Macro Hive Conversations With Bilal Hafeez – Details, episodes & analysis

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Macro Hive Conversations With Bilal Hafeez

Bilal Hafeez

Business

Frequency: 1 episode/7d. Total Eps: 328

We talk economics and markets with leading policymakers and investors.

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https://macrohive.com/home-prime/
280 shares
https://www.moonfare.com/macrohive/
12 shares
https://www.masterworks.io/
8 shares

https://twitter.com/Macro_Hive
278 shares
https://twitter.com/ciamac
1 share
https://twitter.com/VMRConstancio/status/1310620761984585731
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https://www.linkedin.com/company/macro-hive
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https://www.linkedin.com/in/tina-fordham-08433519/
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https://www.linkedin.com/in/richard-clarida-085777125/
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RSS feed quality

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Score global : 42%

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Ep. 333: David Samra on Value Investing, AI Returns, and Bad Management Teams

Episode 333

Thursday, November 6, 2025 • Duration 58:48

David Samra is a managing director of Artisan Partners – the $180bn global multi-asset investment platform. He is founding partner of the International Value Group, and portfolio manager of the Artisan International Value Fund, which he has managed since the portfolio's inception in September 2002. David has been nominated for the Morningstar International Stock Fund Manager of the Year Award six times. In this podcast, we discuss:

Economic Value Added (EVA) and what makes a good business versus a bad business
Principles of value investing
Finding undervalued securities through screening and cumulative knowledge
Good versus bad management teams
The erosion of competitive moats over time, particularly in consumer brands and technology
Deep dive into Arch Capital as a case study of a successful investment with unique competitive advantages
Shareholder activism as a tool for protecting investments and influencing management
Challenges of managing large amounts of capital and finding opportunities in current markets
AI investment, capital intensity in tech, and concerns about future returns on capital
Views on private markets

Books mentioned: Quest for Value (Stewart), The Intelligent Investor (Graham), The Money Masters (Train), and Frederick and Frederica (Helprin).

You can follow David's work here.

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Ep. 332: Miguel Gutierrez on Argentina's Transformation, Latin American Opportunities, and Private Market Arbitrage.

Episode 332

Thursday, October 30, 2025 • Duration 46:36

Miguel Gutiérrez is a Partner and Head of Private Markets, at The Rohatyn Group (TRG) - a global asset manager that specialises in emerging markets and real assets. Prior to joining TRG in October 2004, Miguel served as the Chairman and CEO of the Telefónica Group in Argentina and Chairman of Grupo Concesionario del Oeste S.A. He also served as the non-executive Chairman of YPF S.A. from April 2016 to December 2019. Earlier in his career, Miguel held numerous senior positions at J.P. Morgan, including Head of Global Emerging Markets Sales, Trading, and Research. In this podcast, we discuss:

Importance of upcoming Mexico's USMCA negotiations with US

US's new approach to Latin America

How private markets work in Latin America

https://macrohive.com/home-prime/

https://twitter.com/Macro_Hive

https://www.linkedin.com/company/macro-hive

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Ep. 323: Jonathan Xiong on China, Dollar and Using AI in Asset Management

Thursday, August 28, 2025 • Duration 47:35

Jonathan Xiong is the founder and CEO/CIO of Arrowpoint Investment Partners, a new Asia-focused hedge fund. Prior to starting Arrowpoint, Jonathan was the Co-CEO of Millennium Management Asia for five years. Before that, he was Head of Fixed Income Alternatives and the lead Portfolio Manager for the GS Global Opportunities Fund at Goldman Sachs Asset Management (GSAM) for seven years. Prior to joining Goldman Sachs, Jonathan was a Managing Director and Senior Portfolio Manager at Mellon Capital Management for 11 years in the Systematic Global Macro team. This podcast covers investment philosophy, alpha, risk premia, quant, multi-manager/pod shops, and much more.

https://macrohive.com/home-prime/

https://twitter.com/Macro_Hive

https://www.linkedin.com/company/macro-hive

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Shiloh Bates on Demystifying CLO Myths

Friday, December 8, 2023 • Duration 41:04

Shiloh Bates is the Chief Investment Officer of Flat Rock Global in 2018 – a $750mn credit manager. Prior to joining Flat Rock Global, Shiloh was a Managing Director at Benefit Street Partners, and Head of Structured Products at BDCA Advisor. During his 20-year career, Shiloh has worked for several CLO managers and invested over $1.5 billion in CLO securities. He is the author of the recently published 'CLO Investing – With an Emphasis on CLO Equity & BB Notes'. This week's podcast covers everything to do with CLOs, from definitions throught to their evolution and performance in today's landscape.

https://macrohive.com/home-prime/

https://twitter.com/Macro_Hive

https://www.linkedin.com/company/macro-hive

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Yesha Yadav on Crypto Bankruptcies, Stablecoin, and Treasury Market issues

Friday, December 1, 2023 • Duration 43:02

Yesha Yadav is Associate Dean and Professor of Law at Vanderbilt University Law School. She is one of the world's leading experts on financial and securities regulation. Before Vanderbilt, Yesha worked as legal counsel with the World Bank and before that she practiced regulatory and derivatives law at Clifford Chance. This week's podcast covers key bankruptcies in crypto from Celsius to FTX, crypto regulation and enforcement risks, and the impact of AI in financial markets.

https://macrohive.com/home-prime/

https://twitter.com/Macro_Hive

https://www.linkedin.com/company/macro-hive

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Greg Lippmann on The Big Short, Latest US Housing View, and Finding Alpha in Structured Products

Friday, November 24, 2023 • Duration 45:30

Greg Lippmann is the Managing Founding Partner and the Chief Investment Officer of the $9.8bn asset management firm, LibreMax. Prior to founding LibreMax, Greg was head of all non-agency RMBS, ABS, and CDO trading globally at Deutsche Bank. His prescient call on the subprime crisis was immortalized in the book and film The Big Short. In the film, Greg is played by Ryan Gosling. In this podcast we discuss: what led Greg to believe there would be a subprime crisis, thinking about convex trades, launching LibreMax, and much more.

https://macrohive.com/home-prime/

https://twitter.com/Macro_Hive

https://www.linkedin.com/company/macro-hive

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Charlie McElligott on Year-End Rally, Duration Buying, and Carnivore Diets

Friday, November 17, 2023 • Duration 36:22

Charlie McElligott is the leading expert on all things positioning, flow, sentiment, and quant factors. He is a Managing Director and Cross-Asset Macro Strategist for the Global Markets Americas business at Nomura Securities International, with more than 15 years' experience in macro markets. Prior to joining Nomura, Charlie was Head of US Cross-Asset Macro Strategy at RBC Capital Markets. Before that, he spent eight years at UBS. In this podcast we discuss: what was behind this year's rates sell-off, how to think about financial conditions tightening, real money demand for duration, and much more.

https://macrohive.com/home-prime/

https://twitter.com/Macro_Hive

https://www.linkedin.com/company/macro-hive

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Dr Douglas Greenig on Trend-Following, the End of Pax-Americana, and Why He ls Long Volatility

Friday, November 17, 2023 • Duration 57:23

Dr Douglas Greenig is the CEO, CIO, and founder of Florin Court Capital, a systematic, trend-following asset manager uniquely broad in its focus on over 500 markets. Doug has over 25 years of experience in portfolio management and trading. Prior to founding Florin Court, Doug started in markets on Goldman Sachs' bond arbitrage proprietary desk through the late '90s after being hired as an Assistant by Fischer Black. Following this, Doug headed Agency Mortgage Trading at RBS Greenwich Capital, worked as a quantitative portfolio manager at Fortress Investment Group, and then as Chief Risk Officer at London quant firm AHL. In this podcast we discuss: how trend-following works, the importance of volatility scaling to trend-followers, the importance of diversification in gaining an edge, and much more.

https://macrohive.com/home-prime/

https://twitter.com/Macro_Hive

https://www.linkedin.com/company/macro-hive

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Marc Goldwein on the Unprecedented US Budget Problem and How to Fix It

Friday, November 10, 2023 • Duration 38:38

Marc Goldwein is the Senior Vice President and Senior Policy Director for the Committee for a Responsible Federal Budget, where he guides and conducts research on a wide array of topics related to fiscal policy and the federal budget. He works regularly with Members of Congress and their staffs on budget-related issues. In this podcast we discuss: the scale of US debt and deficit, how COVID impacted spending, trends in healthcare, social security spending, and taxes, and much more.

https://macrohive.com/home-prime/

https://twitter.com/Macro_Hive

https://www.linkedin.com/company/macro-hive

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Macro Hive Webinar: (The Weekly Call Recorded 1 November 2023)

Friday, November 3, 2023 • Duration 38:55

This week we have a special podcast episode for you! Listen to the Macro Hive Pro Markets Webinar and hear the key views of our leading researchers on their respective markets.

This week, US macro expert Dominique Dwor-Frecaut reveals her outlook on the Fed (pre-FOMC), EM strategist Mirza Baig presents his new Emerging Markets Vulnerability and Scenario Analysis report, which reveals the countries most vulnerable to declining global liquidity and higher rates hurdles. We also hear from Henry Occleston on the Bank of England, and Ben Ford explains what he expects from Norges Bank and RBA.

https://macrohive.com/home-prime/

https://twitter.com/Macro_Hive

https://www.linkedin.com/company/macro-hive

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Macro Hive Conversations With Bilal Hafeez – Details, episodes & analysis

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Macro Hive Conversations With Bilal Hafeez – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

Other35

Twitter3

LinkedIn3

RSS feed quality and score

Publication history

Latest published episodes

Similar podcasts and content

Related Shows Based on Content Similarities

Apple Podcasts

Spotify

Related Shows Based on Content Similarities

Other35

Twitter3

LinkedIn3