Macro Hive Conversations With Bilal Hafeez

Shahin Vallée is a former advisor to the President of the European Council (Herman Van Rompuy) and to the French Minister of Economy (Emmanuel Macron). He is also a researcher in political economy at DGAP (German Council on Foreign Relations) and a leading economic and political analyst. In this podcast, we discuss: French Budget vs. Political Crisis The Far-Right vs. Far-Left Runoff Scenario Fren...

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, and Asia.  ...

Alex Edmans is a Professor of Finance at London Business School and is one of the world's leading academics on company purpose, social value, and profit. Alex has a PhD from MIT as a Fulbright Scholar and was previously a tenured professor at Wharton and an investment banker at Morgan Stanley. In this podcast, we discuss: Amateur vs. Professional Behavioural Errors Direction Right, Speed Wrong in...

Paul Cavey is a China-focused Asia economist with twenty-five years of experience covering the region. He runs East Asia Econ. Previously, he was a macro strategist in the global bond team at Wellington Management, head of China economics at Macquarie Securities and chief China economist at the Economist Intelligence Unit. In this podcast, we discuss: AI Hardware Demand & Regional Supply Chains Ta...

Apurv Jain is the Founder and CEO of MacroX , a San Francisco-based startup building a real-time measurement layer for the global economy using alternative data. Before MacroX , Apurv built machine-learning investing systems at Microsoft, traded FX derivatives at Deutsche Bank, and worked at Bridgewater Associates. His research experience spans Microsoft Research and Harvard Business School, with...

Jay Pelosky is the founder of TPW Advisory. He has over 35 years of buy-side and sell-side financial market experience. Before going independent, Jay was at Morgan Stanley, where he was ranked #1 by Institutional Investor in Global Equity Strategy and Global Asset Allocation Strategy . In this podcast, we discuss: The Tripolar World & Spending Super Cycle US Valuati on "Haircut" vs. Non-US Bargain...

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...

In this solo episode, Bilal flips the script to pull back the curtain on his personal research workflow, addressing a surge of questions from peers on how to effectively apply AI to financial market analysis using six core principles. Some key points include: Machines Speaking Human The "CLEAR" Prompting Framework Gold-Standard Human Evaluation Converting Prompts to "Skills" Custom Session Memory...

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...

Jon Turek is the founder and CEO of JST Advisors, a hedge fund advisory service that publishes a weekly research note with global macro trade ideas. JST Advisors works closely with hedge funds on developing asymmetric macro trade ideas and market themes. Outside of JST Advisors, Jon worked as a portfolio manager at Brevan Howard and as an analyst at Moore Capital. In this podcast, we discuss: The...

Branko is a research professor at the Stone Center on Socio-Economic Inequality at the City University of New York. He received his Ph D from the University of Belgrade in 1987 and served as lead economist in the World Bank's Research Department for almost 20 years, leaving to write his book on global income inequality,  Worlds Apart . He later worked at the Carnegie Endowment for International Pe...

Paul Krake is an investor, strategist, and independent researcher with three decades across macroeconomics, policy, and capital markets. In 2011 , he founded the research platform View from the Peak after macro roles at Corus Capital, Caxton Associates, Moore Capital, Goldman Sachs, and Macquarie Bank. In this podcast, we discuss: The "Post-Cyclical" Economy The Reduction of Economic Friction Marg...

Eric Beinhocker is a professor at the University of Oxford's Blavatnik School of Government and the founder and executive director of the Institute for New Economic Thinking at the Oxford Martin School (INET Oxford), a research center dedicated to applying innovative economics to major societal challenges. He is also Chairman of the Science Board at the Santa Fe Institute. Prior to his academic ca...

Marvin Barth is the creator of  Thematic Markets  and  Seriously, Marvin?! .   Thematic Markets  is rigorous, institutional-quality research aimed at market professionals, while  Seriously , Marvin?! presents more accessible takes on contrarian musings Marvin doesn't have time to research at  Thematic Markets . Both publications benefit from the uniquely broad perspective on the global political e...

Dr  Clarida is a managing director and global economic advisor at PIMCO. Prior to rejoining PIMCO in 2022, he was the firm's global strategic advisor from 2006 to 2018. He served as Vice Chairman of the Board of Governors of the U.S. Federal Reserve System from September 2018 to January 2022. Richard is also Professor of Economics and International Affairs at Columbia University.  Before  joining...

Brendan Greeley  has spent twenty years as a journalist, covering economic and monetary policy. He was the US economics editor at the  Financial Times  and continues to write a regular column there. Before that, he was a staff writer for  Bloomberg Businessweek  and  The Economist , as well as an anchor and correspondent for  Bloomberg TV . He has also written for  The New York Times ,  The New Yo...

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...