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The Market Huddle
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... more

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Episodes

The Market Huddle Live With Rupert Mitchell & Paul Krake

Join our live Q&A specials, streamed every month! This month we welcome Rupert Mitchell, Author of The Blind Squirrel Macro... more

20 Dec 2024 · 58 minutes
Talking Charts (Guest: Chase Taylor)

This week, Kevin is taking a well-deserved break, so we invited Chase Taylor, Founder of PineCone Macro, to step in.... more

14 Dec 2024 · 1 hour, 33 minutes
Nobody Knows Nothin’ (Guest: Boris Schlossberg)

In this episode of Huddle +, Patrick catches up with Boris Schlossberg. They discuss Bitcoin, NVIDIA, gold, and much more! Follow... more

05 Dec 2024 · 32 minutes
Thanksgiving Double Header Special! (Guests: Imran Lakha & Darren Dempsey)

Happy Thanksgiving! This week, we’re celebrating with not one, but two incredible guests. First up, we welcome Imran Lakha, Founder... more

30 Nov 2024 · 2 hours, 34 minutes
Post-Election Market Outlook (guest: Tony Greer)

In this episode of Huddle +, Patrick catches up with fellow chartist and TG Macro Founder, Tony Greer. They explore... more

20 Nov 2024 · 28 minutes
Make Ambiguity Great Again (Guest: Le Shrub)

This week, Kevin & Patrick welcome to the show, Le Shrub. They dive into his experience working under one of... more

16 Nov 2024 · 2 hours, 24 minutes
Immaculate Stimulus (Guest: Leonid Mironov)

This week, Kevin & Patrick welcome back to the show, Leonid Mironov. We review his calls from earlier this year,... more

01 Nov 2024 · 1 hour, 44 minutes
Rooseveltian Resolve (guest: Tobias Harris)

This week, we have the pleasure to welcome Tobias Harris, author of the newsletter Observing Japan. We have a fascinating... more

19 Oct 2024 · 2 hours, 21 minutes
Allergy To Certainty (guest: Rupert Mitchell)

In this episode of Huddle +, Kevin chats with Blind Squirrel Macro, Rupert Mitchell. Rupert shares his market outlook, explores... more

16 Oct 2024 · 1 hour, 1 minute
You Can’t Model Inflation (guest: Warren Pies)

This week, Kevin and Patrick welcome back to the show, 3Fourteen Research founder, Warren Pies. They discuss why a Fed... more

05 Oct 2024 · 1 hour, 44 minutes
A Beautiful Thing Called Inflation (guest: Mateen Chaudhry)

This week is an interview only week, so Kevin welcomes to the show, Mateen Chaudhry. They discuss Japan, how the... more

14 Sep 2024 · 1 hour, 6 minutes
What’s Coming from the FED? (guest: Aidan Garrib)

In this episode of Huddle +, Patrick chats with Head of Global Macro at PGM Global, Aidan Garrib. They discuss... more

10 Sep 2024 · 30 minutes
A Credit Cycle That Hasn’t Cycled (Guest: Dario Perkins)

This week Kevin & Patrick welcome back to the show, Dario Perkins. They have a fascinating discussion on what makes... more

07 Sep 2024 · 1 hour, 39 minutes
Structural Inflationista (Guest: Louis-Vincent Gave)

This week Kevin & Patrick welcome back to the show, Louis Vincent Gave from Gavekal Research. They dive into the... more

24 Aug 2024 ·
Mastering Gamma, Dispersion & Volatility! (Guest: Brent Kochuba)

In this episode of Huddle +, Patrick catches up with Brent Kochuba, the founder of Spot Gamma, to break down... more

14 Aug 2024 · 36 minutes
Geopolitically Promiscuous (Guest: Marko Papic)

This week Kevin & Patrick welcome back to the show, Marko Papic. They discuss Marko’s recent change to BCA Research,... more

10 Aug 2024 · 2 hours, 3 minutes
The AI Bubble & What Comes Next… (Guest: Jesse Felder)

On this weeks Huddle +, Patrick welcomes, the author of The Felder Report, Jesse Felder. They discuss the recent market... more

07 Aug 2024 · 32 minutes
The 90/3 Rule (guest: Ryan Metcalf)

This week Kevin & Patrick welcome to the show, the author of Street Smarts, Ryan Metcalf. Ryan tells us how... more

27 Jul 2024 · 1 hour, 13 minutes
Precious Metals, Mining & The Economy (guest: Tavi Costa)

On this weeks Huddle +, Patrick welcomes back to the show, Tavi Costa. Tavi gives us an update on precious... more

17 Jul 2024 · 33 minutes
What’s Up With These Markets?! (Guest: Chase Taylor)

This week Kevin is taking a much needed break, so Patrick will be at the helm with fellow chartist, Chase... more

12 Jul 2024 · 1 hour,
Masterclass in Weirdo Babble Speak (Guest: William Nutting)

On this weeks Huddle +, Kevin welcomes back to the show, William Nutting. Will cut his teeth at a variety... more

10 Jul 2024 · 44 minutes
Crisis At The Core (Guest: Vincent Deluard & Kuppy)

This week Kevin and Patrick welcome back to the show, Vincent DeLuard from Stone X. They discuss the French election... more

29 Jun 2024 · 1 hour, 51 minutes
MH+ Ep.40 Bullish on a Soft Landing (guest: Joseph Wang)

On this weeks Huddle +, Patrick welcomes back to the show, ’The FED Guy’ Jospeh Wang. They discuss, FED policy,... more

18 Jun 2024 · 29 minutes
What The Market is Under Appreciating (Guest: Ben Rabidoux)

This week Kevin and Patrick welcome to the show, Ben Rabidoux from North Cove Advisors. Kev & Ben have a... more

15 Jun 2024 · 1 hour, 54 minutes
Small-Cap Value Opportunities (Guest: Tucker Scott)

This week Kevin and Patrick welcome to the show, Tucker Scott from Bergen Park Capital. They dive into his career... more

01 Jun 2024 · 1 hour, 24 minutes
MH+ Ep.39 You Can’t Handle The Truth (guest: Russell Grant Clark)

On this weeks Huddle +, Kevin welcomes back to the show, Russell Grant Clark. They discuss, interest rates, China, Japan... more

29 May 2024 · 37 minutes
Bull in a China Shop (guest: Leonid Mironov)

This week Kevin and Patrick welcome to the show, Leonid Mironov from PACAT Asset Management. They dive into an insightful... more

18 May 2024 · 2 hours, 19 minutes
MH+ Ep.38 Schumpeter’s Dream (guest: Paul Krake)

On this weeks Huddle +, Kevin welcomes back to the show, founder of View From The Peak, Paul Krake. They... more

15 May 2024 · 44 minutes
The Evolving Market Structure (guest: Peter Haynes & Jenny Hadiaris)

This week Kevin and Patrick welcome to the show, Jenny Hadiaris head of market structure from TD Cowen & Peter... more

03 May 2024 ·
MH+ Ep.37 The Rules Are Changing (guest: Warren Pies)

On this weeks Huddle +, Kevin welcomes back to the show, Chief Strategist & Cofounder of 3Fourteen Research, Warren Pies.... more

01 May 2024 · 36 minutes
MH+ Ep.36 So, it Seems Like I Missed Something (guest: Steve Sosnick)

On this weeks Huddle +, Patrick welcomes back to the show, Interactive Brokers Chief Strategist, Steve Sosnick. They talk about... more

23 Apr 2024 · 40 minutes
Lost Control of Financial Conditions (Guest: Danny Dayan)

This week is an interview only episode to give Patrick some much needed R & R. So Kevin welcomes to... more

20 Apr 2024 · 1 hour, 24 minutes
MH+ Ep.35 The Uncomfortable Truth About Money (guest: Paul Podolsky)

On this weeks Huddle +, Kevin welcomes back to the show, author of Raising A Thief, Paul Podolsky. They discuss... more

17 Apr 2024 · 46 minutes
MH+ Ep.34 Talkin’ Charts With Tony (guest: Tony Greer)

On this weeks Huddle +, Patrick welcomes to the show, Founder of TG Macro, Tony Greer. Patrick and Tony discuss... more

10 Apr 2024 · 27 minutes
Fundamentals Tightening Under The Covers (Guests: Paulo Macro & Kuppy)

This week Kevin and Patrick welcome Paulo Macro to the show. Kevin’s and Paulo discuss about why this cycle is... more

06 Apr 2024 · 2 hours, 57 minutes
MH+ Ep.33 Copper, Dispersion & Commodities (guest: Will Thomson)

On this weeks Huddle +, Kevin catches up with Massif Capital founder, Will Thomson. They have a great discussion about... more

03 Apr 2024 · 36 minutes
MH+ Ep.32 Navigating The FED’s Impact on Global Markets (guest: Aidan Garrib)

On this weeks Huddle +, Patrick welcomes back to the show, Head of Global Macro Strategy at PGM Global, Aidan... more

27 Mar 2024 · 41 minutes
Suit Up and Head to MidTown (guest: Erik @ YWR)

This week Kevin and Patrick welcome Erik, from Your Weekend Reading. Kev & Erik will discuss investing in Africa and... more

22 Mar 2024 · 2 hours, 10 minutes
MH+ Ep.31 Dark Side of The Moon (guest: Vincent Deluard)

On this weeks Huddle +, Kevin welcomes back to the show, Macro Strategist for StoneX Group, Vincent Deluard. Kev and... more

19 Mar 2024 · 47 minutes
Reconciling Opposing Truths (guest: David Cervantes)

This week Kevin and Patrick welcome Author and Macro Strategist for Pinebrook Capital, David Cervantes. Kev and David have a... more

09 Mar 2024 · 2 hours, 9 minutes
The Market Huddle
Lost Control of Financial Conditions (Guest: Danny Dayan)
The Market Huddle
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Listen now on

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Description

This week is an interview only episode to give Patrick some much needed R & R. So Kevin welcomes to the show,... more