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Macro Hive Conversations With Bilal Hafeez
Macro Hive Conversations With Bilal Hafeez
Bilal Hafeez

We talk economics and markets with leading policymakers and investors.

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Episodes

Ep. 247: Julia Azari on Trump’s Second Term, Constraints and Priorities

Julia Azari is Professor in the Department of Political Science at Marquette University. She holds a Ph.D in political science... more

20 Dec 2024 · 42 minutes
Ep. 246: Tomasz Nadrowski on Navigating Global Chaos

Tomasz is a portfolio manager at Amvest Capital – a natural resources-focused investment management firm. He has over 25 years... more

13 Dec 2024 · 1 hour,
Ep. 245: Frank Kelly on Why Everyone Underestimates Trump

Frank Kelly, Founder and Managing Partner of Fulcrum Macro Advisors, an independent strategic advisory firm. Frank began his career as... more

06 Dec 2024 · 54 minutes
Ep. 244: In Memoriam - Professor Ian Shipsey on How Physics Can Change the World

In late September, I had the honour of recording a conversation with the late Professor Ian Shipsey, Head of Physics... more

29 Nov 2024 · 1 hour, 6 minutes
Ep. 243: Charles Engel on Currency Models, Carry Trades and Capital Flows

Charles Engel is Donald Hester Professor of Economics at the University of Wisconsin. He is also a Research Associate at... more

22 Nov 2024 · 39 minutes
Ep. 242: Alberto Gallo on Trump Impact, Geopolitics and Favourite Markets

Alberto Gallo is Chief Investment Officer and Co-founder at Andromeda Capital Management. Prior to that, Alberto initiated and ran the... more

15 Nov 2024 · 30 minutes
Ep. 241: Gary Gerstle on Trump’s Big Win and the Future of American Politics

Gary Gerstle is the Paul Mellon Professor of American History Emeritus and Paul Mellon Director of Research at the University... more

08 Nov 2024 · 53 minutes
Ep. 240: Ebrahim Rahbari on US Election Trades, Fed Cycle and German Challenges

Ebrahim Rahbari is an independent strategist and economist. Previously, he was Chief Currency Strategist and Global Head of Foreign Exchange... more

01 Nov 2024 · 43 minutes
Ep. 239: Thomas Drechsel on Measuring Political Pressure on Fed, Predicting Fed, and Better Nowcasts

Thomas Drechsel is Assistant Professor at the Economics Department of the University of Maryland. His research focuses on monetary policy,... more

25 Oct 2024 · 49 minutes
Ep. 238: Rory Johnston on Oil to $65, Middle East Risks and Trump Agenda

Rory Johnston is a Toronto-based oil market researcher, the founder of Commodity Context, a lecturer at the University of Toronto’s... more

18 Oct 2024 · 55 minutes
Macro Hive Conversations With Bilal Hafeez
Ep. 238: Rory Johnston on Oil to $65, Middle East Risks and Trump Agenda
Macro Hive Conversations With Bilal Hafeez
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Listen now on

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Description

Rory Johnston is a Toronto-based oil market researcher, the founder of Commodity Context, a lecturer at the University of Toronto’s Munk School... more