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Macro Hive Conversations With Bilal Hafeez

Bilal Hafeez
Macro Hive Conversations With Bilal Hafeez
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318 episodios

  • Macro Hive Conversations With Bilal Hafeez

    Ep. 358: Shawn Edwards on Engineering Trust in AI, The Bloomberg Way, and the Terminal's Future

    15/05/2026 | 49 min
    Shawn Edwards is Bloomberg's Chief Technology Officer. Based in New York, he oversees the development of Bloomberg's global technology strategy. In 2017, Shawn was named in the top ten of the Institutional Investor Tech 40 – an annual ranking of financial industry technology leaders. Prior to joining Bloomberg in 2003, Shawn worked for Bear Stearns & Co., where he was a managing director in the company's fixed income trading group. He has also held positions at Mentor Graphics and IBM. In this podcast, we discuss:
    Engineering Trust through "Entailment"
    Automating "The Bloomberg Way"
    ASKB: Reimagining the Terminal
    Workflow-Specific AI Expansion
    Actionable Alternative Data
    Empowering Non-Programmers
    Accelerating Data Onboarding
    Competition vs. Domain Knowledge
    A Cautious View on AGI
  • Macro Hive Conversations With Bilal Hafeez

    Ep. 357: Andrew Perry on the Five Pillars of Global Macro, Liquidity, and Australia's Macro Risks

    08/05/2026 | 42 min
    Andrew Perry is the creator of Macro Pillars, a macro research product servicing a bespoke selection of global banks, hedge funds, and sophisticated investors. He has over 35+ years of experience in markets, including as a Portfolio Manager at Tudor Investment Corporation under Paul Tudor Jones, and later as a Managing Director and Portfolio Manager at Nomura. In this podcast, we discuss:
    The Five Pillars of Global Macro
    The Move Index: The Ultimate Indicator
    Non-Traditional Liquidity and Market Plumbing
    Australia's "Lucky Country" Crisis
    From Supply Shock to Demand Shock
    The Significance of "Critical Dates"
    Risk Management and Emotional Resilience
    US Equity Outperformance and Policy Makers
  • Macro Hive Conversations With Bilal Hafeez

    Ep. 356: Tina Fordham on the Geopolitics Super Cycle, Iran's Oil Shock, and Trump's Global Impact

    01/05/2026 | 45 min
    Tina Fordham is a Geostrategist, Author and Advisor to board and C-Suite leaders on a mission to transform how leaders navigate the changing global environment. Her signature theses on the Geopolitics Supercycle, PQ (Political Quotient) and Vox Populi Risk have entered the popular lexicon, while the tools developed by Fordham Global Foresight have demonstrated how geopolitics can be integrated into business strategy. 

    Fordham was Wall Street's original Chief Global Political Analyst, spending 17 years at Citigroup. She created Eurasia Group's financial markets research business; was appointed to the United Nations' first HighLevel Panel on Women's Economic Empowerment; and has served as a Senior Advisor to the U.K. Prime Minister and 2-and 3-star Generals. 

    Tina is a member of the International Advisory Boards of Columbia University's School of International and Public Affairs, her alma mater, and Cambridge University's Centre for Geopolitics. She hosts "The Navigator", produced in collaboration with the London Stock Exchange, and is a frequent guest on CNN, CNBC and Bloomberg. 

    Her forthcoming book, Mad World: A Geostrategy Survival Guide for Business Leaders, will be published in July 2026 by Whitefox. In this podcast, we discuss:
    The Geopolitics Super Cycle
    The 1973-Scale Oil Shock
    Europe's "Barely Controlled Panic"
    The 2026 Greenland Maneuver
    Venezuela and the Iran "Jujitsu" Move
    China's "Silent" Advantage
    The Rise of Middle Powers
    Raising Your "PQ" (Political Quotient) 

    You can follow Tina's work on X, LinkedIn, and the Fordham Global Foresight website. You can also contact Tina here,
  • Macro Hive Conversations With Bilal Hafeez

    Ep. 355: Phil Suttle on Oil Market Shocks, Inflationary AI, and the Fed's Hawkish Pivot

    24/04/2026 | 43 min
    Phil is the founder of Suttle Economics – a leading research consultancy. Before that, he held senior roles at Tudor, the Institute of International Finance (IIF), JP Morgan, Barclays, the New York Fed and World Bank. He was educated at Oxford University and lives in the US. In the podcast, we talk about:
    The Oil Price Shock and "Negative Supply Curve" Impact 
    US Economic Stagnation and Population Seismic Shift
    AI as a Short-Term Inflationary Impulse
    The Fed's Potential Hawkish Pivot
    European and Japanese Central Bank Outlooks
    China's Resilience and the "Thucydides Trap"
    Market Rotations and the "Safe Asset" Shift
    US Midterms and Trade Tensions
  • Macro Hive Conversations With Bilal Hafeez

    Ep. 354: Nader Itayim on Iran's Hormuz Stranglehold, GCC Tensions, and the Oil Market's Recovery

    17/04/2026 | 47 min
    Nader is Argus' Middle East editor, based in Dubai. Argus is a leading independent provider of global energy and commodity market intelligence. Nader has more than 15 years of experience covering oil and gas in the region, and today heads up the company's Middle East and OPEC coverage. Prior to moving to Argus in 2015, Nader spent five years with the Middle East Economic Survey (MEES) weekly in Cyprus. In this podcast, we discuss:
    Fragmented GCC Stances
    Iran's Hormuz "Stranglehold"
    The "Zero Enrichment" Stalemate
    The Hormuz Transit Toll
    US Naval Blockade Tactics
    Downstream Infrastructure Damage
    Returning Shut-in Production
    Bypassing the Strait
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