Macro Hive Conversations With Bilal Hafeez

We talk economics and markets with leading policymakers and investors.

Macro Hive Conversations With Bilal Hafeez is a business podcast hosted by Bilal Hafeez, with 331 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Bilal Hafeez hosts Macro Hive Conversations With Bilal Hafeez, a business show with 331 episodes published.

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  Episode #371

  Ep. 371: Paul Krake on AI's Post-Cyclical World, 10% Unemployment Risks, and the End of Friction

  Aug 14, 202647 min

  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 Margins vs. Labour Share The Path to 10% Unemployment The "Lucas Tree" Multiple Problem Golden Age of Equity Investing The "55-Year-Old Man" Advantage Advice for Graduates: Atoms vs. Bits

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  Episode #370

  Ep. 370: Eric Beinhocker on Market Humanism, the End of Neoliberalism, and Human Flourishing

  Aug 7, 202649 min

  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 career, Beinhocker spent three decades as a technology entrepreneur, venture capitalist, and consultant to Fortune 500 companies. He is the author of The Origin of Wealth: The Radical Remaking of Economics and What It Means for Business and Society. The Collapse of Neoliberalism The "Market Humanism" Synthesis From Homoeconomicus to Homo Sapiens Markets as Evolutionary Engines Value as Problem-Solving The Structural Reality of Inequality "Middle-Out" vs. "Trickle-Down" Growth The State as a Market Shaper Macrocosm: Mode l ling the Economy with AI Human Skills in the Age of AI

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  Episode #369

  Ep. 369: Marvin Barth on US Re-Industrialisation, Trump 2.0, and the Localisation Thesis

  Jul 31, 202644 min

  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 economy Marvin has gained from a three-decade career spanning nearly every asset class, academia, central banking, finance ministry, and international institutions. This includes working at Barclays Investment Bank, Citi, the Federal Reserve Board, the U.S. Treasury Department, and the Bank for International Settlements. The Locali s ation Thesis Manufacturing vs. The AI "Bubble" The Labour Disconnect (Poetry vs. Welding) Trump 2.0: Preparedness and Instincts The Iran War and American Exceptionalism The Fed's "Neutral Rate" Error The Rise of Kevin Warsh The Brexit Reality Check Andy Burnham: The "Low Delta Call Option"

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  Episode #368

  Ep. 368: Richard Clarida on the Warsh Fed, the AI Capex Boom, and Global Economic Fragmentation

  Jul 24, 202640 min

  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 PIMCO in 2006, he was Assistant Secretary of the Treasury for Economic Policy, in which he served as chief economic advisor to two U.S. Treasury Secretaries. Earlier in his career, he was with Credit Suisse and Grossman Asset Management. He has 26 years of investment experience and holds a PhD and a master's degree in economics from Harvard University. He received an undergraduate degree with Bronze Tablet Honors from the University of Illinois. In this podcast, we discuss: Clarida's Macro Origin Story Global Economic Resilience The AI Capex Boom Labour's Declining Income Share The "Warsh Fed" Doctrine Revisiting Forward Guidance AI's Impact on Productivity and R-star The Era of Global Fragmentation Optimism for the Next Generation You can follow Richard on LinkedIn as well as the PIMCO website .

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  Episode #367

  Ep. 367: Brendan Greeley on The Almighty Dollar, 500 Years of History, and the Eurodollar Market

  Jul 17, 202646 min

  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 York Times Magazine , and The Wall Street Journal Europe , and received a New York Press Club Award for special event reporting. Brendan graduated from Tulane University with honours in German. He is currently completing a PhD in financial history at Princeton University. In this podcast, we discuss: The "Ancient Dollar's" Bohemian Roots Skepticism of Monetary Sovereignty The Constitutional Shift to Private Banking Nationalising Money via the Civil War The Primacy of Federal Deposit Insurance Endogenous Money: How Banks Create the Dollar The Rise of the Offshore Eurodollar Market Stablecoins as " Schmanks " (Unregulated Banks) Career Longevity and the "Turn-Taking" Marriage

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