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

Описание: The AI Bubble, Retail Mania & What Comes Next For Markets | Harry Melandri | Two Blokes Trading Podcast Ep. 16

This week, veteran macro strategist Harry Melandri joins us to break down why today’s markets are more fragile than ever — and why the AI boom might be fueling a speculative mania even larger than 2008. From his early days at the Bank of England to trading desks and hedge funds, Harry shares how his macro lens evolved, what retail traders are missing, and what he believes comes next for the global economy.

📌 What You’ll Learn in This Episode:

Why the current AI frenzy could be a historic market bubble

How retail investors are reshaping market structure

The truth behind liquidity provision and front-running

Why macro strategy matters more than ever in 2025

The risks of a cashless society, populist politics, and systemic fragility

How U.S. and China’s tech race defines the future of power

📌 Topics Covered:
AI investing, macroeconomic cycles, trading strategy, liquidity, retail trader trends, geopolitical economics, speculative bubbles, monetary policy, climate policy, digital cash, and the U.S.–China rivalry

📍 Timestamps:
00:00 – Introduction
01:12 – Why Harry Got Into Finance
04:50 – Early Days at the Bank of England
08:25 – Transition to Market Making
12:10 – How Liquidity Provision Really Works
15:40 – Front-Running & Market Edge
18:00 – Macro Worldview: From Policy to Portfolio
22:45 – U.S. Political Agendas & Economic Strategy
27:30 – China vs. U.S. – The Tech Race
32:00 – Is AI a Bubble? Bigger Than 2008?
36:40 – Retail Traders and Market Fragility
42:00 – Cashless Societies and Personal Freedom
46:00 – How to Build a Macro Framework
50:00 – Final Thoughts & Advice for Retail Traders

📌 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.

📌 About Harry Melandri:
Harry Melandri is a Senior Advisor at Macro Intelligence 2 Partners (MI2), with over 30 years of experience across the Bank of England, hedge funds, and top investment firms. He offers unique macro insights shaped by real-world trading experience and policy expertise. At MI2, Harry helps clients navigate big-picture risks with clarity and depth.
🔗 Website: https://mi2partners.com

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📌 Guest Links:
Harry Melandri Website: https://mi2partners.com