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Macro Hive Conversations With Bilal Hafeez

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Dec 22, 2020

Michael Auerbach is the Founder of Subversive Capital, which is dedicated to investing in radical companies. He sits on the Board of Directors of Tilray, Inc. – the first Nasdaq-listed global cannabis company – and holds several directorships with companies that Subversive invests in. He also serves as a Senior...


Dec 18, 2020

Dr Ashley Lenihan is a leading expert on the relationship between foreign direct investment and national security and is the author of ‘Balancing Power without Weapons: State Intervention into Cross-Border M&A’. She is the Head of Policy and Engagement at the British Academy of Management (BAM), a visiting Fellow at...


Dec 11, 2020

This episode is supported by private equity platform Moonfare.

One of our most popular guests, legendary Jim Leitner, returns on this episode. He gives his take on the big picture themes of the day, how best to implement trades and much more, specifically we discuss:

  1. Why the rotation trade from growth to value may not...


Dec 4, 2020

In this show, I talk with Professor Kevin Dowd. He is professor of finance and economics at Durham University and an adjunct scholar at the Cato Institute. He has written extensively on the history and theory of free banking, central banking, financial regulation, and monetary systems. His books include Private Money:...


Nov 30, 2020

This episode is supported by private equity platform Moonfare.

I’m a big fan of the new HBO show Industry. It follows a group of young graduates competing for  permanent positions at fictional investment bank, Pierpoint & Co. It’s the most authentic depiction of a trading floor that I have seen on a TV show, so I...