Über diesen Podcast
We talk economics and markets with leading policymakers and investors.
338 Folgen · Geldanlage
Macro Hive Conversations With Bilal Hafeez
Über diesen Podcast
We talk economics and markets with leading policymakers and investors.
Neue Folgen
- Ep. 379: Paul Cavey on East Asia's AI Tech Boom, Semiconductor Exports, and Macro Dynamics9. Okt. · 53 Min.
- Ep. 378: Apurv Jain on Alternative Data, Real-Time Macro Nowcasting, and AI's Economic Role2. Okt. · 49 Min.
- Ep. 377: Jay Pelosky on the Tripolar World, the Spending Super Cycle, and the Global Earnings Boom25. Sept. · 48 Min.
- Ep. 376: Rory Johnston on $100 Oil, the Refined Product Crisis, and China's Swing Power18. Sept. · 57 Min.
- Ep. 375: Bilal on How to Use AI to Turbocharge Your Market Analysis11. Sept. · 20 Min.
- Ep. 374: Dominique Dwor-Frecaut on the K-Shaped US Economy, AI Supply Shocks, and Fed Hikes4. Sept. · 34 Min.
- Ep. 373: Jon Turek on the 'Owl' Fed, the US Treasury's Bond Buybacks, and AI Capex Durability28. Aug. · 51 Min.
- Ep. 372: Branko Milanović on China's Rise, the Shift to National Market Liberalism, and Inequality21. Aug. · 56 Min.
- Ep. 371: Paul Krake on AI's Post-Cyclical World, 10% Unemployment Risks, and the End of Friction14. Aug. · 47 Min.
- Ep. 370: Eric Beinhocker on Market Humanism, the End of Neoliberalism, and Human Flourishing7. Aug. · 49 Min.
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