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.
What's Actually Priced In?
27:43Mish 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
Don't Take Your Eyes Off Gold
52:44Peter 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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Michael Gayed: This Bear’s Got Long Legs
45:17It’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. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Don't Wait Until January
1:43Happy 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. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Is China Still Open for Business?
54:17Dr. 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. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Justin Huhn on Why We’re Going Nuclear
53:36Justin 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. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Luke Gromen on Why It's Best to "Be Long Energy" Right Now
53:00Luke 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. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Dan Rasmussen on When It’s Time for Small-Value Stocks
58:28Which economic indicator is the most reliable for confirming we’re in a crisis? According to Verdad Capital founder and portfolio manager Dan Rasmussen, it’s high-yield spreads. Identifying the key relationships across the globe isn’t hard. Formulating an approach that surfaces alpha when spreads spike is where it gets difficult. Per Rasmussen, the best way to act in such environments is through small-value equities. Rasmussen explains why it makes sense and how to time the trade in a captivating episode of The Next Big Trade. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Harry Melandri Reflects on a Remarkable Journey
58:22On this week’s special episode of The Next Big Trade, we draw from Harry Melandri’s appearance on My Life in 4 Trades, Real Vision’s uniquely introspective podcast where the brightest minds in finance share the two best and two worst trades of their careers. Here, Harry shares with Maggie Lake remarkable stories from his time at UBS, Deutsche Bank, and the Bank of England, highlighting the lessons he’s learned along the way. Learn more about your ad choices. Visit podcastchoices.com/adchoices
The Godfather of MMT Explains It All
51:39Warren Mosler, an American economist and entrepreneur, is perhaps the leading proponent of Modern Monetary Theory (MMT). But what is MMT? And how can it help us understand what’s happening at a macro level right now? Mosler explains it all to Harry Melandri on another riveting episode of The Next Big Trade. Learn more about your ad choices. Visit podcastchoices.com/adchoices