

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

4 snips
Jul 12, 2024 • 1h 1min
What’s Up With These Markets?! (Guest: Chase Taylor)
Fellow chartist Chase Taylor joins the podcast to discuss turbulent markets. Topics include sector rotations, NASDAQ trends, rate cuts, Bitcoin future, precious metals, commodities like Palladium and Uranium, trading agricultural commodities, Intel's struggles, political influences on markets, and insights on research and asset management.

Jul 10, 2024 • 44min
Masterclass in Weirdo Babble Speak (Guest: William Nutting)
Author William Nutting discusses geopolitics, youth investment preferences, market stability concerns, and special investment opportunities like Power Nickel and Cardiol. The conversation delves into stock performance analysis, market trends, marijuana investments, and strategies to protect against currency debasement.

Jun 29, 2024 • 1h 52min
Crisis At The Core (Guest: Vincent Deluard & Kuppy)
Vincent Deluard from Stone X shares trades amidst French election. Kuppy joins for insights on political turbulence. They discuss market reactions, Euro Yen movement, cheese conversations, tech companies impact, uranium market insights, and investment strategies. Analyze S&P 500 performance, market news impact, and volatility navigation with options. Bitcoin's price movement, credit market weaknesses, and beer tasting discussions add a fun twist to the episode.

Jun 18, 2024 • 29min
MH+ Ep.40 Bullish on a Soft Landing (guest: Joseph Wang)
Expert 'The FED Guy' Joseph Wang discusses Fed policy, inflation, European election impact on markets & currencies. Topics include Fed's focus on employment over inflation, probability of soft vs hard landing in economy, navigating right tail risk in financial markets, potential monetary policy shift in Japan impacting the yen.

Jun 15, 2024 • 1h 54min
What The Market is Under Appreciating (Guest: Ben Rabidoux)
Ben Rabidoux from North Cove Advisors discusses US and Canadian housing markets, opportunities, and potential Big Short in Canada. They explore population growth challenges, risks in the real estate market, and impact of European elections. The podcast also covers market trends, technical analysis, bullish sentiment in copper, tactical bull trade in bonds, and market insights with a casual beer chat.

Jun 1, 2024 • 1h 25min
Small-Cap Value Opportunities (Guest: Tucker Scott)
Former Templeton Mutual Fund manager Tucker Scott shares insights on undervalued foreign stocks, emphasizing dirt-cheap picks. Discussion covers his strategies, successes, and criteria for stock selection. Also explores market turmoil, currency movements, small-cap Chinese companies, sector rotation analysis, and casual chat about health and surfing plans.

May 29, 2024 • 38min
MH+ Ep.39 You Can’t Handle The Truth (guest: Russell Grant Clark)
Financial analyst Russell Grant Clark discusses interest rates, China, Japan, and predicts a stronger economy. They explore fund managers adapting to changing financial realities, potential factors influencing future fertility rates, government policies' economic impact, CDS trends, and Japan's affordability and economic opportunities.

May 18, 2024 • 2h 19min
Bull in a China Shop (guest: Leonid Mironov)
Guest Leonid Mironov from PACAT Asset Management shares insights on China's progress and challenges, predicts the future of commodities, discusses Chinese governance, economic strategies, lithium market, AI skepticism, and market analysis. Entertaining reflections on a Mexico trip and cultural tidbits thrown in.

May 15, 2024 • 44min
MH+ Ep.38 Schumpeter’s Dream (guest: Paul Krake)
Guest Paul Krake discusses the evolving AI landscape, energy transition, and innovative fuel sources. Topics include AI's impact on data analysis, investing in tech giants, value vs. growth trends, geopolitical implications, and the impact of AI on financial markets and passive vs. active investing. The discussion also covers navigating electricity grid challenges amid AI and green energy.

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.


