Macro Hive Conversations With Bilal Hafeez

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, and served in senior research roles at Goldman Sachs in New York, Bear Stearns in New York and London, and Merrill Lynch in London. In this podcast...

Gary Gerstle is the Paul Mellon Professor of American History Emeritus and Paul Mellon Director of Research at the University of Cambridge. He is the author and editor of more than ten books, including two prize-winners, American Crucible: Race and Nation in the Twentieth Century (2017) and Liberty and Coercion: The Paradox of American Government from the Founding to the Present (2015). His most r...

Ebrahim Rahbari is an independent strategist and economist. Previously, he was Chief Currency Strategist and Global Head of Foreign Exchange Analysis at Citi. The team was top ranked in the Institutional Investor Global Fixed Income Survey. Prior to that, Ebrahim was Head of Global Macroeconomics at Citi. Ebrahim studied at Oxford and holds a PhD in Economics from London Business School.  In this...

Thomas Drechsel is Assistant Professor at the Economics Department of the University of Maryland. His research focuses on monetary policy, the role of commodities for emerging market economies, as well as real-time monitoring of economic activity. His work has been published in the Review of Economic Studies, the American Economic Journal and the Journal of Finance. He holds a PhD from the London...

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...

Antonio Del Favero is a macro strategist at Macro Hive. He focuses mainly on the US economy and markets and G5 FX. Formerly, he worked at various macro hedge funds, including Tudor, Maniyar Capital and Brevan Howard. He holds a master's in finance from the ETH/University of Zurich and a master's in economics from Bocconi University. In this podcast we discuss what is happening in the US labour mar...

Sean McMeekin PhD was educated at Stanford University and the University of California, Berkeley. Having visited American and European battlefields, libraries and archives, venturing as far east as Russia and Turkey, he now teaches at Bard College. His eight award-winning books include 'Stalin's War: A New History of World War'. His latest book is 'To Overthrow the World: The Rise and Fall and Ris...

Christian is Managing Director and Head of Data Science in the financial markets division at Standard Chartered. He focuses on credit and previously worked at Mizuho and Credit Suisse. His postgraduate studies were in financial mathematics. In this podcast we discuss whether we are in an AI bubble, why credit markets have lagged other markets in adopting AI, using generative AI to create synthetic...

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 what the chances of recession are, US earnings and productivity, equities are not just...

Mirza Baig is a senior EM strategist at Macro Hive. He has been researching and trading global FX and rates products for 20 years. His career boasts affiliations with premier sell-side entities such as Morgan Stanley, BNP Paribas, and Deutsche Bank. Moreover, his invaluable expertise from the buy-side perspective at Point 72 positions him uniquely in the industry. In this podcast we discuss how EM...

Bob Elliott is the Co-Founder of Unlimited, which uses machine learning to create index replication ETFs of alternative investments, like hedge funds. Prior to founding Unlimited, Bob was a Senior Investment Executive at Bridgewater Associates, where he served on the Investment Committee (G7) and led Ray Dalio's personal investment research team for nearly a decade. Bob holds a degree in History a...

J. Doyne Farmer is Director of the Complexity Economics Programme and Professor of Complex Systems Science at the University of Oxford. He is also External Professor at the Santa Fe Institute and Chief Scientist at Macrocosm. He was a founder of Prediction Company, a quantitative automated trading firm that was sold to UBS in 2006. His book, Making Sense of Chaos: A Better Economics for a Better W...

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 com...

Brad Setser is the Whitney Shepardson senior fellow at the Council on Foreign Relations. His expertise includes global trade and capital flows, financial vulnerability analysis, and sovereign debt restructuring. He regularly blogs at Follow the Money. Brad served as a senior advisor to the United States Trade Representative from 2021 to 2022, where he worked on the resolution of a number of trade...

My colleague  Mirza Baig hosted this podcast on my behalf. Liang is a markets professional, with 20 years' experience as a portfolio manager, quantitative analyst, currency strategist, and China economist. He has spent most of his career based in Germany, where he earned his PhD and worked at several asset managers including DWS. Liang recently returned to his hometown of Shanghai, from where he s...

Álvaro Cartea is Professor of  Mathematical Finance in the Mathematical Institute, University of Oxford, and director of the Oxford-Man Institute of Quantitative Finance . He is a founding member and deputy chairman of the Commodities & Energy Markets Association (CEMA). Before coming to Oxford, Álvaro was Reader in Mathematical Finance at University College London. He was also previously JP Morga...

Gary Gerstle is the Paul Mellon Professor of American History Emeritus and Paul Mellon Director of Research at the University of Cambridge. He is the author and editor of more than ten books, including two prize-winners, American Crucible: Race and Nation in the Twentieth Century (2017) and Liberty and Coercion: The Paradox of American Government from the Founding to the Present (2015). His most r...

Dr. Pippa Malmgren is an economist who makes sense of the world economy by writing books, founding tech businesses, advising policymakers around the world and through public speaking and teaching. She lectures at Sandhurst and is a Founder member of the Lunar University, a NASA-originated project to ensure the first human institution on the moon represents the arts and humanities.   She served Pre...

Philipp Carlsson-Szlezak is Boston Consulting Group (BCG)'s Global Chief Economist and a managing director and partner in the firm's New York office. Paul Swartz is Senior Economist and executive director at BCG. He co-leads the Center for Macroeconomics at the BCG Henderson Institute in New York. They have recently published a new book, 'Shocks, Crises, and False Alarms: How to Assess True Macroe...

My colleague  Henry Occelston hosted this podcast on my behalf. Shahin Vallée is a senior fellow at the German Council on Foreign Relations (a German think tank) and also a Board Member overseeing Europe coverage at the Observatory group, a geopolitical macro-advisory firm. He was previously an economic advisor to the President of the European Council, Herman von Rompuy, and also an economic advis...

Boris is one of the leading macro thinkers in the market. He is a managing director at Goldman Sachs. Before GS, he was partner and portfolio manager at Rokos Capital Management, Fortress, and Brevan Howard. Boris started his career on the sell side, which included working at UBS and Dresdner. Boris gives his personal opinions and not those of Goldman Sachs or any other  organisations he is affili...

Vasileios is Head of Europe Economics and Strategy at Aviva Investors – a £226bn global asset management firm. Based in London, he is responsible for monitoring and analysing macroeconomic developments and markets as well as formulating major asset class views, leading research and strategy in the UK and Europe. Previously, he held senior research roles at Citigroup, Lombard Odier, UniCredit Bank,...

George Selgin is a senior fellow and director emeritus of the Center for Monetary and Financial Alternatives at the Cato Institute and professor emeritus of economics at the University of Georgia. He is the author of numerous books, including 'The Theory of Free Banking', 'Floored! How a Misguided Fed Experiment Deepened and Prolonged the Great Recession' and 'The Menace of Fiscal QE'. George is o...

Jason Furman is the Aetna Professor of the Practice of Economic Policy jointly at Harvard Kennedy School (HKS) and the Department of Economics at Harvard University. He is also non-resident senior fellow at the Peterson Institute for International Economics. Previously, Furman served eight years as a top economic adviser to President Barack Obama, including serving as the 28th Chairman of the Coun...

Gordon Hanson is the Peter Wertheim Professor in Urban Policy at Harvard Kennedy School (HKS). He is also chair of the Social and Urban Policy Area at HKS, a research associate at the National Bureau of Economic Research, and a member of the Council on Foreign Relations. Gordon's current research addresses the causes and consequences of regional job loss, effectiveness of place-based policies in a...