Macro Hive | Playlist

Samm Sacks On The US-China Data War, TikTok And EU Data Sovereignty

In this episode, I talk with Samm Sacks. She is a Cybersecurity Policy and China Digital Economy Fellow at New America. Her research focuses on emerging information and communication…

Professor Justin Stebbing On Expecting A COVID Vaccine Before The US Election

In this episode, I talk with Professor Justin Stebbing. He is a professor in the Faculty of Medicine at Imperial college London. He initially trained at Oxford, before having…

John Kay On Smaller Government And Business Failure, And Why Greed Is Dead

John Kay is one of the UK’s leading economists. His books on the tax system, corporate strategy and banking have been widely praised. He helped establish the Institute of…

Charlie McElligott On Everything Duration, Secular Growth Trades And US Elections

Charlie McElligott is the leading experts on all things positioning, flow, sentiment and quant factors. He is a Managing Director and Cross-Asset Macro Strategist for the Global Markets Americas…

Saeed Amen On Trading Models, Alternative Data And Python

In this episode, I talk with Saeed Amen. He is the founder of Cuemacro, which provides investors with quant research and analysis. Over the past fifteen years, Saeed has…

Edward Misrahi On Decluttering Your Investment Process, EM Crises, And Current Risks

In this episode, I talk with Edward Misrahi. Edward is the CIO and Founder of Ronit Capital – a leading emerging markets focused hedge fund. He founded the fund…

Juliette Declercq On Why Equities Are Not Overvalued

In this episode, I talk markets with Juliette Declercq. She’s a leading macro strategist and runs JDI research. She has close to twenty years market experience, including stints at…

Dirk Willer On Emerging Markets Rallying, EM Inflation And Latam Challenges

This episode is supported by private equity platform Moonfare. In this show, I talk with Dr. Dirk Willer. He’s a Managing Director and Global Head of Emerging Markets FX…

Michael Pettis On China Exporting Of Debt, Class War And Role Of Chinese Yuan

Michael Pettis is someone who I have followed closely over my career and he is one of the most widely followed China experts in the investor community. He is…

Professor Yaneer Bar-Yam On Ending COVID, Vaccine Complacency And Business Responsibility

This episode is supported by private equity platform Moonfare. In this show, I talk with Professor Yaneer Bar-Yam. He is the founding president of the New England Complex Systems…