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The Market Huddle

Latest episodes

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Sep 16, 2022 • 1h 51min

Calibrating the Showerhead (guest: Kuppy)

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. 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/
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Sep 9, 2022 • 2h 47min

Talking Like Volcker, Channeling Burns (guests: Rob Arnott, Brent Kochuba)

In this episode, Patrick Ceresna and Kevin Muir welcome Rob Arnott to the show to discuss value versus growth stocks, the yield curve and whether it’s predicting or causes recessions, and why Rob thinks inflation will stay persistently high. Then Brent from SpotGamma is here to talk OPEX. Visit Research Affiliates: https://www.researchaffiliates.com Download Brent’s Charts https://bit.ly/3L13IFL 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/
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Aug 26, 2022 • 56min

Understand the Bond King (guest: Mary Childs)

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. 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/
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Aug 19, 2022 • 2h 41min

Inflation Guy: Super Hero (guest: Michael Ashton)

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/ 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/
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Aug 12, 2022 • 2h 23min

Past Peak Hawkishness (guest: Barry Knapp)

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/ 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/
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Aug 5, 2022 • 1h 60min

Best Economy in 20 Years (guest: Boris Schlossberg)

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. 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/
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Jul 29, 2022 • 1h 14min

Morning Beers

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. 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/
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Jul 22, 2022 • 2h 17min

Jack Bogle of Hedge Funds (guest: Andrew Beer)

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. 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/
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Jul 15, 2022 • 1h 35min

Old Chestnut Don’t Care (guest: Morris Sachs)

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. 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/  
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Jul 8, 2022 • 1h 53min

There Is No Optimal Policy (guest: Cameron Crise)

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. 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/

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