Harry Melandri

Harry Melandri, advisor at MI2 Partners and author of Thoughts from the Divide, weighs in on whether the recent stock bounce is a genuine recovery or a fiscal-boost trap. He unpacks the surprising sell-off in gold, silver and Bitcoin. He explains why Kevin Warsh is not an inflation hawk and explores policy moves, reshoring limits, and hedging strategies as markets price in possible slowdowns.

Harry Melandri, a senior advisor at MI2 Partners with extensive experience in central banking and bond markets, shares his insights on troubling trends in private credit and the implications of recent Fed actions. He discusses signals of distress in private credit funds and the effects of potential regulatory changes on monetary and fiscal policies. Melandri argues that relaxed banking supervision could lead to a bullish environment for markets but warns of long-term risks associated with deregulation. He also highlights crypto and stablecoin opportunities in the evolving financial landscape.

Harry Melandri, a senior advisor at Arque Advisors and author of Respice Finem, dives into U.S.-China trade negotiations and the anticipated market reactions. He discusses the impact of proposed tariffs and the resilience of China's manufacturing sector, while highlighting supply chain vulnerabilities. The conversation also touches on global geopolitical tensions, particularly between India and Pakistan, and their implications for U.S. interests. Melandri concludes with insights into bond market complexities and their interplay with trade wars.

Harry Melandri, advisor at MI2 Partners, and Vincent Deluard, Director of Global Macro at StoneX, discuss risk assets and the global economy. They also delve into Vincent's Macro Roadmap and potential QE by 2026.

Harry Melandri, from MI2 Partners, and Kim Flynn, founder of XA Investments, delve into the world of alternative investments. They discuss how private credit, real estate, and structured credit can enhance portfolio returns. The duo explains the allure of tangible investments and the complexities of accessing private equity and venture capital. They also emphasize the importance of understanding fee structures associated with these investments and advocate for diversification into alternative markets for better risk management.