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Macro Hive Conversations With Bilal Hafeez

Bilal Hafeez
Macro Hive Conversations With Bilal Hafeez
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316 episodes

  • Macro Hive Conversations With Bilal Hafeez

    Ep. 356: Tina Fordham on the Geopolitics Super Cycle, Iran's Oil Shock, and Trump's Global Impact

    01/05/2026 | 45 mins.
    Tina Fordham is a Geostrategist, Author and Advisor to board and C-Suite leaders on a mission to transform how leaders navigate the changing global environment. Her signature theses on the Geopolitics Supercycle, PQ (Political Quotient) and Vox Populi Risk have entered the popular lexicon, while the tools developed by Fordham Global Foresight have demonstrated how geopolitics can be integrated into business strategy. 

    Fordham was Wall Street's original Chief Global Political Analyst, spending 17 years at Citigroup. She created Eurasia Group's financial markets research business; was appointed to the United Nations' first HighLevel Panel on Women's Economic Empowerment; and has served as a Senior Advisor to the U.K. Prime Minister and 2-and 3-star Generals. 

    Tina is a member of the International Advisory Boards of Columbia University's School of International and Public Affairs, her alma mater, and Cambridge University's Centre for Geopolitics. She hosts "The Navigator", produced in collaboration with the London Stock Exchange, and is a frequent guest on CNN, CNBC and Bloomberg. 

    Her forthcoming book, Mad World: A Geostrategy Survival Guide for Business Leaders, will be published in July 2026 by Whitefox. In this podcast, we discuss:
    The Geopolitics Super Cycle
    The 1973-Scale Oil Shock
    Europe's "Barely Controlled Panic"
    The 2026 Greenland Maneuver
    Venezuela and the Iran "Jujitsu" Move
    China's "Silent" Advantage
    The Rise of Middle Powers
    Raising Your "PQ" (Political Quotient) 

    You can follow Tina's work on X, LinkedIn, and the Fordham Global Foresight website. You can also contact Tina here,
  • Macro Hive Conversations With Bilal Hafeez

    Ep. 355: Phil Suttle on Oil Market Shocks, Inflationary AI, and the Fed's Hawkish Pivot

    24/04/2026 | 43 mins.
    Phil is the founder of Suttle Economics – a leading research consultancy. Before that, he held senior roles at Tudor, the Institute of International Finance (IIF), JP Morgan, Barclays, the New York Fed and World Bank. He was educated at Oxford University and lives in the US. In the podcast, we talk about:
    The Oil Price Shock and "Negative Supply Curve" Impact 
    US Economic Stagnation and Population Seismic Shift
    AI as a Short-Term Inflationary Impulse
    The Fed's Potential Hawkish Pivot
    European and Japanese Central Bank Outlooks
    China's Resilience and the "Thucydides Trap"
    Market Rotations and the "Safe Asset" Shift
    US Midterms and Trade Tensions
  • Macro Hive Conversations With Bilal Hafeez

    Ep. 354: Nader Itayim on Iran's Hormuz Stranglehold, GCC Tensions, and the Oil Market's Recovery

    17/04/2026 | 47 mins.
    Nader is Argus' Middle East editor, based in Dubai. Argus is a leading independent provider of global energy and commodity market intelligence. Nader has more than 15 years of experience covering oil and gas in the region, and today heads up the company's Middle East and OPEC coverage. Prior to moving to Argus in 2015, Nader spent five years with the Middle East Economic Survey (MEES) weekly in Cyprus. In this podcast, we discuss:
    Fragmented GCC Stances
    Iran's Hormuz "Stranglehold"
    The "Zero Enrichment" Stalemate
    The Hormuz Transit Toll
    US Naval Blockade Tactics
    Downstream Infrastructure Damage
    Returning Shut-in Production
    Bypassing the Strait
  • Macro Hive Conversations With Bilal Hafeez

    Ep. 353: Rory Johnston on the Hormuz Ceasefire, Oil Supply Losses, and Navigating Energy Security

    10/04/2026 | 49 mins.
    Rory Johnston is a Toronto-based oil market researcher, the founder of Commodity Context, a lecturer at the University of Toronto's Munk School of Global Affairs and Public Policy, as well as a Fellow with both the Canadian Global Affairs Institute and the Payne Institute for Public Policy at the Colorado School of Mines. Prior to founding Commodity Context, Rory led commodity economics research at Scotiabank. In this podcast, we discuss:
    The Billion-Barrel Supply Gap
    Physical Insurance and Pipelines
    The "Toll Booth" Strait
    Sanctions as a Safety Valve
    Wealth vs. Shortages
    China's Strategic Resilience
    The "Unilateral Taco" Scenario
    Long-Term Energy Optionality
  • Macro Hive Conversations With Bilal Hafeez

    Ep. 352: Richard Schimel on Platform Evolution, Collaborative Culture, and Navigating Market Risks

    06/04/2026 | 37 mins.
    Richard Schimel is the Co-Founder and Co-CIO of Cinctive Capital Management – a leading multi-strategy alternative asset manager. Rich has over 30 years of experience in the investment management industry.  Prior to Cinctive, Rich was Head of Aptigon Capital, a division of Citadel, where he served on the firm's Portfolio Committee. Before that, Rich founded and served as the CIO of Sterling Ridge Capital. Earlier in his career, Rich co-founded Diamondback Capital, where he co-managed the firm as well as portions of the firm's overall investment strategy. Before Diamondback, Rich began his buy-side career at SAC Capital, where he was a portfolio manager. In this podcast, we will discuss:
    The "Sweet Spot" for Alpha 
    Silos vs. Collaborative Culture 
    Protecting the Left Tail
    AI Beyond Tech: The Power Theme
    The Pendulum Swing to Hedge Funds
    Middle East: The New Financial Hub
    The "Pattern Recognition" of Talent  
    Fed and Sector Outlook

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About Macro Hive Conversations With Bilal Hafeez

We talk economics and markets with leading policymakers and investors.
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