The Market Huddle

In this episode, Patrick Ceresna and Kevin Muir welcome Vincent Deluard from Stone X to the show. They have a terrific macro discussion that you don’t want to miss and we might even figure out what’s up with Vincent’s inflation obsession.

In this episode, Patrick Ceresna and Kevin Muir welcome Ted Seides from Capital Allocators podcast. They have a fascinating discussion about his storied career, the wealth of wisdom that he has picked up over his years dealing with fund managers, and most importantly – what it was like losing a million bucks to Warren Buffett.

In this episode, Patrick Ceresna and Kevin Muir welcome Will Thomson from Massif Capital. They have a fascinating discussion about opportunities in off-the-beaten-path commodity companies, along other unique value investments he is making. Then Kuppy is back and he is starting a new position that might just surprise you!

In this shortened Easter weekend episode, Patrick Ceresna and Kevin Muir welcome Guy LeBas, the chief fixed income strategist from Janney Montgomery Scott to the show to explain bond auctions, why the SLR isn’t a big deal, and why when equity traders talk about issues going special, it’s time to go the other way.

In episode #124, Patrick Ceresna and Kevin Muir welcome Jay Pelosky from TPW Advisory. They have a great discussion about macro thematic investing, what is a Tri-Polar World, and even find out what it was like to work for investing legends, Barton Biggs and Byron Wien. Then, we have the great pleasure to have Barton back on the show to announce the launch of his new service – Fed. Tips

In episode #123​, Patrick Ceresna and Kevin Muir welcome Aidan Garrib from Pavilion Global Markets to talk about China’s macro plans, the way to trade the whole growth vs. value dynamic and why he is not allowed out after 8pm. Then Morris Sachs joins to talk about markets and at one point, he made Leena spit out her coffee with laughter – you can guess when! Download charts at: https:/...

In episode #122, Patrick Ceresna and Kevin Muir welcome Gavekal Research CEO Louis-Vincent Gave to the show where they have a terrific discussion about why the market doesn’t like the US policy setting, what might replace bonds as the next anti-fragile asset, and why you can take the boy out of France but you can’t take Marxism out of the boy. Then, Brent Kochuba from SpotGamma joins t...

In episode #121, Patrick Ceresna and Kevin Muir welcome Macro Hive founder Bilal Hafeez to the show. to talk to us about what he is seeing in the markets. Then Kuppy is back for our monthly Kuppy’s Corner. http://markethuddle.com/wp-content/uploads/2021/03/MH121.mp3

In episode #120​, Patrick Ceresna and Kevin Muir welcome Jim Leitner to the show to talk about his career, his investment philosophy and the best trade of his life. http://markethuddle.com/wp-content/uploads/2021/02/MH120.mp3

In episode #119, Patrick Ceresna and Kevin Muir welcome Cameron Crise from Bloomberg to the show to talk about his career, the current state of the markets and why Michael Lewis ruined his life. Then in Talking Charts, Patrick does his usual voodoo to divine where the markets are headed next week. https://markethuddle.com/wp-content/uploads/2021/02/MH119.mp3

In episode #118, Patrick Ceresna and Kevin Muir welcome Dan Carlson from Tailwinds Research. Dan is a microcap stock picker and he shares three of his favourite names. Then in Talking Charts, Patrick consults the oracle to divine what might lay ahead for the markets. http://markethuddle.com/wp-content/uploads/2021/02/MH118.mp3

In episode #117, Patrick Ceresna and Kevin Muir welcome Interactive Brokers Chief Strategist, Steve Sosnick to the show. They have a fantastic discussion about the GameStop saga, what it means for the market (hint – Steve thinks it’s potentially as transformative as the 1987 crash), and most importantly – Steve explains how the GameStop short interest become bigger than the float. Then...

In episode #116, Patrick Ceresna and Kevin Muir welcome Brian Krogsgard from Ledger Status. Brian gives us no-coiners a terrific run down of the crypto landscape. Even those disbelievers of the bits-in-the-sky will find this a wonderful interview! https://markethuddle.com/wp-content/uploads/2021/01/MH116.mp3

In episode #115, Patrick Ceresna and Kevin Muir welcome back Lyn Alden to the show to discuss macro state of the markets, and find out what worries her going forward. Then Zach Resnick from Unbounded Capital joins to talk about crypto currencies and why his firm is focusing on Bitcoin SV. https://markethuddle.com/wp-content/uploads/2021/01/MH115.mp3

In episode #114, Patrick Ceresna and Kevin Muir welcome Julian Klymochko to the show to talk about the state of arbitrage, and what the heck is going with these SPACS.Then Morris Sachs returns to the show to tell us what he thinks of the markets. https://markethuddle.com/wp-content/uploads/2021/01/MH114.mp3

In episode #113, Patrick Ceresna and Kevin Muir welcome Cem Karsan to the show and they have a fantastic discussion about SPX option flow, and he explains to us who this VANNA is that everyone is talking about. Then Kuppy returns to review his trades from last year and to tell us about his new exciting project. https://markethuddle.com/wp-content/uploads/2021/01/MH113.mp3

In episode  #112 , Patrick Ceresna and Kevin Muir welcome the Market Wizards author, Jack Schwager back to the show in this second half of two-part Holiday Special series. https://markethuddle.com/wp-content/uploads/2020/12/MH112.mp3

In episode #111, Patrick Ceresna and Kevin Muir bring you the first half of two-part Holiday Special, with the Market Wizards author, Jack Schwager. https://markethuddle.com/wp-content/uploads/2020/12/MH111.mp3

In episode #110, Patrick Ceresna and Kevin Muir welcome Michael Gayed from Toroso Investments, to have a great discussion about different strategies to help navigate these interesting markets. https://markethuddle.com/wp-content/uploads/2020/12/MH110.mp3

In episode #109, Patrick Ceresna and Kevin Muir welcome legendary newsletter writer, Dennis Gartman to the show to talk about his 35 years of writing one of the most popular newsletters in the markets, and Dennis shares who he thinks is the best trader of all time. Then, Dave Floyd from Aspen Trading Group joins Patrick and Kevin for Talking Charts and gives us his insights. https://markethuddle.c...

In episode #108, Patrick Ceresna and Kevin Muir welcome Eric Basmajian from EPB Research to the show to give Kevin’s MMT-here-comes-inflation-thesis a dose of cold water. Then, Kuppy is finally back to give us his update. https://markethuddle.com/wp-content/uploads/2020/12/MH108.mp3

In episode #107, Patrick Ceresna and Kevin Muir welcome back Andreas Steno Larsen from Nordea to the show to discuss the state of European markets. Then Erik Townsend of MacroVoices joins the show to talk about Abaxx Technologies. Download Andreas’ charts https://bit.ly/2Vd0W73 https://markethuddle.com/wp-content/uploads/2020/11/MH107.mp3

In episode #106, Patrick Ceresna and Kevin Muir welcome Frances Donald, the Global Chief Economist and head of the Macro Strategy at Manulife Investment Management. They have a terrific discussion on the ramifications of the recent Mnuchin treasury headlines, impact of COVID on the economy and what this means for your portfolio. https://markethuddle.com/wp-content/uploads/2020/11/MH106.mp3

In episode #105, Patrick Ceresna and Kevin Muir welcome back to the show, R.J. O’Brien’s institutional eurodollar broker Alex Manzara. They talk about the different colours of Eurodollars, and some of the cheapest vol out there. Then Visual Capitalist’s Jeff Desjardins joins to walk us through his new book, Signals. https://markethuddle.com/wp-content/uploads/2020/11/MH105.mp3

In episode #104, Patrick Ceresna and Kevin Muir welcome Michael Green from Logia Funds to the show and have a wide ranging conversation about Mike’s career and what he sees as the biggest risk out there. https://markethuddle.com/wp-content/uploads/2020/11/MH104.mp3