The Market Huddle

Patrick Ceresna & Kevin Muir
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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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Jul 1, 2022 • 2h 36min

Dusting For Fingerprints (guests: Carter Worth, Kuppy)

In this episode, Patrick and Kevin welcome Carter Worth to the show. Carter tells us about his methodology for analyzing markets, how he is worried about the coming fallow period, and why gold is something that all investors should consider. Then Kuppy is finally back for Kuppy’s Corner. Download Carter’s charts  https://bit.ly/3nDRasR 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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Jun 24, 2022 • 1h 15min

TINA the Faceless Mistress (guest: Steve Sonick)

In this episode, Kevin is away so Patrick takes the wheel and welcome back a ‘Huddle favorite, Chief Strategist at Interactive Brokers, Steve Sosnick. They talk Fed, recession risks, the bear market and more. Afterwards Steve will pull out his crayons to join Patrick 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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Jun 10, 2022 • 1h 30min

Grocery Store Beer

This week, we’re running old school – it’s just Patrick and Kevin shooting the shit about these crazy markets we are experiencing. Let’s just hope Patrick doesn’t decide to go streaking by the quad, and sticks to chewing crayons instead. 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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Jun 3, 2022 • 1h 53min

Positional Analysis (guest: Brent Kochuba)

In this episode, Patrick Ceresna and Kevin Muir welcome Brent Kochuba from SpotGamma to the show to talk about the chunky option expiration that’s coming up and be sure to stick around because Brent will even share the single stock idea that piqued Kevin’s interest! Download Brent’s Charts https://bit.ly/3NP7geo 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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May 27, 2022 • 1h 56min

Predicting Macro Soup (guest: Marko Papic)

Marko Papic from ClockTower Group discusses the war in Ukraine, the situation in China, and a trade that smart traders are interested in. The hosts also talk about an Italian beer, pineapple on pizza, an upcoming event in Toronto, and Canadian trivia. They discuss China's shift towards a German model in the tech sector, make predictions and discuss potential market opportunities. They also touch on Marko Papic's journey to joining Clock Tower Research Group, an ongoing dispute over an Arctic island, recent market changes, and skiing trips.
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May 20, 2022 • 1h 51min

Money Talks (guests: Michael Campbell, Kuppy)

In this episode, Kevin takes a much needed day off and Patrick takes the wheel. Patrick welcomes Money Talks’ Michael Campbell to the show to talk inflation, commodities and more. Then Kuppy is back for his usual monthly segment then sticks around to share a box of crayons with the Lord of Crayons. Join Patrick on Sunday May 22nd at 11am ET for a Free LIVE webinar! https://bit.ly/3FYN4nL Market Huddle Piss Up! is finally happening on Wednesday June 1st at The Bottom Line (22 Front St. W in Toronto) at 4:30pm – Hope to see you all there! 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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May 13, 2022 • 1h 45min

Some Unpleasant Monetarist Arithmetic (guest: Jim Leitner)

In this episode, Patrick Ceresna and Kevin Muir welcome back Jim Leitner to the show to discuss the dilemma facing the Federal Reserve, what he’s trading to express that view, and what that means for other risk markets. 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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May 6, 2022 • 1h 19min

Soft Patch Soft Landing (guest: Dario Perkins)

This week, Patrick is away, so it’s an interview only show, but don’t worry, we have a terrific guest with Dario Perkins from TS Lombard returning. Dario talks about why Central Bankers are not as powerful as they want to believe, what the risks are for markets in the coming months, and how to position for the upcoming secular changes. He gives a fantastic Don Coxe Page 16 on the way to Page 1 call, and then finishes with a little update on the AC Milan saga. 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 29, 2022 • 2h 22min

Carries And Rolls Like A Dog (guest: Alfonso Peccatiello)

In this episode, Patrick and Kevin welcome Alfonso Peccatiello to the show. Alfonso tells us why he is short S&Ps, credit spreads, Italian BTPs and most importantly, why pineapple pizza is a travesty that should be outlawed immediately. Check out The Macro Compass https://bit.ly/38wBRhv 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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