The Market Huddle

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.

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.

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.

Vincent Deluard joins for a market discussion covering FED, inflation, and deflation outlook. Explore correlations in quadrant investing and economic regimes, factors in Trump's re-election, rising service sector wages, impact of inflation on stocks, and investment strategies.

The podcast features a discussion with guest David Cervantes on the economy and markets. Topics include navigating financial complexities in South America, analyzing market correlations, exploring the safety of nuclear energy, and balancing opposing economic truths. Additionally, discussions cover the impact of technology on portfolio building, tech stock movements, and strategies for risk management in the automobile index.

Former Wall Street trader Derek Wallis shares hilarious stories and insights, from market bubbles to mentorship and supporting military veterans through jiu jitsu. He also discusses the importance of mentor figures in finance and future plans in consulting and fund startups.

In this episode, the hosts discuss a range of interesting topics including tech stocks, crypto, and commodities. They explore market breadth deterioration, Apple's trading levels, Bitcoin's surge driven by ETF demand, global market performance, investment strategies, mining plays, and the agricultural sector's challenges and opportunities.

On this podcast, they discuss the long-term direction of precious metals, the mining industry improvements needed, and the potential for prices to rise. They explore gold versus cryptocurrencies, inflation hedging, and the impact of social media on stock pricing. They also cover market movements, central bank policies, and trading strategies for various commodities. The conversation includes insights on investing, market trends, and a fun beer tasting segment.

Brian Nick, Trahan Strategist, discusses the market's changing perception of higher rates and the potential impact on the economy. They delve into Trahaun's macro research and the development of a specialist designation curriculum. The podcast also covers the Fed's monetary policy, the outlook for the economy, and the use of quantitative easing and tightening. They analyze the influence of Fed funds futures on the communications strategy and discuss living in the US and fascination with Finland. They also touch on oil bottoming, market breadth, US dollar strength, and Bitcoin's breakout.

On this weeks Huddle +, Kevin welcomes back to the show, Vice President of RJ O’Brien, Alex Manzara. Kev and Alex shoot the s**t,  talk the changes from Eurodollar to SOFR contracts and what Alex thinks of the current market trends. Follow Alex on X: @AlexManzara *Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com Visit our merch store!!! https://www.themarkethuddlemerch.com/ To receive our emails with the charts and links each week, please register at: https://markethuddle.com/