Bilal Hafeez of Macro Hive on the Paradigm Shift in Global Markets

Mar 29, 2022

This week we had the pleasure of welcoming Bilal Hafeez, founder, CEO and Head of Research at Macro Hive, and the host of the Macro Hive Conversations podcast. We had a broad global macro conversation that included:

• Bilal’s journey in the finance industry through North America, Asia and back to Europe
• Retiring from corporate life and founding a ‘hive-mind’ research firm
• A top-down approach with an eye for structural trends and a cyclical view
• Interest rates as the main concern for both retail and institutional clients
• Central Banking dichotomy – austere in developing nations, creative across the G7
• The US Dollar as the ‘cleanest dirty shirt’
• Does the US dollar system still serve the best interest of the US?
• The gravity-defying paradox of equity markets (especially in recent weeks)
• The Ukrainian war and a global commodity shock
• The prospects of an energy crisis
• An upcoming US recession and the possibility of yet another policy blunder by the Fed
• Navigating the spike in uncertainty with a large cash position
• Digital assets – a multitude of use cases, evolving regulations, and long-term bullishness
• The podcast guests that have changed his views over time
• And much more

This is “ReSolve’s Riffs” – live on YouTube every Friday afternoon to debate the most relevant investment topics of the day, hosted by Adam Butler, Mike Philbrick and Rodrigo Gordillo of ReSolve Global* and Richard Laterman of ReSolve Asset Management.

 

*ReSolve Global refers to ReSolve Asset Management SEZC (Cayman) which is registered with the Commodity Futures Trading Commission as a commodity trading advisor and commodity pool operator. This registration is administered through the National Futures Association (“NFA”). Further, ReSolve Global is a registered person with the Cayman Islands Monetary Authority.