Jul 17 2023 . 65 MIN

Is it Time for European Banks to Shine? w/ Seamus Murphy

With sustained, blow-out household spending in the Eurozone, inflation can continue for longer than anticipated. Seamus Murphy, founder, and managing director of Carraighill joins Harry Melandri of MI2 Partners to discuss why European banks could outperform asset managers and private equity in this scenario.

Jun 21 2023 . 51 MIN

When Opportunities and Timing Perfectly Align w/ Osman Ozsan

Harry Melandri of MI2 Partners welcomes Osman Ozsan, CEO and CIO of Deuterium Capital Management, to explore the assets and sectors he's targeting, such as energy commodities, the yuan, the Hong Kong dollar, and AI tech.

May 27 2023 . 45 MIN

UK Commercial Real Estate Is Undervalued w/ Tom Caddick

Harry Melandri of MI2 Partners welcomes Tom Caddick, managing director at Nedgroup Investments, to explore why UK commercial real estate is an overlooked and particularly unique investment opportunity given the current macro backdrop.

Feb 02 2023 . 25 MIN

What's Actually Priced In?

Mish Schneider of MarketGauge.com and Harry Melandri of MI2 Partners are here to explore whether this market is paying attention to all the necessary factors. We’ll dive deep into the setup that Mish thinks is the next big trade: gold.

Dec 15 2022 . 50 MIN

Don't Take Your Eyes Off Gold

Peter Brandt is the CEO of Factor LLC, a global trading firm he founded in 1980 that trades proprietary capital, forex, futures, fixed income, and equity markets. Brandt is widely recognized as one of the finest classical chartists in the world, and now he joins MI2 Partners’ Harry Melandri to break down why all signs are pointing to a major move in gold in 2023. Brandt also shares why he’s interested in Bitcoin and breaks down several eye-popping charts throughout the episode.

Dec 01 2022 . 43 MIN

Michael Gayed: This Bear’s Got Long Legs

It’s already been a tough, strange 11 months for everyone – and 2022’s not over yet. On a weekly interval basis, the S&P 500 has been in the red for more than 60% of the year. Treasuries have gone through multiple, nasty downturns and haven’t exactly performed counter to traditional risk assets. How much longer will this bear last? Are there any signs of hope? Michael Gayed, portfolio manager at Tidal Investment Group and the publisher of The Lead-Lag Report, joins Harry Melandri to break it all down on another fascinating episode of The Next Big Trade.

Nov 24 2022 . 1 MIN

Don't Wait Until January

Happy Thanksgiving to our American listeners. We have a special episode today focusing on how to get your portfolio prepared for 2023. What’s most worth monitoring as we approach the new year? Harry Melandri identifies three critical issues shaping markets right now – and he previews the time-sensitive series “Don't Wait Until January" available to Real Vision subscribers now: https://www.realvision.com/shows/dont-wait-until-january. 

Nov 16 2022 . 52 MIN

Is China Still Open for Business?

Dr. Komal Sri-Kumar founded macroeconomic consulting firm Sri-Kumar Global Strategies to advise multinational firms and sovereign wealth funds on risk and opportunity around the world. Sri joins Harry Melandri to explain why China’s global ambitions represent a major macro risk and, at the same time, how emerging markets have never had more potential for growth.

Nov 10 2022 . 51 MIN

Justin Huhn on Why We’re Going Nuclear

Justin Huhn, the founder of Uranium Insider, joins Harry Melandri for a compelling conversation about the resurgence of nuclear as a baseload power option and rising demand for uranium in the latest episode of The Next Big Trade.

Nov 03 2022 . 51 MIN

Luke Gromen on Why It's Best to "Be Long Energy" Right Now

Luke Gromen, the founder and president of Forest for the Trees, is a highly respected voice in the global macroeconomic research community. Luke joins Harry Melandri to explain why he’s long energy. He also talks about major shifts in global trade and volatility in the sovereign debt market on another captivating episode of The Next Big Trade.