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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.
A short-form weekly video blog designed to keep you aligned with our evolving macro thinking. Each episode breaks down the key developments shaping the landscape, highlights where the data supports—or challenges—our core views, and shares the charts commanding our attention right now.
This episode of On Our Radar breaks down the key developments shaping the market landscape, highlights where the data supports—or challenges—our core views, and spotlights the charts commanding our attention right now. We also wrap up with some Hotwire insights on price action.
The consensus on Wall Street is that the equity rally will broaden out, and that’s certainly the preliminary conclusion to draw from the price action. But how much should investors lean on the idea of a broadening rally? Will economic fundamentals support the wider market, or is Wall Street relying too hard on the WH successfully “running it hot?
In this MacroCapture interview, Chris Poch, founder of Promethium Advisors and author of Money and Meaning: What I’ve Learned from Advising the Very Wealthy, shares hard-earned insights from 40+ years advising ultra-high-net-worth families. In conversation with MI2’s Harry Melandri, they discuss how to think beyond returns—covering investment quality, tax efficiency, and preparing the next generation. Whether you’re planning for retirement or legacy, this is a powerful long-term perspective.