Macro Hive Conversations With Bilal Hafeez
Today: #41 in Business, Philippines on our combined chart.
Chart positions today · Canada
Not on the United States charts we track today.
Not on the United Kingdom charts we track today.
Not on the Canada charts we track today.
Not on the Australia charts we track today.
Not on the Germany charts we track today.
Not on the Brazil charts we track today.
Not on the Mexico charts we track today.
Not on the New Zealand charts we track today.
Not on the Ireland charts we track today.
Not on the India charts we track today.
Not on the Japan charts we track today.
Not on the South Africa charts we track today.
If you like Macro Hive Conversations With Bilal…, try…
Ranking history · Canada
Latest episodes
-
Ep. 379: Paul Cavey on East Asia's AI Tech Boom, Semiconductor Exports, and Macro Dynamics
October 9, 2026 · 53 minPaul 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…
-
Ep. 378: Apurv Jain on Alternative Data, Real-Time Macro Nowcasting, and AI's Economic Role
October 2, 2026 · 49 minApurv 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…
-
Ep. 377: Jay Pelosky on the Tripolar World, the Spending Super Cycle, and the Global Earnings Boom
September 25, 2026 · 48 minJay 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…
-
Ep. 376: Rory Johnston on $100 Oil, the Refined Product Crisis, and China's Swing Power
September 18, 2026 · 57 minRory 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…
-
Ep. 375: Bilal on How to Use AI to Turbocharge Your Market Analysis
September 11, 2026 · 20 minIn 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…
Show 7 more episodesShow fewer episodes
-
Ep. 374: Dominique Dwor-Frecaut on the K-Shaped US Economy, AI Supply Shocks, and Fed Hikes
September 4, 2026 · 34 minDominique 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…
-
Ep. 373: Jon Turek on the 'Owl' Fed, the US Treasury's Bond Buybacks, and AI Capex Durability
August 28, 2026 · 51 minJon 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…
-
Ep. 372: Branko Milanović on China's Rise, the Shift to National Market Liberalism, and Inequality
August 21, 2026 · 56 minBranko is a research professor at the Stone Center on Socio-Economic Inequality at the City University of New York. He received his PhD from the University of Belgrade in 1987 and served as lead economist in the World Bank's Research…
-
Ep. 371: Paul Krake on AI's Post-Cyclical World, 10% Unemployment Risks, and the End of Friction
August 14, 2026 · 47 minPaul 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…
-
Ep. 370: Eric Beinhocker on Market Humanism, the End of Neoliberalism, and Human Flourishing
August 7, 2026 · 49 minEric 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…
-
Ep. 369: Marvin Barth on US Re-Industrialisation, Trump 2.0, and the Localisation Thesis
July 31, 2026 · 44 minMarvin 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…
-
Ep. 368: Richard Clarida on the Warsh Fed, the AI Capex Boom, and Global Economic Fragmentation
July 24, 2026 · 40 minDr 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…