Macro Hive Conversations With Bilal Hafeez

Adam Frank is a professor of astrophysics at the University of Rochester. A self-described ‘evangelist of science,' Adam regularly writes and speaks about subjects like intelligent life forms in the universe, high-energy-density physics, space exploration and missions, climate change and more. In this podcast we discuss public science communication and scientific denialism, intersection of science, art and spirituality, searching for aliens – SETI and the Fermi Paradox, and much more.    Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive

Tobias Harris is the Founder and Principal of Japan Foresight LLC. He has observed Japan as a political risk analyst at Teneo Intelligence and as a researcher at universities and think tanks. He is also Senior Advisor for Japan at Aurora Macro Strategies. Tobias is the author of ‘The Iconoclast: Shinzō Abe and the New Japan'. In this podcast we discuss how Japan became key US ally since WW2, why Japan shifted its view on its global role since 2000s, Abe Shinzo's role in transforming Japan's political system and centralising power, and much more.    Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive

Michael Sandel teaches political philosophy at Harvard University. His writings – on justice, ethics, democracy, and markets – have been translated into more than 30 languages. His course ‘Justice' is the first Harvard course to be made freely available online and on television, being viewed by tens of millions worldwide. Michael has served on the President's Council on Bioethics and is a member of the American Academy of Arts and Sciences. Michael's books relate enduring themes of political philosophy to the most vexing moral and civic questions of our time. His most recent works are ‘The Tyranny of Merit: Can We Find the Common Good?' and ‘Democracy's Discontent: A New Edition for Our Perilous Times'. In this podcast we discuss Sandel's intellectual journey, post-Cold War disillusionment, critique of meritocracy, and much more.    Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive

Kenneth Rogoff is Maurits C. Boas Professor at Harvard University, and former chief economist at the IMF. He has long ranked among the top dozen most cited economists and is an international grandmaster of chess. His influential 2009 book with Carmen Reinhart, This Time Is Different: Eight Centuries of Financial Folly, shows the remarkable quantitative similarities across time and countries in the roots and aftermath of debt and financial crises. Rogoff is also known for his pioneering work on central bank independence, and on exchange rates. He is co-author of the widely used graduate text, Foundations of International Macroeconomics. Ken's latest book is Our Dollar, Your Problem: An Insider's View of Seven Turbulent Decades of Global Finance and the Road Ahead. In this podcast we discuss Rogoff's early life and background as a chess prodigy, Yale, MIT and mentors like Rudy Dornbusch and Stan Fischer, Rogoff's groundbreaking paper on central bank independence, and much more.    Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive

James van Geelen, founder of Citrini Research, which specializes in illuminating and demystifying the transformative 'megatrends' poised to shape societies, economies, and the market's distribution of returns for years to come. In this podcast we discuss crossovers between emergency medicine and trading, importance of a beginner's mindset, humility, and learning from others, macro and micro equals one feedback loop, and much more.    Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive

Zongyuan Zoe Liu is a senior fellow for China studies at the Council on Foreign Relations (CFR). Her work focuses on international political economy, global financial markets, sovereign wealth funds, supply chains of critical minerals, development finance, emerging markets, energy and climate change policy, and East Asia-Middle East relations. Dr. Liu is the author of ‘Can BRICS De-dollarize the Global Financial System?' and ‘Sovereign Funds: How the Communist Party of China Finances its Global Ambitions'. In this podcast we discuss US-China tensions in run-up to Trump 2.0, Xi Jinping's worldview and generational trauma, the strategic logic behind China's limited retaliation, and much more.    Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive

Mirza has a track record of 20 years in the field of researching and trading global foreign exchange. His methodology is built on comprehensive research on underlying fundamentals, rigorous scenario analysis, and a low-frequency, high-conviction approach for idea generation. Mirza has worked at top-tier sell-side firms, including Morgan Stanley, BNP Paribas, Deutsche Bank, and Point 72, a multi-strategy hedge fund. Mirza is now based in Canada and works for Desjardins, where he focuses on G7 currency research. In this podcast we discuss why Trump is targeting Canada, understanding Trump's broader approach, implications of Trump's Liberation Day policies, and much more.    Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive

Vania Stavrakeva is an Assistant Professor of Economics at the London Business School and has a PhD from Harvard. She has extensively studied exchange rate determination and how monetary policy, macroeconomics news and beliefs impact exchange rate movements. She has also produced innovative research on the global network of equity holdings and their impact on equity, fixed income and exchange rate markets. This podcast covers new approaches to understand exchange rate drivers, how lagged macro news impacts markets, investor holdings and asset prices, and much more.    Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive

Andrew Polk is the co-founder and head of economic research at Trivium China, a Beijing-based strategic advisory firm. Before founding Trivium, he was China director at Medley Global Advisors. Previously, he was the resident China economist at The Conference Board's China Center for Economics and Business. Andrew is the co-author of The Long, Soft Fall in Chinese Growth (The Conference Board, 2015) and maintains a deep network of professional contacts in the official, academic, and business communities in China (built over a decade of living in China and working on China issues). This podcast covers China's unique development model, Xi Jinping's economic philosophy, transitioning from property-driven growth to new industries, and much more.    Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive

Gary Gerstle is the Paul Mellon Professor of American History Emeritus and Paul Mellon Director of Research at the University of Cambridge. He is the author and editor of more than ten books, including two prize winners, American Crucible: Race and Nation in the Twentieth Century (2017) and Liberty and Coercion: The Paradox of American Government from the Founding to the Present (2015). His most recent book, The Rise and Fall of the Neoliberal Order: America and the World in the Free Market Era (2022), was chosen as a Best Book of 2022 by the Financial Times and Prospect Magazine. He has also testified before the US Congress on immigration matters. This podcast was recorded before a live audience at the University of Cambridge. It covered differences between Trump 2.0 and Trump 1.0, unitary executive and the increasing concentration of power in the presidency, public displeasure with the government, inefficient federal government, and DOGE, and much more.    Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive

Thanos is the Founder and CIO of ABP Invest, which he founded in 2015. He began his career as an Economist for the UK Government Economic Service through the Civil Service Fast Stream during the ERM Crisis of 1992. Thanos then embarked on a 20-year asset management career with CSFB Investment Management (Credit Suisse) and Investec Asset Management (Ninety-One) managing assets across fixed income, emerging markets, multi-asset and currency management. In this podcast, we discuss Russia-Ukraine and Trump vs EU, whether Europe can step up, US vs China, and much more.    Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive

Randy Schwimmer is Vice Chairman of Churchill, where he oversees the Investor Solutions Group. Previously, he served as Co-Head of Senior Lending, responsible for senior lending origination and capital markets. Randy also serves on the firm's Executive Committee and Senior Lending Investment Committee. Randy is also the Founder and Publisher of The Lead Left, Churchill's weekly newsletter reviewing deals and trends in the capital markets. He also produces Private Capital Call, a monthly podcast. Prior to Churchill, Randy held senior roles at BNP Paribas and JP Morgan Chase. In this podcast, we discuss how macro is affecting private credit, what companies make good private credit candidates, deal activity, M&A and LBOs, and much more.    Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive

Joe Lavorgna is a Managing Director and Chief Economist for SMBC Nikko Securities. He was previously the Chief Economist for the Americas at Natixis. While there, Joe took a one-year leave of absence to serve in the Trump administration, where he was Special Assistant to the President, and Chief Economist of the National Economic Council. Prior to Natixis, Joe spent 20 years with Deutsche Bank Securities in the Global Markets Division, where he was considered one of the leading Wall Street economists. Joe is also a Senior Fellow at the America First Policy Institute, a Washington, D.C.-based think tank. In this podcast, we discuss what it was like working for Trump, why Trump is now more effective, thoughts on tariffs, taxes and immigration, and much more.    Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive

Max Stier is President and CEO of the Partnership for Public Service. The Partnership has been widely praised as a thought leader on federal government management issues. Max has worked previously in all three branches of the federal government. Most recently, Max worked at the Department of Housing and Urban Development, having served as the Deputy General Counsel for Litigation. In this podcast, we discuss how Presidential transitions typically work, problems with Federal government, why tearing down government will not work, and much more.    Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive

Chris Johnson spent nearly two decades at the CIA focusing on China and Asia. Today, Chris is the President and CEO of China Strategies Group. He also serves as a Senior Fellow on Chinese Politics at the Asia Society Policy Institute's Center for China Analysis and is a senior fellow in the office of the president at the Center for Strategic and International Studies (CSIS), the preeminent foreign and security policy think tank in Washington, DC. In this podcast, we discuss working at the CIA, what type of leader is Chinese President Xi Jinping, how US policy towards China has evolved since Obama, and much more.    Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive

Jonny Matthews is a senior portfolio manager at Fortem Capital and creator of SuperMacro, an institutional-level macroeconomic research platform. Before that, he spent 12 years as a partner at Brevan Howard, where he managed a $500 million investment portfolio. Earlier in his career, Johny spent 11 years at Citigroup, leading a team in equity derivatives trading following the acquisition of Salomon Brothers, where he began his career. His expertise spans fixed income, equities, FX, credit, and derivatives strategies, including relative value and volatility arbitrage trading. This podcast covers lessons learned during his time at Saloman Brothers and Brevan Howard, experience of trading before the GFC, thoughts on the US economy – growth, inflation and tariffs, and much more.    Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive

Barry Eichengreen, Professor of Economics and Political Science at the University of California, Berkeley, is a former senior policy adviser at the International Monetary Fund. He is the author of many books, including ‘In Defense of Public Debt' (Oxford University Press, 2021). In this podcast, we discuss the inflation regime, which central banks are most independent, whether Trump can influence the Fed, and much more.    Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive

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 how US, Europe and Asia are fighting over AI, climate and defence, fiscal capacity matters for growth stories, global equity bull market still in play, and much more.    Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive

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 was educated at Oxford University and lives in the US. In the podcast, we talk about how Trump 2.0 will impact macro, why tariffs matter, labour supply problems, and much more.    Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive

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, the IMF, and the World Bank. She holds a PhD in economics from the London School of Economics. This episode covers how Trump 2.0 is different from Trump 1.0, key Trump policies to watch, what consensus is getting wrong on US growth, and much more.    Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive

Mark Rzepczynski is the managing member and CEO of AMPHI Research and Trading, a consulting firm to institutional investors and hedge funds on derivatives markets across all asset classes. His 40 years of experience includes CEO Funds Group of FourWinds Capital Management, president, CIO of John W. Henry Inc, and head of taxable fixed income research at Fidelity Management and Research. He was assistant professor of finance at the University of Houston and is an associate editor of the Journal of Alternative Investments. In this podcast we discuss systematic vs discretionary trading, risk vs uncertainty, challenges of trading models, and much more.    Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive

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 40 – an annual ranking of financial industry technology leaders. Prior to joining Bloomberg in 2003, Shawn worked for Bear Stearns & Co. where he was a managing director in the company's fixed income trading group. He has also held positions at Mentor Graphics and IBM. This podcast covers philosophy around tech innovation, product and infrastructure strategy, adapting to cloud, mobile and API-first, and much more.    Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive

Julia Azari is Professor in the Department of Political Science at Marquette University. She holds a Ph.D in political science from Yale University. Her research focuses on the American presidency, American political parties, political communication, and American political development. She is the author of ‘Delivering the People's Message: The Changing Politics of the Presidential Mandate'. She is a regular contributor to FiveThirtyEight.com, Politico, and The Washington Post. This episode covers what election results tell us about US politics, Trump's executive power vs control over party, how Congress may push back on Trump, and much more.    Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive  

Tomasz is a portfolio manager at Amvest Capital – a natural resources-focused investment management firm. He has over 25 years of expertise in mining investments, including as a portfolio manager for Anholt, commodity strategist at Doyen Capital, portfolio manager at De Gouden Eeuw, and as a commodity analyst at Round Table Investment Management. He is host of the Tyranny Today podcast and is also fluent in seven languages. In this podcast we discuss what a Trump world looks like, global trade and security arrangements, Russia/Ukraine endgame and NATO, and much more.    Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive

Frank Kelly, Founder and Managing Partner of Fulcrum Macro Advisors, an independent strategic advisory firm. Frank began his career as a writer for President Ronald Reagan and went on to serve in the White House Office of Political Affairs. He served as a writer for President George H.W. Bush and then served at the Justice Department. From there, Frank went to the US Securities and Exchange Commission, being appointed Senior Policy Advisor. He then held senior Public Affairs roles at Merrill Lynch, Charles Schwab and Deutsche Bank. In this podcast we discuss Reagan vs Trump, why Trump won the 2024 election, it is Trump 4.0 not Trump 2.0, and much more.    Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive

In late September, I had the honour of recording a conversation with the late Professor Ian Shipsey, Head of Physics at Oxford University. Tragically, Professor Shipsey passed away shortly after our discussion. We are releasing this episode as a tribute to his remarkable contributions. Professor Shipsey was one of the leading particle physicists of his generation and was Head of Physics at Oxford from 2018 until his passing. His groundbreaking work ranged from studying subatomic particles to advancing our understanding of the Higgs boson, discovered at CERN in 2012. In recognition of his extraordinary contributions, he was elected a Fellow of the Royal Society in 2022. In this podcast, we discussed climate change and renewable energy, quantum computing, and how physics can change the world around us.

Charles Engel is Donald Hester Professor of Economics at the University of Wisconsin. He is also a Research Associate at the National Bureau of Economic Research and a Research Fellow at the Centre for Economic Policy Research. He has been a consultant to the Dallas and Chicago branches of the U.S. Federal Reserve, the European Central Bank, and the Bank of England. In this podcast we discuss the standard model to explain FX movements, how to forecast FX, and the importance of safe-haven and liquidity demand for the dollar. Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive

Alberto Gallo is Chief Investment Officer and Co-founder at Andromeda Capital Management. Prior to that, Alberto initiated and ran the Global Credit Opportunities fund at Algebris Investments. Previously, he ran macro credit research at RBS in London, and served in senior research roles at Goldman Sachs in New York, Bear Stearns in New York and London, and Merrill Lynch in London. In this podcast we discuss impact of Trump on markets, Fed's likely path, US growth and credit expansion, and much more.    Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive

Gary Gerstle is the Paul Mellon Professor of American History Emeritus and Paul Mellon Director of Research at the University of Cambridge. He is the author and editor of more than ten books, including two prize-winners, American Crucible: Race and Nation in the Twentieth Century (2017) and Liberty and Coercion: The Paradox of American Government from the Founding to the Present (2015). His most recent book, The Rise and Fall of the Neoliberal Order: America and the World in the Free Market Era (2022), was chosen as a Best Book of 2022 by the Financial Times and Prospect Magazine. He has also testified before the US Congress on immigration matters. This podcast covers: how Trump won, inflation vs threat to democracy, how migrant issue was nationalised, and much more.    Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive

Ebrahim Rahbari is an independent strategist and economist. Previously, he was Chief Currency Strategist and Global Head of Foreign Exchange Analysis at Citi. The team was top ranked in the Institutional Investor Global Fixed Income Survey. Prior to that, Ebrahim was Head of Global Macroeconomics at Citi. Ebrahim studied at Oxford and holds a PhD in Economics from London Business School. In this podcast we discuss how to play US elections, short- and long-term impacts of a Trump or Harris win, why US economy is doing well, and much more.    Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive  

Thomas Drechsel is Assistant Professor at the Economics Department of the University of Maryland. His research focuses on monetary policy, the role of commodities for emerging market economies, as well as real-time monitoring of economic activity. His work has been published in the Review of Economic Studies, the American Economic Journal and the Journal of Finance. He holds a PhD from the London School of Economics. In this podcast we discuss how to measure political pressure on Fed, the Nixon and LBJ cases, impact on inflation and growth, and much more.    Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive

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 the key themes in oil for 2024: Middle East conflict, Saudi supply, China demand and the Trump agenda.   Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive

Antonio Del Favero is a macro strategist at Macro Hive. He focuses mainly on the US economy and markets and G5 FX. Formerly, he worked at various macro hedge funds, including Tudor, Maniyar Capital and Brevan Howard. He holds a master's in finance from the ETH/University of Zurich and a master's in economics from Bocconi University. In this podcast we discuss what is happening in the US labour market, whether the market pricing a soft landing, Fed hikes and the US cycle, and much more.    Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive

Sean McMeekin PhD was educated at Stanford University and the University of California, Berkeley. Having visited American and European battlefields, libraries and archives, venturing as far east as Russia and Turkey, he now teaches at Bard College. His eight award-winning books include ‘Stalin's War: A New History of World War'. His latest book is ‘To Overthrow the World: The Rise and Fall and Rise of Communism'. In this podcast we discuss the early roots of Communism, Karl Marx and political violence, Lenin and how to seize power, and much more.    Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive

Christian is Managing Director and Head of Data Science in the financial markets division at Standard Chartered. He focuses on credit and previously worked at Mizuho and Credit Suisse. His postgraduate studies were in financial mathematics. In this podcast we discuss whether we are in an AI bubble, why credit markets have lagged other markets in adopting AI, using generative AI to create synthetic data, and much more.    Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive

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 what the chances of recession are, US earnings and productivity, equities are not just a tech story, and much more.    Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive

Mirza Baig is a senior EM strategist at Macro Hive. He has been researching and trading global FX and rates products for 20 years. His career boasts affiliations with premier sell-side entities such as Morgan Stanley, BNP Paribas, and Deutsche Bank. Moreover, his invaluable expertise from the buy-side perspective at Point 72 positions him uniquely in the industry. In this podcast we discuss how EM has performed in recent years, the long-term case for EM, China: broad weakness, narrow strength, and much more.    Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive

Bob Elliott is the Co-Founder of Unlimited, which uses machine learning to create index replication ETFs of alternative investments, like hedge funds. Prior to founding Unlimited, Bob was a Senior Investment Executive at Bridgewater Associates, where he served on the Investment Committee (G7) and led Ray Dalio's personal investment research team for nearly a decade. Bob holds a degree in History and Science from Harvard. In this podcast we discuss income business cycle rather than credit cycle, parallels to 1950s and 1960s, whether Fed policy is restrictive, and much more.    Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive

J. Doyne Farmer is Director of the Complexity Economics Programme and Professor of Complex Systems Science at the University of Oxford. He is also External Professor at the Santa Fe Institute and Chief Scientist at Macrocosm. He was a founder of Prediction Company, a quantitative automated trading firm that was sold to UBS in 2006. His book, Making Sense of Chaos: A Better Economics for a Better World, was published in 2024. During the 1980s he was an Oppenheimer Fellow and the founder of the Complex Systems Group at Los Alamos National Laboratory. While a graduate student in the 1970s, he built the first wearable digital computer, which was successfully used to predict the game of roulette. This podcast covers what chaos theory is, what complexity science is, how economists model the economy, and much more.    Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive

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 40 – an annual ranking of financial industry technology leaders. Prior to joining Bloomberg in 2003, Shawn worked for Bear Stearns & Co. where he was a managing director in the company's fixed income trading group. He has also held positions at Mentor Graphics and IBM. This podcast covers philosophy around tech innovation, product and infrastructure strategy, adapting to cloud, mobile and API-first, and much more.    Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive

Brad Setser is the Whitney Shepardson senior fellow at the Council on Foreign Relations. His expertise includes global trade and capital flows, financial vulnerability analysis, and sovereign debt restructuring. He regularly blogs at Follow the Money. Brad served as a senior advisor to the United States Trade Representative from 2021 to 2022, where he worked on the resolution of a number of trade disputes. He had previously served as the deputy assistant secretary for international economic analysis in the US Treasury from 2011 to 2015 and as a director for international economics on the staff of the National Economic Council and the National Security Council. This podcast covers yen carry trade dynamics, FX intervention, Japan fiscal dynamics, and much more.    Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive

My colleague Mirza Baig hosted this podcast on my behalf. Liang is a markets professional, with 20 years' experience as a portfolio manager, quantitative analyst, currency strategist, and China economist. He has spent most of his career based in Germany, where he earned his PhD and worked at several asset managers including DWS. Liang recently returned to his hometown of Shanghai, from where he speaks to global asset managers through the Macro Hive platform, advising them about the macro and policy outlook for China. This episode covers whether Fed rate cuts can prevent a deeper sell-off in global equity markets, current state of the Chinese economy, whether the Chinese government is becoming more serious about reflating the economy, especially consumer demand, and much more.    Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive

Álvaro Cartea is Professor of  Mathematical Finance in the Mathematical Institute, University of Oxford, and director of the Oxford-Man Institute of Quantitative Finance. He is a founding member and deputy chairman of the Commodities & Energy Markets Association (CEMA). Before coming to Oxford, Álvaro was Reader in Mathematical Finance at University College London. He was also previously JP Morgan Lecturer in Financial Mathematics, Exeter College, University of Oxford. Álvaro obtained his doctorate from the University of Oxford in 2003. This podcast covers the evolution of AI trading strategies, the unintented consequences of AI market makers, and the regulatory aspects of AI in finance.

Gary Gerstle is the Paul Mellon Professor of American History Emeritus and Paul Mellon Director of Research at the University of Cambridge. He is the author and editor of more than ten books, including two prize-winners, American Crucible: Race and Nation in the Twentieth Century (2017) and Liberty and Coercion: The Paradox of American Government from the Founding to the Present (2015). His most recent book, The Rise and Fall of the Neoliberal Order: America and the World in the Free Market Era (2022), was chosen as a Best Book of 2022 by the Financial Times and Prospect Magazine. He has also testified before the US Congress on immigration matters. This podcast covers switching Presidential nominees – parallels to 1968, Kamala's VP pick, whether Kamala will be a continuity candidate or something different, and much more.    Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive

Dr. Pippa Malmgren is an economist who makes sense of the world economy by writing books, founding tech businesses, advising policymakers around the world and through public speaking and teaching. She lectures at Sandhurst and is a Founder member of the Lunar University, a NASA-originated project to ensure the first human institution on the moon represents the arts and humanities.   She served President George W. Bush in the White House as Special Assistant to the President and on the National Economic Council. After 9/11 she was also responsible for assessing terrorism risks to the economy and technology as a source of geopolitical competitiveness. She advised the British cabinet on trade issues as a Board Member for the Department for International Trade from 2017-2019. Her most recent bestseller, The Infinite Leader, won the International Press Award for the Best Book on Leadership for 2021. In this podcast, we discuss what Trump's administration will be like, importance of JD Vance and Robert Kennedy, Project 2025; threats to democracy, and much more.    Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive

Philipp Carlsson-Szlezak is Boston Consulting Group (BCG)'s Global Chief Economist and a managing director and partner in the firm's New York office. Paul Swartz is Senior Economist and executive director at BCG. He co-leads the Center for Macroeconomics at the BCG Henderson Institute in New York. They have recently published a new book, ‘Shocks, Crises, and False Alarms: How to Assess True Macroeconomic Risk'. In this podcast, we discuss why there are so many false alarms on recessions, models vs eclectic approaches, how will AI impact economic growth, and much more.    Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive

My colleague Henry Occelston hosted this podcast on my behalf. Shahin Vallée is a senior fellow at the German Council on Foreign Relations (a German think tank) and also a Board Member overseeing Europe coverage at the Observatory group, a geopolitical macro-advisory firm. He was previously an economic advisor to the President of the European Council, Herman von Rompuy, and also an economic advisor to Emmanuel Macron while Macron was Economy Minister of France. This podcast covers why Macron called a snap election, how to interpret the first round of the election, why a far-right majority is still possible, and much more.  Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive

Boris is one of the leading macro thinkers in the market. He is a managing director at Goldman Sachs. Before GS, he was partner and portfolio manager at Rokos Capital Management, Fortress, and Brevan Howard. Boris started his career on the sell side, which included working at UBS and Dresdner. Boris gives his personal opinions and not those of Goldman Sachs or any other organisations he is affiliated with. In this podcast, we discuss late cycle dynamics, concerns about China, impact on Europe, and much more.    Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive

Vasileios is Head of Europe Economics and Strategy at Aviva Investors – a £226bn global asset management firm. Based in London, he is responsible for monitoring and analysing macroeconomic developments and markets as well as formulating major asset class views, leading research and strategy in the UK and Europe. Previously, he held senior research roles at Citigroup, Lombard Odier, UniCredit Bank, BofA, Merrill Lynch, and Fulcrum Asset Management. In this podcast, we discuss the UK election impact, UK inflation and BoE cuts, comparing UK and European mortgage rates, and much more.    Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive

George Selgin is a senior fellow and director emeritus of the Center for Monetary and Financial Alternatives at the Cato Institute and professor emeritus of economics at the University of Georgia. He is the author of numerous books, including ‘The Theory of Free Banking', ‘Floored! How a Misguided Fed Experiment Deepened and Prolonged the Great Recession' and ‘The Menace of Fiscal QE'. George is one of the founders, with Kevin Dowd and Lawrence H. White, of the Modern Free Banking School, which draws its inspiration from the writings of F. A. Hayek on denationalization of money and choice in currency. In this podcast, we discuss how marine biology helps you understand economics, how the Fed fundamentally changed after the Global Financial Crisis, understanding the Fed's abundant reserves policy, and much more.    Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive

Jason Furman is the Aetna Professor of the Practice of Economic Policy jointly at Harvard Kennedy School (HKS) and the Department of Economics at Harvard University. He is also non-resident senior fellow at the Peterson Institute for International Economics. Previously, Furman served eight years as a top economic adviser to President Barack Obama, including serving as the 28th Chairman of the Council of Economic Advisers from August 2013 to January 2017, acting as both Obama's chief economist and a member of the cabinet. In this podcast we discuss the difference between policymaking and academia, what caused post-COVID inflation, inflation persistence, and much more.    Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive