Macro Hive Conversations With Bilal Hafeez

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/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive

Mark Rzepczynski is the managing member and CEO of AMPHI Research and Trading, a consulting firm to institutional investors and hedge funds on derivatives markets across all asset classes. His 40 years of experience includes CEO Funds Group of FourWinds Capital Management, president, CIO of John W. Henry Inc, and head of taxable fixed income research at Fidelity Management and Research. He was assistant professor of finance at the University of Houston and is an associate editor of the Journal of Alternative Investments. In this podcast we discuss systematic vs discretionary trading, risk vs uncertainty, challenges of trading models, 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

Shawn Edwards is Bloomberg’s Chief Technology Officer. Based in New York, he oversees the development of Bloomberg’s global technology strategy. In 2017, Shawn was named in the top ten of the Institutional Investor Tech 40 – an annual ranking of financial industry technology leaders. Prior to joining Bloomberg in 2003, Shawn worked for Bear Stearns & Co. where he was a managing director in the company’s fixed income trading group. He has also held positions at Mentor Graphics and IBM. This podcast covers philosophy around tech innovation, product and infrastructure strategy, adapting to cloud, mobile and API-first, 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

Julia Azari is Professor in the Department of Political Science at Marquette University. She holds a Ph.D in political science from Yale University. Her research focuses on the American presidency, American political parties, political communication, and American political development. She is the author of ‘Delivering the People's Message: The Changing Politics of the Presidential Mandate’. She is a regular contributor to FiveThirtyEight.com, Politico, and The Washington Post. This episode covers what election results tell us about US politics, Trump’s executive power vs control over party, how Congress may push back on Trump, 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