In the Media
Media appearances, video interviews, and press coverage featuring Monachil Capital Partners.
Video Appearances
Recent Interviews
Bloomberg March 20, 2026
Bloomberg Surveillance
Ali Meli joins Bloomberg Surveillance to discuss markets and the macro outlook.
Schwab Network February 27, 2026
AI Divergence in PPI & CPI
Ali Meli explains why AI is causing a divergence between PPI and CPI, and what it means for Fed policy.
Bloomberg December 31, 2025
Bloomberg Surveillance
Ali Meli on Bloomberg Surveillance discussing year-end market dynamics and the outlook for 2026.
Yahoo Finance December 31, 2025
Oracle, OpenAI & Market Risks
Ali Meli on why Oracle's OpenAI dependency could be a major risk, citing $12 billion quarterly losses.
Schwab Network December 29, 2025
Equities Outlook & Fed Policy
Ali Meli discusses GDP growth, stretched equity valuations, and Fed rate cut prospects heading into 2026 with Thomas White.
Bloomberg November 17, 2025
Bloomberg Surveillance — Systemic Credit Risks
Ali Meli highlights concerns about AI-related credit overheating and datacenter investment risks with Tom Keene.
Yahoo Finance November 3, 2025
AI Depreciation & Tech Valuations
GPU lease prices dropped from $10/hr to $2/hr — Ali Meli explains how accounting depreciation gaps overstate Big Tech earnings.
Bloomberg August 2025
Bloomberg Surveillance
Ali Meli discusses AI-driven capex in Big Tech, noting the gap between accounting and economic GPU values.
Schwab Network August 5, 2025
Market Data & Valuations
Ali Meli discusses recent economic data and market valuations with Nicole Petallides.
Podcast June 2025
Exploring Prosperity Podcast
Risk-free era breakdown, $500B+ hidden banking losses, Treasury bonds, and AI productivity boom effects.
Schwab Network June 2025
Energy & Geopolitics
Iran-Israel conflict impact on energy outlook with Marley Kayden.
Podcast May 2025
Asset Backed Podcast
Specialty Finance Masterclass with Ali Meli.
Bloomberg March 31, 2025
Bloomberg Surveillance — Private Credit & Tariffs
Ali Meli discusses credit spreads widening 70-80 bps and warns about private credit sector overheating from excessive capital inflows.
Schwab Network March 2025
Economic Policy Impact
New administration initiatives' economic impact with Oliver Renick.
Schwab Network January 2025
Valuation & CAPE Ratio
Valuation sustainability, earnings growth expectations, and credit market outlook.
Bloomberg December 2024
Bloomberg Surveillance — Private Credit
Ali Meli with Tom Keene and Paul Sweeney discussing private credit markets.
Bloomberg August 2024
Bloomberg Surveillance
Ali Meli with Tom Keene and Paul Sweeney on Bloomberg TV.
Schwab Network May 2024
Money on the Sidelines
Impact of money on the sidelines in today's economy.
RIA Channel February 2024
Asset-Backed Private Credit
Utilizing asset-backed private credit for income and uncorrelated returns.
Schwab Network January 2024
GDP & Inflation: The Path Ahead
Discussion on economic growth and inflation trajectory.
Podcast November 2023
On the Tape Podcast
A Momentary Lapse of Reason with Liz Young and Ali Meli.
Schwab Network September 2023
A Soft Landing Is Not Feasible
Ali Meli on why a soft landing scenario was not feasible.
CNBC August 2023
Labor Market Assessment
Labor market may not be as strong as it appears — Ali Meli on CNBC.
Press Coverage
In Print
The views expressed in media appearances are the personal opinions of the individuals featured and do not necessarily represent the views of Monachil Capital Partners LP. These appearances are for informational purposes only and do not constitute investment advice. Past performance is not indicative of future results.