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Macro Hive Conversations With Bilal Hafeez | Wave AI Podcast Notes
Macro Hive Conversations With Bilal Hafeez
We talk economics and markets with leading policymakers and investors.
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17 episodes
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Episodes
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Ep. 354: Nader Itayim on Iran's Hormuz Stranglehold, GCC Tensions, and the Oil Market's Recovery
00:47:29
4/17/2026
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Ep. 353: Rory Johnston on the Hormuz Ceasefire, Oil Supply Losses, and Navigating Energy Security
00:49:32
4/10/2026
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Ep. 352: Richard Schimel on Platform Evolution, Collaborative Culture, and Navigating Market Risks
00:37:40
4/6/2026
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Ep. 351: Tyler Goodspeed on Recession Myths, the Reality of Economic Shocks, and Policy Hubris
00:43:49
3/27/2026
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Ep. 350: Tomasz Nadrowski on China's Mineral War, Western Supply Chain Gaps, and Global Resilience
00:49:04
3/20/2026
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Ep. 349: Nader Itayim on Iran's Regional War, the Hormuz Choke Point, and Global Energy Disruption
01:02:07
3/13/2026
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Ep. 348: Alex Campbell on Commodity Diversification, AI strategies, and the Moneyball Approach
00:57:11
3/6/2026
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Ep. 347: Raphaël Gallardo on Austrian Economics, Wobbling AI Bubbles, and Trump Risk Parity
00:46:13
2/27/2026
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Ep. 346: Alex Gurevich on US Return to Zero Rates, AI Productivity, and Managing Portfolio Paralysis
00:42:19
2/20/2026
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Ep. 345: Marc Elovitz on Private Market Evolution, Crypto's Regulatory Shift, and AI Explainability
00:33:34
2/13/2026
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