The Market Huddle
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
This week Kevin and Patrick welcome to the show, Leonid Mironov from PACAT Asset Management. They dive into an insightful discussion about China, analyzing what has been done right, what has gone wrong, and where the country is seeing success. Leonid then shifts the focus to commodities, sharing his expert predictions for the future in this dynamic market.
Follow Leonid Mironov on X: https://www.x.com/le...
On this weeks Huddle +, Kevin welcomes back to the show, founder of View From The Peak, Paul Krake. They discuss the evolving landscape of AI, the energy transition, and the innovative fuel sources that could support it.
Follow Paul on Substack: https://www.twitter.com/Viewfromthepeak
*Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com
This week Kevin and Patrick welcome to the show, Jenny Hadiaris head of market structure from TD Cowen & Peter Haynes, head of index and market structure research from TD Securities. They discuss the evolving markets, how the markets have changed and where they may be headed in the future.
Check Out Bid Out With Peter Haynes: https://bit.ly/4bhywyx
On this weeks Huddle +, Kevin welcomes back to the show, Chief Strategist & Cofounder of 3Fourteen Research, Warren Pies. They discuss Warren’s predictions on oil and stocks, as well as his insights on future market trends.
Follow Warren on X: https://www.twitter.com/warrenpies
Check out: https://www.3fourteenresearch.com/
On this weeks Huddle +, Patrick welcomes back to the show, Interactive Brokers Chief Strategist, Steve Sosnick. They talk about the surprising turbulence in global equity markets and how Steve came to understand it.
Follow Steve on X: @SteveSosnick
Check out: https://ibkrcampus.com/author/steve-sosnick/
*Got questions for Kevin and Patrick? Submit your questions to: nostupidqu...
This week is an interview only episode to give Patrick some much needed R & R. So Kevin welcomes to the show, Danny Dayan from Macro Musing. They discuss how the FED has lost control of financial conditions and why inflation will be higher than the market expects in the coming years.
Follow Danny on X: @DannyDayan5
Subscribe to Macro Musing: https://dannydayan.substack.com/
On this weeks Huddle +, Kevin welcomes back to the show, author of Raising A Thief, Paul Podolsky. They discuss Paul’s view on the FED and whether they’re politically motivated, the upcoming US election and the effects it could have on markets.
Follow Paul on X: @Paul_Podolsky
Check out Paul’s Substack: www.paulpodolsky.com
On this weeks Huddle +, Patrick welcomes to the show, Founder of TG Macro, Tony Greer. Patrick and Tony discuss the recent moves in gold and take a closer look at mining stocks and crude oil.
Follow Tony on X: @TGMacro
*Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com
Visit our merch store!!! https://www.themarkethuddlemerch.com/
This week Kevin and Patrick welcome Paulo Macro to the show. Kevin’s and Paulo discuss about why this cycle is different, which commodities have fundamentals improving under the covers, and how he is playing this new era. Then we have a special double header with our good friend Kuppy to announce a new stock that he has previously never mentioned!
Follow Paulo on X: @PauloMacro
On this weeks Huddle +, Kevin catches up with Massif Capital founder, Will Thomson. They have a great discussion about copper, the returns of the mining sector, down and out commodities and much more.
Check out Massif Capital: massifcap.com
Follow Will on X: @wmthomson22
*Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com
Visit our merch store!!! https://www.themarkethuddlemerch.com/
On this weeks Huddle +, Patrick welcomes back to the show, Head of Global Macro Strategy at PGM Global, Aidan Garrib. Pat and Aidan discuss the FED’s impact on global markets, inflation and much more.
Check out PGM Global: www.pgmglobal.com
*Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com
Visit our merch store!!! https://www.themarketh...
This week Kevin and Patrick welcome Erik, from Your Weekend Reading. Kev & Erik will discuss investing in Africa and how that helped Erik navigate the recent uptick in inflation, why investors are underestimating the risk of getting left behind and a surprising stock pick from Erik’s side of the pond.
Check Out Your Weekend Reading: www.ywr.world
Follow Erik on X: @Erik_YWR
On this weeks Huddle +, Kevin welcomes back to the show, Macro Strategist for StoneX Group, Vincent Deluard. Kev and Vincent have a great discussion about the markets, the FED and the overall outlook on inflation and deflation.
*Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com
Visit our merch store!!! https://www.themarkethuddlemerch.com/
This week Kevin and Patrick welcome Author and Macro Strategist for Pinebrook Capital, David Cervantes. Kev and David have a fascinating discussion about the economy and markets.
Check Out Pinebrook Capital: www.pinebrookcap.com
Follow David on X: @EconstratPB
*Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com
On this weeks Huddle +, Kevin welcomes back to the show, Former Trader at Soro’s and Author of Occupy a Job on Wall Street, Derek Wallis. Derek tells us what he’s been up to, what’s next and obviously shares some hilarious stories from his time on Wall Street.
*Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com
Visit our merch store!!! https:/...
On this weeks Huddle +, Patrick welcomes back to the show, Pinecone Macro’s, Chase Taylor. Pat and Chase discuss the good, the bad and the ugly charts, including tech stocks, crypto and commodities.
Follow Chase on X: @pinconemacro
*Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com
Visit our merch store!!! https://www.the...
This week Kevin and Patrick welcome Silver Crest Metal President, Chris Ritchie. Kevin and Chris have a fascinating discussion about the long-term direction of precious metals, what he thinks the mining industry could do better and why we’re headed a lot higher.
Check Out SilverCrest Metals: www.silvercrestmetals.com
Follow Silver Crest Metals on X: twitter.com/SilverCrestmet
This week Patrick, Kevin & Kuppy welcome Trahan Strategist, Brian Nick. Kev and Brian have an interesting discussion about how the market is giving up on the idea that higher rates will cause an economic slowdown and how Brian’s research is showing that it’s likely to happen.
Check Out Trahan Macro Research: trahanmacroresearch.com/
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
On this weeks Huddle +, Patrick welcomes, Bloomberg’s Macro Strategist, Simon White. Pat and Simon talk the end of CB independence, Stock market momentum and much more!
Follow Simon on X: @LondonSW
Check out this episode’s charts via Youtube: https://youtu.be/Ub-y5sjP4og
*Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com
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