Real Vision: The Next Big Trade Podcast
1) 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 MI...Show More
2) 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 ...Show More
3) 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...Show More
4) 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 ...Show More
5) 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...Show More
6) 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 thr...Show More
7) 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 M...Show More
8) 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...Show More
9) 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 e...Show More
10) 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. H...Show More