bilal Hafeez

40 min listen

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Ep. 199: Dominique Dwor-Frecaut on Fed Slashing Rates and Trump Winning

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