The Market Huddle

This week, Patrick is away, so it’s an interview only show, but don’t worry, we have a terrific guest with Dario Perkins from TS Lombard returning. Dario talks about why Central Bankers are not as powerful as they want to believe, what the risks are for markets in the coming months, and how to position for the upcoming secular changes. He gives a fantastic Don Coxe Page 16 on the way to Page 1 cal...

In this episode, Patrick and Kevin welcome Alfonso Peccatiello to the show. Alfonso tells us why he is short S&Ps, credit spreads, Italian BTPs and most importantly, why pineapple pizza is a travesty that should be outlawed immediately. Check out The Macro Compass https://bit.ly/38wBRhv Visit our merch store!!! https://www.markethuddlemerch.com/ *Got questions for Kevin and Patrick? Submit you...

This week is a return to original Market Huddle format, when it was just Kevin and Patrick shooting the shit about markets. Patrick has got his crayons, and Kevin has got his complaints, but don’t worry – next week guests will resume and it will be hopefully back to normal. Visit our merch store!!! https://www.markethuddlemerch.com/ *Got questions for Kevin and Patrick? Submit your questions...

To help Kevin along with his concussion recovery, we are giving him another week off to get some much needed rest. So Patrick is flying solo once again, but our good friend Harris Kupperman is here for his monthly segment and he will stick around for an extended Talking Charts. Get your crayons out! Wanna join Kuppy at KEDM Happy Hour in person? https://bit.ly/3uXvr2k Visit our merch store!!! http...

This week, Patrick Ceresna and Kevin Muir welcome Chesapeake Capital founder, Jerry Parker. They talk about answering the Richard Dennis turtle ad, why he believes in Trend Following plus nothing, and finally, how to adapt that strategy to fantasy hockey. Visit our merch store!!! https://www.markethuddlemerch.com/   *Got questions for Kevin and Patrick? Submit your questions to: nostupidquest...

In this episode, Patrick flies solo – Kevin had a fight with a squash ball and ended up with a mild concussion so he’s taking a week off to recover. But don’t fret, our good friend Chase Taylor joins for an extended Talking Charts session. We will be back with our normal format next week. Visit our merch store!!! https://www.markethuddlemerch.com/ *Got questions for Kevin and Pat...

In this episode, Patrick Ceresna and Kevin Muir welcome back to the show, Jimmy Jude. After a terrific March COVID crisis BUY THE MARKET call two years ago, he is back to give us an update on his thinking in this challenging market environment. Folks, this is one episode you don’t want to miss! Visit our merch store!!! https://www.markethuddlemerch.com/ *Got questions for Kevin and Patrick? Submit...

Join Patrick Ceresna and Kevin muir for this week’s special Kuppy’s Corner. Harris is on fire and you don’t want to miss this one. They talk commodity financial contagion risk, PE companies stealing his picks, and we get an update on Uranium. Also, Rob Koyfman joins to share a special message. Donate to Rob’s fundraiser https://bit.ly/3hYtWeb Or visit our merch store: www.markethuddlem...

This week, Patrick Ceresna and Kevin Muir welcome Jay Newman to the show. Jay has been a developing markets debt trader for Lehman and Morgan Stanley.  He then spent the next two decades working at Elliott Management, being best known as the hedge fund manager who chases dead beat countries for payment on defaulted bonds.  As for the next stage of his life, Jay has written a fiction book – U...

In this episode, Patrick Ceresna and Kevin Muir welcome option guru Kris Sidial, co-CIO of the Ambrus Group to the show to discuss how the market microstructure has changed the opportunities in volatility strategies. And make sure you stick around to hear his prediction about where the stock market might be headed this summer!

This week, Patrick Ceresna and Kevin Muir welcome back Vincent Deluard from Stone X Financial to the show. They have a fascinating discussion about investing in this new inflationary environment, how you should position your portfolio and Vincent even hits us with a Byron Wien surprise that is worthy of his name.  * DISCLAIMER*   Download Vincent’s Reports    

In this episode, Patrick Ceresna and Kevin Muir welcome ‘Huddle favourite, Lyn Alden back to the show. They have a terrific macro discussion about the precarious place the Fed finds itself in, how you might want to position yourself in this environment and what country is called a “coiled spring.” Then, Kuppy is back to walk us through why he thinks the oil rise is just starting,...

In this episode, Patrick Ceresna and Kevin Muir welcome  Joseph Wang – the Fed Guy himself to the show.  If you want to understand the Inner workings of the Federal Reserve – this is one show you don’t want to miss! And stay tuned for his surprising prediction of what might happen from the upcoming Quantitative Tightening campaign.

This week, Patrick Ceresna and Kevin Muir welcome to the show Alex Gurevich to talk about his new book; The Trades of March 2020: A Shield Against Uncertainty .  Alex said someone should write a book about the market during the COVID crisis, and when no one else did, Alex stepped up to the plate. If you want to know what it’s like to be a hedge fund manager during a market crisis, then this is the...

In this episode, Patrick Ceresna and Kevin Muir welcome back to the show, legendary investor Jim Leitner. They have a fascinating discussion about how Jim sees the markets today. He’s definitely changed his tune from the last time he was on the show – believing the Fed has gone from being a tailwind at your back, to a headwind in your face. Jim explains how he is adjusting his portfolio for...

In this episode, Patrick Ceresna and Kevin Muir welcome Wall Street veteran Andy Constan. From his early days at Salomon Brothers, to his experiences at Bridgewater and Brevan Howard, Andy walks us through his fascinating career and he also tells us what we should be watching for as the most important development for 2022. After that, Kevin talks with Paul Schulte about his new book, Money Metaver...

This week, we break from format and invite to the show Inside Baseball with Old Chestnut stars; Morris Sachs and Liam Allen. As to be expected from these two characters, we have a fun wide-ranging discussion that included everything from how Liam met Morris, to whether Elizabeth Holmes will be found guilty and serve jail time. Morris, Liam, Patrick, Leena and Kevin – a great holiday ‘huddle...

In this episode, Patrick Ceresna and Kevin Muir welcome back to the show, Chase Taylor from Pinecone Macro. They chat about nat gas, Turkey, the Chinese Yuan and end it with Chase’s new favourite commodity that he feels the market is not giving enough love to.

In this episode, Patrick Ceresna and Kevin Muir take a little detour from macro and large cap stock picks to chat with Mariusz Skonieczny from MicroCap Explosions. We learn about his investing methodology and why all Canadians want to do is get high on pot and look for gold. Then Rob Koyfman joins to give his update with Koyfin in Talking Charts.  

In this episode, Patrick Ceresna and Kevin Muir welcome Ironsides Macro founder Barry Knapp to the show. They discuss why the current environment is more like the 1960s than the 1970s, whether we are in the expected monetary tightening connection, and Barry even gives us instructions on how to never really have a bad day.

This week for American Thanksgiving, Patrick Ceresna and Kevin Muir return to an old format where it’s just them two shootin’ the shit about markets, Patrick’s love of moose meat, and when he might graduate from crayons to Laurentien coloured pencils.

In this episode, Patrick Ceresna and Kevin Muir welcome to the show, legendary Bay Street trader and Rock n Roll promoter, and just one of the nicest guys out there – Michael Wekerle. Tune in to hear his story of the 1987 crash, how they stumbled upon one of the greatest nickel discoveries of all time from a helicopter, and what life is like now owning the idyllic El Mocambo.

In this episode, Patrick Ceresna and Kevin Muir welcome Leslie Harris to the show to talk about his career – from his early days at the COMEX, to life on the Greenwich Capital desk with our good friend Morris Sachs, to his latest venture as an executive coach.

In this episode, Patrick Ceresna and Kevin Muir welcome to the show Andrew Simon. Andrew is co-founder of Macro Hive after years as a senior manager at JP Morgan and another Macro Hedge Fund. He shares his philosophy towards markets, and why he likes energy volatility, uranium & much more. Then, we have Nancy Davis from IVOL come back to give us an update on her ETF and finally Kuppy is back f...

In this episode, Patrick Ceresna and Kevin Muir welcome former Wall Street strategist and IMF Economist, David Woo to the show. They have a great discussion of David’s time at the IMF, what he thinks are the best opportunities out there in the markets today, and why Squid Game is the perfect analogy of the problems in today’s society. Then, in Talking Charts, Rob Koyfman joins to walk us through m...