![Macro Hive Conversations With Bilal Hafeez artwork](https://is3-ssl.mzstatic.com/image/thumb/Podcasts113/v4/bc/8f/d9/bc8fd9ad-2648-186b-e133-65bbefeaf3ff/mza_15227119946816915432.jpg/100x100bb.jpg)
An Original Take On The COVID Crisis – Time As A Symptom
Macro Hive Conversations With Bilal Hafeez
English - March 27, 2020 17:43 - 44 minutes - 102 MBInvesting Business News Business News finance investing economics Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: George Goncalves On Whether The Fed Can Save Markets
Next Episode: John Butler On Why Gold Could Go To $5,000
In this episode, we’re lucky to have a conversation with one of the most original macro thinkers, the Macro Dilettante. He prefers not to disclose his name, but I’ve known him for years and is a super experienced market pro having worked at asset managers, in alternative investments and at pension funds. Back in January, he warned me about the global consequences of COVID and I mistakenly didn’t heed his advice until much later.
During our conversation, we talk about the importance of understanding time as well prices in markets, the significance of pension funds in this crisis, the possibility of bonds selling-off and what policymakers should do to fix the crisis.