Macro Capture

In this Strategy Session, Harry Melandri and Julian dive straight into the major macro forces shaping markets — from credit stress and the state of private lending, to the AI boom, equity positioning, recession risk, and the policy landscape in Washington. You’ll hear them mention Jeff Uscher, our long-standing Japan specialist and one of MI2’s most under-the-radar assets. We originally planned to include Jeff’s segment in this session, but—as you’ll hear—we unsurprisingly ran over time. The good news: Jeff’s full interview — featuring insights from one of MI2’s most experienced and unique voices — will be released next week. You’ll hear from one of the few true Western experts on Japan’s markets, policy shifts, and the pivotal changes underway. It’s a segment you won’t want to miss!