Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
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The Final Flight of Captain Forrester
1 The Final Flight of Captain Forrester | 1. The Mystery of Tiny 05 38:05
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LikedIn late 1972, U.S. Marine Captain Ron Forrester disappeared on a bombing run into North Vietnam. Back home in Texas, his family could only wait and hope. Audio subscribers to Texas Monthly can get early access to episodes of the series, plus exclusive interviews and audio. Visit texasmonthly.com/audio to join. Go to HelloFresh.com/FLIGHT10FM to get 10 Free Meals with a Free Item For Life.…
Ep. 250: Dominique Dwor-Frecaut on Non-Consensus View on Fed and Trump 2.0
Manage episode 460382033 series 2640191
Content provided by Bilal Hafeez. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bilal Hafeez or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Dominique Dwor-Frecaut is the Chief US economist and macro strategist for Macro Hive and is based in Los Angeles. Before that, she worked at various hedge funds including Bridgewater. Prior to the buy side, she worked at the New York Fed, the IMF, and the World Bank. She holds a PhD in economics from the London School of Economics. This episode covers how Trump 2.0 is different from Trump 1.0, key Trump policies to watch, what consensus is getting wrong on US growth, and much more.
Follow us here for more amazing insights:
https://macrohive.com/home-prime/
267 episodes
ShareManage episode 460382033 series 2640191
Content provided by Bilal Hafeez. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bilal Hafeez or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Dominique Dwor-Frecaut is the Chief US economist and macro strategist for Macro Hive and is based in Los Angeles. Before that, she worked at various hedge funds including Bridgewater. Prior to the buy side, she worked at the New York Fed, the IMF, and the World Bank. She holds a PhD in economics from the London School of Economics. This episode covers how Trump 2.0 is different from Trump 1.0, key Trump policies to watch, what consensus is getting wrong on US growth, and much more.
Follow us here for more amazing insights:
https://macrohive.com/home-prime/
267 episodes
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Macro Hive Conversations With Bilal Hafeez
1 Ep. 306: Ken Rogoff on Dollar Decline, Debt Worries and Fed Independence 1:52:36
1:52:36 Play Later Play Later Lists Like Liked1:52:36
Play Later Play Later Lists Like LikedKenneth Rogoff is Maurits C. Boas Professor at Harvard University, and former chief economist at the IMF. He has long ranked among the top dozen most cited economists and is an international grandmaster of chess. His influential 2009 book with Carmen Reinhart, This Time Is Different: Eight Centuries of Financial Folly, shows the remarkable quantitative similarities across time and countries in the roots and aftermath of debt and financial crises. Rogoff is also known for his pioneering work on central bank independence, and on exchange rates. He is co-author of the widely used graduate text, Foundations of International Macroeconomics. Ken’s latest book is Our Dollar, Your Problem: An Insider’s View of Seven Turbulent Decades of Global Finance and the Road Ahead. In this podcast we discuss Rogoff’s early life and background as a chess prodigy, Yale, MIT and mentors like Rudy Dornbusch and Stan Fischer, Rogoff’s groundbreaking paper on central bank independence, 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…
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Macro Hive Conversations With Bilal Hafeez
1 Ep. 305: James van Geelen on ‘Haves vs Have Nots’ Theme, AI and Tariffs 49:05
49:05 Play Later Play Later Lists Like Liked49:05
Play Later Play Later Lists Like LikedJames van Geelen, founder of Citrini Research, which specializes in illuminating and demystifying the transformative 'megatrends' poised to shape societies, economies, and the market’s distribution of returns for years to come. In this podcast we discuss crossovers between emergency medicine and trading, importance of a beginner’s mindset, humility, and learning from others, macro and micro equals one feedback loop, 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…
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Macro Hive Conversations With Bilal Hafeez
1 Ep. 304: Zongyuan Zoe Liu on Calculated China vs Unpredictable US 1:01:39
1:01:39 Play Later Play Later Lists Like Liked1:01:39
Play Later Play Later Lists Like LikedZongyuan Zoe Liu is a senior fellow for China studies at the Council on Foreign Relations (CFR). Her work focuses on international political economy, global financial markets, sovereign wealth funds, supply chains of critical minerals, development finance, emerging markets, energy and climate change policy, and East Asia-Middle East relations. Dr. Liu is the author of ‘Can BRICS De-dollarize the Global Financial System?’ and ‘Sovereign Funds: How the Communist Party of China Finances its Global Ambitions’. In this podcast we discuss US-China tensions in run-up to Trump 2.0, Xi Jinping’s worldview and generational trauma, the strategic logic behind China’s limited retaliation, 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…
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Macro Hive Conversations With Bilal Hafeez
1 Ep. 303: Mirza Baig on Trump’s Trade Strategy, China Risks and Canada’s Dilemma 46:32
46:32 Play Later Play Later Lists Like Liked46:32
Play Later Play Later Lists Like LikedMirza has a track record of 20 years in the field of researching and trading global foreign exchange. His methodology is built on comprehensive research on underlying fundamentals, rigorous scenario analysis, and a low-frequency, high-conviction approach for idea generation. Mirza has worked at top-tier sell-side firms, including Morgan Stanley, BNP Paribas, Deutsche Bank, and Point 72, a multi-strategy hedge fund. Mirza is now based in Canada and works for Desjardins, where he focuses on G7 currency research. In this podcast we discuss why Trump is targeting Canada, understanding Trump’s broader approach, implications of Trump’s Liberation Day policies, 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…
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1 Ep. 302: Vania Stavrakeva on Macro News, Investor Flows and Trading Markets 49:54
49:54 Play Later Play Later Lists Like Liked49:54
Play Later Play Later Lists Like LikedVania Stavrakeva is an Assistant Professor of Economics at the London Business School and has a PhD from Harvard. She has extensively studied exchange rate determination and how monetary policy, macroeconomics news and beliefs impact exchange rate movements. She has also produced innovative research on the global network of equity holdings and their impact on equity, fixed income and exchange rate markets. This podcast covers new approaches to understand exchange rate drivers, how lagged macro news impacts markets, investor holdings and asset prices, 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…
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Macro Hive Conversations With Bilal Hafeez
1 Ep. 301: Andrew Polk on China’s Bet on Tech Supremacy 49:26
49:26 Play Later Play Later Lists Like Liked49:26
Play Later Play Later Lists Like LikedAndrew Polk is the co-founder and head of economic research at Trivium China, a Beijing-based strategic advisory firm. Before founding Trivium, he was China director at Medley Global Advisors. Previously, he was the resident China economist at The Conference Board’s China Center for Economics and Business. Andrew is the co-author of The Long, Soft Fall in Chinese Growth (The Conference Board, 2015) and maintains a deep network of professional contacts in the official, academic, and business communities in China (built over a decade of living in China and working on China issues). This podcast covers China’s unique development model, Xi Jinping’s economic philosophy, transitioning from property-driven growth to new industries, 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…
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Macro Hive Conversations With Bilal Hafeez
1 Ep. 300: Gary Gerstle on Decoding Trump: Power & Chaos (Live at Cambridge University) 53:04
53:04 Play Later Play Later Lists Like Liked53:04
Play Later Play Later Lists Like LikedGary Gerstle is the Paul Mellon Professor of American History Emeritus and Paul Mellon Director of Research at the University of Cambridge. He is the author and editor of more than ten books, including two prize winners, American Crucible: Race and Nation in the Twentieth Century (2017) and Liberty and Coercion: The Paradox of American Government from the Founding to the Present (2015). His most recent book, The Rise and Fall of the Neoliberal Order: America and the World in the Free Market Era (2022), was chosen as a Best Book of 2022 by the Financial Times and Prospect Magazine. He has also testified before the US Congress on immigration matters. This podcast was recorded before a live audience at the University of Cambridge. It covered differences between Trump 2.0 and Trump 1.0, unitary executive and the increasing concentration of power in the presidency, public displeasure with the government, inefficient federal government, and DOGE, 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…
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Macro Hive Conversations With Bilal Hafeez
1 Ep. 259: Thanos Papasavvas on Trump’s (Unsurprising) Geopolitical Shock 51:05
51:05 Play Later Play Later Lists Like Liked51:05
Play Later Play Later Lists Like LikedThanos is the Founder and CIO of ABP Invest, which he founded in 2015. He began his career as an Economist for the UK Government Economic Service through the Civil Service Fast Stream during the ERM Crisis of 1992. Thanos then embarked on a 20-year asset management career with CSFB Investment Management (Credit Suisse) and Investec Asset Management (Ninety-One) managing assets across fixed income, emerging markets, multi-asset and currency management. In this podcast, we discuss Russia-Ukraine and Trump vs EU, whether Europe can step up, US vs China, 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…
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Macro Hive Conversations With Bilal Hafeez
1 Ep. 258: Randy Schwimmer on Why Private Credit Is Performing 50:49
50:49 Play Later Play Later Lists Like Liked50:49
Play Later Play Later Lists Like LikedRandy Schwimmer is Vice Chairman of Churchill, where he oversees the Investor Solutions Group. Previously, he served as Co-Head of Senior Lending, responsible for senior lending origination and capital markets. Randy also serves on the firm’s Executive Committee and Senior Lending Investment Committee. Randy is also the Founder and Publisher of The Lead Left, Churchill’s weekly newsletter reviewing deals and trends in the capital markets. He also produces Private Capital Call, a monthly podcast. Prior to Churchill, Randy held senior roles at BNP Paribas and JP Morgan Chase. In this podcast, we discuss how macro is affecting private credit, what companies make good private credit candidates, deal activity, M&A and LBOs, 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…
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Macro Hive Conversations With Bilal Hafeez
1 Ep. 257: Joe Lavorgna on Trump Supercharging US Growth 37:53
37:53 Play Later Play Later Lists Like Liked37:53
Play Later Play Later Lists Like LikedJoe Lavorgna is a Managing Director and Chief Economist for SMBC Nikko Securities. He was previously the Chief Economist for the Americas at Natixis. While there, Joe took a one-year leave of absence to serve in the Trump administration, where he was Special Assistant to the President, and Chief Economist of the National Economic Council. Prior to Natixis, Joe spent 20 years with Deutsche Bank Securities in the Global Markets Division, where he was considered one of the leading Wall Street economists. Joe is also a Senior Fellow at the America First Policy Institute, a Washington, D.C.-based think tank. In this podcast, we discuss what it was like working for Trump, why Trump is now more effective, thoughts on tariffs, taxes and immigration, 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…
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Macro Hive Conversations With Bilal Hafeez
1 Ep. 256: Max Stier on Trump Ripping Up Government 45:42
45:42 Play Later Play Later Lists Like Liked45:42
Play Later Play Later Lists Like LikedMax Stier is President and CEO of the Partnership for Public Service. The Partnership has been widely praised as a thought leader on federal government management issues. Max has worked previously in all three branches of the federal government. Most recently, Max worked at the Department of Housing and Urban Development, having served as the Deputy General Counsel for Litigation. In this podcast, we discuss how Presidential transitions typically work, problems with Federal government, why tearing down government will not work, 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…
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Macro Hive Conversations With Bilal Hafeez
Chris Johnson spent nearly two decades at the CIA focusing on China and Asia. Today, Chris is the President and CEO of China Strategies Group. He also serves as a Senior Fellow on Chinese Politics at the Asia Society Policy Institute’s Center for China Analysis and is a senior fellow in the office of the president at the Center for Strategic and International Studies (CSIS), the preeminent foreign and security policy think tank in Washington, DC. In this podcast, we discuss working at the CIA, what type of leader is Chinese President Xi Jinping, how US policy towards China has evolved since Obama, 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…
M
Macro Hive Conversations With Bilal Hafeez
1 Ep. 254: Jonny Matthews on US Economy and Why the Fed Will Not Cut in 2025 1:00:07
1:00:07 Play Later Play Later Lists Like Liked1:00:07
Play Later Play Later Lists Like LikedJonny Matthews is a senior portfolio manager at Fortem Capital and creator of SuperMacro, an institutional-level macroeconomic research platform. Before that, he spent 12 years as a partner at Brevan Howard, where he managed a $500 million investment portfolio. Earlier in his career, Johny spent 11 years at Citigroup, leading a team in equity derivatives trading following the acquisition of Salomon Brothers, where he began his career. His expertise spans fixed income, equities, FX, credit, and derivatives strategies, including relative value and volatility arbitrage trading. This podcast covers lessons learned during his time at Saloman Brothers and Brevan Howard, experience of trading before the GFC, thoughts on the US economy – growth, inflation and tariffs, 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…
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Macro Hive Conversations With Bilal Hafeez
1 Ep. 253: Barry Eichengreen on Trump Trade Policy, Dollar Status and Debt Crises 43:38
43:38 Play Later Play Later Lists Like Liked43:38
Play Later Play Later Lists Like LikedBarry Eichengreen, Professor of Economics and Political Science at the University of California, Berkeley, is a former senior policy adviser at the International Monetary Fund. He is the author of many books, including ‘In Defense of Public Debt’ (Oxford University Press, 2021). In this podcast, we discuss the inflation regime, which central banks are most independent, whether Trump can influence the Fed, 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…
M
Macro Hive Conversations With Bilal Hafeez
1 Ep. 252: Jay Pelosky on How US Equities Could Underperform Rest of the World 46:16
46:16 Play Later Play Later Lists Like Liked46:16
Play Later Play Later Lists Like LikedJay Pelosky is the founder of TPW Advisory. He has over 35 years of buy-side and sell-side financial market experience. Before going independent, Jay was at Morgan Stanley, where he was ranked #1 by Institutional Investor in Global Equity Strategy and Global Asset Allocation Strategy. In this podcast, we discuss how US, Europe and Asia are fighting over AI, climate and defence, fiscal capacity matters for growth stories, global equity bull market still in play, 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…
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Similar to Macro Hive Conversations With Bilal Hafeez
Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
…
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Paisa Vaisa is India's premier podcast on personal finance, boasting over 4 million downloads, featuring over 200 hours of insightful content and discussions, hosting more than 250 guests, and presenting a wealth of knowledge through over 450 episodes. Since 2017, Paisa Vaisa hosts experts from mutual funds, stocks, real estate, loans, education financing, insurance, and much more. It has recently introduced a sub-series offering valuable insights in businesses and entrepreneurship. You can ...
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Peter Schiff is an economist, financial broker/dealer, author, frequent guest on national news, and host of the Peter Schiff Show Podcast. The podcast focuses on economic data analysis and unbiased coverage of financial news, both in the U.S. and global markets. As entertaining as he is informative, Peter packs decades of brilliant insight into every news item. Join the thousands of fans who have benefited from Peter’s commitment to getting the real story out to the world.
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