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The Market Huddle

Latest episodes

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Nov 5, 2021 • 2h 52min

Giving 125% (guests: Andrew Simon, Nancy Davis & Kuppy)

In this episode, Patrick Ceresna and Kevin Muir welcome to the show Andrew Simon. Andrew is co-founder of Macro Hive after years as a senior manager at JP Morgan and another Macro Hedge Fund. He shares his philosophy towards markets, and why he likes energy volatility, uranium & much more.Then, we have Nancy Davis from IVOL come back to give us an update on her ETF and finally Kuppy is back for his monthly appearance.
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Oct 29, 2021 • 2h 46min

I.M.F*cked (guest: David Woo)

In this episode, Patrick Ceresna and Kevin Muir welcome former Wall Street strategist and IMF Economist, David Woo to the show. They have a great discussion of David’s time at the IMF, what he thinks are the best opportunities out there in the markets today, and why Squid Game is the perfect analogy of the problems in today’s society. Then, in Talking Charts, Rob Koyfman joins to walk us through markets and shares the newest features at Koyfin.
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Oct 22, 2021 • 2h 46min

An Interview with a Stock Market Wizard (guest: Mike Masters)

In this episode, Patrick Ceresna and Kevin Muir welcome to the show Stock Market Wizard, Mike Masters. You won’t want to miss the fascinating discussion with this hedge fund veteran. Mike is one of Kevin’s favourite people to discuss markets with, and it’s a real privilege to have him on the show.
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Oct 8, 2021 • 2h 20min

Boomers Are Like Locusts (guest: Harley Bassman)

In this episode, Patrick Ceresna and Kevin Muir welcome the Convexity Maven, Harley Bassman to the show. Harley takes us on a tour of bond trading during the golden age of Liar’s Poker and shares why he thinks rates are headed higher in the coming years.
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Oct 1, 2021 • 2h 4min

Trash Cans Move In Real Life (guests: Darius Dale, Kuppy)

In this episode, Patrick Ceresna and Kevin Muir welcome Darius Dale from 42 Macro. They have a fascinating discussion about the macro landscape and why inflation might be both transitory and secular at the same time. Then Harris Kupperman is back for Kuppy’s corner and it’s jam packed full of energy.
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Sep 25, 2021 • 1h 57min

Journey to NutStuff (guest: William Nutting)

In this episode, Patrick Ceresna and Kevin Muir welcome William Nutting, the author of the terrifically entertaining and informative newsletter, NutStuff. They have a great discussion covering a range of topics, from problems with Amazon to learning about his favourite motorcycle company.
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Sep 17, 2021 • 2h 13min

The Guy with a Gold BMW (guest: Dario Perkins)

In this episode, Patrick Ceresna and Kevin Muir welcome Dario Perkins from TS Lombard. They have a great discussion about the macro environment and find out why Dario is not the ECB’s favourite guy.
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Sep 10, 2021 • 2h 1min

Biggest Thing in Macro (guests: Lyn Alden, Brent Kochuba, Kuppy)

This week, Patrick is free-loading in Europe somewhere so Kevin holds down the fort alone but with great guests! First, we get an update from Lyn Alden and what she feels is the biggest thing in macro right now. Then Brent Kochuba from SpotGamma joins the show where we learn what’s happening in the option market and why the apes don’t want to be his friend. And finally, fan favourite and rock-star hedge fund manager Kuppy finishes it off with this month’s installment of Kuppy’s corner. Download Lyn’s Charts: https://bit.ly/3hnw9A6 Download Brent’s Charts: https://bit.ly/3tuReNQ
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Sep 3, 2021 • 57min

Retail & Proud (guest: @Michigandolf aka Horselover Fat)

This is the final of our interview-only summer specials, and we saved the most fun for last. You might know him as HorseLover Fat, you might simply know him as Horse, or you could be like Kevin and mistakenly call him HorseFat Lover, either way, one of the funniest, most entertaining and refreshingly great trading accounts on twitter joins us. We don’t ever learn who this mystery man is, but we do get a good insight into his trading techniques, and definitely a few laughs along the way.
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Aug 27, 2021 • 1h 45min

Mosler Special Installment (guests: David Bezic & Warren Mosler)

Continuing with interview-only specials, Patrick & Kevin take a break and allow previous Market Huddle guest (and outstanding economic thinker), David Bezic to grab the controls. David does not disappoint with an absolute terrific interview of the father-of-MMT and hedge fund legend, Warren Mosler.

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