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The Market Huddle

Latest episodes

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Sep 18, 2020 • 2h 20min

Weaponized Gamma (guests: Brent Kochuba, Angie Setzer)

In episode #97, Patrick Ceresna and Kevin Muir first welcome Spot Gamma’s Brent Kochuba to the show to discuss deeper into the SoftBank whale’s strategy and talk about the ramifications of the increased popularity of options. Then they welcome this week’s second guest, the one and only Goddess of Grains, Angie Setzer to talk grains.
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Sep 11, 2020 • 2h 24min

Cocktail Party Bullsh*t (guest: Morris Sachs)

In episode #96, Patrick Ceresna and Kevin Muir welcome back Morris Sachs to the show to talk about option trading, gold and why hedge funds are a bad investment. Then we introduce our new segments, No Stupid Questions and Skin in the Game.
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Sep 4, 2020 • 2h 9min

Invest In A World That Is (guests: Michael Batnick, Kuppy)

In episode #95, Patrick Ceresna and Kevin Muir welcome Michael Batnick to the show. We learn how he came to be part of the team at Ritholtz Wealth Management, what clients should do in this new ear of super low interest rates, and most importantly, what are the Toronto Raptors chances of winning two in a row. Then Kuppy is back with his monthly update.
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Aug 28, 2020 • 2h 20min

A Feature, Not A Bug (guest: David Bezic)

In episode #94, Patrick Ceresna and Kevin Muir welcome back David Bezic, an independent economic consultant who will walk us through how the monetary and fiscal responses are affecting both the economy and the markets. https://markethuddle.com/wp-content/uploads/2020/08/MH94.mp3
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Aug 21, 2020 • 1h 54min

Macro Chatting with Chase (guest: Chase Taylor)

https://youtu.be/4MzxZu-KTrc In episode #93, Patrick Ceresna and Kevin Muir decided to do something a little different and have a good old fashion, shoot the shit session with our pal, Chase Taylor from Pinecone Macro.
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Aug 14, 2020 • 2h 1min

The Dollar and Bond Bull Markets Are Not Over (guests: Steven Van Metre, Julia Cordova)

In episode #92, Patrick Ceresna and Kevin Muir welcome Steve Van Metre from Atlas Financial Advisors to the show, where Steve walks us through his deflationary macro forecast. Then, Julia Cordova joins to tell us her 3 favorite trades and talks some charts!
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Aug 7, 2020 • 2h 4min

Deep Dive into Technical Analysis (guests: Larry Berman, Kuppy)

In episode #91, Patrick Ceresna and Kevin Muir welcome Larry Berman from ETF Capital to the show to talk about technical analysis, behavioral finance, and his outlook on the markets. Then, Kuppy is back with a story of how he went from thestreet.com teenage trading wonder kid to the best crypto-fraud, bull market riding hedge fund manager out there.
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Jul 24, 2020 • 53min

Never Panic, Never Give Up (guest: Harley Bassman)

In episode #90, Patrick and Kevin welcome the creator of the MOVE Index, the Convexity Maven, Harley Bassman. Harley shares stories of his career journey throughout the years and his passion for travel and much more.
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Jul 17, 2020 • 2h 9min

Volvexity (guests: Nancy Davis, Benjamin Kwasnick)

In episode #89, Patrick Ceresna and Kevin Muir welcome Nancy Davis, the founder of Quadratic Capital which manages the popular IVOL ETF. Nancy shares how she started out on the Goldman Sachs prop desk, what it’s like to be a woman on Wall Street and how IVOL might be a great way to protect against the coming inflationary environment. Then, a special guest joins – SPAC Research’s Ben Kwasnick comes back to talk about the hottest investment out there right now, SPACS!
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Jul 10, 2020 • 1h 52min

What’s Wrong With A Little Inflation? (guest:Tony Boeckh)

https://markethuddle.com/wp-content/uploads/2020/07/MH88.mp3 In episode #88, Patrick Ceresna and Kevin Muir welcome the legendary Tony Boeckh – founder of the famous Bank Credit Analyst and now part of the Alpine Macro team. Tony shares stories from nearly half a century in the markets and tells us the tale of when he was working at the Bank of Canada in the early 1960’s.

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