The Market Huddle

The Trades of March 2020 (guests: Alex Gurevich, Kuppy & Mark Moss)

Jan 21, 2022

02:20:21

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Highlights

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Episode notes

Energy Policy Is Going to Drive Everything Else in the Economic Cycle

02:23

The Bullet From the Gun

02:41

Bit Coin vs Gold?

01:26

Introduction

2min

What's the Impetus to Writing This Book?

2min

Investing From a Position of Strength

2min

Risk Parity

2min

The Risk Parity in a Bond Bear Market

2min

Investing in the Futures Market

2min

How to Trace Through Uncertainty

2min

The Greatest Misprize of a Financial Instrument

2min

How Important Is the Picking Up Those Really Cheap Assets?

2min

10.

Portfolio Building

4min

11.

Dividend Futures

2min

12.

The Stock Market Is a Good Place to Start

2min

13.

The Stock Market Is Not Cheap, but It's Now Cheap

2min

14.

Is It Happening a Little Bit Coin?

2min

15.

Is the New York Fed Really Smart?

4min

16.

Is the One Year Inflation Swap Trading at Three and Half %?

2min

17.

Is the Terminal Rate Going to Be a Break Even Bat?

2min

18.

The Bond Market Is a Great Predictor of Recessions

2min

19.

Bond Market

2min

20.

The Market Is Confirming Your View

3min

21.

I Like Weak Opinions, Strongly Held

3min

22.

The Bullet From the Gun

3min

23.

The Efficient Market Theory Breaks Down Like Newtonian Mechanics

2min

24.

How to Understand the Market in a Changing Environment

2min

25.

Do You Think the Markets Are Efficient?

3min

26.

What I Like About Fog Con?

2min

27.

What Is Your Favorite Science Fiction Book?

2min

28.

The Bottom Will Be on March 20 Third?

2min

29.

The Next Alchemy of Finance

2min

30.

The Fed Is the Big Dog, Right?

2min

31.

Energy Policy Is Going to Drive Everything Else in the Economic Cycle

2min

32.

Are These Organizations So Against Energy?

2min

33.

The Next Crisis After Energy Is Going to Be Food

4min

34.

Is Germany Going to Close More Nuclear Power Plants?

2min

35.

I Think It's Just Incompetence

2min

36.

I've Always Thought Politicians Are the Sort of People That Can See Which Direction the Mob Is Going

2min

37.

Climate Change

2min

38.

Nuclear Winds

2min

39.

Inflation and Debt - What Do You See and Why?

4min

40.

Bit Coin vs Gold?

1min

41.

Is Bit Coin the Best Cryptocurrency?

3min

42.

Bitcoin Is a Value Transfer Protocol

3min

43.

The Attributes of What Money Is

2min

44.

The Bigger Play Is if We Zoom Out

3min

45.

The Big Mackerel Lens

3min

46.

Bit Coin Volatility

2min

47.

The Big Money's Made in the Waiting

3min

48.

Is It Time in the Market, It's Time in the Market?

2min

49.

The Biggest Trend in the Market, Eh?

3min

50.

Gold and Energy - What Do You Think Will Happen?

2min

51.

He Russia, You Need to Turn on the Pipe Line

3min

52.

Is Poten Going to Try to Take Some of the Eastern Provinces of Ukraine?

2min

53.

World War Three

2min

54.

Market Disrupters Live Events - You're Going to Love This One Copy.

6min

55.

Is There a Turnpoint Next Week?

3min

56.

The Vix Isn't Going Upa Much, but We're Gtting Close

4min

57.

Is There a Triple Bottom?

2min

58.

Oil Contract Delivery - Is That a Prairie Dog?

4min

59.

Is the Nik Going to Be the Next a Russell?

3min

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.