The Next Big Trade

Raoul Pal & Why The Bond Market is the Ultimate Truth Teller

The Next Big Trade

Show Notes

Real Vision Co-Founder and CEO, Raoul Pal, joins Harry on the debut episode of The Next Big Trade to discuss his unique financial journey, potential opportunities in US bond markets, and much more.

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Jul 17, 2023

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. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Jun 21, 2023

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. Learn more about your ad choices. Visit podcastchoices.com/adchoices

May 27, 2023

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. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Feb 2, 2023

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. Learn more about your ad choices. Visit podcastchoices.com/adchoices

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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. Learn more about your ad choices. Visit podcastchoices.com/adchoices

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