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The Market Huddle

Latest episodes

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May 3, 2024 • 0sec

The Evolving Market Structure (guest: Peter Haynes & Jenny Hadiaris)

Jenny Hadiaris and Peter Haynes talk about evolving market structures, algorithmic trading strategies, 24-hour trading impact, commodities trends, and investment opportunities. They also share insights on market manipulation, cheese futures, and beer banter.
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May 1, 2024 • 36min

MH+ Ep.37 The Rules Are Changing (guest: Warren Pies)

Warren Pies from 3Fourteen Research predicts a 10% market correction and advises cash position increase. Discussions on rebalancing strategies, quantitative trading impact, recession predictions, data revisions, and evolving bonds and stocks relationship.
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Apr 23, 2024 • 41min

MH+ Ep.36 So, it Seems Like I Missed Something (guest: Steve Sosnick)

Interactive Brokers Chief Strategist, Steve Sosnick, discusses global equity market turbulence, market momentum indicators, US tax season impact on stocks, market pullbacks for market health, earnings beats, Tesla earnings reactions, top-heavy market dynamics, election year challenges, portfolio insurance strategies with options, VIX trading, asset allocation importance, evolving options expirations, and market triggers like gamma dynamics.
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Apr 20, 2024 • 1h 24min

Lost Control of Financial Conditions (Guest: Danny Dayan)

Expert Danny Dayan discusses how the FED lost control of financial conditions and predicts higher inflation. They cover personal sports experiences, financial crises, transition to a new fund approach, analyzing economic re-acceleration, Federal Reserve's views, Canadian economy challenges, and anecdotes from Ice Farm Capital.
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Apr 17, 2024 • 46min

MH+ Ep.35 The Uncomfortable Truth About Money (guest: Paul Podolsky)

Author Paul Podolsky discusses the FED's political motivations, upcoming US election impact on markets, and simplifying financial concepts. They delve into geopolitical influence on Federal Reserve policy, analyzing ETFs, inflation-linked bonds, and equity risk premium across countries. Also explored are the Asian investment landscape, AI's impact on unemployment, investment in software and AI, energy challenges, and geopolitical dynamics.
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Apr 10, 2024 • 27min

MH+ Ep.34 Talkin’ Charts With Tony (guest: Tony Greer)

Founder of TG Macro, Tony Greer, discusses recent moves in gold, mining stocks, and crude oil on this podcast. Topics include strategies for capitalizing on market rotation, breakout of precious metals, historical analogies of equity market conditions, and sector rotation in the S&P 500.
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Apr 6, 2024 • 2h 57min

Fundamentals Tightening Under The Covers (Guests: Paulo Macro & Kuppy)

Guests Paulo Macro and Kuppy share insights on commodity fundamentals improving, new stock picks, and navigating market cycles. Topics include unique investment strategies, unconventional finance paths, and challenges in financial markets. The podcast also covers inflation, trading strategies, and personal reflections on market dynamics.
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Apr 3, 2024 • 36min

MH+ Ep.33 Copper, Dispersion & Commodities (guest: Will Thomson)

Will Thomson, Founder of Massif Capital, discusses copper, mining sector returns, down and out commodities. Topics include recession threats on spending decisions, investing in copper over gold, importance of management teams in mining investments, dispersion of results in energy/materials/industrial companies, and investment opportunities in emerging markets post-COVID era.
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Mar 27, 2024 • 41min

MH+ Ep.32 Navigating The FED’s Impact on Global Markets (guest: Aidan Garrib)

Head of Global Macro Strategy at PGM Global, Aidan Garrib, joins in a discussion on the FED's impact on global markets, inflation, and strategic maneuvering in the global oil market. They also analyze stock market metrics, quantitative easing's impact, navigating inflation, and brokerage firm services for global market analysis.
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Mar 22, 2024 • 2h 10min

Suit Up and Head to MidTown (guest: Erik @ YWR)

Guest Erik shares insights on investing in Africa amidst inflation, underrated risks for investors, and a surprising stock pick. The podcast covers leveraging strategies, Chinese economic resilience, career transitions, AI, blockchain integration, and skiing adventures. Market analysis, trading strategies, beer tasting banter, and childhood memories of hockey rivalries add to the engaging discussions.

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