Why Bear Markets Are Great Buying Opportunities



Hedging your portfolio is like wearing your seat belt or engaging other safety features in your car, according to Steven Van Metre, who notes that the common thread here is “survival.”

If you can come out the other side of a bear market or an automobile accident OK, you’ve won. Surviving means the opportunity to buy solid assets at discounted prices.

And Van Metre, the founder, and president of Van Metre Financial believes game-changing opportunities are being made right now, as investors are forced to sell to raise cash.

In conversation with Harry Melandri, advisor at MI2 Partners, Van Metre singles out the bond market for particular interest right now, with a recession on the horizon.

He and Melandri also talk about what we should expect as the Federal Reserve pursues its monetary tightening program, including the implications of stagflation and deflation. Recorded on June 7, 2022.

#portfoliomanagement #bearmarket #marketcrash

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Can the Fed Do Anything But Fail? w/ Thomas Hoenig



With the September Federal Open Market Committee meeting this week in the aftermath of the August Consumer Price Index data coming in hotter than expected last week, investors are now 100% certain of a 75-basis-point rate hike come Wednesday.

Risks for the Fed run both ways: It could tighten the economy into a deep recession, or it could prematurely pivot and let inflation run its own elevated course.

Dr. Thomas Hoenig, the longest-serving Federal Reserve Bank president in history, joins MI2 Partners’ Harry Melandri to unpack the factors the central bank faces as it considers the next steps in its policy program, including quantitative tightening.

Dr. Hoenig, who led the Kansas City Fed for 20 years, was vice-chair of the FDIC from 2012 to 2018 and is now a distinguished senior fellow at the Mercatus Center, compares present circumstances to the 1970s, identifying mistakes the Fed must avoid repeating this time around.

As Dr. Hoenig and Harry discuss, the institution’s long-term credibility is at stake. Recorded on September 14, 2022.

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TIMESTAMPS:

1 Persistently Higher Inflation Continues to Surprise 01:44
2 What Parallels Are There Between the 1970s and Now? 06:01
3 The Moral Hazard of QE and the Significant Fallout from QT 13:00
4 The Politicization of Policy: Is the Fed Being Set Up for Failure? 27:10
5 The Impact of QT on Emerging Markets 36:06
6 The Takeaways 39:03

#federalreserve #fed #monetarypolicy

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Is China Still Open for Business?



Dr. Komal Sri-Kumar founded macroeconomic consulting firm Sri-Kumar Global Strategies to advise multinational firms and sovereign wealth funds on risk and opportunity around the world.

Sri joins Harry Melandri to explain why China’s global ambitions represent a major macro risk and, at the same time, how emerging markets have never had more potential for growth.

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#chinanews #china #chinaeconomy

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Rick Rule Makes the Case for Uranium



For the past 45 years, Rick Rule has been investing and speculating in the natural resource industry.

The president and CEO of Rule Investment Media and the chair of Equinox Gold joins Harry Melandri to talk about why he’s turning his focus to uranium.

In short, Rick is taking a long view on a resource that could help solve what will soon be a global energy crisis.

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#uranium #uraniumstocks #energycrisis

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What'll Break First? The Real Economy or the Markets?



The Federal Reserve is dealing with a complex set of fundamental factors – including elements that could make inflation “quite persistent” – as it tries to re-establish price stability in a U.S. economy perhaps forever altered by the COVID-19 pandemic and its aftermath.

That’s according to Dennis Lockhart, who served 10 years as the president of the Federal Reserve Bank of Atlanta.

Lockhart joins Harry Melandri of MI2 Partners for a comprehensive discussion of inflation and unemployment, the economic outlook and financial stability, the global energy market and geopolitics, and how the trajectory of Fed policy will impact all of the foregoing.

“The future,” Lockhart notes, “is not only problematic but also biased toward either inflation or biased toward weak growth.” Given the alternatives, though, he’s still inclined to go long the United States. Recorded on October 24, 2022.

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#financialmarkets #fed #federalreserve

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Note this video is intended to be informative of the process only, and not investment advice or encouragement to invest at all. If you find this, or any other content to be an interesting investment opportunity, as always, do you own research.

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Harry Melandri Reflects on a Remarkable Trading Journey



Harry Melandri’s life has been both unconventional and exhilarating.

He’s worked at some of the world’s premier financial institutions, including UBS and Deutsche Bank, and he also spent time at the Bank of England.

Harry joins Maggie Lake to share stories from his remarkable career and the lessons he learned along the way.

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#tradingstrategy #tradingstrategies #tradingtips

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Disclaimer:
This is pretty obvious, but we should probably say it anyway so there is no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors, agents, suppliers, and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive, or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard for any individual, group of individuals, or entity’s specific investment objectives, financial situation, or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency, or other investment instruments. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances are not necessarily reflective of future performances. Well, that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.

Note this video is intended to be informative of the process only, and not investment advice or encouragement to invest at all. If you find this, or any other content to be an interesting investment opportunity, as always, do you own research.

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How Did Teddy Vallee Make 21% Returns During Q1 2022?



Teddy Vallee’s discretionary global macro hedge fund produced a 21% return in the first quarter of 2022 and has generated an average annualized return of 23% since 2018.

Vallee, the founder, and chief investment officer of Pervalle Global, joins Harry Melandri, an advisor at MI2 Partners, basically to answer one big question: How did you do it? “I’ve just been obsessed and focused on what the world looks like over the next 12 months” is Teddy’s short answer.

The long answer begins on a soccer field, continues with a couple of concussions, and includes the development of a series of discretionary indicators, augmented by quantitative factors and technical analysis, that gives him and his firm the flexibility to jump from asset class to asset class, from place to place, and invest successfully regardless of the global macro environment.

Teddy talks to Harry about how that flexibility “has been a huge edge for us” and also explains why he thinks “inflation is going to fade much faster than the market thinks.” Recorded on August 3, 2022.

TIMESTAMPS:

00:02:28 How Was Vallee’s Fund Up More Than 20% in Q1
00:04:53 Valle’s Macro Outlook
00:21:03 Listen to the Wise Words of Mike Tyson
00:32:14 The View on Emerging Markets
00:40:30 The View on the Dollar Wrecking Ball
00:43:48 What an Increase in Liquidity Would Mean for Crypto
00:48:30 It Ain’t What You Don’t Know That Gets You Into Trouble, It’s What You Know For Sure That Just Ain’t So

#returns #roi #investors

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This is pretty obvious, but we should probably say it anyway so there is no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors, agents, suppliers, and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard for any individual’s, group of individuals’ or entity’s specific investment objectives, financial situation, or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency, or other investment instruments. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances are not necessarily reflective of future performances. Well, that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.

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