The Market Huddle

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

Subscribe To Patrick’s New Educational Series ONLY available on YouTube: https://www.youtube.com/@Patrick_Ceresna

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On this weeks Huddle +, Kevin welcomes back to the show, William Nutting. Will cut his teeth at a variety of sellside shops as a Macro Institutional salesman and now is the author of ‘The Nut Stuff Report’.

Check out ‘The Nut Stuff Report’: Nutstuff.co.uk

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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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Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD

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On this weeks Huddle +, Patrick welcomes back to the show, ’The FED Guy’ Jospeh Wang. They discuss, FED policy, Inflation, the European election impact on the market & currencies.

Check out The Fed Guy: www.fedguy.com

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This week Kevin and Patrick welcome to the show, Ben Rabidoux from North Cove Advisors. Kev & Ben have a fascinating discussion about the differences between US and Canadian housing markets, where the opportunities lie and whether the Big Short will finally work in Canada.

Follow Ben on X: https://www.twitter.com/benrabidoux

Check Out Edge Reality Analytics: https://edgeanalytics.ca/

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This week Kevin and Patrick welcome to the show, Tucker Scott from Bergen Park Capital. They dive into his career managing the Templeton Mutual Fund, highlighting his strategies and successes. Then, he unveils his top picks for undervalued foreign stocks, emphasising that when he says “cheap,” he means stocks that are unbelievably dirt-cheap.

Check Out Bergen Park Capital: https://bergenparkcapital.com/team/

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On this weeks Huddle +, Kevin welcomes back to the show, Russell Grant Clark. They discuss, interest rates, China, Japan and why Russell thinks we’re headed for a stronger economy.

Check out Russell’s Substack: https://www.russell-clark.com/

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This week Kevin and Patrick welcome to the show, Leonid Mironov from PACAT Asset Management. They dive into an insightful discussion about China, analyzing what has been done right, what has gone wrong, and where the country is seeing success. Leonid then shifts the focus to commodities, sharing his expert predictions for the future in this dynamic market.

Follow Leonid Mironov on X: https://www.x.com/leomironov

Check Out Pacat Capital Management LTD: https://www.pacatcm.com

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On this weeks Huddle +, Kevin welcomes back to the show, founder of View From The Peak, Paul Krake. They discuss the evolving landscape of AI, the energy transition, and the innovative fuel sources that could support it.

Follow Paul on Substack:  https://www.twitter.com/Viewfromthepeak

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This week Kevin and Patrick welcome to the show, Jenny Hadiaris head of market structure from TD Cowen & Peter Haynes, head of index and market structure research from TD Securities. They discuss the evolving markets, how the markets have changed and where they may be headed in the future.

Check Out Bid Out With Peter Haynes: https://bit.ly/4bhywyx

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On this weeks Huddle +, Kevin welcomes back to the show, Chief Strategist & Cofounder of 3Fourteen Research, Warren Pies. They discuss Warren’s predictions on oil and stocks, as well as his insights on future market trends.

Follow Warren on X: https://www.twitter.com/warrenpies

Check out: https://www.3fourteenresearch.com/

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On this weeks Huddle +, Patrick welcomes back to the show, Interactive Brokers Chief Strategist, Steve Sosnick. They talk about the surprising turbulence in global equity markets and how Steve came to understand it.

Follow Steve on X: @SteveSosnick

Check out: https://ibkrcampus.com/author/steve-sosnick/

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This week is an interview only episode to give Patrick some much needed R & R. So Kevin welcomes to the show, Danny Dayan from Macro Musing. They discuss how the FED has lost control of financial conditions and why inflation will be higher than the market expects in the coming years.

Follow Danny on X: @DannyDayan5

Subscribe to Macro Musing: https://dannydayan.substack.com/

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On this weeks Huddle +, Kevin welcomes back to the show, author of Raising A Thief, Paul Podolsky. They discuss Paul’s view on the FED and whether they’re politically motivated, the upcoming US election and the effects it could have on markets.

Follow Paul on X: @Paul_Podolsky

Check out Paul’s Substack: www.paulpodolsky.com

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On this weeks Huddle +, Patrick welcomes to the show, Founder of TG Macro, Tony Greer. Patrick and Tony discuss the recent moves in gold and take a closer look at mining stocks and crude oil.

Follow Tony on X: @TGMacro

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This week Kevin and Patrick welcome Paulo Macro to the show. Kevin’s and Paulo discuss about why this cycle is different, which commodities have fundamentals improving under the covers, and how he is playing this new era. Then we have a special double header with our good friend Kuppy to announce a new stock that he has previously never mentioned!

Follow Paulo on X: @PauloMacro

Subscribe to Paulo’s Substack: substack.com/@paulomacro

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On this weeks Huddle +, Kevin catches up with Massif Capital founder, Will Thomson. They have a great discussion about copper, the returns of the mining sector, down and out commodities and much more.

Check out Massif Capital: massifcap.com

Follow Will on X: @wmthomson22

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On this weeks Huddle +, Patrick welcomes back to the show, Head of Global Macro Strategy at PGM Global, Aidan Garrib. Pat and Aidan discuss the FED’s impact on global markets, inflation and much more.

Check out PGM Global: www.pgmglobal.com

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This week Kevin and Patrick welcome Erik, from Your Weekend Reading. Kev & Erik will discuss investing in Africa and how that helped Erik navigate the recent uptick in inflation, why investors are underestimating the risk of getting left behind and a surprising stock pick from Erik’s side of the pond.

Check Out Your Weekend Reading: www.ywr.world

Follow Erik on X: @Erik_YWR

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On this weeks Huddle +, Kevin welcomes back to the show, Macro Strategist for StoneX Group, Vincent Deluard. Kev and Vincent have a great discussion about the markets, the FED and the overall outlook on inflation and deflation.

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This week Kevin and Patrick welcome Author and Macro Strategist for Pinebrook Capital, David Cervantes. Kev and David have a fascinating discussion about the economy and markets.

Check Out Pinebrook Capital: www.pinebrookcap.com

Follow David on X: @EconstratPB

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On this weeks Huddle +, Kevin welcomes back to the show, Former Trader at Soro’s and Author of Occupy a Job on Wall Street, Derek Wallis. Derek tells us what he’s been up to, what’s next and obviously shares some hilarious stories from his time on Wall Street.

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On this weeks Huddle +, Patrick welcomes back to the show, Pinecone Macro’s, Chase Taylor. Pat and Chase discuss  the good, the bad and the ugly charts, including tech stocks, crypto and commodities.

Follow Chase on X: @pinconemacro

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This week Kevin and Patrick welcome Silver Crest Metal President, Chris Ritchie. Kevin and Chris have a fascinating discussion about the long-term direction of precious metals, what he thinks the mining industry could do better and why we’re headed a lot higher.

Check Out SilverCrest Metals: www.silvercrestmetals.com

Follow Silver Crest Metals on X: twitter.com/SilverCrestmet

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This week Patrick, Kevin & Kuppy welcome Trahan Strategist, Brian Nick. Kev and Brian have an interesting discussion about how the market is giving up on the idea that higher rates will cause an economic slowdown and how Brian’s research is showing that it’s likely to happen.

Check Out Trahan Macro Research: trahanmacroresearch.com/

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On this weeks Huddle +, Kevin welcomes back to the show, Vice President of RJ O’Brien, Alex Manzara. Kev and Alex shoot the s**t,  talk the changes from Eurodollar to SOFR contracts and what Alex thinks of the current market trends.

Follow Alex on X: @AlexManzara

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On this weeks Huddle +, Patrick welcomes, Bloomberg’s Macro Strategist, Simon White. Pat and Simon talk the end of CB independence, Stock market momentum and much more!

Follow Simon on X: @LondonSW

Check out this episode’s charts via Youtube: https://youtu.be/Ub-y5sjP4og

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This week Patrick and Kevin welcome bond portfolio wizz, Efficient Market Hype. Kev and Efficient have a long-form discussion about interest rates, differences between hard and soft data, and why he see’s a violently rangebound market ahead in 2024

Follow Efficient Market Hype X: https://twitter.com/@EffMktHype

Check Out Efficient’s Book ‘The Ultimate Tourist Guide to Bondistan’: https://bit.ly/42vOy4h

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On this weeks Huddle +, Kevin welcomes Cem Karsan, founder and senior managing partner of Kai Volatility Advisors. Kev and Cem take a deep dive in to all things dispersion trading!

Follow Cem on X: @jam_croissant

Check out Kai Volatility Advisors: kaivolatility.com

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On this weeks Huddle +, Patrick welcomes back Boris Schlossberg, Managing Director of BKForex. Pat and Boris talk charts including, equities, the Mag 7 and much more.

Follow Boris on X: @FxFlow

Check out BK Traders: BKTraders.com

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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

Join Patrick Ceresna for a FREE LIVE webinar

Monday January 15th, 2024 at 1:00pm ET

Register here for FREE : https://www.bigpicturetrading.com/gold

*Got questions for Kevin and Patrick? Submit your questions to: [email protected]

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Happy New Year! We kick off 2024 on the Huddle +, with a catch up from Barry C. Knapp, Founder and Director of Ironsides Macroeconomics. Kev and Barry have a great discussion around the FED and what the macro outlook is for 2024.

Follow Barry on X: @BarryKnapp

Check out Barry’s Substack: ironsidesmacro.substack.com

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This week Patrick and Kevin are going solo, shooting the s**t, talking some charts and drinking a few beers along the way. That’s a wrap on another year! Cheers to all of our listeners, subscribers and amazing guests that we’ve had over this past year! Here’s to 2024!

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On this weeks Huddle +, Patrick welcomes back to show, the man, the myth, the meme-lord that is, Harris Kupperman. Kuppy gives up a quick update on what he’s watching in the markets and some of his fails and wins.

Follow Kuppy on X: @HKuppy

Visit: www.pracap.com

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This week Patrick and Kevin welcome back to the show, Edward Harrison, author of The Everything Risk newsletter on Bloomberg. They have a great discussion about the risks that Edward sees developing in the markets and how he thinks it will play out!

Click to find out more about The Everything Risk Newsletter: https://bit.ly/4ayEuuS

Follow Edward on X: @edwardnh

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On this weeks Huddle +, Patrick welcomes back to show, after 4 years, Macro Strategist, Tavi Costa. They take a look at all things macro and of course, deep dive into precious metals!

Follow Tavi on X: @TaviCosta

Visit: https://www.crescat.net

SPECIAL WEBINAR – “Discover Your New Favourite Hedging Strategy”

Monday, 11th December 2023 at 13:00 ET

Register For FREE! https://www.bigpicturetrading.com/hedge

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This week Patrick and Kevin welcome to the show, Author of No Straight Lines Investments letter, Jonathan Lansky. Kev and Jonathan have a great discussion around Jonathan’s old school stock picker approach and shares a bunch of different names that he likes, talks about his process, and why investing is one of the most humbling experiences.

SPECIAL WEBINAR – “Discover Your New Favourite Hedging Strategy“

Monday, 4th December 2023 at 13:00pm ET

Register For FREE!:  www.bigpicturetrading.com

Click to find out more about No Straight Lines Investments : https://nostraightlinesinvestments.substack.com/

Follow Jonathan on X: @NSLinvestments

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On this weeks Huddle +, Kevin welcomes back Author of Blind Squirrel Macro, Rupert Mitchell. They have a terrific discussion about the problems in private equity and private credit, and then Rupert hits us with his new trade idea that don’t want to miss!

Follow Rupert on X: @squirrelmacro

Visit: www.blindsquirrelmacro.com

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On this weeks Huddle +, Pat welcomes back one of our favourite chartist’s, Pinecone Macro’s, Chase Taylor. They take a deep dive in to all things Commodities including Gold, Uranium, Sugar, Orange Juice and other usual suspects…

Follow Pine Cone Macro on X: @pineconemacro

Visit: www.pineconemacro.com

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This week Patrick and Kevin welcome to the show, Chief Investment Officer of Bleakley Financial Group and Editor of The Boock Report, Peter Boockvar. Kev and Peter have an in-depth discussion about how the current environment resembles the DotCom bubble and the 2008 crisis. They also announce the winners of dinner & drinks with Kev…

Click to find out more about The Boock Report : boockreport.com

Check out Bleakley Financial Group: bleakley.com

Follow Peter on X: @pboockvar

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This week Kevin catches up with Simplify Managing Partner and Author of The Convexity Maven, Harley Bassman. They discuss bonds, mortgages, trading and Harley’s two new strategies, TUA and MTBA.

Follow Aidan on X: @ConvexityMaven

Check out PGM Global: www.simplify.us

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This week Pat catches up with PGM’s Global Macro Strategist, Aidan Garrib. They discuss, Aidan’s macro views on the oil sector, the overall market conditions, the Canadian bank risks, US oil production and much more…

Follow Aidan on X: @AidanGarrib

Check out PGM Global: www.pgmglobal.com

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Harris Kupperman steps into Kev’s shoes as Patrick’s co-host this week. Pat and Kuppy welcome back to the show, Capitalist Exploits founder, Chris MacIntosh as this weeks guest. The guys discuss bonds, rates, economy, shippers, offshore oil and of course, Uranium.

Check out Capitalist Exploits: capitalistexploits.at

Glenorchy Capital: glenorchycapital.net

Follow Chris on X: @capitalistexp

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This week Kevin has an in-depth conversation with Traderade Co-founder, Horselover Fat. Kev and Horse dive in to Horse’s trading setups, the origins of Traderade and some of the experiences, both good and bad, that’ve got him to where he is today.

Check out Tradeade: www.traderade.com

Follow Horse on X: @Michigandolf

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This week Pat talks to fellow investor, James Mackay. They talk commodities, Uranium and some interesting stories from when James was just starting out…

Follow James on X: @JamesHMackay

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There is no guest wisdom this week, so Patrick and Kevin take an extended stab at Talking Chart’s, where they take an in-depth look at stocks such as Crude and Uranium. We announce how folks can be wined and dined by Kev, after he lost Skin in The Game the previous week…

Send your favourite guest wisdom to: [email protected]

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This week Pat talks charts and trading with previous guest, Dave Floyd. We get a quick 30 minute update on what’s happening in the markets, as well as the art of entries, time frames and psychology of trading.

Check out Dave’s Youtube Channel:  @DaytraderPod 

Visit Aspen Trading: https://www.aspentrading.com

Follow Dave on X: @DaveFloydTrader

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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: @dampedspring @Jimmyjude13

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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

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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://ibkrcampus.com/

Follow Steve on X: @SteveSosnick

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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

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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

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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

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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 auction, no pitch for donations; just an open bar at one of the most iconic venues on the planet.

Find out more here: https://onemorewave.com/pages/intrepid

Check out 33 Capital Management: www.33capitalmanagement.com

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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

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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.

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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

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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

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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.

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In this episode of MH}+, Kevin brings back Rupert Mitchell to the show to talk private equity, bonds and their 1980s crushes.

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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.

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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?

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In this episode of MH+, Patrick welcomes fan-favourite Kuppy to the show to talk Uranium, Argentina and his new farming adventures.

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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.

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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

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In this MH+ episode, Kevin brings back fan favourite Morris Sachs to join him in VWAP – Videos We Analyze and Pull apart.

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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!

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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.

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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) https://bit.ly/436JlPp

A Use Case For 1-Day VIX? (May 2, 2023) https://bit.ly/42PPSOM

Have Zero-Dated Options Broken VIX? (April 13, 2023) https://bit.ly/41MI0Mt

“Peak and Pause do not Mean Pivot” (March 23, 2023) https://bit.ly/3W935j2

The Games Haven’t Changed, The Casino Opened More Tables (February 16, 2023) https://bit.ly/4319C1t

Zero-Dated Options Are Hot—but Not Hazardous (February 23, 2023) https://bit.ly/41J48Hu

Individual Risk vs. Systemic Risk (February 27, 2023) https://bit.ly/3M8xXeZ

OMG – They All Have 0DTE Options Tomorrow! (March 16, 2023) https://bit.ly/3BwrEwX

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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.

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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

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We’re trying something new!  Since not everyone has the 3 hours to enjoy regular episodes of the ‘Huddle, we’ve decided to launch Market Huddle Plus that will have variety of guests and topics, and will never run as long as our regular episodes.  To kick off our first ever MH+ episode, we welcome Chase Taylor and Jay Pelosky for a bull/bear debate.

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This week we have the pleasure of welcoming back Vincent Deluard from StoneX. We have a terrific discussion about why the economy might not be as bad as consensus believes, the best way to play the delayed economic weakness, and we find out if Vincent knows his home region of Burgundy better than his adopted city of San Francisco.

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This week we welcome two guests to the show – Rupert Mitchell and William Nutting. We find out about Rupert’s career and Rupert and Will share with us some great stock picks you’re not going to want to miss.

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In this episode, Patrick and Kevin welcome Russell Clark to the show. They have a fascinating discussion about his macro process, why Asia is more important than most market participants realize, and why you should never let your kid get into karting. Then, Cem Karsan from Kai Volatility joins to about 0DTE options, why they are so popular and how the volatility market is set up for the coming months.

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This week we welcome back Dario Perkins from TS Lombard. Dario updates us on his macro views, explains why this is a “fake” cycle, and most importantly, quantifies the moron risk premium.

Help us name the new segment! http://bit.ly/41tLjJI

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This week we welcome back Harris Kupperman for a special installment of Kuppy’s corner. He gives us his macro views about what he calls “the two speed economy”, but more importantly – he shares with us a new stock that he’s added to his portfolio.

Help us name the new segment! www.meetyouinthemachine.com

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This week, Kevin Muir flies solo and welcomes Massif Capital founder Will Thomson to the show. They have a wide ranging discussion about ESG political constraints and the problems and opportunities that arise from the transition of our economy into one less dependent on fossil fuels, and more reliant on renewables. Will shares his top picks and you don’t want to miss the end. Let’s just say this episode is not just lesson for investing, but a lesson for whole life.

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This week we have the great pleasure of welcoming Charlie McElligott from Nomura. We learn how he became one of Wall Street’s most celebrated strategists. But don’t worry, he also shares with us some insightful views about why markets have been running so hard in January.

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This week we have the great pleasure of welcoming Paul Podolsky, Wall Street and hedge veteran who has recently written a book called “Master, Minion.” We chat about his career, his experiences on Wall Street and how a conversation with Paul Volcker inspired his latest book.

Check out www.paulpodolsky.com

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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.

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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

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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

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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.

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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.

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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.

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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.

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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

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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.

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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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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.

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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/

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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/

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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.

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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.

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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.

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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.

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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.

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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

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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.

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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.

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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

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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. W in Toronto) at 4:30pm – Hope to see you all there!

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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

Market Huddle Piss Up! is finally happening on Wednesday June 1st at The Bottom Line (22 Front St. W in Toronto) at 4:30pm – Hope to see you all there!

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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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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 call, and then finishes with a little update on the AC Milan saga.

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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

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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.

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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

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*Got questions for Kevin and Patrick? Submit your questions to: [email protected]

To receive our emails with the charts and links each week, please register at: https://markethuddle.com/

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: [email protected]

To receive our emails with the charts and links each week, please register at: https://markethuddle.com/

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 Patrick? Submit your questions to: [email protected]

To receive our emails with the charts and links each week, please register at: https://markethuddle.com/

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 your questions to: [email protected]

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.markethuddlemerch.com **all proceeds from our merch sales from March 11th – April 11th will be donated to Rob’s fundraiser**
• *Got questions for Kevin and Patrick? Submit your questions to: [email protected]

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 – UNDERMONEY which is part James Bond, part Liars Poker.

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, before giving us a new name in a sector that he thinks is just too cheap.

Get Lyn’s charts: https://bit.ly/3sbNEYA

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 conversation for you. Then Kuppy takes the helm and interviews his buddy Mark Moss to chat markets.

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 this new environment.

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.

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 session special.

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 for his monthly appearance.

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 markets and shares the newest features at Koyfin.

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.

In this episode, Patrick Ceresna and Kevin Muir welcome the Convexity Maven, Harley Bassman to the show. Harley takes us on a tour of bond trading during the golden age of Liar’s Poker and shares why he thinks rates are headed higher in the coming years.

In this episode, Patrick Ceresna and Kevin Muir welcome Darius Dale from 42 Macro. They have a fascinating discussion about the macro landscape and why inflation might be both transitory and secular at the same time. Then Harris Kupperman is back for Kuppy’s corner and it’s jam packed full of energy.

In this episode, Patrick Ceresna and Kevin Muir welcome William Nutting, the author of the terrifically entertaining and informative newsletter, NutStuff. They have a great discussion covering a range of topics, from problems with Amazon to learning about his favourite motorcycle company.

In this episode, Patrick Ceresna and Kevin Muir welcome Dario Perkins from TS Lombard. They have a great discussion about the macro environment and find out why Dario is not the ECB’s favourite guy.

This week, Patrick is free-loading in Europe somewhere so Kevin holds down the fort alone but with great guests! First, we get an update from Lyn Alden and what she feels is the biggest thing in macro right now. Then Brent Kochuba from SpotGamma joins the show where we learn what’s happening in the option market and why the apes don’t want to be his friend. And finally, fan favourite and rock-star hedge fund manager Kuppy finishes it off with this month’s installment of Kuppy’s corner.

Download Lyn’s Charts: https://bit.ly/3hnw9A6

Download Brent’s Charts: https://bit.ly/3tuReNQ

This is the final of our interview-only summer specials, and we saved the most fun for last. You might know him as HorseLover Fat, you might simply know him as Horse, or you could be like Kevin and mistakenly call him HorseFat Lover, either way, one of the funniest, most entertaining and refreshingly great trading accounts on twitter joins us. We don’t ever learn who this mystery man is, but we do get a good insight into his trading techniques, and definitely a few laughs along the way.

Continuing with interview-only specials, Patrick & Kevin take a break and allow previous Market Huddle guest (and outstanding economic thinker), David Bezic to grab the controls. David does not disappoint with an absolute terrific interview of the father-of-MMT and hedge fund legend, Warren Mosler.

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.

In this second installment of interview-only special, Patrick Ceresna and Kevin Muir welcome David Keller to the show for a deep dive on technical analysis. They discuss breadth, sector rotation, seasonality and end with a great discussion on security selection.

In this first installment of interview-only summer specials, Patrick Ceresna and Kevin Muir welcome to the show Marko Papic, partner & chief strategist at Clock Tower Group and the author of “Geopolitical Alpha.” Marko shares his framework for combining geopolitics and the markets, and even goes on to answer that age old question “how much does moving from cold Canada to sunny Santa Monica help with investment process?”

*Read Marko’s review of Reminiscences Of A Stock Operator: https://bit.ly/2VzkaHM

In this episode, Patrick Ceresna and Kevin Muir take a backseat and let fan-favourite Harris Kupperman aka Kuppy interview Josh Young from Bison Interests.  Josh has been hitting out of the park when it comes to his energy picks, and he comes back to the Market Huddle to give us his new picks.

In this episode, Patrick Ceresna and Kevin Muir welcome to the show, Alfonso Peccatiello, head of investments for a large European bank and author of The Macro Compass. They have a terrific discussion about the macro environment and why even though the sovereign is a currency issuer and not a user, there are still major disinflationary tendencies that are difficult to overcome.

Download Alfonso’s charts: https://bit.ly/3i6ETLX

In this episode, Patrick Ceresna and Kevin Muir welcome quantitative portfolio manager and volatility specialist, Harel Jacobson to the show. They discuss how he got into the business, how he trades volatility and why his brokers won’t give him quotes on Mexican Peso/South African Rand options anymore.

In this episode, Patrick Ceresna and Kevin Muir welcome FX veteran and author of the book Alpha Trader, Brent Donnelly to the show. They have a wide ranging discussion about the qualities that go into making great traders, the biggest mistakes they make and why EDM music is the best backdrop for the trader squawk. Then Kuppy is back to talk about oil and meme stocks.

In this episode, Patrick Ceresna and Kevin Muir welcome bond veteran Mike MacBain from East Coast Fund Management to the show. They have a terrific discussion about credit spreads, how the industry has changed, and what the Fed is trying to accomplish with their recent shift. Then, Morris is back, and even more Morris than usual!

In this episode, Patrick Ceresna and Kevin Muir welcome yellow metal entrepreneur, Amir Adnani to the show. Amir shares his take on royalties and why gold and uranium are at the top of his list for attractive investments.

In this episode, Patrick Ceresna and Kevin Muir welcome Phil Schmitt to the show. Phil has a long career on bay street as a derivatives trader and hedge fund manager. They have a terrific discussion about the problems with the 60/40 portfolio, active vs. passive, ESG and what he thinks is the biggest risk out there – inflation.Then, Will Thomson from Massif Capital is back on the show to talk about his latest gold pick and the problems with the Chinese nuclear leak.

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

In this episode, Patrick Ceresna and Kevin Muir welcome back to the show, the godfather of options positioning, Cem Karsan. They have a terrific discussion about why regular folk should care about dealer inventories and why traders might think about pulling a Costanza when it comes to their summer positioning. Then we have the good fortune to have Edwin Dorsey from the Bear Cave Newsletter join to talk about his new letter focusing on short selling.

In this episode, Patrick Ceresna and Kevin Muir welcome back to the show, fan favourite, Jim Leitner. They have a fascinating discussion about how retail traders can make their own digital options, why Jim likes uranium stocks and then, we have a Huddle first – our very own social science experiment you won’t want to miss!

In this episode, Patrick Ceresna and Kevin Muir welcome US-China Series co-founder, Paul Krake. They have a fascinating discussion about his career at some of the most prestigious hedge funds, and his unique view of how the macro landscape will unfold in coming years

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

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.

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.

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.

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.

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!

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.

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

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

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-weaponize gamma.

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.

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.

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.

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.

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.

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!

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.

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.

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.

In 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.

In episode #111, Patrick Ceresna and Kevin Muir bring you the first half of two-part Holiday Special, with the Market Wizards author, Jack Schwager.

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.

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.

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.

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

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.

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.

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.

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!

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.

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.

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.

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.

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.

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 Ben Kwasnick comes back to talk about the hottest investment out there right now, SPACS!

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.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.

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.

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 offered by Brazilian equities.

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: A Trading Savant, a Global Manhunt, and the Most Mysterious Market Crash in History to talk about his book and the story of Nav Singh Sarao.

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.

In episode #78, Patrick Ceresna and Kevin Muir welcome Rob Hanna from Quantifiable Edges. Rob’s unique style of quant research has been a fixture on the professional trading circuit since 2008, and we learn how Rob went from a financial software salesman to a full time professional trader.

In episode #77, Patrick Ceresna and Kevin Muir welcome Chris Sommers from Unhedged.com. Chris has a fascinating career that ranged from investment banking at storied Wall Street dealers to working at Greenlight Capital where he was a part in the Lehman Brothers short selling campaign. You don’t want to miss this interview. Then Kuppy’s back for his monthly segment and Rob Koyfman joins in Talking Charts

In episode #76, Patrick Ceresna and Kevin Muir welcome esteemed Bloomberg contributor and just an all-around fun guy – Barry Ritholtz. They talk about Barry’s journey to Wall street, discuss what he thinks are in store for markets and end with a great chat about his other love – cars!

In episode #75, Patrick Ceresna and Kevin Muir welcome two SPAC experts – Jamie Wise from Periscope Capital and Benjamin Kwasnick from SPACresearch.com. Then for the main interview, they welcome @HayekAndKeynes to talk all things macro.

In episode #74, Patrick Ceresna and Kevin Muir welcome Steve Sosnick, chief-strategist at Interactive Brokers. Steve gives us an inside view of the early days at Timber Hill and what it was like to be an options market maker. Then Barton returns to give us an update on the coronavirus situation.

*NSFW* In episode #73, Patrick Ceresna and Kevin Muir welcome fan-favourite, ex-Merk jerk and just an all-around terrific guy, Jimmy Jude. Then Kuppy joins to talk shipping.

In episode #72, Patrick Ceresna and Kevin Muir welcome David Keller from www.StockCharts.com to give us a technical update on what’s happening in the markets today. No This Week in Trading History this week but WTF Clip of the Week makes a come back.

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.

In episode #70, Patrick Ceresna and Kevin Muir welcome welcome Jason Goepfert of SentimenTrader.com where they discuss the overbought setup going into mid-February and the quick move down to oversold levels from the coronavirus scare. Then, Rob Koyfman from koyfin.com joins in this week’s Talking Charts.

In episode #69, Patrick Ceresna and Kevin Muir welcome Gianni Kovacevic to the show to talk about he changing world of energy and how to take advantage of the electrification of the globe.

In episode #68, Patrick Ceresna and Kevin Muir welcome Todd “Bubba” Horwitz to the show. Bubba shares the secret of his success along with some great stories of days gone by on the CBOE during the 1987 crash. Then in This Week in Trading History, we go back to the 1500s for a story about Charles the Fifth.

In episode #67, Patrick Ceresna and Kevin Muir welcome Martin Pelletier to the show to discuss his career in energy markets and how he has transitioned to the new reality of modern finance. Then Tony Greer returns with Navigator Launch to give us his update.

To receive our emails with the charts and links each week, please register at: https://markethuddle.com/

In episode #66, Patrick Ceresna and Kevin Muir welcome Damien Klassen from Nucleus Wealth to the show to talk about Australia’s record setting 28-year expansion and if it can continue for another 28 years. Damien prepared a great chartbook so don’t forget to download!

Damien’s chartbook can be found here: http://bit.ly/38a5AYr

In episode 65, Patrick Ceresna and Kevin Muir welcome Mike Alkin to the show where he shares his experiences as a short seller, his move to being a long/short manager and his transformation to a deep value Uranium investor. Then they talk charts using Koyfin charts, followed by a very special Kuppy’s corner.

To receive our emails with the charts and links each week, please register at: https://markethuddle.com/

In episode #64, Patrick Ceresna and Kevin Muir welcome Boris Schlossberg from BKForex to the show where he walks us through his varied and interesting career with great stories about crazy days in New York city when it wasn’t so sanitized.

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.