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 337 episodes on record and a Required Pod Score of 80.

Bilal Hafeez hosts Macro Hive Conversations With Bilal Hafeez, a business show with 337 episodes published.

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  Episode #378

  Ep. 378: Apurv Jain on Alternative Data, Real-Time Macro Nowcasting, and AI's Economic Role

  Oct 2, 202649 min

  Apurv 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, traded FX derivatives at Deutsche Bank, and worked at Bridgewater Associates. His research experience spans Microsoft Research and Harvard Business School, with publications and invited talks across academia, central banks, and global forums including Davos and the World AI Summit. He holds degrees from Georgia Tech and the University of Chicago and is passionate about mixed martial arts. In this podcast, we discuss: Official Data Lags & Declining Survey Response Rates 1,000+ Alternative Data Pipelines for Macro State Mapping Real-Time Worker Bargaining Power vs. Lagged Wage Metrics Multimodal AI: CNNs, BERT, and Targeted LLM Workflows Nowcasting Lead: Gaining 2–3 Months Ahead of Official Prints Next-Generation Nowcasting vs. Atlanta Fed GDP Models Why the 2023 Yield Curve Recession Signal Failed Current US Economic State & The "K-Shaped" Consumer Portfolio Integration for Fundamental & Systematic Investor s

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  Episode #377

  Ep. 377: Jay Pelosky on the Tripolar World, the Spending Super Cycle, and the Global Earnings Boom

  Sep 25, 202648 min

  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: The Tripolar World & Spending Super Cycle US Valuati on "Haircut" vs. Non-US Bargains Reframing Bearish Narratives & High Nominal Growth European Plays: Financial Consolidation, Spain, and Poland Emerging Markets, China's Tech/Biotech, and Brazil Rate Cuts Energy Security, Clean Energy Adoption, and Battery Plays US Midterm Outlook & Policy Incoherence Year-End "Face Ripper" Rally & Answering AI ROI

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  Episode #376

  Ep. 376: Rory Johnston on $100 Oil, the Refined Product Crisis, and China's Swing Power

  Sep 18, 202657 minS371

  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 at Scotiabank. In this podcast, we discuss: $100 Brent and Historic Backwardation The Global Refined Product Crisis Hormuz "Shuttle Trade" and War Insurance Costs The Red Sea Chokepoint and Houthi Threat Russian Refinery Attacks and Fuel Export Bans China's Import Cuts and Hidden SPR Release China's Potential Winter Refining Bailout US Midterm Dilemmas and Export Ban Risks India's LPG Crisis and Offshore SPR Deals US Equity in Venezuela and Heavy Crude Spreads Canada's Westward Pipeline Push

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  Episode #375

  Ep. 375: Bilal on How to Use AI to Turbocharge Your Market Analysis

  Sep 11, 202620 min

  In 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 key points include: Machines Speaking Human The "CLEAR" Prompting Framework Gold-Standard Human Evaluation Converting Prompts to "Skills" Custom Session Memory & Feedback Loops Delegating to "Co-Work" Agents Reliable Market Analysis via RAG

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  Episode #374

  Ep. 374: Dominique Dwor-Frecaut on the K-Shaped US Economy, AI Supply Shocks, and Fed Hikes

  Sep 4, 202634 min

  Dominique 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, IMF, and the World Bank. She holds a PhD in Economics from the London School of Economics. In this podcast, we discuss: The "Low-Hire, Low-Fire" Labour Puzzle The Imported AI Capex Illusion Chips as the New Oil Supply Shock The K-Shaped Consumer & GFC-Level Delinquency The Fragile Savings Rate Cushion The Return of FOMC Dissension The Waller Swing Vote & the 2026 Rate Path The 2027 AI De-escalation Surprise

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