最佳Bilal播客 (2024)

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Ep. 243: Charles Engel on Currency Models, Carry Trades and Capital Flows 39:12

9h ago39:12

39:12

Charles Engel is Donald Hester Professor of Economics at the University of Wisconsin. He is also a Research Associate at the National Bureau of Economic Research and a Research Fellow at the Centre for Economic Policy Research. He has been a consultant to the Dallas and Chicago branches of the U.S. Federal Reserve, the European Central Bank, and th…

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Son, Empathy is Great. Until it Destroys you 10:36

3d ago10:36

10:36

How can empathy destroy you? Isn't it a good thing to have, as a human being? Yes, it is. It's what makes us human, what keeps us civilized and sane. Without it, we are simply self-centred, stone-hearted savages. If you look at the world around you and you see all the pain and suffering: poverty, oppression, exploitation, unjust wars, destruction o…

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Ep. 242: Alberto Gallo on Trump Impact, Geopolitics and Favourite Markets 30:50

8d ago30:50

30:50

Alberto Gallo is Chief Investment Officer and Co-founder at Andromeda Capital Management. Prior to that, Alberto initiated and ran the Global Credit Opportunities fund at Algebris Investments. Previously, he ran macro credit research at RBS in London, and served in senior research roles at Goldman Sachs in New York, Bear Stearns in New York and Lon…

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Keep them Dumb to Control Them 9:42

8d ago9:42

9:42

We know that the modern schooling system has its flaws. But I maintain that it is more than just a mundane yet flawed system: It is, in fact, a harmful system that has some very ominous objectives. If you look into history of the schooling system, you will see that it was designed to produce simple, obedient factory workers, not thinkers and schola…

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Why AI Can Never Match the Human Brain 9:42

8d ago9:42

9:42

New science proves that it is impossible for AI to match the human brain, let alone become sentient. Keep in touch with me, Tik Tok Instagram Facebook X Linked In Thanks for listening!由Bilal

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How I discovered Gen "WHY" 14:08

14d ago14:08

14:08

We need to give our children real SKILLS that they will use in school and beyond. 👉🏽Skills that they can use for personal and professional growth. ⭐️ Skills like tech proficiency, critical thinking, design thinking and communication. ⚡️We’ve just released a one-of-a-kind Accredited Online Technology Curriculum for high school learners. 🔗 Please hav…

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Ep. 241: Gary Gerstle on Trump’s Big Win and the Future of American Politics 53:39

14d ago53:39

53:39

Gary Gerstle is the Paul Mellon Professor of American History Emeritus and Paul Mellon Director of Research at the University of Cambridge. He is the author and editor of more than ten books, including two prize-winners, American Crucible: Race and Nation in the Twentieth Century (2017) and Liberty and Coercion: The Paradox of American Government f…

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Ep. 240: Ebrahim Rahbari on US Election Trades, Fed Cycle and German Challenges 43:07

22d ago43:07

43:07

Ebrahim Rahbari is an independent strategist and economist. Previously, he was Chief Currency Strategist and Global Head of Foreign Exchange Analysis at Citi. The team was top ranked in the Institutional Investor Global Fixed Income Survey. Prior to that, Ebrahim was Head of Global Macroeconomics at Citi. Ebrahim studied at Oxford and holds a PhD i…

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I want to give away my Super Power 12:53

25d ago12:53

12:53

My super power is the ability to see opportunities that technology provides in pretty much any industry. In the past 8 weeks I've spoken at a bank, an educational conference, a Halaal food conference and a conference for religious leaders. Naturally, people wonder how I can speak at such a diverse range of places, to such diverse people. As much as…

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Ep. 239: Thomas Drechsel on Measuring Political Pressure on Fed, Predicting Fed, and Better Nowcasts 49:49

29d ago49:49

49:49

Thomas Drechsel is Assistant Professor at the Economics Department of the University of Maryland. His research focuses on monetary policy, the role of commodities for emerging market economies, as well as real-time monitoring of economic activity. His work has been published in the Review of Economic Studies, the American Economic Journal and the J…

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To all you REJECTS out there: I want you! 9:23

1M ago9:23

9:23

If you feel like you don’t fit in, then maybe you are better than the system. This video is the story of people who were rejected by the system and then proved the system wrong. Keep in touch with me, Tik Tok Instagram Facebook X Linked In Thanks for listening!由Bilal

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Ep. 238: Rory Johnston on Oil to $65, Middle East Risks and Trump Agenda 55:45

1M ago55:45

55:45

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 Commodit…

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Ep. 237: Antonio Del Favero on the Fed’s Mistake, Inflation Risks and Financial Conditions 48:58

1M ago48:58

48:58

Antonio Del Favero is a macro strategist at Macro Hive. He focuses mainly on the US economy and markets and G5 FX. Formerly, he worked at various macro hedge funds, including Tudor, Maniyar Capital and Brevan Howard. He holds a master’s in finance from the ETH/University of Zurich and a master’s in economics from Bocconi University. In this podcast…

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Doubt is a Cancer. Here's how to kill it 11:47

1M ago11:47

11:47

Unlike fear, which drives action, doubt leaves you stuck and erodes your confidence. I cover three common areas of doubt: - Self-doubt – Overcome it with self-reflection and growth. - Product/service doubt – Address it through solid market research. - Marketing/sales doubt – Experiment and adjust until you succeed. Keep in touch with me, Tik Tok In…

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iKhunzi Isematholeni - The bull is among the calves 9:50

1M ago9:50

9:50

Every child is a great leader in the making. It is up to us, the parents and teachers, to shape the child. And we can do this correctly, or in a way that has disastrous consequences, both for the child and society. No one says it like the Zulu people: there is an old isiZulu saying that "the bull is among the calves", which means that among any gro…

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Ep. 236: Sean McMeekin on the Return of Communism 1:17:36

2M ago1:17:36

1:17:36

Sean McMeekin PhD was educated at Stanford University and the University of California, Berkeley. Having visited American and European battlefields, libraries and archives, venturing as far east as Russia and Turkey, he now teaches at Bard College. His eight award-winning books include ‘Stalin's War: A New History of World War’. His latest book is …

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Ep. 235: Christian Schwarz on AI Bubbles, Using AI in Trading and Synthetic Data 42:12

2M ago42:12

42:12

Christian is Managing Director and Head of Data Science in the financial markets division at Standard Chartered. He focuses on credit and previously worked at Mizuho and Credit Suisse. His postgraduate studies were in financial mathematics. In this podcast we discuss whether we are in an AI bubble, why credit markets have lagged other markets in ad…

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Ep. 234: Jay Pelosky on Bullish Equities, Early Cycle US and Trump Losing 1:00:18

2M ago1:00:18

1:00:18

Jay Pelosky is the founder of TPW Advisory. He has over 35 years of buy-side and sell-side financial market experience. Before going independent, Jay was at Morgan Stanley, where he was ranked #1 by Institutional Investor in Global Equity Strategy and Global Asset Allocation Strategy. In this podcast, we discuss what the chances of recession are, U…

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The Teenage Myth: Time to treat them like Adult 22:28

2M ago22:28

22:28

I am always amazed at the intellectual potential of young people. That's why I challenge modern assumptions about adolescence. Where did the concept of "teenagers" come from, and why were teens in pre-industrial societies treated as adults? I believe it's the colonial legacy that shaped today’s views. It’s time to rethink how we engage with teenage…

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Ep. 233: Mirza Baig on Best EM Trades, Fed Easing and China Carry Trade 30:23

2M ago30:23

30:23

Mirza Baig is a senior EM strategist at Macro Hive. He has been researching and trading global FX and rates products for 20 years. His career boasts affiliations with premier sell-side entities such as Morgan Stanley, BNP Paribas, and Deutsche Bank. Moreover, his invaluable expertise from the buy-side perspective at Point 72 positions him uniquely …

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Do you REALLY know your customers? 17:07

2M ago17:07

17:07

Here’s the MAIN reason you are not selling: you don’t know your customers as well as you think you do. Most entrepreneurs THINK they know their customers, but they really don’t. In this episode I explain why. Keep in touch with me, Tik Tok Instagram Facebook X Linked In Thanks for listening!由Bilal

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Ep. 232: Bob Elliott on US Recession Odds, Fed Policy and Equity Risks 36:33

3M ago36:33

36:33

Bob Elliott is the Co-Founder of Unlimited, which uses machine learning to create index replication ETFs of alternative investments, like hedge funds. Prior to founding Unlimited, Bob was a Senior Investment Executive at Bridgewater Associates, where he served on the Investment Committee (G7) and led Ray Dalio’s personal investment research team fo…

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Bringing Knowledge and Collaboration to You 27:56

3M ago27:56

27:56

As someone who believes that the customer always comes first, I’ve listened to the requests from many of you asking for talks and workshops in your local communities. This podcast explains why I’m committed to making this happen. By bringing people together in various towns and cities, we’re creating more than just educational opportunities. We’re …

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Ep. 231: J. Doyne Farmer on Making Sense of Chaos 46:12

3M ago46:12

46:12

J. Doyne Farmer is Director of the Complexity Economics Programme and Professor of Complex Systems Science at the University of Oxford. He is also External Professor at the Santa Fe Institute and Chief Scientist at Macrocosm. He was a founder of Prediction Company, a quantitative automated trading firm that was sold to UBS in 2006. His book, Making…

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Career choices: You are being lied to 15:21

3M ago15:21

15:21

Half of university students admit they made the wrong choice. Don't be one of them. That is my message to high school students in Gqeberha (Port Elizabeth). Find your passion, and then choose a career that is in line with it. Keep in touch with me, Tik Tok Instagram Facebook X Linked In Thanks for listening!…

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Ep. 230: Shawn Edwards on How Bloomberg Is Using AI 43:47

3M ago43:47

43:47

Shawn Edwards is Bloomberg’s Chief Technology Officer. Based in New York, he oversees the development of Bloomberg’s global technology strategy. In 2017, Shawn was named in the top ten of the Institutional Investor Tech 40 – an annual ranking of financial industry technology leaders. Prior to joining Bloomberg in 2003, Shawn worked for Bear Stearns…

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Big News for South African Entrepreneurs! 17:50

3M ago17:50

17:50

We are bringing in the big guns to help South African Entrepreneurs! In this week's episode I speak to Mohammed Jassat, Marketing Manager of Roshgold, our co-organizer of the upcoming Entrepreneurship in Sandton workshop. We discuss the reasons for running these workshops, what is covered, and what is the long term plan to assist entrepreneurs. To …

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Ep. 229: Brad Setser on Yen Carry Trade, US-China Trade, and US Profit Offshoring 57:49

3M ago57:49

57:49

Brad Setser is the Whitney Shepardson senior fellow at the Council on Foreign Relations. His expertise includes global trade and capital flows, financial vulnerability analysis, and sovereign debt restructuring. He regularly blogs at Follow the Money. Brad served as a senior advisor to the United States Trade Representative from 2021 to 2022, where…

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Olympic Games: the Dark Secret 27:11

3M ago27:11

27:11

My son wanted to know if the Olympic Games made business sense for the host cities. So we decided to look into it, and our findings were shocking! We look at some of the dark sides to the games, and the fallout that host cities and countries have to deal with. Keep in touch with me, Tik Tok Instagram Facebook X Linked In Thanks for listening!…

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Ep. 228: Liang Ding on China’s Economy and Markets 44:34

4M ago44:34

44:34

My colleague Mirza Baig hosted this podcast on my behalf. Liang is a markets professional, with 20 years’ experience as a portfolio manager, quantitative analyst, currency strategist, and China economist. He has spent most of his career based in Germany, where he earned his PhD and worked at several asset managers including DWS. Liang recently retu…

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4 Ways To Replicate Nvidia's Massive Success 19:21

4M ago19:21

19:21

Nvidia is now the most valuable company in the world, and in history. How did they achieve this? I believe Nvidia used some age-old strategies to dominate the market. In this episode we examine some of the reasons for Nvidia's phenomenal success, and how we can apply those lessons to our own businesses, no matter the size and type of business. Keep…

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Ep. 227: Álvaro Cartea on AI Manipulating Markets (and What to Do About It) 55:42

4M ago55:42

55:42

Álvaro Cartea is Professor of Mathematical Finance in the Mathematical Institute, University of Oxford, and director of the Oxford-Man Institute of Quantitative Finance. He is a founding member and deputy chairman of the Commodities & Energy Markets Association (CEMA). Before coming to Oxford, Álvaro was Reader in Mathematical Finance at University…

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Does my son have any regrets joining the family business? 26:23

4M ago26:23

26:23

Did Zax make the right choice? In this episode we focus on Zax, and look at what he initially thought about my advice, and how it worked out for him and me. We also discuss the career choices people make, and why so many people make the wrong choice. After all, more than half of university students admit they've made the wrong choice. Keep in touch…

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Ep. 226: Gary Gerstle on Kamala Impact, Trump Policies and Political Realignments 47:14

4M ago47:14

47:14

Gary Gerstle is the Paul Mellon Professor of American History Emeritus and Paul Mellon Director of Research at the University of Cambridge. He is the author and editor of more than ten books, including two prize-winners, American Crucible: Race and Nation in the Twentieth Century (2017) and Liberty and Coercion: The Paradox of American Government f…

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My Scary Big Vision 21:37

4M ago21:37

21:37

I have been talking about visionary leadership, and when I came up with a visionary plan, it scared me. But I said to myself: if it scares you, then it must be good. It must be worth it. And so here I am, outlining my plan to you and the world. Because it's time for change. Keep in touch with me, Tik Tok Instagram Facebook X Linked In Thanks for li…

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Ep. 225: Dr Pippa Malmgren on Trump’s Plans, Peace Dividend, and Space Tech 54:05

4M ago54:05

54:05

Dr. Pippa Malmgren is an economist who makes sense of the world economy by writing books, founding tech businesses, advising policymakers around the world and through public speaking and teaching. She lectures at Sandhurst and is a Founder member of the Lunar University, a NASA-originated project to ensure the first human institution on the moon re…

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These People Will Rule The World 25:00

4M ago25:00

25:00

How do we survive and thrive in an uncertain future? The answer to that lies in visionary leadership and that's why I'm obsessed with the topic. You see, I need to be a visionary leader, whether I like it or not. Because I'm an entrepreneur. And entrepreneurs cannot take the first step without a vision. And once they start, they cannot survive with…

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Ep. 224: Philipp Carlsson-Szlezak and Paul Swartz on Macro Shocks, Crises, and False Alarms 57:58

4M ago57:58

57:58

Philipp Carlsson-Szlezak is Boston Consulting Group (BCG)’s Global Chief Economist and a managing director and partner in the firm’s New York office. Paul Swartz is Senior Economist and executive director at BCG. He co-leads the Center for Macroeconomics at the BCG Henderson Institute in New York. They have recently published a new book, ‘Shocks, C…

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How I Transformed My Classes with AI: A Problem-Solving Approach 26:29

5M ago26:29

26:29

You will never learn in the same way again. Learning is about to get more enjoyable, engaging and empowering. Thanks to AI! Welcome to a captivating episode where we delve into the future of learning with Bilal Kathrada, the visionary founder of IT Varsity. In this episode, we explore emerging trends in education technology and what the future hold…

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Ep. 223: Shahin Vallée on French Election Fallout, Second Round Scenarios, and Germany’s Debt Brake 25:58

5M ago25:58

25:58

My colleague Henry Occelston hosted this podcast on my behalf. Shahin Vallée is a senior fellow at the German Council on Foreign Relations (a German think tank) and also a Board Member overseeing Europe coverage at the Observatory group, a geopolitical macro-advisory firm. He was previously an economic advisor to the President of the European Counc…

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Visionary Parenting 31:53

5M ago31:53

31:53

Do you ever wonder how to navigate the world of tech as a parent? How do we keep kids safe, while giving them opportunities to learn tech? Let's be clear: learning tech is not an option but a necessity. Tech mastery will enable kids to be Visionary Leaders. Visionary leadership is not optional. In the uncertain world of the future, it will be neces…

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Ep. 222: Boris Vladimirov on US Exceptionalism, Europe Risks and China Weakness 48:53

5M ago48:53

48:53

Boris is one of the leading macro thinkers in the market. He is a managing director at Goldman Sachs. Before GS, he was partner and portfolio manager at Rokos Capital Management, Fortress, and Brevan Howard. Boris started his career on the sell side, which included working at UBS and Dresdner. Boris gives his personal opinions and not those of Gold…

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Learning to Transform 28:06

5M ago28:06

28:06

Learning is about so much more than just knowledge acquisition. It is (or should be!) a transformative experience. Transformational learning is where the learner becomes a different version of themselves. It's like going into a kind of pupa stage, and emerging as a new person. There are 4 stages on the transformational learning journey: Stage 1: Kn…

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Ep. 221: Vasileios Gkionakis on European Election Fallout, Fed and Fiscal Risks 39:15

5M ago39:15

39:15

Vasileios is Head of Europe Economics and Strategy at Aviva Investors – a £226bn global asset management firm. Based in London, he is responsible for monitoring and analysing macroeconomic developments and markets as well as formulating major asset class views, leading research and strategy in the UK and Europe. Previously, he held senior research …

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My little Spy mission to India 17:31

5M ago17:31

17:31

How did India position itself as a world-class contender in the tech space? What was their secret? And how can we learn in and apply it in Africa? In 2007 I went to India to figure that out. The result was that I started IT varsity. What exactly did I learn there, and how did I apply it? That's what I talk about here. Keep in touch with me, Tik Tok…

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Ep. 220: George Selgin on Fed Independence, Poor Operations and Inflation 1:03:34

5M ago1:03:34

1:03:34

George Selgin is a senior fellow and director emeritus of the Center for Monetary and Financial Alternatives at the Cato Institute and professor emeritus of economics at the University of Georgia. He is the author of numerous books, including ‘The Theory of Free Banking’, ‘Floored! How a Misguided Fed Experiment Deepened and Prolonged the Great Rec…

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I can't teach you business 25:54

5M ago25:54

25:54

No one can. You can't teach a person how to run a successful business. Sure, you can teach the principles of business, but running a business is like riding a bicycle - you have to jump on and ride for your life. You cannot read a book or do a course and learn to ride one. So, my son Zax asks some of your most nagging questions about business; like…

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ACE that interview like a BOSS 31:59

6M ago31:59

31:59

Do you want to land that dream job? Do you want to get the salary you want? Do you wonder how to ace that interview LIKE A BOSS? Here's some solid advice from someone who has been on BOTH sides of the interview table. Hint: It's not difficult or scary or intimidating as you may think. Keep in touch with me, Tik Tok Instagram Facebook X Linked In Th…

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Finding peace in uncertainty 23:19

6M ago23:19

23:19

If you feel life is like a small boat in rough seas, then this is for you. Very often we find in our lives, jobs, businesses, relationships, careers - you name it - there is a lot of uncertainty. And it can be maddening! The BAD news is, we cannot completely avoid uncertainty. That's just life. The GOOD news is, we can manage it. Even find PEACE in…

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Ep. 219: Jason Furman on Inflation Persistence, Fed Policy and Debt Levels 40:14

6M ago40:14

40:14

Jason Furman is the Aetna Professor of the Practice of Economic Policy jointly at Harvard Kennedy School (HKS) and the Department of Economics at Harvard University. He is also non-resident senior fellow at the Peterson Institute for International Economics. Previously, Furman served eight years as a top economic adviser to President Barack Obama, …

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