Podcast by Bilal Hafeez, Macro Hive

Macro Hive Conversations With Bilal Hafeez

Podcast by Bilal Hafeez

Macro Hive

We talk economics and markets with leading policymakers and investors.

Talking Economics and Markets

Commodities

Crude oil is a naturally occurring, unrefined petroleum product composed of hydrocarbon deposits and other organic materials. Crude oil can be refined to produce usable products such as gasoline, diesel and various forms of petrochemicals. It is a nonrenewable resource, also known as a fossil fuel, which means that it can't be replaced naturally at the rate we consume it and is therefore a limited resource.

<ul><li>Rory is a Toronto-based oil market researcher and founder of Commodity Context</li><li>He made successful predictions about oil prices averaging $65 a barrel in 2025</li><li>Key drivers of oil price decline in 2022 included surplus supply, Chinese strategic reserve buying, and US SPR drawdown</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Rory is a Toronto-based oil market researcher and founder of Commodity ContextHe made successful predictions about oil prices averaging $65 a barrel in 2025Key drivers of oil price decline in 2022 included surplus supply, Chinese strategic reserve buying, and US SPR drawdownThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Ep. 342: Rory Johnston on Trump's Bullish Impact on Oil Markets, and the Bearish Risks Ahead

Macroeconomics

<ul><li>Phil Suttle is a leading global economist and founder of Suttle Economics</li><li>The US economy is experiencing below trend growth, potentially due to a slowdown in labor supply</li><li>The Federal Reserve is focused on the unemployment rate as a key indicator for potential easing of monetary policy</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Phil Suttle is a leading global economist and founder of Suttle EconomicsThe US economy is experiencing below trend growth, potentially due to a slowdown in labor supplyThe Federal Reserve is focused on the unemployment rate as a key indicator for potential easing of monetary policyThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Ep. 319: Phil Suttle on Slowing US, Delayed Tariff Impacts and China Investment

<ul><li>Brad Setzer is an expert in global trade, capital flows, and sovereign debt restructuring</li><li>He has been involved in various government positions related to international economic analysis</li><li>Setzer discusses the rapid rollout of tariffs under the Trump administration and their potential impact on the economy</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Brad Setzer is an expert in global trade, capital flows, and sovereign debt restructuringHe has been involved in various government positions related to international economic analysisSetzer discusses the rapid rollout of tariffs under the Trump administration and their potential impact on the economyThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Ep. 318: Brad Setser on Trump Tariffs, China’s Surging Surplus and Dollar Policy

Cross Asset Strategy

<ul><li>Jay Peloski, founder of TPW Advisory and former top-ranked analyst at Morgan Stanley, discusses the tripolar framework of regional integration and competition between Europe, Asia, and the Americas</li><li>Europe faces challenges with common taxation and revenue creation, Asia is increasingly integrated around China, and the Americas have not fully leveraged North America integration and engagement with South America</li><li>Regional competition is seen in key areas such as AI, climate, and defense, with each region vying for economic influence and competitive advantage amid global shifts and challenges</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Jay Peloski, founder of TPW Advisory and former top-ranked analyst at Morgan Stanley, discusses the tripolar framework of regional integration and competition between Europe, Asia, and the AmericasEurope faces challenges with common taxation and revenue creation, Asia is increasingly integrated around China, and the Americas have not fully leveraged North America integration and engagement with South AmericaRegional competition is seen in key areas such as AI, climate, and defense, with each region vying for economic influence and competitive advantage amid global shifts and challengesThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Ep. 252: Jay Pelosky on How US Equities Could Underperform Rest of the World

<ul><li>Bilal, CEO and head of research at Macro Hive, shares his background and career journey in finance</li><li>Raised in a working-class immigrant family in Oxford, excelled academically and went to Cambridge to study economics</li><li>Started career in finance at JP Morgan in FX research, later moved to Deutsche bank where he specialized in building models and smart beta strategies in currency markets</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Bilal, CEO and head of research at Macro Hive, shares his background and career journey in financeRaised in a working-class immigrant family in Oxford, excelled academically and went to Cambridge to study economicsStarted career in finance at JP Morgan in FX research, later moved to Deutsche bank where he specialized in building models and smart beta strategies in currency marketsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Ep. 213: Bilal Hafeez on Fed Cuts, Dollar Strength and AI Hype

Macro Hive is a leading independent provider of global macro research and strategy. Our worldwide user base spans 160 countries and over 1,000 institutions, with clients including 7 of the top 10 largest banks (e.g. JP Morgan, Citi and Bank of America) and the top 5 macro and multi-strategy hedge funds, as ranked by Bloomberg.

Our mission is to give retail and institutional investors a trusted platform to discover the best investment opportunities in an accessible and concise format. To do this, we combine best-in-class human and artificial intelligence, and our team of seasoned experts features ex-heads from global organisations such as JP Morgan, Nomura, Deutsche Bank, the IMF, and the NY Fed.

Macro Hive Conversations With Bilal Hafeez
Podcast by Bilal Hafeez
• Macro Hive

Ep. 342: Rory Johnston on Trump's Bullish Impact on Oil Markets, and the Bearish Risks Ahead

Rory, a leading oil market researcher, discusses the key factors behind the oil price decline in 2025, including China's strategic reserve buying...

Macro Hive Conversations With Bilal Hafeez

Ep. 319: Phil Suttle on Slowing US, Delayed Tariff Impacts and China Investment

Phil Suttle, founder of Suttle Economics and global economist, discusses the impact of Trump's policies on the labor force supply and predicts...

Macro Hive Conversations With Bilal Hafeez

Ep. 318: Brad Setser on Trump Tariffs, China’s Surging Surplus and Dollar Policy

Brad Setzer, an expert in global trade and capital flows, did not anticipate the Trump administration's quick implementation of tariffs, which have...

Macro Hive Conversations With Bilal Hafeez

Ep. 252: Jay Pelosky on How US Equities Could Underperform Rest of the World

Jay Peloski founded TPW Advisory and developed the concept of a tripolar world, advocating for self-sufficiency in Europe, Asia, and the Americas,...

Macro Hive Conversations With Bilal Hafeez

Ep. 213: Bilal Hafeez on Fed Cuts, Dollar Strength and AI Hype

Summary: The CEO and head of research at Macro Hive, who previously worked at top financial institutions and grew up in a working class immigrant...

Macro Hive Conversations With Bilal Hafeez