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

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

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

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 *Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com Visit our merch store!!! http://bit.ly/3As08At To receive our emails with the charts and links each week, please register at: https://markethuddle.com/

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 Visit our merch store!!! http://bit.ly/3As08At *Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com To receive our emails with the charts and links each week, please register at: https://markethuddle.com/

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. Visit our merch store!!! http://bit.ly/3As08At *Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com To receive our emails with the charts and links each week, please register at: https://markethuddle.com/

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. Visit our merch store!!! https://www.markethuddlemerch.com/ *Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com To receive our emails with the charts and links each week, please register at: https://markethuddle.com/

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. Visit our merch store!!! https://www.markethuddlemerch.com/ *Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com To receive our emails with the charts and links each week, please register at: https://markethuddle.com/

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. Visit our merch store!!! https://www.markethuddlemerch.com/ *Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com To receive our emails with the charts and links each week, please register at: https://markethuddle.com/

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 Visit our merch store!!! https://www.markethuddlemerch.com/ *Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com To receive our emails with the charts and links each week, please register at: https://markethuddle.com/