Shows
The Market HuddleROBIN HOOD ON CRACK (Guest: Brent Donnelly)This week Kevin & Patrick welcome, Brent Donnelly. They discuss FX interventions, the dangers that Brent sees in the stock market and what his magazine cover indicator is telling him.
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2026-02-142h 03
The Market HuddleTHE OIL MARKET HAS SPOKEN (Guest: Craig Shapiro)This week Kevin & Patrick welcome, Craig Shapiro. They discuss, the state of macro markets, where the opportunities lie, and what it was like working with Steve Cohen.
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2026-01-312h 06
The Market HuddleTHE JAPANESE MAGGIE THATCHER (Guest: Mateen Chaudhry)This week Kevin & Patrick welcome, Mateen Chaudhry. They discuss the updates on his resource call, but then explains why he thinks China and Japan offer some of the best opportunities in 2026. And stick around for his outside the box market surprise that you don’t want to miss.
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2026-01-102h 02The Market HuddleDOG CHASING ITS OWN TAIL (Guest: Vincent Deluard)This week Kevin & Patrick welcome, Vincent Deluard. They discuss the circular nature of economic stimulus and why the bond vigilantes might never appear
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2025-12-131h 45The Market HuddleChasing The Digital Sky Daddy (Guest: Chase Taylor)This week Kevin & Patrick welcome, Chase Taylor. They discuss, the electrification of the global economy and how to play it.
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2025-11-292h 13The Market HuddleSeriously, Marvin?! (Guest: Marvin Barth)This week Kevin & Patrick welcome, Marvin Barth. They discuss global markets and why he thinks the Federal Reserve might be making a massive policy error, and no – it’s not in the direction you probably think.
Seriously Marvin?! Substack: https://seriouslymarvin.substack.com/
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2025-10-312h 25The Market HuddleTHE BIGGEST AND MOST DANGEROUS BUBBLE (Guest: Julien Garran)This week Kevin & Patrick welcome, Julien Garran. They discuss why Julien thinks this is the biggest and most dangerous bubble we’ve ever seen.
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2025-10-172h 22
The Market HuddleGLITCH IN THE MATRIX (Guests: Paulo Macro & Le Shrub)This week Kevin & Patrick welcome, Paulo Macro & Le Shrub. They discuss Golden Age of Grift, how to navigate the current environment and whether this is starting to resemble 2007.
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2025-10-042h 28The Market HuddleFRIDAY NIGHT DIRTY (Guests: Vincent Daniel & Porter Collins)This week Kevin & Patrick welcome, Vincent Daniel & Porter Collins. They discuss their careers from Wall Street to Seawolf, their contrarian views on markets, gold and currency debasement, the AI boom, market structure shifts from quant funds, and the risks of shadow banking.
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Vincent & Porter’s Substack: https://whatarewedoingonthedesk.substack.com/
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2025-09-202h 14The Market HuddleFOXES & HEDGEHOGS (Guest: Jacob Shapiro)This week Kevin & Patrick welcome, Jacob Shapiro. They discuss about the end of the unipolar world, what it means for your investments, and where Jacob sees the best opportunities going forward.
Bespoke Group: https://bespokegroup.io/
Jacob Shapiro & Marko Papic Podcast: https://podcasts.apple.com/us/podcast/geopolitical-cousins/id1802258017 -The Jacob Shapiro Podcast: https://podcasts.apple.com/us/podcast/the-jacob-shapiro-podcast/id1618811454
Jacob Shapiro Substack: https://jashap.substack.com/
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2025-09-061h 47The Market Huddle“An Empty Room Kinda Guy” (Guest: Robert Mullin)This week, Kevin & Patrick welcome to the show, Robert Mullin. They discuss, about why the Liberation Day decline was one of the largest VAR shocks in years, and how Robert is positioning his portfolio in resource stocks to protect about the changing macro environment.
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2025-08-022h 03The Market HuddleGet In Now! (Guest: Leonid Mironov)This week, Kevin & Patrick welcome to the show, Leonid Mironov. They discuss why Leonid believes Trump’s Chinese tariffs are actually good news for China—and how he’s positioning himself to benefit. He then wraps up with a bold macro call on a country that you won’t want to miss.
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2025-07-191h 51The Market HuddleThe Economy Is Near Stall Speed (Guest: Peter Berezin)This week, Kevin & Patrick welcome to the show, Peter Berezin. They discuss the economy and why Peter believes it’s close to stalling.
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2025-07-052h 02The Market HuddleCrude Oil SURGE, Middle East ESCALATION & What It Means For Markets!This week, Patrick and Kevin catch up on the latest market moves, discuss the Middle East tensions and how it’s affecting crude oil prices.
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2025-06-2055 min
The Market HuddleKEV’S Back! And So Is the Drama…This week, Patrick and Kevin catch up on all the market drama!
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2025-06-091h 09The Market HuddleTop Market Technical Analyst Deep Dive’s Into Market Charts With PatrickThis week, Patrick and Chase Taylor take a deep dive into all things charts, from Gold to Bitcoin.
Follow Chase on X: https://x.com/pineconemacro
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2025-04-261h 25The Market HuddleArt of War Meets Art of The Deal (Guest: Peter Bookvar)This week, Kevin & Patrick welcome back to the show, Peter Bookvar They discuss why the market was rolling over regardless, the impact of tariffs on the economy, and the strategic moves investors should consider in response.
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2025-04-122h 13The Market HuddlePour Some Gasoline On It (Guest: Erik@YWR)This week, Kevin & Patrick welcome to the show, Erik from YWR. They discuss, his 2022 bullish call on Barclays and why he still believes European banks have room to run. Then Erik explains how tailwinds like rising interest rates and capital build-up are setting the stage for a major growth cycle in the sector.
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2025-04-0244 minThe Market HuddleThree Legged Stool (Guest: Julian Brigden)This week, Kevin & Patrick welcome to the show, Julian Brigden. They discuss the importance of the macro environment right now, and Julian explains why it’s so important to not apply old playbooks to today’s trading.
Follow Julian on X: https://x.com/JulianMI2
Worried about a market crash? Learn smart hedging to protect your losses while keeping your gains.
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2025-03-292h 17The Market HuddleThe US is IMF’ng Itself (Guest: Ed Price)This week on Huddle +, Kevin welcomes to the show, Ed Price. They discuss why Trump should be taken both seriously and literally, the symbolic clash between 1776 and 1789 in American identity, bold geopolitical scenarios like trading Taiwan or annexing Greenland, the future of the U.S. dollar, and how randomness, determinism, and individual agency shape history.
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2025-03-251h 05The Market HuddleCOMEX Futures Veteran Insights (Guest: John Johnston)This week, Kevin & Patrick welcome to the show, John Johnston. They’ll discuss his career on the trading floor, explore the silver squeeze of the late 1970s, and reveal what he’s buying and selling today.
Subscribe to Market Vibes on Substack: https://jj745.substack.com/
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2025-03-152h 18
The Market HuddleHidden Stimulus, Hidden Austerity (Guest: Vincent Deluard)This week, Kevin & Patrick welcome back to the show, Vincent Deluard. They discuss fiscal tightening, inflation, and a potential stagflation bear in 2025. They also break down spending cuts, key trades, tax remittances, and Trump’s impact on the USD and global markets.
Follow Ole on X: @vincentdeluard
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2025-02-071h 05The Market HuddleThe Most Important Guardrail (Guest: Jon Hilsenrath)In this episode of Huddle +, Kevin welcomes to the show Jon Hilsenrath. They discuss Jon’s experiences reporting on the Bernanke-led Federal Reserve, explore the shifts in the macroeconomic landscape since then, and examine how market dynamics could shape Trump’s next administration.
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2025-02-031h 11
The Market HuddlePlaying Football in The Pit (Guest: Ole Hansen)This week, Kevin & Patrick welcome to the show, Ole Hansen. They discuss a wide-ranging of commodities, delving into where he sees the greatest opportunities and what aspects he’s most passionate about.
Check out Saxo Bank’s podcast: https://www.home.saxo/insights/news-and-research/podcast
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2025-01-311h 49The Market HuddleShipping, A Contrarian’s Dream Sector (Guest: J Mintzmyer)This week, Kevin & Patrick welcome to the show, J Mintzmyer. They delve into this niche sector, and J shares a couple of stock picks poised to capitalize on the favorable macro environment in the shipping industry.
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2025-01-182h 14
The Market HuddleTalking Charts (Guest: Chase Taylor)This week, Kevin is taking a well-deserved break, so we invited Chase Taylor, Founder of PineCone Macro, to step in. Chase shares insights from his latest piece, The Emerald Bear Light, offers his market outlook, and dives into a variety of charts from the perspective of two seasoned technical analysts.
Check out Pinecone Macro: https://www.pineconemacro.com/
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2024-12-141h 33The Market HuddleMake Ambiguity Great Again (Guest: Le Shrub)This week, Kevin & Patrick welcome to the show, Le Shrub. They dive into his experience working under one of the hedge fund managers from The Big Short, explore why he believes Nvidia’s dominance must come to an end, and discuss how Trump is championing the return of ambiguity in politics.
Follow Le Shrub: https://www.x.com/agnostoxxx
Subscribe To: https://www.shrubstack.com/
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2024-11-162h 24The Market HuddleImmaculate Stimulus (Guest: Leonid Mironov)This week, Kevin & Patrick welcome back to the show, Leonid Mironov. We review his calls from earlier this year, discuss the outlook for Chinese assets, and discover his top stock picks.
Check out Leonid’s Substack: https://leonidmironov.substack.com/
Follow Leonid on X: https://www.x.com/leomironov
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2024-11-011h 44The Market HuddleRooseveltian Resolve (guest: Tobias Harris)This week, we have the pleasure to welcome Tobias Harris, author of the newsletter Observing Japan. We have a fascinating discussion of Japan’s recent history, with Tobias helping put in context the events that led us to the current environment and what the next ten years might look like in Japan.
Check out Japan Foresight Here : https://japanforesight.com/
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2024-10-192h 21The Market HuddleYou Can’t Model Inflation (guest: Warren Pies)This week, Kevin and Patrick welcome back to the show, 3Fourteen Research founder, Warren Pies. They discuss why a Fed rate cut can negatively impact bonds while benefiting commodities, and he shares strategies for capitalizing on these market shifts.
Check out 3Fourteen Research : https://www.3fourteenresearch.com
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2024-10-051h 44The Market HuddleA Beautiful Thing Called Inflation (guest: Mateen Chaudhry)This week is an interview only week, so Kevin welcomes to the show, Mateen Chaudhry. They discuss Japan, how the carry trade is affecting the global markets, and what Mateen is buying to take advantage of this.
Check Out Mateen’s substack : https://substack.com/@discussthetape
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2024-09-141h 06The Market HuddleA Credit Cycle That Hasn’t Cycled (Guest: Dario Perkins)This week Kevin & Patrick welcome back to the show, Dario Perkins. They have a fascinating discussion on what makes this economic cycle so unique, the smartest strategies for investors to position their portfolios, and why MMT may no longer hold the predictive power it once did.
Check Out TS Lombard: https://www.tslombard.com
Follow Dario on X: https://www.x.com/DarioPerkins
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2024-09-071h 39The Market HuddleStructural Inflationista (Guest: Louis-Vincent Gave)This week Kevin & Patrick welcome back to the show, Louis Vincent Gave from Gavekal Research. They dive into the key differences between Chinese and Western capital markets, uncover why gold is surging in a structural bull market, and tackle the challenges of today’s investment landscape.
Check Out Gavekal Research: https://www.gavekal.com
Follow Louis on X: https://www.x.com/gave_vincent
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2024-08-2400 minThe Market HuddleGeopolitically Promiscuous (Guest: Marko Papic)This week Kevin & Patrick welcome back to the show, Marko Papic. They discuss Marko’s recent change to BCA Research, how he incorporates geopolitics into his investment framework and why everyone is doing it backwards.
Check Out BCA Research: https://www.bcaresearch.com
Follow Marko on X: https://www.x.com/geo_papic
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2024-08-102h 03The Market HuddleThe 90/3 Rule (guest: Ryan Metcalf)This week Kevin & Patrick welcome to the show, the author of Street Smarts, Ryan Metcalf. Ryan tells us how he makes such a good looking free daily letter, how he never takes a break, and why it’s the perfect way to start your day.
Check Out The Street Smarts Daily Letter: https://www.marketlabnewsletter.com/
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2024-07-271h 13The Market HuddleWhat’s Up With These Markets?! (Guest: Chase Taylor)This week Kevin is taking a much needed break, so Patrick will be at the helm with fellow chartist, Chase Taylor. They pull out the crayons and take a deep dive into these turbulent markets!
Follow Chase on X: https://www.twitter.com/PineConeMacro
Check Out PineCone Macro: https://www.pineconemacro.com
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2024-07-121h 00The Market HuddleCrisis At The Core (Guest: Vincent Deluard & Kuppy)This week Kevin and Patrick welcome back to the show, Vincent DeLuard from Stone X. They discuss the French election and reveals his two best trades to take advantage of the recent political volatility. Then we have a surprise second guest, with a return of Kuppy’s corner that you don’t want to miss.
Follow Vincent on X: @VincentDeluard
Follow Kuppy on X: @HKuppy
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2024-06-291h 51
The Market HuddleExplaining The Dispersion Trade (guest: Mandy Xu)This week Patrick and Kevin welcome Head of Derivative Market Intelligence for CBOE, Mandy Xu. Kevin and Mandy take a deep dive in to all things volatility. They cover the persistent bid in the MOVE Index, the incredible flipping of IWM skew and why the volume in 0DTEs is not as worrisome as it might appear.
Click to find out more about CBOE: www.cboe.com
Follow Mandy’s work at CBOE on X: @CBOE
The Gold Standard of Profits
Unlocking Profits in The Coming Gold Bull Market
...
2024-01-132h 14The Market HuddleTalking Like Volcker, Channeling Burns (guests: Rob Arnott, Brent Kochuba)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/3L13IFL
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2022-09-092h 47The Market HuddlePositional Analysis (guest: Brent Kochuba)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!
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2022-06-031h 53The Market HuddleSome Unpleasant Monetarist Arithmetic (guest: Jim Leitner)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.
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2022-05-131h 44The Market HuddleLoose Pants (guest: Jerry Parker)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.
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2022-04-012h 18The Market HuddleA Little Crusty, A Little Rusty (guest: Jimmy Jude)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!
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2022-03-182h 14The Market HuddleThere Are No Mulligans In Trading (guests: Kuppy, Rob Koyman)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
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2022-03-111h 40The Market HuddleForced Patience (guests: Andy Constan, Paul Schulte)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 Metaverse: How Crypto Is Reinventing Finance & Property via Tokenization.
2022-01-072h 54The Market HuddleAbsolutely Nothing Special About This EpisodeThis 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.
2021-11-261h 42The Market HuddleAn Interview with a Stock Market Wizard (guest: Mike Masters)In this episode, Patrick Ceresna and Kevin Muir welcome to the show Stock Market Wizard, Mike Masters. You won’t want to miss the fascinating discussion with this hedge fund veteran. Mike is one of Kevin’s favourite people to discuss markets with, and it’s a real privilege to have him on the show.
2021-10-222h 46The Market HuddleTurning the Tables with Morris (guest: Morris Sachs)Continuing with interview-only summer specials, Patrick Ceresna and Kevin Muir welcome fan-favourite Morris Sachs to the show. Morris turns the tables on Kevin, and takes the interviewer chair. Morris digs into all of Kevin’s early childhood traumas and finds out why Kevin loves trying to solve the greatest game ever – this huge puzzle we call the markets.
2021-08-211h 15
The Market HuddleEverything Is An Option (guests: Diego Parrilla, Kuppy)In this episode, Patrick Ceresna and Kevin Muir welcome Diego Parrilla to the show. They have a terrific macro discussion about anti-bubbles, how the governments are transforming the problems and why everything is an option. Then Kuppy is back – this time, he’s live with Patrick in Miami
2021-06-112h 13The Market HuddleLessons of History (guest: Lyn Alden)In this episode, Patrick Ceresna and Kevin Muir welcome back to the show, Lyn Alden. We get an update on Lyn’s trades from her last appearance, and then she shares what she sees as the risks and opportunities going forward.
Lyn’s Charts: https://bit.ly/3hrPW21
2021-05-142h 18The Market HuddleEnter Chamath Stage Right (guests: Jamie Wise, Kuppy)In this episode, Patrick Ceresna and Kevin Muir welcome back to the show, Jamie Wise from Periscope Capital. They have a terrific discussion about his new ETF BUZZ, what it’s like being in business with David Portnoy, and what the SPAC market has in store for us in the coming months. Then, it’s that time of the month again – fan favourite Kuppy is back to regale us with his latest adventures in Kuppy’s corner.
2021-05-072h 55The Market HuddleSmarter Than Me Clients (guest: Chase Taylor)In this episode, Patrick Ceresna and Kevin Muir welcome back to the show, Chase Taylor form Pinecone Macro. They have a fascinating discussion about his favourite investments. To say Chase is contrarian could be the understatement of the year. Stick around to find out what Chase is buying and why.
2021-04-301h 47The Market HuddleInflation Obsession (guest: Vincent Deluard)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.
2021-04-232h 10The Market HuddleGood Process, Bad Outcome (guest: Ted Seides)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.
2021-04-162h 08The Market HuddlePolitical Risk Heavy (guests: Will Thomson, Kuppy)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!
2021-04-092h 44The Market HuddleGuy the Gimli Glider (guest: Guy LeBas)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.
2021-04-0257 minThe Market HuddleTri-Polar World (guests: Jay Pelosky, Barton Wang)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
2021-03-262h 57The Market HuddleGlobal Economy Superman (guests: Aidan Garrib, Morris Sachs)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://bit.ly/3lvfAmK
2021-03-192h 49The Market HuddleCuckoo for Cocoa Puffs (guests: Louis-Vincent Gave, Brent Kochuba)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 to give us an update on how the option market is setting up for this week’s quad-witching expiry and to talk about if the market makers found a way to de-weapo...
2021-03-122h 40The Market HuddleBuzzing with Macro Hive (guests: Bilal Hafeez, Kuppy)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.
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2021-03-052h 33The Market HuddleListen to the Game Master (guest: Jim Leitner)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.
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2021-02-262h 17The Market HuddleMichael Lewis Ruined My Life (guest: Cameron Crise)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.
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2021-02-202h 38The Market HuddlePublic Venture Capital (guest: Daniel Carlson)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.
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2021-02-1200 minThe Market HuddleSpreading Sunshine (guests: Steve Sosnick, Kuppy)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, Kuppy is back! He is calling in from Puerto Rico – can’t miss a Kuppy’s corner in this crazy market.
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2021-02-052h 28The Market HuddleChaos Asset (guest: Brian Krogsgard)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!
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2021-01-291h 58The Market HuddleStill HODL’ng (guests: Lyn Alden, Zach Resnick)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.
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2021-01-222h 14The Market HuddleDemocratizing Alternatives (guests: Julian Klymochko, Morris Sachs)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.
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2021-01-152h 42The Market HuddleCharming Vanna (guests: Cem Karsan, Kuppy)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.
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2021-01-082h 22The Market HuddleHoliday Special with Jack Schwager Part 2In 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.
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2021-01-011h 01The Market HuddleHoliday Special with Jack Schwager Part 1In episode #111, Patrick Ceresna and Kevin Muir bring you the first half of two-part Holiday Special, with the Market Wizards author, Jack Schwager.
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2020-12-2652 minThe Market HuddleAn Unknowable Future (guest: Michael Gayed)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.
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2020-12-181h 15The Market HuddleThe Ability To Say You’re Wrong (guests: Dennis Gartman, Dave Floyd)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.
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2020-12-112h 22The Market HuddleSecular Ceiling (guests: Eric Basmajian, Kuppy)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.
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2020-12-042h 15The Market HuddleThe Ketchup Effect (guests: Andreas Steno Larsen, Erik Townsend)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
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2020-11-262h 18The Market HuddleTrades That Work No Matter What (guest: Frances Donald)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.
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2020-11-202h 08The Market HuddlePancaking Curves (guests: Alex Manzara, Jeff Desjardins)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.
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2020-11-132h 06The Market HuddleDumbest Man Alive (guest: Michael Green)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.
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2020-11-062h 06The Market HuddleApplying Chicago School to Energy Markets (guests: Josh Young, Brent Kochuba)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 miss!
2020-10-302h 10The Market HuddlePut On Your Commodity Hat (guest: David Kreisa)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, and finally, he shares with us some terrific wisdom for all the young traders out there.
2020-10-232h 07The Market HuddleTake Your Losses Quickly (guests: Nick Givanovic, Morris Sachs)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.
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2020-10-172h 23The Market HuddleMonetary Dominance (guest: Lyn Alden)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.
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2020-10-091h 42
The Market HuddleThe Tequila Theory of Money (guests: Ronald Stoeferle, Kuppy)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.
2020-10-022h 23The Market HuddleDirty Harry of the Oil Market (guest: Tracy Shuchart aka @chigrl)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.
2020-09-251h 28The Market HuddleWeaponized Gamma (guests: Brent Kochuba, Angie Setzer)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.
2020-09-182h 19The Market HuddleCocktail Party Bullsh*t (guest: Morris Sachs)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.
2020-09-112h 24The Market HuddleInvest In A World That Is (guests: Michael Batnick, Kuppy)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.
2020-09-042h 09The Market HuddleA Feature, Not A Bug (guest: David Bezic)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.
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2020-08-282h 20The Market HuddleMacro Chatting with Chase (guest: Chase Taylor)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.
2020-08-211h 53The Market HuddleThe Dollar and Bond Bull Markets Are Not Over (guests: Steven Van Metre, Julia Cordova)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!
2020-08-142h 01The Market HuddleDeep Dive into Technical Analysis (guests: Larry Berman, Kuppy)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.
2020-08-072h 04The Market HuddleVolvexity (guests: Nancy Davis, Benjamin Kwasnick)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 Ben Kwasnick comes back to talk about the hottest investment out there right now, SPACS!
2020-07-172h 08The Market HuddleWhat’s Wrong With A Little Inflation? (guest:Tony Boeckh)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.
2020-07-101h 51The Market HuddleAdventures with Rebel Capitalist George Gammon (guests: George Gammon, Kuppy)https://markethuddle.com/wp-content/uploads/2020/07/MH87.mp3In 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 and tells us what stocks he is buying right now.
2020-07-021h 53The Market HuddleUp Close & Personal with Trader Vic (guest: Victor Sperandeo)https://markethuddle.com/wp-content/uploads/2020/06/MH86.mp3In 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 this head-scratching macro market.
2020-06-262h 05The Market HuddleSending Money into the Future (guests: Brad Dunkley, Nathan Tankus)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?”
2020-06-192h 32The Market HuddleFiscal Taking Over (guests: Lyn Alden, Jose Rocha & Felipe Hirai)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 offered by Brazilian equities.
2020-06-122h 13The Market HuddleEuropean Macro Strategist (guests: Andreas Steno Larsen, Aidan Garrib)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.
2020-05-292h 06The Market HuddlePragmatic Capitalist (guests: Cullen Roche, Morris Sachs)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!
2020-05-222h 47The Market HuddleMarket Crash Special!In episode #71, Patrick Ceresna and Kevin Muir bring you a Markets-in-Turmoil / Markets-on-amphetamine version of the Market Huddle. Too much has happened in the market this week and Patrick and Kevin have too much to talk about so there is no guest this week. However, Tony Greer joins to give us a quick update.
2020-03-1300 minThe Market HuddleThe Original SEC (guest: Brent Kochuba)In episode #63, Patrick Ceresna and Kevin Muir welcome Brent Kochuba from SpotGamma.com, where he shares gamma analysis from the S&P options pit and talks about what this means for the market going forward. Then Patrick talks us back to January 1920, and explains why it’s not called a Madoff-scheme.
2020-01-1700 min