Macro Hive Conversations With Bilal Hafeez

Matsuoka-San is the Chief Economist of SBI Securities in Japan. Before that, he was the Chief Economist for Japan at Deutsche Bank. Overall, he has been involved in macroeconomic analysis at research institutions and financial institutions for the past 30 years. He is known to be one of the leading Japan economists with unique insights on structural issues. Over the years , he has been highly rank...

Stefan Jansen is the founder and CEO of Applied AI. He advises Fortune 500 companies, investment firms, and startups across industries on data & AI strategy, building data science teams, and developing end-to-end machine learning solutions.   Before his current venture, he was a partner and managing director at an international investment firm, where he built the predictive analytics and investmen...

William W. Beach is the Senior Fellow in Economics at the Economic Policy Innovation Center (EPIC) and the Coffin Fellow at the Calvin Coolidge Presidential Foundation. Beach also serves on the UKG Workforce Institute Advisory Board.    Prior to these appointments, Beach was the fifteenth Commissioner of Labor Statistics at the Bureau of Labor Statistics in Washington, DC. He took up his duties th...

Martin Wolf is the chief economics commentator at the Financial Times in London. He was awarded the CBE (Commander of the British Empire) in 2000  ' for services to financial journalism ' . In this podcast, we disc uss: AI: The Ultimate General-Purpose Technology Market Complacency in the Middle East Jay Powell's "Superb" but Flawed Legacy The "Perverse" Risks of Kevin Warsh The UK's Productivity...

Daniel Rasmussen is the founder and managing partner of Verdad Advisers, an investment firm with over $1 billion in assets under management across multiple asset classes. He is the author of The Humble Investor (2025) and American Uprising (2011) .  Prior to founding Verdad, he worked at Bain Capital Private Equity and Bridgewater Associates.  In this podcast, we discuss: Investing as Meta-analysi...

Neil Dutta is Head of Economic Research at Renaissance Macro Research ( renMac ). He leads their macroeconomic research efforts, with an emphasis on analysing the US economy,  the  Federal Reserve, global trends, and cross-market investment themes. He is considered a market economist, looking at the economic data and trying to highlight the risks to the consensus as he sees them.   Prior to  RenMa...

Dr. Dirk Willer is a Managing Director and Global Head of Macro and Asset Allocation at Citi Research in New York. Prior to this role, Dirk headed global Emerging Market Strategy, where he and his teams were consistently ranked in the top three in the institutional investor surveys. Previously, Dirk worked at Omega Advisors and RHG Capital as a global macro strategist and portfolio manager, and at...

Dylan is the founder of  arcMacro , where he analyses macro and private markets. His  previous  roles include serving as an economist at Goldman Sachs and Rosenberg Research, and later as a private market consultant at McKinsey . In this podcast, we discuss: The Hormuz Supply Shock Stagflation as the New Base Case AI Capex vs. Energy Headwinds A Hawkish Fed Outlook Canada's Productivity Pivot The...

Shawn Edwards is Bloomberg's Chief Technology Officer. Based in New York, he oversees the development of Bloomberg's global technology strategy. In 2017, Shawn was named in the top ten of the Institutional Investor Tech 40 – an annual ranking of financial industry technology leaders. Prior to joining Bloomberg in 2003, Shawn worked for Bear Stearns & Co. ,  where he was a managing director in the...

Andrew Perry is the creator of Macro Pillars, a macro research product servicing a bespoke selection of global banks, hedge funds, and sophisticated investors. He has over 35+ years of experience in markets, including as a Portfolio Manager at Tudor Investment Corporation under Paul Tudor Jones, and later as a Managing Director and Portfolio Manager at Nomura. In this podcast, we discuss: The Five...

Tina Fordham is a  Geostrategist , Author and Advisor to board and C-Suite leaders on a mission to transform how leaders navigate the changing global environment. Her signature theses on the Geopolitics Supercycle, PQ (Political Quotient) and Vox Populi Risk have entered the popular lexicon, while the tools developed by Fordham Global Foresight have  demonstrated  how geopolitics can be integrated...

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 University and lives in the US.  In the podcast, we talk about: The Oil Price Shock and "Negative Supply Curve" Impact   US Economic Stagnation a...

Nader i s Argus' Middle East editor, based in Dubai. Argus is a leading independent provider of global energy and commodity market intelligence. Nader has more than 15 years of experience covering oil and gas in the  region, and  today heads up the company's Middle East and OPEC coverage. Prior to moving to Argus in 2015, Nader spent five years with the Middle East Economic Survey (MEES) weekly in...

Rory Johnston is a Toronto-based oil market researcher, the founder of Commodity Context, a lecturer at the University of Toronto's Munk School of Global Affairs and Public Policy, as well as a Fellow with both the Canadian Global Affairs Institute and the Payne Institute for Public Policy at the Colorado School of Mines. Prior to founding Commodity Context, Rory led commodity economics research a...

Richard Schimel is the Co-Founder and Co-CIO of  Cinctive  Capital Management – a  leading multi -strategy alternative asset manager. Rich has over 30 years of experience in the investment management industry.  Pr ior to  Cinctive , Rich was Head of  Aptigon  Capital, a division of Citadel, where he served on the firm's Portfolio Committee.  Before  that , Rich founded and served as the CIO of Ste...

Dr. Tyler Goodspeed chaired the White House Council of Economic Advisers from 202-21. During his tenure on the council, he also chaired the Economic Policy Committee at the Organisation for Economic Co-operation and Development (OECD). From 2021 through 2023, Tyler was a Director and Chief Economist at Greenmantle, a New York and London-based macroeconomic and geopolitical consulting firm. The aut...

Tomasz  Nadrowski  is a portfolio manager at the  Amvest   Terraden  Critical Minerals Fund.  He was a  former Director at the World Economic Forum and Vice President of Business Development at AngloGold Ashanti, then the world's largest gold producer .   Tomasz  has spent over fifteen years managing commodity and mining equity portfolios for hedge funds and family offices across the U.S., Europe,...

Nader i s Argus' Middle East editor, based in Dubai. Argus is a leading independent provider of global energy and commodity market intelligence. Nader has more than 15 years of experience covering oil and gas in the  region, and  today heads up the company's Middle East and  OPEC  coverage. Prior to moving to Argus in 2015, Nader spent five years with the Middle East Economic Survey (MEES)  weekly...

Alex has 20 years of experience at the intersection of finance and data. He has been a global macro investor at firms like Bridgewater Associates and a proprietary volatility trader at Lehman Brothers. Prior to his career as a data-driven speculator, Alex received an MBA from Stanford Business School, an MPhil in Economics (Game Theory) from the University of Oxford, and a BA (Hons) in Economics f...

Raphaël Gallardo is Chief Economist within the Cross-Asset team at  Carmignac .  Carmignac  is a leading European invest ment management boutique  established  in 1989, with over EUR 40 bn in  assets under management. Raphaël joined them in 2018. He started his career in 1997 at BNP Paribas ,  where he spent ten years as  a  Quantitative Analyst within the Risk Department,  a Country-risk Economis...

Alex Gurevich is the founder of  HonTe  Investments. After earning a PhD in mathematics from the University of Chicago, he  leveraged  his passion for strategic gaming into a lucrative Wall Street career. He has been hailed by The Wall Street Journal as the star trader of J.P. Morgan, where he served as Managing Director in charge of global macro trading and, in 2020, was leading  HonTe's  macro s...

Marc Elovitz is Global Head of Investment Management Regulatory at McDermott Will & Schulte – a leading global law firm. Marc advises private fund managers on running their businesses consistent  with  all  relevant laws,  regulations  and legal requirements. Marc's  cutting-edge  work also covers the latest trends of interest to private funds, including blockchain technology and digital assets. H...

Sean  McGould  – the founder/CEO of the Lighthouse Group – a n approximately  $ 17  billion  investment management firm. Prior to Lighthouse, Sean was the Director of the Outside Trader Investment Program for Trout Trading Management Company. Before joining Trout, he worked for Price Waterhouse in auditing an d corporate finance. In this podcast we discuss:    The  Multi-Strategy   Investment Appr...

Srividya Jandhyala is a professor of Management at ESSEC Business School in Singapore. Her research focuses on global strategy, geopolitics, and international business. She is the author of the best-selling book ' The Great Disruption: How Geopolitics is Changing Companies, Managers, and Work ' .  Before ESSEC, she was a Fung Global Fellow at Princeton University. She also served on  the  faculty ...

Rory Johnston is a Toronto-based oil market researcher, the founder of Commodity Context, a lecturer at the University of Toronto's Munk School of Global Affairs and Public Policy, as well as a Fellow with both the Canadian Global Affairs Institute and the Payne Institute for Public Policy at the Colorado School of Mines. Prior to founding Commodity Context, Rory led commodity economics research a...