Macro Hive Conversations With Bilal Hafeez

277 Folgen

1. Bert Gochet on China Risks, India’s Future and Brazil’s Commodities

   Vom: 10.6.2022
2. Thorsten Wegener On the Simplest Way to Understand Option Markets

   Vom: 3.6.2022
3. Stéphane Ouellette on the Crypto Crash, and What Next

   Vom: 27.5.2022
4. Jay Newman on the Hidden Story of How Money is Moved Around the World

   Vom: 19.5.2022
5. Mike Philbrick on Bond Massacres, Better Diversification and Systematic Thinking

   Vom: 13.5.2022
6. Tymofiy Mylovanov on Ukrainian Resistance, Russia’s Hidden Economic Weapon and Germany’s Error

   Vom: 5.5.2022
7. Phil Suttle on the Inflation Combustion Model, the Fed’s Errors, and US Housing

   Vom: 29.4.2022
8. John Butler on Stagflation, Financial Instability, and World Wars

   Vom: 22.4.2022
9. Daniel Zwirn on Finding Value in the Biggest Bubble in History

   Vom: 14.4.2022
10. Josh Young on $200 Oil and the Structural Energy Supply Problem

    Vom: 8.4.2022
11. Denise Shull on Emotions as a Dataset and Avoiding Investment Mistakes

    Vom: 1.4.2022
12. Dominique Dwor-Frecaut on the Coming US Recession, and Fed’s Communication Problem

    Vom: 25.3.2022
13. Andy Constan on Lessons From Bridgewater, Equity Valuations and Top Trades

    Vom: 18.3.2022
14. [Emergency podcast ] Timothy Ash on Why Investors Are Underestimating Fall-Out From Russia/Ukraine Conflict

    Vom: 9.3.2022
15. Jurrien Timmer on S&P to 8,000, Ukraine Fall-Out and Bitcoin Allocations

    Vom: 4.3.2022
16. John List on Insights From Uber, Paying Bonuses and Scaling Ideas

    Vom: 25.2.2022
17. Greg Zuckerman on the Inside Story of the Race for a COVID-19 Vaccine

    Vom: 18.2.2022
18. Tania Reif on Leaving Macro Investing For Crypto

    Vom: 11.2.2022
19. Alfonso Peccatiello (Alf) on Money Printing, US Risks and ECB Surprises

    Vom: 4.2.2022
20. Adam Iqbal on Carry Trades, Volatility and Trading Options

    Vom: 28.1.2022