The Market Huddle

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.

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.

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.

In episode #81, Patrick Ceresna and Kevin Muir welcome Cullen Roche to the show where he tells us how an East Coast boy ended up being a San Diegan outside-the-box-alternative-macro money manager. Then, veteran hedge fund trader Morris Sachs tells us a story about his career making trade that you won’t want to miss!

In episode #80, Patrick Ceresna and Kevin Muir welcome Vincent Deluard, a Global Macro Strategist from INTL-FCStone. Vincent talks Europe and the problems COVID-19 introduces to the whole European Union, and the generational shift that is about to envelop developed economies and what that might mean for markets in the future. Then they welcome special guest, Liam Vaughan, the author of Flash Crash: A Trading Savant, a Global Manhunt, and the Most Mysterious Market Crash in History to talk about his book and the story of Nav Singh Sarao.

In episode #79, Patrick Ceresna and Kevin Muir welcome the author of Occupy a Job on Wall Street along with one of the heroes from his story, Tarzan, to talk about the hedge fund industry in the 2000s. Then Chase Taylor from Pinecone Macro Research joins in Talking Charts.

In episode #78, Patrick Ceresna and Kevin Muir welcome Rob Hanna from Quantifiable Edges. Rob’s unique style of quant research has been a fixture on the professional trading circuit since 2008, and we learn how Rob went from a financial software salesman to a full time professional trader.

In episode #77, Patrick Ceresna and Kevin Muir welcome Chris Sommers from Unhedged.com. Chris has a fascinating career that ranged from investment banking at storied Wall Street dealers to working at Greenlight Capital where he was a part in the Lehman Brothers short selling campaign. You don’t want to miss this interview. Then Kuppy’s back for his monthly segment and Rob Koyfman joins in Talking Charts

In episode #76, Patrick Ceresna and Kevin Muir welcome esteemed Bloomberg contributor and just an all-around fun guy – Barry Ritholtz. They talk about Barry’s journey to Wall street, discuss what he thinks are in store for markets and end with a great chat about his other love – cars!

In episode #75, Patrick Ceresna and Kevin Muir welcome two SPAC experts – Jamie Wise from Periscope Capital and Benjamin Kwasnick from SPACresearch.com. Then for the main interview, they welcome @HayekAndKeynes to talk all things macro.