The Next Big Trade is a weekly podcast forecasting future trends in macro and digital markets. Every week we talk to the biggest names in finance to see what they’re targeting as their next big buy.
Aug 09 2022 . 51 MIN
Jeff Snider on the “Grotesquely Upside Down” Eurodollar Futures Curve
Jeff Snider, the chief strategist at Atlas Financial and the co-host of the Eurodollar University podcast, joins Harry Melandri to talk about the “grotesquely upside down” Eurodollar futures curve in another gripping episode of The Next Big Trade. Jeff and Harry also discuss the implications of a rising U.S. dollar and the consequences of a collateral shortage for the global financial system.
Aug 02 2022 . 27 MIN
Lawson Steele on Energy and the Future of Europe
Lawson Steele, one of the most respected analysts of carbon trading and EU Emissions Trading System markets, joins Harry Melandri to talk about the effect of Russia’s invasion of Ukraine on European energy supply and demand, sharing an informed perspective on the short-, medium-, and long-term future for the political and economic union.
Jul 26 2022 . 47 MIN
Rob Dugger Spots Potholes of Economic Growth
Rob Dugger, the founder of Hanover Investment Group and a co-founder of ReadyNation, joins host Harry Melandri for a special episode of The Next Big Trade. Rob shares his thoughts on how inequality has created malinvestment in the U.S. and why investing in infrastructure and national security could help the economy regain strength and stability.
Jul 19 2022 . 68 MIN
Doomberg, Michael Kao, and Harry Melandri Gather for a High-Level Energy Summit
On this week’s jam-packed episode of The Next Big Trade, Doomberg, a Substack star and a low-key FinTwit legend, and Michael Kao, the CIO of the Kao Family Office, join Harry Melandri to talk about everything happening across crude oil, natural gas, and other key energy markets. Doomberg, Michael, and Harry survey the current landscape, ponder what’s on the horizon, and debate solutions to a developing global energy crisis.
Jul 12 2022 . 57 MIN
Shawn Hackett on the Art of Trading Agricultural Commodities
Shawn Hackett is the president of Hackett Financial Advisors, a firm that helps investors and hedgers (most notably farmers but end-users too) make better decisions when they get involved in agricultural commodities markets. Shawn joins Harry Melandri to talk about how weather patterns figure into commodity price forecasting, what impact current geopolitical factors could have on those prices, why we could face a cattle shortage, and much more.
Jul 06 2022 . 30 MIN
Legendary Investor Jim Rogers Talks About the Federal Reserve, War in Eastern Europe, and Commodities
Quantum Fund and Soros Fund Management co-founder Jim Rogers joins Harry Melandri for a special episode of The Next Big Trade. Rogers, discussing the possibility of a bear market, notes that he doesn’t have much confidence in the Federal Reserve. He also explains why he sees a lot of value in precious metals and agricultural commodities.
Jun 28 2022 . 45 MIN
Steve Saretsky Says Canada’s Red-Hot Housing Market Will Cool
Realtor Steve Saretsky is the author of one of Vancouver’s most popular real estate blogs. Steve joins Harry Melandri to talk about everything to do with Canada’s housing market. He’s bearish because mortgage rates are rising rapidly while consumer debt levels are already very high. Vancouver, Toronto, and other major Canadian markets have been red-hot for years. But people in those markets are now highly leveraged. Steve sorts through the implications and forecasts what’s next for housing in Canada.
Jun 15 2022 . 62 MIN
Nick Halaris Explains Why He’s Still Bullish on the U.S. Housing Market
The U.S. housing market boomed during the COVID-19 pandemic. Demand surged, as low interest rates fed a desire to find more space. What happens now, with the average 30-year mortgage rate up to 5.5% from 3.0% at the beginning of 2022? Nick Halaris of Metros Capital believes the market will remain resilient, and he explains why in a fascinating episode of The Next Big Trade.
Jun 07 2022 . 58 MIN
Paul Hodges Says Investors Should Stop Fed-Watching
Paul Hodges of The pH Report and New Normal Consulting joins Harry Melandri for a fascinating conversation on global macro. Hodges believes investors must stop paying attention to every move the Federal Reserve makes and must start paying attention to the fundamentals of equity analysis again.
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