The Market Huddle

This week Kev banters with Damped Spring parters, Andy Constan & Jimmy Jude. They discuss their thoughts on the market and reveal how they became a dynamic duo, with a few stories thrown in for good measures. Pat and Kev also announce the triumphant winner of Skin In The Game – it was a close call… Check out Damped Spring: dampedspring.com Follow Jimmy & Andy on X: @dampedsprin...

This week on the Huddle +, Kevin welcomes back fan favourite Harris “Kuppy” Kupperman. They discuss all things uranium, from where the trade started, what’s happening now and what other trades Kuppy has his eye on. Visit Praetorian Capital: https://pracap.com Follow Kuppy on X: @HKuppy *Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle....

This week we have the pleasure of welcoming back to the show, Interactive Brokers Chief Strategist, Steve Sosnick. They discuss markets, correlation & dispersions impact on volatility, impact of buy writing and short vol strategies on the options markets. Links to Steve’s related articles: https://bit.ly/3EVbDlM https://bit.ly/45e1OKd For more of Steve’s articles visit: https://ibk...

This week Kev has an in-depth discussion with 3 Fourteen Research Cofounder, Warren Pies. They talk about Warren’s unconventional start in life, his views on the market and why he believes, a soft landing needs a hyper-reactive fed. Check out 3 Fourteen Research: www.3fourteenresearch.com Follow Warren on X: @WarrenPies *Got questions for Kevin and Patrick? Submit your questions to: nostupid...

This week on the Market Huddle +, we have the pleasure of welcoming back to the show, one of our favourite chartists Pinecone Macro’s, Chase Taylor. We take a look the charts on commodities like Cotton, sugar and copper as well as the charts on cannabis, homebuilders and bitcoin. Follow Pine Cone Macro on X: @pineconemacro Visit: www.pineconemacro.com *Got questions for Kevin and Patrick? Submit y...

We’re back! This week John Davi, Founder of Astoria Portfolio Advisors,  joins us for an in-depth discussion about his life, his past career at Merrill Lynch and takes us through some of his thoughts on inflation which, he believes, isn’t what it’s all cracked up to be. Check out Astoria Portfolio Advisors: www.astoriaadvisors.com Follow John on X: @AstoriaAdvisors *Got questions...

Derek Wallis has had an illustrious career as a trader at Soros, Marlowe Partners and now, 33 Capital Management. He talks about how Wall Street has changed over the years. Derek is the wonderful organiser of the September 13th USS Intrepid evening to honour active military and veterans. This year they will be supporting the Navy Seal One More Wave charity. The evening will have no speeches, no au...

This week, Aahan Menon, Co-Founder of Prometheus Investment Research joins us for in depth discussion about their macro framework, liquidity and that the bond market may still have some gas left in the tank. Check out Prometheus here: https://prometheus-research.com/ Follow them on X: https://twitter.com/prometheusmacro *Got questions for Kevin and Patrick? Submit your questions to: nostupidquesti...

In this episode of MH+, Kevin is joined by guest favourite Vincent Deluard, Director of Global Macro Strategy from StoneX Group Inc. Kevin and Vincent take a dive into inflation and the upcoming challenges the economy may face. *Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com Visit our merch store!!! https://www.themarkethuddlemerch.com/ To receive...

This week, Jason Shapiro, author of the Crowded Market Report and featured in Jack Schwager’s Unknown Market Wizards, joins us for a fascinating discussion about his life, what made him a pathological contrarian, and how he uses that to make money in the markets. Check out Jason’s YouTube channel: https://www.youtube.com/@crowdedmarketreport *Got questions for Kevin and Patrick? Submit your...

In this episode of MH+, Patrick is joined by Nick Galarnyk from Optionfinity to take a deep dive into options trading, asymmetry, risk management and the psychological obstacles of short-term options trading. Check out Nick’s YouTube channel: https://www.youtube.com/c/Optionfinity Join Optionfinity discord: https://discord.gg/Rvnsv6Y *Got questions for Kevin and Patrick? Submit your question...

In this episode, we welcome Jan Szilagyi to the show to talk about his time working with Stanley Druckenmiller, whether he feels that economics is a social or natural science and we learn all about his latest market tool, Toggle. AI. *Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com Visit our merch store!!! https://www.themarkethuddlemerch.com/ To r...

In this episode of MH}+, Kevin brings back Rupert Mitchell to the show to talk private equity, bonds and their 1980s crushes. *Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com Visit our merch store!!! https://www.themarkethuddlemerch.com/ To receive our emails with the charts and links each week, please register at: https://markethuddle.com/

In this week’s episode, Patrick and Kevin welcome the founder of Alpha Architect, Wes Gray to the show to talk about his unusual career path, what it was like studying under Dr. Eugene Fama and explore his fascinating new product – the BOX ETF. *Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com Visit our merch store!!! https://www.themarkethudd...

Kevin is finally back from a couple of weeks in Japan, and we are producing this off-cycle show to get caught up on all the action in the markets that he had missed. We have no guest, so it’s just Patrick and Kevin, but don’t fret as we’ll soon be back to our regular scheduled programming with a bunch of great new guests lined up for the summer schedule. *Got questions for Kevin and Patrick? Submi...

In this episode of MH+, Patrick welcomes back Pinecone Macro’s Chase Taylor to the show to do a talking charts session discussing the S&P500, German yields, Cocoa, Rice, Natural Gas and Oil. *Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com Visit our merch store!!! https://www.themarkethuddlemerch.com/ To receive our emails with the charts...

In this episode of MH+, Patrick welcomes fan-favourite Kuppy to the show to talk Uranium, Argentina and his new farming adventures. *Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com Visit our merch store!!! https://www.themarkethuddlemerch.com/ To receive our emails with the charts and links each week, please register at: https://markethuddle.com/

This week we have an off-schedule show, but we wanted to get one in before some summer holidays makes it tougher. We have Macro Alf in the house to talk about liquidity, his investment process and proper Pizza etiquette when you are in Naples. *Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com Visit our merch store!!! https://www.themarkethuddlemerch...

This should have been Part 1 of MH+ VWAP with Morris Sachs but here we are! Kevin Muir is joined by Morris Sachs for another VWAP session *Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com Visit our merch store!!! https://www.themarkethuddlemerch.com/ To receive our emails with the charts and links each week, please register at: https://markethuddle....

In this MH+ episode, Kevin brings back fan favourite Morris Sachs to join him in VWAP – Videos We Analyze and Pull apart. *Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com Visit our merch store!!! https://www.themarkethuddlemerch.com/ To receive our emails with the charts and links each week, please register at: https://markethuddle.com/

This week it’s a no-guest show, so it’s just Patrick and Kevin shooting the shit about markets and life. Completely understand if you hit stop and tune in to the next show. No one will blame you at all. For the rest of you, we have all the regular Market Huddle segments so stick around! *Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com Visit our mer...

This week we have the pleasure of welcoming back to the show, everyone’s favourite – Jim Leitner. We go over his epic trade from last year, talk about new opportunities he sees in the macro landscape and how he is using AI in his investment process. *Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com Visit our merch store!!! https://www.themarke...

In this episode, Patrick chats with Interactive Broker’s Chief Strategist Steve Sosnick about his thoughts on Market Volatility, the S&P500, default risk, and debating who is correct – the Fed Funds futures or the FOMC members. Steve’s chart discussed in the episode: https://bit.ly/3pSl2Gj Recent publications by Steve Sosnick : Pedaling Hard, Going Nowhere (May 11, 2023) http...

In this episode, we welcome Neil Azous from Rareview Capital.  We have a terrific discussion about his career on Wall Street, the problems with market strategists, and make sure you stick around for his Wien market surprises where Neil gives us two out of the box choices that would for sure bring a smile to Byron’s face. *Got questions for Kevin and Patrick? Submit your questions to: nostupidquest...

In this episode, Patrick chats with Tony Greer about this week’s FOMC meeting, the jobs numbers and Tony even shares some of his favourite investment ideas. Tony’s charts: https://bit.ly/3APPTFM *Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com Visit our merch store!!! https://www.themarkethuddlemerch.com/ To receive our emails with the...