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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.
Harry Melandri takes you through MI2’s 2026 outlook. What should you expect from the main macro variables? How will policy respond? What will this mean for the dollar and global risk markets? The analysis will walk you through the biggest risks and the likely sources of volatility, but also the main opportunities. Specifically, what appears to be an underappreciated WH policy shift amounting to a massive private sector monetary expansion. How should you position for what’s coming?
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.
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.
As we approached the December FOMC meeting, it appeared that the recent bond market rally had run its course. Earlier concerns that the Fed might not deliver had proven unduly pessimistic. Some of this reflects the Fed’s risk aversion. As inflation concerns have abated, the greater risk to Fed forecasts lies in the labour markets. But what does all this mean for markets as we approached year end?
MI2 Partners Harry Melandri and Julian Brigden sit down with seasoned technical analysts Kevin Wadsworth and Patrick Karim of Northstar Badcharts, known for their chart-driven macroeconomic insights. With backgrounds in military meteorology, systems engineering, and psychology, the guests combine over 30 years of trading experience and a rigorous approach to forecasting. Their analysis focuses on capital rotation processes and long-term macroeconomic cycles, particularly highlighting shifts in capital toward precious metals and commodities. As structural forces shift in the global economy, the conversation explores how historical parallels—especially the late 1960s and 1970s—may inform today’s unfolding financial landscape. Through the lens of charting and technical evidence, the group examines signals of a “Super Capital Rotation Event,” rising inflationary pressures, and the potential implications for asset allocation, from equities and gold to oil and uranium. This discussion provides forward-looking perspectives for navigating a high-risk, high-opportunity market environment.
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.
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