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The Market Huddle

Latest episodes

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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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Jul 2, 2020 • 1h 53min

Adventures with Rebel Capitalist George Gammon (guests: George Gammon, Kuppy)

https://markethuddle.com/wp-content/uploads/2020/07/MH87.mp3In episode #87, we change up the format for the holiday weekend – it’s a double feature! Our hosts Patrick Ceresna and Kevin Muir welcome the Rebel Capitalist George Gammon to the show to talk about real estate, the Fed, QE and more. Then Kuppy is back to talk about selling volatility in this crazy mixed-up macro environment and tells us what stocks he is buying right now.
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Jun 26, 2020 • 2h 6min

Up Close & Personal with Trader Vic (guest: Victor Sperandeo)

https://markethuddle.com/wp-content/uploads/2020/06/MH86.mp3In episode #86, Patrick Ceresna and Kevin Muir welcome trading legend Victor Sperandeo to the show to talk about his fascinating career in the finance industry. Whether it is trading for George Soros or T. Boone Pickens, Trader Vic has seen it all during his half-century on Wall Street. Victor tells us what he sees as the end game for this head-scratching macro market.
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Jun 19, 2020 • 2h 32min

Sending Money into the Future (guests: Brad Dunkley, Nathan Tankus)

In episode #85, Patrick Ceresna and Kevin Muir welcome Brad Dunkley from Waratah Capital Advisors where they have a wide ranging fantastic discussion about his journey into one of Canada’s largest hedge funds. Then, special appearance by Nathan Tankus, who does a deep dive into the controversial Atlantic article, “Will the Banks Collapse?”
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Jun 12, 2020 • 2h 14min

Fiscal Taking Over (guests: Lyn Alden, Jose Rocha & Felipe Hirai)

In episode #84, Patrick Ceresna and Kevin Muir welcome Lyn Alden to the show where we learn how an electrical engineer became a macro expert. It’s a fascinating discussion where they examine the fallout from the COVID19 crisis and the unprecedented government response. Then, a special guest appearance from Felipe Hirai and Jose Rocha from Dahlia Capital where we learn about the unique opportunity offered by Brazilian equities.
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Jun 5, 2020 • 0sec

Don’t Be Long The Battlefield (guests: Louis-Vincent Gave, Kuppy)

In episode #83, Patrick is away and Kevin welcomes Louis-Vincent Gave to the show to talk macro, China and most importantly – skiing in Canada. Then better late than never, Kuppy returns to talk about his new portfolio additions that are sure to ruffle some feathers.
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May 29, 2020 • 2h 7min

European Macro Strategist (guests: Andreas Steno Larsen, Aidan Garrib)

In episode #82, Patrick Ceresna and Kevin Muir welcome European macro strategist Andreas Steno Larsen of Nordea Bank to the show to talk about what he thinks is shaping up to be a pretty big opportunity in European assets. Then, an old friend of the show, Aidan Garrib of Pavilion Global Markets gives us his take on the US/China trade war.

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