Macro Hive Conversations With Bilal Hafeez

Bilal Hafeez•macrohive.com

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Investing

We talk economics and markets with leading policymakers and investors.

Last refreshed: June 19th, 2026 at 8:21 AM

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Episodes

Phil Suttle On V-Shaped Recoveries, Inflation And Euro Break-Up Risks

In this episode, I have a conversation with one of my favourite global economists, Phil Suttle. He's got the credentials having worked at J.P. Morgan, the Fed, World Bank, Barclays and Tudor, but it's his analysis that stands out. In the podcast, we talk about: (1) How to forecast growth when economies lock-down. (2) Whether the policy responses so far will make a difference and how Asia is behaving differently. (3) The chances of a second-half recovery. (4) How the world will look after COVID. ...

Apr 10, 2020•42 min•Ep. 4

John Butler On Why Gold Could Go To $5,000

In this episode, I have a conversation with one of the leading experts on gold, John Butler. He has spent 25 years in the financial industry, worked at some of the top banks and has even written a book on gold (The Golden Revolution). In the podcast, we talk about: Valuation frameworks for gold The relationship between oil and real interest rates with gold The insurance properties of gold How gold behaves around regime changes in political and monetary systems Comparisons between gold and bitcoi...

Apr 03, 2020•39 min•Ep. 3

An Original Take On The COVID Crisis – Time As A Symptom

In this episode, we're lucky to have a conversation with one of the most original macro thinkers, the Macro Dilettante . He prefers not to disclose his name, but I've known him for years and is a super experienced market pro having worked at asset managers, in alternative investments and at pension funds. Back in January, he warned me about the global consequences of COVID and I mistakenly didn't heed his advice until much later. During our conversation, we talk about the importance of understan...

Mar 27, 2020•44 min•Ep. 2

George Goncalves On Whether The Fed Can Save Markets

With the country in lockdown, we've decided to launch a podcast show to better reach our audience. In our inaugural episode, I speak to George Goncalves about the recent volatility in markets, what's going in dollar cash markets, what the Fed can do and whether we could enter a depression. I also review some of the pieces we've put out on Macro Hive over the past week including ones on tracking the COVID virus, the odds of a US recession, the importance of real yields and the possibility of stag...

Mar 20, 2020•29 min•Ep. 1

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