LOCKED MacroCapture: Portfolio – February 2026
February 1, 2026
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In this Ask Me Anything session, Harry from the MI2 research team answered questions from the MacroCapture audience, offering insights into the team’s macro framework, current market risks, and how they’re thinking about positioning across assets. Topics included policy responses, global equity rotation, trade structuring, and strategies for managing risk in today’s environment.
I spent some time in Wisconsin last week (yes, it was cold), with a group of investors swapping ideas (and terrible jokes). The invite was