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Harry Melandri: The AI Bubble, Retail Mania & What Comes Next For Markets

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Manage episode 523433668 series 2921169
Content provided by Jonathan (Two Blokes Trading). All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jonathan (Two Blokes Trading) or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

the ai bubble, retail mania & what comes next for markets

Welcome to Season 3, Episode 16 of Two Blokes Trading. This week’s guest is Harry Melandri, a veteran macro strategist with over 30 years of experience across central banks, hedge funds, trading desks, and global macro research. Harry is now a Senior Advisor and Research Contributor at MI2 Partners (Macro Intelligence 2 Partners), where he helps decode systemic risks using predictive models, historical context, and policy insight.

🔗 Visit Harry’s profile at MI2 Partners

🎙️ About Harry Melandri

• Harry began his career at the Bank of England before moving into senior macro and trading roles at UBS, Deutsche Asset Management, and Aberdeen Asset Management.

• At MI2 Partners, he provides institutional clients with macro strategy insights, specializing in global central bank policy, interest rates, and structural market dynamics.

• Known for his bold commentary and deep historical perspective, Harry brings a refreshingly candid lens to today's volatile macro environment.

🔗 MI2 Partners – Team Page

🔎 What to Expect in This Episode

In this episode, Harry shares his journey into the financial markets, starting with why he joined the Bank of England straight out of college and what eventually led him to the trading floor. He breaks down the real mechanics of market-making, how liquidity provision actually works, and how those early experiences shaped his macro worldview.

We dig into the speculative energy behind today’s markets, the blurred line between hype and innovation in AI, and the role of retail traders in shaping liquidity and volatility. Harry also explains how political agendas, particularly in the U.S. and China, are increasingly driving economic outcomes, and why this moment may be more systemically fragile than 2008.

From policy narratives to portfolio action, this is a deep, honest, and timely look at what comes next for markets — and how traders can prepare.

🧠 About Two Blokes Trading

Two Blokes Trading is one of the world’s biggest trading podcasts, with over 900,000 listeners and a rapidly growing social media app built for traders. Our platform empowers retail traders with AI-driven tools, real-time sentiment analysis, and expert market insights. We turn complex data like insider trades and global trends into smart, actionable trade ideas once reserved for institutions. With cutting-edge tech and clear education, Two Blokes Trading helps everyday traders move faster, think smarter, and trade like pros.

Let me know if you want me to:

  continue reading

139 episodes

Artwork
iconShare
 
Manage episode 523433668 series 2921169
Content provided by Jonathan (Two Blokes Trading). All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jonathan (Two Blokes Trading) or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

the ai bubble, retail mania & what comes next for markets

Welcome to Season 3, Episode 16 of Two Blokes Trading. This week’s guest is Harry Melandri, a veteran macro strategist with over 30 years of experience across central banks, hedge funds, trading desks, and global macro research. Harry is now a Senior Advisor and Research Contributor at MI2 Partners (Macro Intelligence 2 Partners), where he helps decode systemic risks using predictive models, historical context, and policy insight.

🔗 Visit Harry’s profile at MI2 Partners

🎙️ About Harry Melandri

• Harry began his career at the Bank of England before moving into senior macro and trading roles at UBS, Deutsche Asset Management, and Aberdeen Asset Management.

• At MI2 Partners, he provides institutional clients with macro strategy insights, specializing in global central bank policy, interest rates, and structural market dynamics.

• Known for his bold commentary and deep historical perspective, Harry brings a refreshingly candid lens to today's volatile macro environment.

🔗 MI2 Partners – Team Page

🔎 What to Expect in This Episode

In this episode, Harry shares his journey into the financial markets, starting with why he joined the Bank of England straight out of college and what eventually led him to the trading floor. He breaks down the real mechanics of market-making, how liquidity provision actually works, and how those early experiences shaped his macro worldview.

We dig into the speculative energy behind today’s markets, the blurred line between hype and innovation in AI, and the role of retail traders in shaping liquidity and volatility. Harry also explains how political agendas, particularly in the U.S. and China, are increasingly driving economic outcomes, and why this moment may be more systemically fragile than 2008.

From policy narratives to portfolio action, this is a deep, honest, and timely look at what comes next for markets — and how traders can prepare.

🧠 About Two Blokes Trading

Two Blokes Trading is one of the world’s biggest trading podcasts, with over 900,000 listeners and a rapidly growing social media app built for traders. Our platform empowers retail traders with AI-driven tools, real-time sentiment analysis, and expert market insights. We turn complex data like insider trades and global trends into smart, actionable trade ideas once reserved for institutions. With cutting-edge tech and clear education, Two Blokes Trading helps everyday traders move faster, think smarter, and trade like pros.

Let me know if you want me to:

  continue reading

139 episodes

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