Macro Hive Conversations With Bilal Hafeez
Business:Investing
Nick Rohatyn is Founder and serves as Chief Executive Officer of The Rohatyn Group. TRG is a global asset manager specialising in emerging markets and real assets, with over $8bn in assets under management. Prior to founding TRG in 2002, Nick spent 19-years at J.P. Morgan, including 5 years as a member of J.P. Morgan’s executive management team, holding a variety of leadership positions in emerging markets, foreign exchange, commodities, credit markets, and e-commerce functions. In this podcast we discuss pivotal moments for EM from Brady bonds to Global Financial Crisis, the impact of low rates and rise of China on EM, the mportance of local knowledge in EM, and much more.
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Ep. 217: Mustafa Chowdhury on Surging Wealth, Hidden Bond Buyers and Fed Mistakes
Ep. 216: Dominique Dwor-Frecaut on Inflation Persistence, Immigration Surge and Trump Effect
Ep. 214: Lindsay Politi on Higher Inflation Regime, Recession Risks and Debt Dynamics
Ep. 213: Bilal Hafeez on Fed Cuts, Dollar Strength and AI Hype
Ep. 212: Nick Baltas on Mastering Systematic Strategies from Alpha to AI
Ep. 211: John Coates on How a Few Financial Institutions Control Everything
Ep. 210: Mark Koyama on What Makes Some Nations Richer Than Others
Ep. 209: Darrell Duffie on Treasury Market Dysfunction, Dollar Dominance and CBDC
Ep. 208: David Dredge on Inflation, Underpriced Risks and Sharpe Ratio Flaws
Ep. 207: Dave DeWalt on Cyber Warfare, Attacks on US Election, and AI
Ep. 206: Nigel Toon on How AI Thinks and How We Can Control It
Ep. 205: Gary Gerstle on Unprecedented Trump, Unrecognised Biden, and Unusual Times
Ep. 204: Claudia Sahm on Inflation Risks, Fed Cuts, and Recession
Ep. 203: Melanie Mitchell on Can Artificial Intelligence Beat Human Thinking
Ep. 202: Alberto Gallo on Trump, Fiscal Risks, and Market Outlook
Ep. 201: Henry Ritchotte on Managing Banks, Start-Ups, and the New Investment Era
Ep. 200: Julia Azari on Trump’s Dictatorial Powers, Biden’s Unpopularity, and US Elections
Ep. 199: Dominique Dwor-Frecaut on Fed Slashing Rates and Trump Winning
Ep. 198: Chris Rauh on How to Use AI to Predict Conflicts
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