Macro Hive Conversations With Bilal Hafeez

Jason Halliwell, Head of GMO’s Systematic Global Macro team, discusses equity views, systematic macro, value investing, and the potential impact of AI on productivity. The podcast also explores a systematic approach in value investing for bonds and highlights the influential work of Andrew Smith and GMO researchers.

Barry Eichengreen, Professor of Economics, discusses the rise of global debt, the differences between academic and policy conferences, the currency debate in emerging markets, strategies for reducing debt, the challenges of debt restructurings, and the potential impact of AI on productivity growth.

Phil Suttle, founder of Suttle Economics, discusses US recession risks, AI impact, surprise factory building, Euro-area and UK outlook, US inflation forecast and Fed's response, China's weak housing market, and the future of central bankers.

Dominique Dwor-Frecaut, Senior Macro Strategist for Macro Hive, discusses the Fed's inflation target, the impact of low interest rates, and the housing market. The chapter also explores the relationship between labor market conditions and inflation, as well as the outlook on US growth and the actions of the Federal Reserve.

Rates guru and research team member Mustafa Chowdhury discusses the Fed's need to raise rates, US fiscal and industrial policy, and understanding US housing. Also explored are the implications of the BOJ's monetary policy, financial challenges for Chinese developer Country Garden, and the impact of slower growth in China on the global economy. The podcast also includes book recommendations and immigrant stories.

Professor Adrian Williams, Professor of Sleep Medicine, discusses the importance of sleep, impact of sleep deprivation on decision-making, management of sleep apnea and snoring, strategies for managing jet lag, accuracy of sleep tracking devices, and influential books on sleep research.

Denise Shull, Founder and CEO of ReThink, uses neuroscience and modern psychoanalysis to help clients succeed in investing and trading. In this podcast, she discusses the impact of emotions on decision-making, the challenges of trading and investing, perception and judgment in markets, the importance of culture and sleep in hedge fund success, and the cultural acceptance of anger. She also shares insights on staying organized with productivity systems.

Michael is a research fellow with the MIT Sloan School of Management's Initiative on the Digital Economy. His research focuses on the behavioural economics of models, prototypes, and metrics as for managing innovation risk and opportunity. He is author of the award-winning book The Innovator's Hypothesis and most recently Recommendation Engines. In this podcast we discuss the interaction of tech and capital, the architecture choice, time on board of Match.com, 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

Bill Bernstein is a neurologist turned investment advisor. He is also the author of several books, including The Intelligent Asset Allocator, The Four Pillars of Investing, If You Can: How Millennials Can Get Rich Slowly, and The Delusion of Crowds. Bill has just come out with a new edition of The Four Pillars of Investing. In this podcast we discuss understanding the business of investing, how to set up your portfolio at different ages, knowing your history, 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

Stephen is a faculty member at Yale University and former chairman of Morgan Stanley Asia. He is the author of Unbalanced: The Codependency of America and China and most recently Accidental Conflict: America, China, and the Clash of False Narratives. In this podcast we discuss the problem with US savings, w hy Biden continues Trump policies, China's failed rebalancing, 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