The Market Huddle

Guest Jonathan Lansky shares his old school stock picker approach and talks about his favorite investment names. They discuss the volatility of the market, the lessons learned from stock picking contests, and the importance of recognizing fear. The speaker reflects on their experience in the market and discusses potential trades and the growth of MDA in Canada. They also talk about the obsessive nature of market focus and the impact of market factors. The chapter explores taking advantage of low volatility, using option strategies, and analyzing gold breakout attempts. They discuss the performance of different market groups and the shift in leadership. The episode also touches on the pricing of stocks, casual conversations, and favorite beers.

Kevin catches up with Rupert Mitchell, author of Blind Squirrel Macro. They discuss problems in private equity and credit, the phenomenon of not marking books to market, concerns about market knowledge among institutional investors, skepticism towards private credit, aggressive US competition in Europe, closed-end fund analysis and trade opportunities, and Rupert Mitchell's weekly note and podcast.

In this podcast, the hosts discuss various topics including the recent stock market rip, favorite commodity trades, and predicting future market growth. They analyze the performance of market indices, speculate on the future, and analyze the movements in the dollar yen pair. They also talk about buying stocks based on technical analysis and fundamental reasons. Additionally, they discuss the performance and potential of uranium in the market, as well as commodities like cocoa, axe, sugar, soybeans, and orange juice futures.

Peter Boockvar, Chief Investment Officer of Bleakley Financial Group and Editor of The Boock Report, joins Patrick and Kevin to discuss the similarities between the current financial environment and past crises like the DotCom bubble and 2008 crisis. They reflect on historical events, investment biases, market panic triggers, and concerns about inflation. The chapter also delves into safety trades, admitting mistakes in trading, contrarian trades, and the potential for a Chinese economic rebound. They analyze the possibility of a new bull market, market conditions, rotation moments, and listener questions. There's also light-hearted banter about Lindsay Lohan, Deep Bake, and concert memories.

Harley Bassman, Simplify Managing Partner and Author of The Convexity Maven, discusses bonds, mortgages, trading, and his new strategies TUA and MBTA. They explore the intricacies of trading mortgage-backed securities, the relationship between easing and steepening, the concept of hubris and ego in politics, the implications of the Federal Reserve staying tighter for longer, and a trade that expresses concerns about the financial system.

Aidan Garrib, PGM's Global Macro Strategist, discusses his macro views on the oil sector, market conditions, Canadian bank risks, and US oil production. They explore the impact of central bank balance sheets on asset prices and the potential in the oil servicers industry. They also analyze US oil output indicators and discuss relative mispricing and investment opportunities in oil servicers.

Chris MacIntosh, Founder of Capitalist Exploits, joins Harris and Patrick on this episode. They cover a range of interesting topics including bonds, rates, the economy, shippers, offshore oil, and Uranium. They also discuss the divergent performance of container and tanker shippers in the shipping industry and share their favorite investment books. Additionally, they talk about trades that align with Don Cox's approval, finding mentors, weak PMIs, and the impact of jobs numbers on the market. Finally, they wrap up the episode with travel plans and thank the listeners.

Kevin Muir talks trading with Horselover Fat, Co-founder of Traderade. They discuss Horse's trading setups, the origins of Traderade, the importance of zero DTE options, favorite long and short trade setups, Steve Cohen's trading philosophy, similarities and differences in trading approaches, and Trader Aid's commitment to building a non-toxic trading community.

James Mackay, an expert in commodities and Uranium, discusses his experience as an investor, early successes in stocks, traveling the world's influence on investment decisions, a hard lesson in doing business in Russia, and insights on investing in the energy sector.

The hosts discuss various topics including the current state of the market, bonds and yield curves, volatility predictions, gasoline and oil prices, the Magnificent Seven trend, misconceptions about hedge fund actions, the changing relationship between oil prices and the US dollar, hedging strategies, and casual conversation about horror movies and running abilities.