Macro Hive Conversations With Bilal Hafeez

278 Odcinki

1. Geoff Rubin on 60:40 Portfolios, Endowment Model and Re-Thinking Risk

   Opublikowany: 31.03.2023
2. Jim Leitner on Creating a Macro Edge, Trading Options and Carry Trades

   Opublikowany: 24.03.2023
3. Lindsay Politi on the Silicon Valley Bank Fall-Out, Duration Bubbles and Inflation

   Opublikowany: 17.03.2023
4. Niall Ferguson on Cold War 2, Middle East Conflict and Woke Students

   Opublikowany: 10.03.2023
5. Mustafa Chowdhury on Mortgage Risks, Fed Shocks and Derivatives

   Opublikowany: 3.03.2023
6. Timothy Ash on Russia’s Failure, China Intervention and EM Re-Alignment

   Opublikowany: 24.02.2023
7. Mikihiro Matsuoka on Japan Inflation, BoJ Outlook and Debt Problems

   Opublikowany: 17.02.2023
8. Richard Oldfield on Value Investing, Warren Buffet and Elon Musk

   Opublikowany: 10.02.2023
9. Deborah Seligsohn on What Everyone Gets Wrong on China’s COVID and Climate Policies

   Opublikowany: 3.02.2023
10. Phil Suttle on Fed Murdering Expansions and Bond Worries

    Opublikowany: 27.01.2023
11. Niels Kaastrup-Larsen and Alan Dunne on How to Make Money From Following the Trend

    Opublikowany: 20.01.2023
12. Yesha Yadav on the Galactic Risks of the US Treasury Markets

    Opublikowany: 13.01.2023
13. Andrew Revkin on What to Do About Climate Risk

    Opublikowany: 6.01.2023
14. Ivy Zelman on the Coming US Housing Crisis

    Opublikowany: 30.12.2022
15. Agathe Demarais on How Sanctions Backfire on the US

    Opublikowany: 16.12.2022
16. Shannon O'Neil on What Everyone Gets Wrong About (De)Globalisation

    Opublikowany: 9.12.2022
17. David Rubenstein on How to Invest Like Superstar Investors

    Opublikowany: 2.12.2022
18. Fred Thiel on FTX Fallout, Bitcoin Energy Myths, and Future of Crypto

    Opublikowany: 25.11.2022
19. Gerard DiPippo on CIA, US-China Tech War, and Taiwan Risks

    Opublikowany: 18.11.2022
20. Victoria Ivashina on Whether Private Markets Will Trigger a Crisis

    Opublikowany: 11.11.2022