The Market Huddle

Crisis At The Core (Guest: Vincent Deluard & Kuppy)

Jun 29, 2024

Vincent Deluard from Stone X shares trades amidst French election. Kuppy joins for insights on political turbulence. They discuss market reactions, Euro Yen movement, cheese conversations, tech companies impact, uranium market insights, and investment strategies. Analyze S&P 500 performance, market news impact, and volatility navigation with options. Bitcoin's price movement, credit market weaknesses, and beer tasting discussions add a fun twist to the episode.

01:51:34

Creator website

Episode guests

Kuppy

Vincent Deluard

AI Summary

AI Chapters

Episode notes

Podcast summary created with Snipd AI

Quick takeaways

French political turmoil triggers a crisis post-European elections, impacting Macron's government and French electorate.

Japanese investors redirecting funds, particularly in French government debt, affect global markets amid volatility and geopolitical events.

Uranium market experiences consolidation post-price surge, analyzing Sprott Trust dynamics and supply-demand landscape for investment strategies.

Bullish outlook on Valerius in the oil rig sector, highlighting growth potential, pending contract renewals, and strategic positioning for future opportunities.

Deep dives

French Political Crisis Analysis

The French political landscape faces turmoil as the aftermath of Macron's dissolution of the National Assembly triggers a political crisis. Vincent discusses the unexpected turn of events post-European Parliament elections and the implications for the French government. Macron's disruptive decision-making and its impact on the French political landscape are scrutinized, highlighting potential outcomes and the mood of the electorate.

Intro

2min

French Election Analysis and Political Crisis

14min

French Political Situation and Market Reactions

18min

Future Movements of Euro Yen Currency Pair and Cheese Conversations

14min

Analysis of Mag 7 Tech Companies, Foreign Investment Strategies, and AI Technology in the Market Rally

3min

Strategic Portfolio Management and Degrossing for Market Downturns

2min

Insights on Uranium Market and Trading Dynamics

7min

Analysis and prediction on the potential growth of Valerius stock and investment strategy

2min

Market Movements and Economic Speculation

14min

10.

Analysis of S&P 500 and Tech Companies' Performance

2min

11.

Discussion on Market News and Probability of a 'Prairie Dog' Event

2min

12.

Navigating Market Volatility with Options and Analyzing Gold and Oil Trends

17min

13.

Analyzing Bitcoin's Price Movement and Market Trends

3min

14.

Analysis of Credit Market and Technical Charts

9min

15.

Beer Tasting, Skunkiness Jokes, and Portugal Move

3min

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

*Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com

Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna

Visit our merch store!!! https://www.themarkethuddlemerch.com/

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

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

The Market Huddle

Crisis At The Core (Guest: Vincent Deluard & Kuppy)

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

Deep dives

French Political Crisis Analysis

Market Volatility and Japanese Investment Strategy

Uranium Market Analysis

Oil Rig Investments and Valerius's Prospects

Portfolio Recommendations and Market Strategies

US Dollar and Core PC Pricing Analysis

Upcoming Job Numbers and Market Volatility

US Dollar and Gold Price Trends

Get the Snipd
podcast app

AI-powered
podcast player

Discover
highlights

Save any
moment

Share
& Export

AI-powered
podcast player

Discover
highlights

The Market Huddle

Crisis At The Core (Guest: Vincent Deluard & Kuppy)

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

Deep dives

French Political Crisis Analysis

Market Volatility and Japanese Investment Strategy

Uranium Market Analysis

Oil Rig Investments and Valerius's Prospects

Portfolio Recommendations and Market Strategies

US Dollar and Core PC Pricing Analysis

Upcoming Job Numbers and Market Volatility

US Dollar and Gold Price Trends

Get the Snipdpodcast app

AI-poweredpodcast player

Discoverhighlights

Save anymoment

Share& Export

AI-poweredpodcast player

Discoverhighlights

Get the Snipd
podcast app

AI-powered
podcast player

Discover
highlights

Save any
moment

Share
& Export

AI-powered
podcast player

Discover
highlights