Podcast by Bilal Hafeez, Macro Hive

Macro Hive Conversations With Bilal Hafeez

Podcast by Bilal Hafeez

Macro Hive

We talk economics and markets with leading policymakers and investors.

Talking Economics and Markets

Cross Asset Strategy

<ul><li>Jay Peloski, founder of TPW Advisory and former top-ranked analyst at Morgan Stanley, discusses the tripolar framework of regional integration and competition between Europe, Asia, and the Americas</li><li>Europe faces challenges with common taxation and revenue creation, Asia is increasingly integrated around China, and the Americas have not fully leveraged North America integration and engagement with South America</li><li>Regional competition is seen in key areas such as AI, climate, and defense, with each region vying for economic influence and competitive advantage amid global shifts and challenges</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Jay Peloski, founder of TPW Advisory and former top-ranked analyst at Morgan Stanley, discusses the tripolar framework of regional integration and competition between Europe, Asia, and the AmericasEurope faces challenges with common taxation and revenue creation, Asia is increasingly integrated around China, and the Americas have not fully leveraged North America integration and engagement with South AmericaRegional competition is seen in key areas such as AI, climate, and defense, with each region vying for economic influence and competitive advantage amid global shifts and challengesThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Ep. 252: Jay Pelosky on How US Equities Could Underperform Rest of the World

Macroeconomics

<ul><li>Bilal, CEO and head of research at Macro Hive, shares his background and career journey in finance</li><li>Raised in a working-class immigrant family in Oxford, excelled academically and went to Cambridge to study economics</li><li>Started career in finance at JP Morgan in FX research, later moved to Deutsche bank where he specialized in building models and smart beta strategies in currency markets</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Bilal, CEO and head of research at Macro Hive, shares his background and career journey in financeRaised in a working-class immigrant family in Oxford, excelled academically and went to Cambridge to study economicsStarted career in finance at JP Morgan in FX research, later moved to Deutsche bank where he specialized in building models and smart beta strategies in currency marketsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Ep. 213: Bilal Hafeez on Fed Cuts, Dollar Strength and AI Hype

<ul><li>Claudia Sam is a well-known expert in monetary and fiscal policy, with experience advising decision makers at top government institutions</li><li>She is the founder of Stay at Home Macro consulting and has a PhD in economics from the University of Michigan</li><li>Throughout her career, she has experienced major economic crises, such as the Great Recession and the COVID-19 pandemic, leading her to focus on the importance of fiscal policy in times of crisis.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Claudia Sam is a well-known expert in monetary and fiscal policy, with experience advising decision makers at top government institutionsShe is the founder of Stay at Home Macro consulting and has a PhD in economics from the University of MichiganThroughout her career, she has experienced major economic crises, such as the Great Recession and the COVID-19 pandemic, leading her to focus on the importance of fiscal policy in times of crisis.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Ep. 204: Claudia Sahm on Inflation Risks, Fed Cuts, and Recession

Macro Hive is a leading independent provider of global macro research and strategy. Our worldwide user base spans 160 countries and over 1,000 institutions, with clients including 7 of the top 10 largest banks (e.g. JP Morgan, Citi and Bank of America) and the top 5 macro and multi-strategy hedge funds, as ranked by Bloomberg.

Our mission is to give retail and institutional investors a trusted platform to discover the best investment opportunities in an accessible and concise format. To do this, we combine best-in-class human and artificial intelligence, and our team of seasoned experts features ex-heads from global organisations such as JP Morgan, Nomura, Deutsche Bank, the IMF, and the NY Fed.

Macro Hive Conversations With Bilal Hafeez
Podcast by Bilal Hafeez
• Macro Hive

Ep. 252: Jay Pelosky on How US Equities Could Underperform Rest of the World

Jay Peloski founded TPW Advisory and developed the concept of a tripolar world, advocating for self-sufficiency in Europe, Asia, and the Americas,...

Macro Hive Conversations With Bilal Hafeez

Ep. 213: Bilal Hafeez on Fed Cuts, Dollar Strength and AI Hype

Summary: The CEO and head of research at Macro Hive, who previously worked at top financial institutions and grew up in a working class immigrant...

Macro Hive Conversations With Bilal Hafeez

Ep. 204: Claudia Sahm on Inflation Risks, Fed Cuts, and Recession

Claudia Sam, an expert in monetary and fiscal policy, forecasting, and recession indicators, has advised top decision makers and founded Stay at...

Macro Hive Conversations With Bilal Hafeez