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Macro Hive Conversations With Bilal Hafeez Macro Hive Conversations With Bilal Hafeez Bilal Hafeez Chat GPT Infinite Intelligence Chat GPT Infinite Intelligence Sol Good Network Chat GPT Podcast Chat GPT Podcast Sol Good Network 36氪·有识芝士 36氪·有识芝士 36氪音频频道 36氪·商业情报局(第二季) 36氪·商业情报局(第二季) 36氪音频 손에 잡히는 경제 손에 잡히는 경제 MBC The Data Center Daily The Data Center Daily The Data Center Daily — Lantern Podcasts Sales Gravy: Jeb Blount Sales Gravy: Jeb Blount Jeb Blount No B.S. Job Search Advice Radio No B.S. Job Search Advice Radio Jeff Altman, The Big Game Hunter 寰宇#關鍵字新聞 Global Hashtag News 寰宇#關鍵字新聞 Global Hashtag News 寰宇新聞台 The Gemini Brief - Investment Deep Dives The Gemini Brief - Investment Deep Dives Lukasz Tomicki and LRT Capital Management LLC Stock Movers Stock Movers iHeartPodcasts Ecorama Ecorama BOURSORAMA AJ Bell Money & Markets AJ Bell Money & Markets AJ Bell CEO Daily Brief with Dr. Jessica Kriegel CEO Daily Brief with Dr. Jessica Kriegel tentwentytwo / Culture Partners Business Now with Ross Greenwood Business Now with Ross Greenwood Sky News Australia / NZ Pensamiento Positivo Radio Pensamiento Positivo Radio IPP Radio Dr. Julian Hosp - KI, Finanzen, Unternehmertum und Performance Dr. Julian Hosp - KI, Finanzen, Unternehmertum und Performance Dr. Julian Hosp CAP Regen, le podcast qui concrétise l'économie régénérative ! CAP Regen, le podcast qui concrétise l'économie régénérative ! CEC Podcasts Happy Work - Management & bien-être au travail Happy Work - Management & bien-être au travail Gaël Chatelain-Berry Starter Story Starter Story Starter Story How Money Works How Money Works How Money Works Krypto Podcast – Bitcoin, KI & Krypto News und CBDC, RWA, Tokenisierung & Stablecoin Analyse für den DACH Markt Krypto Podcast – Bitcoin, KI & Krypto News und CBDC, RWA, Tokenisierung & Stablecoin Analyse für den DACH Markt Blue Alpine GmbH WW – William Waack WW – William Waack CNN Brasil Construction Brothers Construction Brothers Construction Brothers Systemrelevant - Fakten für eine demokratische und nachhaltige Wirtschaft Systemrelevant - Fakten für eine demokratische und nachhaltige Wirtschaft Hans-Böckler-Stiftung Leaders in Finance Podcast Leaders in Finance Podcast Leaders in Finance Merryn Talks Money Merryn Talks Money Bloomberg Strong Source Strong Source Strong Source 津津乐道 津津乐道 DAO Quarks – Mal angenommen Quarks – Mal angenommen ARD Automotive News Daily Drive Automotive News Daily Drive Automotive News Future of Fitness Future of Fitness Eric Malzone Organize 365 Podcast Organize 365 Podcast Lisa Woodruff The Ramsey Show Highlights The Ramsey Show Highlights Ramsey Network Podcast de Vendas do Diego Maia Podcast de Vendas do Diego Maia Diego Maia Squawk Pod Squawk Pod CNBC
Macro Hive Conversations With Bilal Hafeez

Business

Macro Hive Conversations With Bilal Hafeez

Bilal Hafeez

Ep. 365: Stefan Jansen on Agentic AI, ML Workflows, and the Evolution of Machine Learning for Trading

July 03, 2026 3:33am 55 min

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...

Ep. 364: William Beach on the US Fiscal Precipice, Tax Reform, and AI's Impact on Labour

June 26, 2026 3:51am 1:05

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 Ad...

Ep. 363: Martin Wolf on AI's Colossal Impact, Central Banking Risks, and the Democratic Recession

June 19, 2026 2:41am 52 min

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 discuss: AI: ...

Ep. 362: Dan Rasmussen on Private Equity's Stranded Assets, Private Credit, and the AI Bubble

June 12, 2026 3:43am 35 min

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) an...

Ep. 361: Neil Dutta on the US Economic Outlook, Fed Policy Stasis, and AI's Role in Consumer Wealth

June 05, 2026 5:20am 31 min

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-m...

Ep. 360: Dirk Willer on Trading Global Macro Regimes, the End of QE, and Navigating Equity Bubbles

May 29, 2026 3:09am 39 min

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...

Ep. 359: Dylan Smith on the Hormuz Supply Shock, US Macro Regimes, and Private Market Evolution

May 22, 2026 4:24am 41 min

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 McKin...

Ep. 358: Shawn Edwards on Engineering Trust in AI, The Bloomberg Way, and the Terminal's Future

May 15, 2026 3:28am 49 min

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 ...

Ep. 357: Andrew Perry on the Five Pillars of Global Macro, Liquidity, and Australia's Macro Risks

May 08, 2026 3:40am 42 min

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...

Ep. 356: Tina Fordham on the Geopolitics Super Cycle, Iran's Oil Shock, and Trump's Global Impact

May 01, 2026 3:27am 45 min

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 (Pol...

Ep. 355: Phil Suttle on Oil Market Shocks, Inflationary AI, and the Fed's Hawkish Pivot

April 24, 2026 3:29am 43 min

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...

Ep. 354: Nader Itayim on Iran's Hormuz Stranglehold, GCC Tensions, and the Oil Market's Recovery

April 17, 2026 4:02am 47 min

Nader is 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 regio...

Ep. 353: Rory Johnston on the Hormuz Ceasefire, Oil Supply Losses, and Navigating Energy Security

April 10, 2026 3:07am 49 min

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 Canad...

Ep. 352: Richard Schimel on Platform Evolution, Collaborative Culture, and Navigating Market Risks

April 06, 2026 3:12am 37 min

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.  Prior to Cinc...

Ep. 351: Tyler Goodspeed on Recession Myths, the Reality of Economic Shocks, and Policy Hubris

March 27, 2026 4:08am 43 min

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 Deve...

Ep. 350: Tomasz Nadrowski on China's Mineral War, Western Supply Chain Gaps, and Global Resilience

March 20, 2026 5:13am 49 min

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'...

Ep. 349: Nader Itayim on Iran's Regional War, the Hormuz Choke Point, and Global Energy Disruption

March 13, 2026 4:31am 1:02

Nader is 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 regio...

Ep. 348: Alex Campbell on Commodity Diversification, AI strategies, and the Moneyball Approach

March 06, 2026 3:21am 57 min

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 caree...

Ep. 347: Raphaël Gallardo on Austrian Economics, Wobbling AI Bubbles, and Trump Risk Parity

February 27, 2026 3:22am 46 min

Raphaël Gallardo is Chief Economist within the Cross-Asset team at Carmignac. Carmignac is a leading European investment management boutique established in 1989, with over EUR 40 bn in assets under management. Raphaël jo...

Ep. 346: Alex Gurevich on US Return to Zero Rates, AI Productivity, and Managing Portfolio Paralysis

February 20, 2026 3:47am 42 min

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 ...

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