Ep. 216: Dominique Dwor-Frecaut on Inflation Persistence, Immigration Surge and Trump Effect

Ep. 199: Dominique Dwor-Frecaut on Fed Slashing Rates and Trump Winning: 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, the IMF, and... by Macro Hive Conversations With Bilal Hafeez

25 min listen

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Vikram Mansharamani & Chris Cannon, CFA: Becoming a Heterodox Fox – How To Make Your Own Mosaic With Focused Experts: Our guest today is Dr. Vikram Mansharamani, who is currently a lecturer at Harvard University. In addition to teaching, he also advises several Fortune 500 CEOs and was listed as LinkedIn’s #1 Top Voice for Money, Finance and Global Economics twice.... by The Investors First Podcast

57 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

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

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

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

Surveillance: Raising Rates with Citi's Clark by Bloomberg Surveillance

32 min listen

Chris Crowe on Hedge Fund Perspectives and the Economic Implications of Brexit: Chris Crowe is head of economic research at Capula Investment Management, a London-based hedge fund, where he covers global economics, primarily the G10 countries plus China. Chris was previously UK economist at Barclays and prior to that he worked at... by Macro Musings with David Beckworth

58 min listen

Ep. 202: Alberto Gallo on Trump, Fiscal Risks, and Market Outlook: Alberto Gallo is Chief Investment Officer and Co-founder at Andromeda Capital Management. Prior to that, Alberto initiated and ran the Global Credit Opportunities fund at Algebris Investments. Previously, he ran macro credit research at RBS in London,... by Macro Hive Conversations With Bilal Hafeez

44 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

James Sweeney on the Money View Framework and COVID-19’s Implications for the Macro Economy: James Sweeney is the chief economist at Credit Suisse and joins us today as a part of our ongoing special coverage to talk about the coronavirus or COVID-19 and its implications for the economy. Specifically, David and James discuss what this pandemic... by Macro Musings with David Beckworth

50 min listen

Mohamed El-Erian on B-R-I-C-S (& J-E-T-S): Dr. Mohamed El-Erian returns to the podcast to discuss the implications of the recent announcement of the expansion of BRICS, China's economy and possible spillover effects in the West, past forecasting of recession/stagflation, and the Fed's inflation target. We also discuss Mohamed's new book: "Permacrisis: A Plan to Fix a Fractured World" We begin the podcast with a conversation about the upcoming NFL season. To go straight to the discussion about the BRICS, the macro economy and global markets, begin listening at 17:00. Mohamed El-Erian is President of Queens' College at 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 the board of the National Bureau of Economic Research, and of Barclays and Un by Call Me Back - with Dan Senor

45 min listen

Cameron Crise On Fed’s Balance Sheet Problem, Equity Drawdowns and Inflation: Cameron Crise is a macro strategist at Bloomberg, where he writes the Macro Man column and posts on the Markets Live blog. Previously, he was a global macro portfolio manager at Graham Capital in Connecticut and Nylon Capital in London. Earlier in his... by Macro Hive Conversations With Bilal Hafeez

60 min listen

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Ep. 216: Dominique Dwor-Frecaut on Inflation Persistence, Immigration Surge and Trump Effect

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