An excellent, wide ranging conversation with Bilal Hafeez, the founder and CEO of Macro Hive. Bilal does a great job extracting life lessons from my 30-year career, thoughts on current markets, and even lessons for young people just starting their career. You can watch here or listen on Spotify or wherever you listen to podcasts.
Working at the Fed and what made Greenspan good
Historical context for Trump revolution
Core MAGA policies
Is Trump breaking the rules-based system?
Why US growth will be strong
Fed may NOT cut rates
European growth outlook is negative
Impact of Middle East risks
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