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The Market Huddle

Latest episodes

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May 17, 2023 • 29min

MH+ Ep.03: Patrick chats with Steve Sosnick

In this episode, Patrick chats with Interactive Broker’s Chief Strategist Steve Sosnick about his thoughts on Market Volatility, the S&P500, default risk, and debating who is correct – the Fed Funds futures or the FOMC members. Steve’s chart discussed in the episode: https://bit.ly/3pSl2Gj Recent publications by Steve Sosnick : Pedaling Hard, Going Nowhere (May 11, 2023) https://bit.ly/436JlPp A Use Case For 1-Day VIX? (May 2, 2023) https://bit.ly/42PPSOM Have Zero-Dated Options Broken VIX? (April 13, 2023) https://bit.ly/41MI0Mt “Peak and Pause do not Mean Pivot” (March 23, 2023) https://bit.ly/3W935j2 The Games Haven’t Changed, The Casino Opened More Tables (February 16, 2023) https://bit.ly/4319C1t Zero-Dated Options Are Hot—but Not Hazardous (February 23, 2023) https://bit.ly/41J48Hu Individual Risk vs. Systemic Risk (February 27, 2023) https://bit.ly/3M8xXeZ OMG – They All Have 0DTE Options Tomorrow! (March 16, 2023) https://bit.ly/3BwrEwX *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/
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May 5, 2023 • 2h 22min

Premium to Humility (guest: Neil Azous)

In this episode, we welcome Neil Azous from Rareview Capital.  We have a terrific discussion about his career on Wall Street, the problems with market strategists, and make sure you stick around for his Wien market surprises where Neil gives us two out of the box choices that would for sure bring a smile to Byron’s face. *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/
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May 3, 2023 • 22min

MH+ Ep.02: Patrick chats with Tony Greer

In this episode, Patrick chats with Tony Greer about this week’s FOMC meeting, the jobs numbers and Tony even shares some of his favourite investment ideas. Tony’s charts: https://bit.ly/3APPTFM *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/
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Apr 26, 2023 • 32min

MH+ Ep.01: Kevin chats with Chase Taylor and Jay Pelosky

We’re trying something new!  Since not everyone has the 3 hours to enjoy regular episodes of the ‘Huddle, we’ve decided to launch Market Huddle Plus that will have variety of guests and topics, and will never run as long as our regular episodes.  To kick off our first ever MH+ episode, we welcome Chase Taylor and Jay Pelosky for a bull/bear debate. *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/
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Apr 21, 2023 • 2h 4min

The Convenient Recession (guest: Vincent Deluard)

This week we have the pleasure of welcoming back Vincent Deluard from StoneX. We have a terrific discussion about why the economy might not be as bad as consensus believes, the best way to play the delayed economic weakness, and we find out if Vincent knows his home region of Burgundy better than his adopted city of San Francisco. *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/
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Apr 7, 2023 • 2h 36min

The Poor Man’s Prime Broker (guests: Rupert Mitchell & William Nutting)

This week we welcome two guests to the show – Rupert Mitchell and William Nutting. We find out about Rupert’s career and Rupert and Will share with us some great stock picks you’re not going to want to miss. *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/
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Mar 24, 2023 • 3h 19min

Wrong Answer to the Right Question (guests: Russell Clark, Cem Karsan)

In this episode, Patrick and Kevin welcome Russell Clark to the show. They have a fascinating discussion about his macro process, why Asia is more important than most market participants realize, and why you should never let your kid get into karting. Then, Cem Karsan from Kai Volatility joins to about 0DTE options, why they are so popular and how the volatility market is set up for the coming months. *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/    
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Mar 10, 2023 • 1h 41min

Tangible 20s (guest: Dario Perkins)

This week we welcome back Dario Perkins from TS Lombard. Dario updates us on his macro views, explains why this is a “fake” cycle, and most importantly, quantifies the moron risk premium. Help us name the new segment! http://bit.ly/41tLjJI *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/
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Feb 24, 2023 • 2h 32min

Red Bull and Vodka Economy (guest: Harris Kupperman ‘Kuppy’)

This week we welcome back Harris Kupperman for a special installment of Kuppy’s corner. He gives us his macro views about what he calls “the two speed economy”, but more importantly – he shares with us a new stock that he’s added to his portfolio. Help us name the new segment! www.meetyouinthemachine.com *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/
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Feb 10, 2023 • 1h 16min

Buying Good Things (guest: Will Thomson)

This week, Kevin Muir flies solo and welcomes Massif Capital founder Will Thomson to the show. They have a wide ranging discussion about ESG political constraints and the problems and opportunities that arise from the transition of our economy into one less dependent on fossil fuels, and more reliant on renewables. Will shares his top picks and you don’t want to miss the end. Let’s just say this episode is not just lesson for investing, but a lesson for whole life. *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/

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