The Market Huddle

TRIGGER WARNING: We have no guest in this episode, so it’s just Patrick and Kevin. For those who understand that the guests are best part of ‘huddle, you might just want hit skip and we’ll see you next week.  But for the rest of you who are interested in an off-the-cuff fun episode where Patrick and Kevin shoot the shit and talk about markets, stay tuned. *Got questions for Kevin and Patrick? Subm...

It’s that time of year again – time for our favourite dry indehiscent one-seeded fruit with a woody pericarp, yes – that’s right, Morris Sachs from Inside Baseball with Old Chestnut joins us. As usual, Morris regales us with tales of trading wisdom and most importantly, makes us laugh along the way. Check out Inside Baseball with Old Chestnut pod : https://bit.ly/3FAqGRU *Got questions...

This week we welcome Steve Hou from Bloomberg. Steve recently did a presentation at the Bloomberg Portfolio Conference where he spoke about investing in a new inflationary regime, and it’s our great pleasure to talk about his research. Download Steve’s slide deck: https://bit.ly/3ulNT4U Visit our merch store!!! http://bit.ly/3As08At *Got questions for Kevin and Patrick? Submit your questions...

This is our 200th episode and we’re honoured to share it with the Host of Kuppy’s Corner – Harris Kupperman. Instead of demanding market calls, we explore Harris’ investment process and talk about all the things that he’s learned as a trader and investor. You don’t want to miss this episode. Plus, it’s not all theory – Harris tells us a new short that he has not yet publicly disclosed....

This week we welcome to the show,Vincent Deluard from StoneX. Vincent comes back to the show to give us an update on inflation. Hint: he doesn’t see it coming down as much as you might think. More importantly, Vincent outlines his new trade to take advantage of this persistent inflation. Visit our merch store!!! https://www.markethuddlemerch.com/ *Got questions for Kevin and Patrick? Submit your q...

This week we welcome to the show, Dean Curnutt. Dean is the founder of Macro Risk Advisors and the host of the wonderful podcast, the Alpha Exchange. We talk about his career on Wall Street, the risks facing the market today, and Dean shares with us an unexpected out-of-the-box Byron Wien surprise. Visit our merch store!!! https://www.markethuddlemerch.com/ *Got questions for Kevin and Patrick? Su...

This week we welcome back Paul Krake from View from the Peak. We have a delightfully entertaining discussion about opportunities in the climate markets, and why Paul thinks the right tail risk for the stock market is woefully underappreciated. Visit our merch store!!! https://www.markethuddlemerch.com/ *Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.c...

This week we have interview only show, but don’t worry – we have a terrific guest. John Roque from 22V Research joins us to discuss why he thinks the top is in for the stock market, what surprises he sees in store for bonds, and why market participants might not be ready for the new reality. download John’s charts: https://bit.ly/3LyXygw Visit our merch store!!! https://www.markethuddlemerch...

It’s been a while, but Patrick and Kevin are pleased to welcome Harris Kupperman back to the show for Kuppy’s corner. They talk markets and find out what Harris has been up to this summer. Visit our merch store!!! https://www.markethuddlemerch.com/ *Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com To receive our emails with the charts and links each...

In this episode, Patrick Ceresna and Kevin Muir welcome Rob Arnott to the show to discuss value versus growth stocks, the yield curve and whether it’s predicting or causes recessions, and why Rob thinks inflation will stay persistently high. Then Brent from SpotGamma is here to talk OPEX. Visit Research Affiliates: https://www.researchaffiliates.com Download Brent’s Charts https://bit.ly/3L1...

In this interview-only episode, Patrick and Kevin welcome Mary Childs – author of The Bond King: How One Man Made a Market, Built an Empire, and Lost It All . They have a fascinating discussion about her book, with a special emphasis on the trading aspects of Bill Gross and PIMCO’s rise to the top of bond world. Visit our merch store!!! https://www.markethuddlemerch.com/ *Got questions for Kevin a...

In this episode, Patri ck and Kevin welcome Michael Ashton from Enduring Investments to the show. They have a great discussion where Mike answers all the questions Kevin had about inflation trading, but didn’t know who to ask. Check out Michael’s podcast: https://inflationguy.podbean.com/ Visit our merch store!!! https://www.markethuddlemerch.com/ *Got questions for Kevin and Patrick? Submit...

In this episode, Patrick and Kevin welcome back to the show Barry Knapp from Ironsides Macro. Whether it’s Barry’s take on inflation, his view on finally agreeing with Neel Kashkari about something, or what he expects for the rest of 2022 for the stock market, you don’t want to miss this episode. Check out Barry’s Podcast: https://ironsidesmacro.supercast.com/ Visit our merch store!!! https:...

In this episode, Patrick and Kevin welcome Boris Schlossberg from BK Forex to the show. They talk about anything and everything, with Boris sharing some great nuggets of trading wisdom, along with some banger trade calls that you don’t want to miss. Visit our merch store!!! https://www.markethuddlemerch.com/ *Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethu...

Trigger warning – it’s only Patrick and Kevin on this week’s show, so if you are looking for some insightful market comments, better skip and wait until next week. But for all you crayon chewers, don’t worry, Patrick will read the tea leaves and tell us what he sees in Talking Charts. Visit our merch store!!! https://www.markethuddlemerch.com/ *Got questions for Kevin and Patrick? Submit you...

In this episode, Patrick and Kevin welcome Andrew Beer from Dynamic Beta Investments to the show to talk about his time working with Seth Klarman, his founding of one of the largest hedge funds specializing in China in the early 2000s and his latest venture – the Dynamic Beta ETFs. Visit our merch store!!! https://www.markethuddlemerch.com/ *Got questions for Kevin and Patrick? Submit your questio...

In this episode, Patrick is away and Kevin invites back our good friend Old Chestnut, Morris Sachs to the show to discuss everything from markets to what it’s like to have his own podcast. Visit our merch store!!! https://www.markethuddlemerch.com/ *Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com To receive our emails with the charts and link...

In this episode, we welcome the Macro Man himself – Bloomberg’s Cameron Crise. We walk through the current macro environment, exploring the constraints faced by global Central Banks, and what that means for the market, and end with an out-of-the-box surprise you don’t want to miss. Visit our merch store!!! https://www.markethuddlemerch.com/ *Got questions for Kevin and Patrick? Submit your q...

In this episode, Patrick and Kevin welcome Carter Worth to the show. Carter tells us about his methodology for analyzing markets, how he is worried about the coming fallow period, and why gold is something that all investors should consider. Then Kuppy is finally back for Kuppy’s Corner. Download Carter’s charts   https://bit.ly/3nDRasR Visit our merch store!!! https://www.markethuddle...

In this episode, Kevin is away so Patrick takes the wheel and welcome back a ‘Huddle favorite, Chief Strategist at Interactive Brokers, Steve Sosnick. They talk Fed, recession risks, the bear market and more. Afterwards Steve will pull out his crayons to join Patrick in Talking Charts. Visit our merch store!!! https://www.markethuddlemerch.com/ *Got questions for Kevin and Patrick? Submit yo...

This week, we’re running old school – it’s just Patrick and Kevin shooting the shit about these crazy markets we are experiencing. Let’s just hope Patrick doesn’t decide to go streaking by the quad, and sticks to chewing crayons instead. Visit our merch store!!! https://www.markethuddlemerch.com/ *Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.c...

In this episode, Patrick Ceresna and Kevin Muir welcome Brent Kochuba from SpotGamma to the show to talk about the chunky option expiration that’s coming up and be sure to stick around because Brent will even share the single stock idea that piqued Kevin’s interest! Download Brent’s Charts https://bit.ly/3NP7geo Visit our merch store!!! https://www.markethuddlemerch.com/ *Got questions for K...

This week we have the great privilege of having Marko Papic from ClockTower Group back on the show. We have a great discussion about the war in Ukraine, the situation in China and he gives us a “whisper in the dark” about a trade that some of the biggest, smartest traders are putting on their radar. Market Huddle Piss Up! is finally happening on Wednesday June 1st at The Bottom Line (22 Front St....

In this episode, Kevin takes a much needed day off and Patrick takes the wheel. Patrick welcomes Money Talks’ Michael Campbell to the show to talk inflation, commodities and more. Then Kuppy is back for his usual monthly segment then sticks around to share a box of crayons with the Lord of Crayons. Join Patrick on Sunday May 22nd at 11am ET for a Free LIVE webinar! https://bit.ly/3FYN4nL Mar...

In this episode, Patrick Ceresna and Kevin Muir welcome back Jim Leitner to the show to discuss the dilemma facing the Federal Reserve, what he’s trading to express that view, and what that means for other risk markets. Visit our merch store!!! https://www.markethuddlemerch.com/ *Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com To receive our emails...