

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

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

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

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!

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.

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

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

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.

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.

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.