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The Market Huddle

Latest episodes

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Nov 26, 2020 • 2h 19min

The Ketchup Effect (guests: Andreas Steno Larsen, Erik Townsend)

In episode #107, Patrick Ceresna and Kevin Muir welcome back Andreas Steno Larsen from Nordea to the show to discuss the state of European markets. Then Erik Townsend of MacroVoices joins the show to talk about Abaxx Technologies. Download Andreas’ charts https://bit.ly/2Vd0W73 https://markethuddle.com/wp-content/uploads/2020/11/MH107.mp3
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Nov 20, 2020 • 2h 9min

Trades That Work No Matter What (guest: Frances Donald)

In episode #106, Patrick Ceresna and Kevin Muir welcome Frances Donald, the Global Chief Economist and head of the Macro Strategy at Manulife Investment Management. They have a terrific discussion on the ramifications of the recent Mnuchin treasury headlines, impact of COVID on the economy and what this means for your portfolio. https://markethuddle.com/wp-content/uploads/2020/11/MH106.mp3
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Nov 13, 2020 • 2h 7min

Pancaking Curves (guests: Alex Manzara, Jeff Desjardins)

In episode #105, Patrick Ceresna and Kevin Muir welcome back to the show, R.J. O’Brien’s institutional eurodollar broker Alex Manzara. They talk about the different colours of Eurodollars, and some of the cheapest vol out there. Then Visual Capitalist’s Jeff Desjardins joins to walk us through his new book, Signals. https://markethuddle.com/wp-content/uploads/2020/11/MH105.mp3
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Nov 6, 2020 • 2h 7min

Dumbest Man Alive (guest: Michael Green)

In episode #104, Patrick Ceresna and Kevin Muir welcome Michael Green from Logia Funds to the show and have a wide ranging conversation about Mike’s career and what he sees as the biggest risk out there. https://markethuddle.com/wp-content/uploads/2020/11/MH104.mp3
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Oct 30, 2020 • 2h 11min

Applying Chicago School to Energy Markets (guests: Josh Young, Brent Kochuba)

https://markethuddle.com/wp-content/uploads/2020/10/MH103.mp3 In episode #103, Patrick Ceresna and Kevin Muir welcome Josh Young from Bison Interests to talk about the macro picture for oil & gas, and a couple of companies posed to take advantage of the current dire environment. Then Brent Kochuba from Spotgamma.com joins to give us a special election gamma set up that you won’t want to miss!
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Oct 23, 2020 • 2h 7min

Put On Your Commodity Hat (guest: David Kreisa)

https://markethuddle.com/wp-content/uploads/2020/10/MH102.mp3 In episode #102, Patrick Ceresna is back with Kevin Muir and they welcome veteran FX prop trader, David Kreisa to the show to talk about his time in the early 1990s when foreign exchange trading was the true wild west of financial markets. David also tells us the story of when the Swiss National Bank let the EURo-Swiss floor drop out, and finally, he shares with us some terrific wisdom for all the young traders out there.
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Oct 16, 2020 • 2h 23min

Take Your Losses Quickly (guests: Nick Givanovic, Morris Sachs)

In episode #101, Patrick Ceresna is away and Kevin Muir welcomes Nick Givanovic who shares the story of his career working in London for JPM and Salomon Brothers, then running his own hedge fund, and finally retiring to the Bahamas where he is busy trading and saving the local animals. Then Morris Sachs returns to the show as a special guest and fills in for Patrick. https://markethuddle.com/wp-content/uploads/2020/10/MH101.mp3
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Oct 9, 2020 • 1h 42min

Monetary Dominance (guest: Lyn Alden)

In episode #100, Kuppy joins Kevin Muir as the guest co-host while Patrick Ceresna is away. They welcome Lyn Alden back to the show where they talk about debt cycles, fiscal & monetary policy and even bitcoin. https://markethuddle.com/wp-content/uploads/2020/10/MH100.mp3
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Oct 2, 2020 • 2h 23min

The Tequila Theory of Money (guests: Ronald Stoeferle, Kuppy)

https://markethuddle.com/wp-content/uploads/2020/10/MH99.mp3 In episode #99, Patrick Ceresna and Kevin Muir welcome Ronnie Stoeferle from Incremntum to discuss gold, inflation and the intricacies of Austrian soccer.Then Kuppy is back for another update and to tell us about his new largest position.
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Sep 25, 2020 • 1h 28min

Dirty Harry of the Oil Market (guest: Tracy Shuchart aka @chigrl)

https://markethuddle.com/wp-content/uploads/2020/09/MH98.mp3 In episode #98, Patrick Ceresna and Kevin Muir welcome to the show, oil specialist and internet sensation, Tracy Shuchart, otherwise known as @chigrl. No WTF clip this week but stick around for No Stupid Questions and Skin in the Game.

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