The Market Huddle

https://markethuddle.com/wp-content/uploads/2020/10/MH103.mp3 In episode #103, Patrick Ceresna and Kevin Muir welcome Josh Young from Bison Interests to talk about the macro picture for oil & gas, and a couple of companies posed to take advantage of the current dire environment. Then Brent Kochuba from Spotgamma.com joins to give us a special election gamma set up that you won’t want to...

https://markethuddle.com/wp-content/uploads/2020/10/MH102.mp3 In episode #102, Patrick Ceresna is back with Kevin Muir and they welcome veteran FX prop trader, David Kreisa to the show to talk about his time in the early 1990s when foreign exchange trading was the true wild west of financial markets. David also tells us the story of when the Swiss National Bank let the EURo-Swiss floor drop out, a...

In episode #101, Patrick Ceresna is away and Kevin Muir welcomes Nick Givanovic who shares the story of his career working in London for JPM and Salomon Brothers, then running his own hedge fund, and finally retiring to the Bahamas where he is busy trading and saving the local animals. Then Morris Sachs returns to the show as a special guest and fills in for Patrick. https://markethuddle.com/wp-co...

In episode #100, Kuppy joins Kevin Muir as the guest co-host while Patrick Ceresna is away. They welcome Lyn Alden back to the show where they talk about debt cycles, fiscal & monetary policy and even bitcoin. https://markethuddle.com/wp-content/uploads/2020/10/MH100.mp3

https://markethuddle.com/wp-content/uploads/2020/10/MH99.mp3 In episode #99, Patrick Ceresna and Kevin Muir welcome Ronnie Stoeferle from Incremntum to discuss gold, inflation and the intricacies of Austrian soccer. Then Kuppy is back for another update and to tell us about his new largest position.

https://markethuddle.com/wp-content/uploads/2020/09/MH98.mp3 In episode #98, Patrick Ceresna and Kevin Muir welcome to the show, oil specialist and internet sensation, Tracy Shuchart, otherwise known as @chigrl. No WTF clip this week but stick around for No Stupid Questions and Skin in the Game.

In episode #97, Patrick Ceresna and Kevin Muir first welcome Spot Gamma’s Brent Kochuba to the show to discuss deeper into the SoftBank whale’s strategy and talk about the ramifications of the increased popularity of options. Then they welcome this week’s second guest, the one and only Goddess of Grains, Angie Setzer to talk grains.

In episode #96, Patrick Ceresna and Kevin Muir welcome back Morris Sachs to the show to talk about option trading, gold and why hedge funds are a bad investment. Then we introduce our new segments, No Stupid Questions and Skin in the Game.

In episode #95, Patrick Ceresna and Kevin Muir welcome Michael Batnick to the show. We learn how he came to be part of the team at Ritholtz Wealth Management, what clients should do in this new ear of super low interest rates, and most importantly, what are the Toronto Raptors chances of winning two in a row. Then Kuppy is back with his monthly update.

In episode #94, Patrick Ceresna and Kevin Muir welcome back David Bezic, an independent economic consultant who will walk us through how the monetary and fiscal responses are affecting both the economy and the markets. https://markethuddle.com/wp-content/uploads/2020/08/MH94.mp3

https://youtu.be/4MzxZu-KTrc In episode #93, Patrick Ceresna and Kevin Muir decided to do something a little different and have a good old fashion, shoot the shit session with our pal, Chase Taylor from Pinecone Macro.

In episode #92, Patrick Ceresna and Kevin Muir welcome Steve Van Metre from Atlas Financial Advisors to the show, where Steve walks us through his deflationary macro forecast. Then, Julia Cordova joins to tell us her 3 favorite trades and talks some charts!

In episode #91, Patrick Ceresna and Kevin Muir welcome Larry Berman from ETF Capital to the show to talk about technical analysis, behavioral finance, and his outlook on the markets. Then, Kuppy is back with a story of how he went from thestreet.com teenage trading wonder kid to the best crypto-fraud, bull market riding hedge fund manager out there.

In episode #90, Patrick and Kevin welcome the creator of the MOVE Index, the Convexity Maven, Harley Bassman. Harley shares stories of his career journey throughout the years and his passion for travel and much more.

In episode #89, Patrick Ceresna and Kevin Muir welcome Nancy Davis, the founder of Quadratic Capital which manages the popular IVOL ETF. Nancy shares how she started out on the Goldman Sachs prop desk, what it’s like to be a woman on Wall Street and how IVOL might be a great way to protect against the coming inflationary environment. Then, a special guest joins – SPAC Research’s...

https://markethuddle.com/wp-content/uploads/2020/07/MH88.mp3 In episode #88, Patrick Ceresna and Kevin Muir welcome the legendary Tony Boeckh – founder of the famous Bank Credit Analyst and now part of the Alpine Macro team. Tony shares stories from nearly half a century in the markets and tells us the tale of when he was working at the Bank of Canada in the early 1960’s.

https://markethuddle.com/wp-content/uploads/2020/07/MH87.mp3 In episode #87, we change up the format for the holiday weekend – it’s a double feature! Our hosts Patrick Ceresna and Kevin Muir welcome the Rebel Capitalist George Gammon to the show to talk about real estate, the Fed, QE and more. Then Kuppy is back to talk about selling volatility in this crazy mixed-up macro environment...

https://markethuddle.com/wp-content/uploads/2020/06/MH86.mp3 In episode #86, Patrick Ceresna and Kevin Muir welcome trading legend Victor Sperandeo to the show to talk about his fascinating career in the finance industry. Whether it is trading for George Soros or T. Boone Pickens, Trader Vic has seen it all during his half-century on Wall Street. Victor tells us what he sees as the end game for th...

In episode #85, Patrick Ceresna and Kevin Muir welcome Brad Dunkley from Waratah Capital Advisors where they have a wide ranging fantastic discussion about his journey into one of Canada’s largest hedge funds. Then, special appearance by Nathan Tankus, who does a deep dive into the controversial Atlantic article, “Will the Banks Collapse?”

In episode #84, Patrick Ceresna and Kevin Muir welcome Lyn Alden to the show where we learn how an electrical engineer became a macro expert. It’s a fascinating discussion where they examine the fallout from the COVID19 crisis and the unprecedented government response. Then, a special guest appearance from Felipe Hirai and Jose Rocha from Dahlia Capital where we learn about the unique opportunity...

In episode #83, Patrick is away and Kevin welcomes Louis-Vincent Gave to the show to talk macro, China and most importantly – skiing in Canada. Then better late than never, Kuppy returns to talk about his new portfolio additions that are sure to ruffle some feathers.

In episode #82, Patrick Ceresna and Kevin Muir welcome European macro strategist Andreas Steno Larsen of Nordea Bank to the show to talk about what he thinks is shaping up to be a pretty big opportunity in European assets. Then, an old friend of the show, Aidan Garrib of Pavilion Global Markets gives us his take on the US/China trade war.

In episode #81, Patrick Ceresna and Kevin Muir welcome Cullen Roche to the show where he tells us how an East Coast boy ended up being a San Diegan outside-the-box-alternative-macro money manager. Then, veteran hedge fund trader Morris Sachs tells us a story about his career making trade that you won’t want to miss!

In episode #80, Patrick Ceresna and Kevin Muir welcome Vincent Deluard, a Global Macro Strategist from INTL-FCStone. Vincent talks Europe and the problems COVID-19 introduces to the whole European Union, and the generational shift that is about to envelop developed economies and what that might mean for markets in the future. Then they welcome special guest, Liam Vaughan, the author of Flash Crash...

In episode #79, Patrick Ceresna and Kevin Muir welcome the author of Occupy a Job on Wall Street along with one of the heroes from his story, Tarzan, to talk about the hedge fund industry in the 2000s. Then Chase Taylor from Pinecone Macro Research joins in Talking Charts.