Macro Hive Conversations With Bilal Hafeez

Jesper Koll is Board Director at the Okinawa Institute of Science and Technology (OIST), founder and board director of Asia Society Japan, and Global Ambassador @ Monex Group and the Tokyo Financial Center. He previously served as Chief Strategist and Head of Research in Japan for major U.S. investment banks, including J.P. Morgan and Merrill Lynch. In this podcast, we discuss: Japan's Holistic Socioeconomic Model Transitioning from Abenomics Macro to a Stock-Picker's Market Defence Exports as Prime Minister Takaichi's Flagship Industrial Driver Breaking Factional Deals: The Shift Toward Political & Corporate Meritocracy Takaichinomics & the 370 Trillion Yen Public-Private Industrial Policy Corporate ROI, Overseas Earnings, and Energy Constraints (Modular Reactors) The US-Japan $550 Billion Deal vs. Domestic Revitalisation Bank of Japan Policy Normalisation & JGB Market Liquidity Dollar/Yen Outlook & US Monetary Policy Spillovers Demographic Sweet Spots & Japan's Pragmatic AI Strategy The Evolution of Startup Culture & Established Corporate M&A China Realities, Taiwan Synergies, and Korean Competition 

Shahin Vallée is a former advisor to the President of the European Council (Herman Van Rompuy) and to the French Minister of Economy (Emmanuel Macron). He is also a researcher in political economy at DGAP (German Council on Foreign Relations) and a leading economic and political analyst. In this podcast, we discuss: French Budget vs. Political Crisis The Far-Right vs. Far-Left Runoff Scenario French Polling Mechanics & Constituency-Level Risks Le Pen's Fiscal Rule & Brussels Confrontation Mélenchon's Surge & Centrist Fragmentation General Election Scenarios & Governance Gridlock ECB Interventions & German Political Friction 2027 ECB Leadership Transition & European Risks

Tomasz Nadrowski is a portfolio manager at the Amvest Terraden Critical Minerals Fund. He was a former Director at the World Economic Forum and Vice President of Business Development at AngloGold Ashanti, then the world's largest gold producer. Tomasz has spent over fifteen years managing commodity and mining equity portfolios for hedge funds and family offices across the U.S., Europe, and Asia.  He is fluent in seven languages and a regular contributor to Oxford Analytica. He combines deep industry knowledge with a strategic understanding of how resources, markets, and power intersect in today's shifting geopolitical landscape. He is also the host of the podcast Tyranny Today. In this podcast, we discuss: End of Pax Americana & Asymmetric Tech Vulnerability of Maritime Chokepoints The Sword Over the Shield (Wars of Attrition) Western Re-Industrialization & Refining Bottlenecks Rise of Western Hemisphere Energy Dominance China's Critical Mineral Valve & "Game of Chicken" Russian Gray-Zone Warfare in Europe AI as Human "Unburdening" 

Alex Edmans is a Professor of Finance at London Business School and is one of the world's leading academics on company purpose, social value, and profit. Alex has a PhD from MIT as a Fulbright Scholar and was previously a tenured professor at Wharton and an investment banker at Morgan Stanley. In this podcast, we discuss: Amateur vs. Professional Behavioural Errors Direction Right, Speed Wrong in AI and Tech Bubbles The Limits of Contrarian Strategies Herding Mechanics and Social Network Traps Slow Uptake on Corporate Intangibles Subtle C-Suite Tells: AGMs and Corporate Jets Arithmetic Misreactions and Narrow Framing The Anchoring Trap & Disposition Bias Overconfidence in Amateur Stock-Picking Exploiting a Long Investment Horizon 

Paul Cavey is a China-focused Asia economist with twenty-five years of experience covering the region. He runs East Asia Econ. Previously, he was a macro strategist in the global bond team at Wellington Management, head of China economics at Macquarie Securities and chief China economist at the Economist Intelligence Unit. In this podcast, we discuss: AI Hardware Demand & Regional Supply Chains Taiwan's Real GDP Expansion vs. Korea's Terms-of-Trade Shock Taiwan's Negative Real Interest Rates & Inflation Outlook East Asia's Resilience to Global Energy Shocks Bank of Korea Policy Hikes & Won FX Dynamics Japan's Fiscal Revenue Boom & Manufacturing Catch-Up BOJ Policy Path, Persistent Inflation, and Yen Weakness China's Property Slump & Incremental Credit Easing China's Auto Export Surge & Sovereign Tech Stack Sovereign Balance Sheet Divergence & CGB Market Dynamics