Harry Melandri, advisor at MI2 Partners, and Vincent Deluard, Director of Global Macro at StoneX, discuss risk assets and the global economy. They also delve into Vincent's Macro Roadmap and potential QE by 2026.

Harry Melandri, from MI2 Partners, and Kim Flynn, founder of XA Investments, delve into the world of alternative investments. They discuss how private credit, real estate, and structured credit can enhance portfolio returns. The duo explains the allure of tangible investments and the complexities of accessing private equity and venture capital. They also emphasize the importance of understanding fee structures associated with these investments and advocate for diversification into alternative markets for better risk management.

Harry Melandri from Macro Intelligence 2 Partners discusses the US economy's trajectory, the influence of upcoming elections on markets, and the surge in gold prices. Topics include interest rate cuts, fiscal policies, defense spending, inflation, technology vs. immigration impact, rise in gold prices, and Argentina's government actions.