The Market Huddle

In episode #124, Patrick Ceresna and Kevin Muir welcome Jay Pelosky from TPW Advisory. They have a great discussion about macro thematic investing, what is a Tri-Polar World, and even find out what it was like to work for investing legends, Barton Biggs and Byron Wien. Then, we have the great pleasure to have Barton back on the show to announce the launch of his new service – Fed.Tips

In episode #123​, Patrick Ceresna and Kevin Muir welcome Aidan Garrib from Pavilion Global Markets to talk about China’s macro plans, the way to trade the whole growth vs. value dynamic and why he is not allowed out after 8pm. Then Morris Sachs joins to talk about markets and at one point, he made Leena spit out her coffee with laughter – you can guess when! Download charts at: https://bit.ly/3lvfAmK

In episode #122, Patrick Ceresna and Kevin Muir welcome Gavekal Research CEO Louis-Vincent Gave to the show where they have a terrific discussion about why the market doesn’t like the US policy setting, what might replace bonds as the next anti-fragile asset, and why you can take the boy out of France but you can’t take Marxism out of the boy. Then, Brent Kochuba from SpotGamma joins to give us an update on how the option market is setting up for this week’s quad-witching expiry and to talk about if the market makers found a way to de-weaponize gamma.

In episode #121, Patrick Ceresna and Kevin Muir welcome Macro Hive founder Bilal Hafeez to the show. to talk to us about what he is seeing in the markets. Then Kuppy is back for our monthly Kuppy’s Corner. http://markethuddle.com/wp-content/uploads/2021/03/MH121.mp3

In episode #120​, Patrick Ceresna and Kevin Muir welcome Jim Leitner to the show to talk about his career, his investment philosophy and the best trade of his life. http://markethuddle.com/wp-content/uploads/2021/02/MH120.mp3

In episode #119, Patrick Ceresna and Kevin Muir welcome Cameron Crise from Bloomberg to the show to talk about his career, the current state of the markets and why Michael Lewis ruined his life. Then in Talking Charts, Patrick does his usual voodoo to divine where the markets are headed next week. https://markethuddle.com/wp-content/uploads/2021/02/MH119.mp3

In episode #118, Patrick Ceresna and Kevin Muir welcome Dan Carlson from Tailwinds Research. Dan is a microcap stock picker and he shares three of his favourite names. Then in Talking Charts, Patrick consults the oracle to divine what might lay ahead for the markets. http://markethuddle.com/wp-content/uploads/2021/02/MH118.mp3

In episode #117, Patrick Ceresna and Kevin Muir welcome Interactive Brokers Chief Strategist, Steve Sosnick to the show. They have a fantastic discussion about the GameStop saga, what it means for the market (hint – Steve thinks it’s potentially as transformative as the 1987 crash), and most importantly – Steve explains how the GameStop short interest become bigger than the float. Then, Kuppy is back! He is calling in from Puerto Rico – can’t miss a Kuppy’s corner in this crazy market. https://markethuddle.com/wp-content/uploads/2021/02/MH117.mp3

In episode #116, Patrick Ceresna and Kevin Muir welcome Brian Krogsgard from Ledger Status. Brian gives us no-coiners a terrific run down of the crypto landscape. Even those disbelievers of the bits-in-the-sky will find this a wonderful interview! https://markethuddle.com/wp-content/uploads/2021/01/MH116.mp3

In episode #115, Patrick Ceresna and Kevin Muir welcome back Lyn Alden to the show to discuss macro state of the markets, and find out what worries her going forward. Then Zach Resnick from Unbounded Capital joins to talk about crypto currencies and why his firm is focusing on Bitcoin SV. https://markethuddle.com/wp-content/uploads/2021/01/MH115.mp3