Interactive Brokers Chief Strategist, Steve Sosnick, discusses market correlation, dispersion's impact on volatility, and the effects of buy writing and short vol strategies on the options market. They explore the implications of a rising dollar and oil prices, the correlation between assets and VIX, and the impact of buy, buy, write ETFs. They also discuss steep skews and innovative trading strategies utilizing option combinations.

Warren Pies, cofounder of 3 Fourteen Research, discusses his unconventional start in life, his market views, and the importance of a hyper-reactive fed. They delve into mispricing in the bond and stock markets, the housing market as a recession indicator, and emerging trends. They also touch on Russian production, the nature vs. nurture debate, and potential investment choices. Additionally, they analyze technical indicators, speculate on a stock market crash, and explore TIPS as an inflation hedge and retirement strategy. Anecdotes with dogs add a lively touch to the conversation.

Guest, Chase Taylor, a favorite chartist at Pinecone Macro, discusses charts on commodities like cotton, sugar, and copper, as well as cannabis, home builders, and bitcoin. They analyze market conditions, predict movements in the S&P, discuss interest rate predictions and low market volatility. They also delve into the recent strength of cotton futures, technical outlook and home builders, and the state of crude oil and uranium markets.

John Davi, founder of Astoria Portfolio Advisors, discusses inflation, investing simplicity, market correction, sector rotation, and market predictions with the hosts. They also share their social media handles and talk about their sailing trip in Croatia.

Derek Wallis, Trader at Soros, Marlowe Partners, and now, 33 Capital Management, discusses the changes on Wall Street over the years. He also talks about an upcoming event to honor military personnel and their support for the Navy Seal charity One More Wave.

Aahan Menon from Prometheus Investment Research discusses their macro framework, liquidity, and the resilience of the bond market. They talk about the economic slowdown, delay in recession, and factors contributing to the economy's resilience. They also dive into misunderstandings about government debt, trends in the bond market, and the outlook on stocks and bonds. The podcast covers systematic macro investing and the potential impact of AI on the investment process.

Vincent Deluard, Director of Global Macro Strategy from StoneX Group Inc., joins Kevin to discuss inflation and the challenges faced by the economy. They explore topics like distorted healthcare costs, the second wave of inflation, factors contributing to economic stimulus, projected increase in healthcare needs, and the potential of AI in healthcare. They also have a fun chat about the TV show Emily in Paris and its characters.

This week, Jason Shapiro, author of the Crowded Market Report and featured in Jack Schwager’s Unknown Market Wizards, joins us for a fascinating discussion about his life, what made him a pathological contrarian, and how he uses that to make money in the markets. Check out Jason’s YouTube channel: https://www.youtube.com/@crowdedmarketreport *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/

In this episode of MH+, Patrick is joined by Nick Galarnyk from Optionfinity to take a deep dive into options trading, asymmetry, risk management and the psychological obstacles of short-term options trading. Check out Nick’s YouTube channel: https://www.youtube.com/c/Optionfinity Join Optionfinity discord: https://discord.gg/Rvnsv6Y *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/

In this episode, we welcome Jan Szilagyi to the show to talk about his time working with Stanley Druckenmiller, whether he feels that economics is a social or natural science and we learn all about his latest market tool, Toggle.AI. *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/