Macro Hive Conversations With Bilal Hafeez

Alex Gurevich is the founder of HonTe Investments. After earning a PhD in mathematics from the University of Chicago, he leveraged his passion for strategic gaming into a lucrative Wall Street career. He has been hailed by The Wall Street Journal as the star trader of J.P. Morgan, where he served as Managing Director in charge of global macro trading and, in 2020, was leading HonTe's macro strategy when he ranked second by net return according to BarclayHedge. Alex is the bestselling author of The Next Perfect Trade and The Trades of March 2020. In this podcast, we discuss: 
The 10-Year "Test of Time" Retrospective
The "Swim with the Tide" Framework  
Rethinking "Tight Stops" in Risk Management  
Strategies to Overcome Portfolio Paralysis  
Betting on the "Necessary" vs. "Sufficient"  
Japan's Search for the "Perfect Trade"  
The Case for the Fed Returning to 0%  
AI-Driven Technological Displacement  
Energy as the "Bottleneck" for AI Growth  
Evolving Views on Option Usage

Marc Elovitz is Global Head of Investment Management Regulatory at McDermott Will & Schulte – a leading global law firm. Marc advises private fund managers on running their businesses consistent with all relevant laws, regulations and legal requirements. Marc's cutting-edge work also covers the latest trends of interest to private funds, including blockchain technology and digital assets. He advises on the legal and regulatory considerations involving virtual and digital currency business initiatives and the blockchain technology behind them. In this podcast, we discuss:
From Litigation to Regulation
The Private Market Boom
"Project Crypto" and Regulatory Harmonisation
Beyond Digital Gold
The Yield Obstacle in Stablecoins
Future-Proofing Digital Assets
The Trust Factor in Private Equity
Solving the AI Explainability Crisis
The Delaware Governance Battle
Perspective through Fiction

Sean McGould – the founder/CEO of the Lighthouse Group – an approximately $17 billion investment management firm. Prior to Lighthouse, Sean was the Director of the Outside Trader Investment Program for Trout Trading Management Company. Before joining Trout, he worked for Price Waterhouse in auditing and corporate finance. In this podcast we discuss:  
The Multi-Strategy Investment Approach
The Selective "War for Talent" 
Adapting to Trump 2.0 Volatility 
Targeting Real Returns vs Gold 
AI: A Digital Tool, Not a Total Bubble 
Redefining Value in the Digital Age 
Japan's Shareholder Value Pivot 
Centralised Planning Risks in China 
Patience in Tight Credit Markets 
The 2026 Macro Outlook 

You can get more information on Sean's firm here 

The commentary contained in the above article/podcast does not constitute an offer or a solicitation, or a recommendation to implement or liquidate an investment or to carry out any other transaction. It should not be used as a basis for any investment decision or other decision. Any investment decision should be based on appropriate professional advice specific to your needs.

Srividya Jandhyala is a professor of Management at ESSEC Business School in Singapore. Her research focuses on global strategy, geopolitics, and international business. She is the author of the best-selling book 'The Great Disruption: How Geopolitics is Changing Companies, Managers, and Work'. Before ESSEC, she was a Fung Global Fellow at Princeton University. She also served on the faculty of George Washington University in Washington, D.C., and she received her PhD in Management from the Wharton School at the University of Pennsylvania. In this podcast, we discuss:
Geopolitics as a Structural Headwind 
The End of the "Flat World" 
Why Corporate Nationality Trumps Product 
Lessons from Mining and Energy Sectors
The Jenga Tower of Global Friction
Sovereign AI and Geopolitical Tech
China's "Singapore" Playbook
The Erosion of the Rules-Based Order
Localization and the "Societal License" to Operate
The Shift from "Event-Based" Thinking

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:  
Trump's Bullish Paradox  
Importance of China's SPR
Why OPEC+ Hiked Production
The "Oil on Water" Overhang  
Venezuela and Iran
2026 Outlook  
US Shale's H2 Roll-over
Long term demand outlook