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The Market Huddle

Latest episodes

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Apr 8, 2022 • 1h 8min

Memes of Production (guest: Kuppy)

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 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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Apr 1, 2022 • 2h 19min

Loose Pants (guest: Jerry Parker)

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: nostupidquestions@markethuddle.com   To receive our emails with the charts and links each week, please register at: https://markethuddle.com/
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Mar 25, 2022 • 1h 8min

Crayons vs. Crayons (guest: Chase Taylor)

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: nostupidquestions@markethuddle.com To receive our emails with the charts and links each week, please register at: https://markethuddle.com/  
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Mar 18, 2022 • 2h 14min

A Little Crusty, A Little Rusty (guest: Jimmy Jude)

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: nostupidquestions@markethuddle.com
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Mar 11, 2022 • 1h 40min

There Are No Mulligans In Trading (guests: Kuppy, Rob Koyman)

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: nostupidquestions@markethuddle.com
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Feb 25, 2022 • 2h 11min

Undermoney (guest: Jay Newman)

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.
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Feb 18, 2022 • 1h 42min

Part Quant Part Discretionary (guest: Kris Sidial)

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!
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Feb 11, 2022 • 2h 6min

Surprised That Market Is Surprised (guest: Vincent Deluard)

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    
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Feb 4, 2022 • 2h 15min

Coiled Spring & Defensive Value (guests: Lyn Alden, Kuppy)

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
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Jan 28, 2022 • 2h 34min

Chasing Commas (guest: Joseph Wang)

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.

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