The Market Huddle
Patrick Ceresna & Kevin Muir
Join Patrick and Kevin bi-weekly when these two traders discuss the week's action in the markets - always keeping the other's feet to the fire for bad calls - yet hopefully having some fun while learning a little something in the process.
Episodes
Mentioned books
Jan 15, 2021 • 2h 43min
Democratizing Alternatives (guests: Julian Klymochko, Morris Sachs)
In episode #114, Patrick Ceresna and Kevin Muir welcome Julian Klymochko to the show to talk about the state of arbitrage, and what the heck is going with these SPACS.Then Morris Sachs returns to the show to tell us what he thinks of the markets.
https://markethuddle.com/wp-content/uploads/2021/01/MH114.mp3
Jan 8, 2021 • 2h 23min
Charming Vanna (guests: Cem Karsan, Kuppy)
Cem Karsan discusses SPX option flow and the concept of 'Vanna'. Kuppy shares his trades and his new project. They talk about Mulhern, a larger than life figure, and the trading process. They explore market making, risk management, and pricing options. They discuss support and resistance levels, offer advice for young people in finance, and touch on CEO changes. They also talk about the Santa Claus rally, the 1974 oil price increase, and the importance of keeping a trading journal. They mention Barbados, beer ratings, weddings and COVID restrictions, and TV shows and movies.
Jan 1, 2021 • 1h 1min
Holiday Special with Jack Schwager Part 2
In episode #112, Patrick Ceresna and Kevin Muir welcome the Market Wizards author, Jack Schwager back to the show in this second half of two-part Holiday Special series.
https://markethuddle.com/wp-content/uploads/2020/12/MH112.mp3
Dec 26, 2020 • 52min
Holiday Special with Jack Schwager Part 1
In episode #111, Patrick Ceresna and Kevin Muir bring you the first half of two-part Holiday Special, with the Market Wizards author, Jack Schwager.
https://markethuddle.com/wp-content/uploads/2020/12/MH111.mp3
Dec 18, 2020 • 1h 15min
An Unknowable Future (guest: Michael Gayed)
In episode #110, Patrick Ceresna and Kevin Muir welcome Michael Gayed from Toroso Investments, to have a great discussion about different strategies to help navigate these interesting markets.
https://markethuddle.com/wp-content/uploads/2020/12/MH110.mp3
Dec 11, 2020 • 2h 22min
The Ability To Say You’re Wrong (guests: Dennis Gartman, Dave Floyd)
In episode #109, Patrick Ceresna and Kevin Muir welcome legendary newsletter writer, Dennis Gartman to the show to talk about his 35 years of writing one of the most popular newsletters in the markets, and Dennis shares who he thinks is the best trader of all time. Then, Dave Floyd from Aspen Trading Group joins Patrick and Kevin for Talking Charts and gives us his insights.
https://markethuddle.com/wp-content/uploads/2020/12/MH109.mp3
Dec 4, 2020 • 2h 15min
Secular Ceiling (guests: Eric Basmajian, Kuppy)
In episode #108, Patrick Ceresna and Kevin Muir welcome Eric Basmajian from EPB Research to the show to give Kevin’s MMT-here-comes-inflation-thesis a dose of cold water. Then, Kuppy is finally back to give us his update.
https://markethuddle.com/wp-content/uploads/2020/12/MH108.mp3
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
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
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
