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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
MH+ Ep.30 Not Important Enough To Fire (guest: Derek Wallis)

On this weeks Huddle +, Kevin welcomes back to the show, Former Trader at Soro’s and Author of Occupy a... more

06 Mar 2024 · 42 minutes
MH+ Ep.29 Talking Charts (guest: Chase Taylor)

On this weeks Huddle +, Patrick welcomes back to the show, Pinecone Macro’s, Chase Taylor. Pat and Chase discuss  the... more

28 Feb 2024 · 32 minutes
Gold is Inflation (guest: Chris Ritchie)

This week Kevin and Patrick welcome Silver Crest Metal President, Chris Ritchie. Kevin and Chris have a fascinating discussion about... more

24 Feb 2024 ·
Long But Not Variable (guest: Brian Nick & Kuppy)

This week Patrick, Kevin & Kuppy welcome Trahan Strategist, Brian Nick. Kev and Brian have an interesting discussion about how... more

10 Feb 2024 · 1 hour, 40 minutes
MH+ Ep.28 Return of The Stir King (guest: Alex Manzara)

On this weeks Huddle +, Kevin welcomes back to the show, Vice President of RJ O’Brien, Alex Manzara. Kev and... more

07 Feb 2024 · 41 minutes
MH+ Ep. 27 Inflation Acceleration (guest: Simon White)

On this weeks Huddle +, Patrick welcomes, Bloomberg’s Macro Strategist, Simon White. Pat and Simon talk the end of CB... more

30 Jan 2024 · 30 minutes
Violently Rangebound (guest: Efficient Market Hype)

This week Patrick and Kevin welcome bond portfolio wizz, Efficient Market Hype. Kev and Efficient have a long-form discussion about... more

27 Jan 2024 ·
MH+ Ep. 26 Gamma Loop (guest: Cem Karsan)

On this weeks Huddle +, Kevin welcomes Cem Karsan, founder and senior managing partner of Kai Volatility Advisors. Kev and... more

24 Jan 2024 · 40 minutes
MH+ Ep.25 Talking Charts (guest: Boris Schlossberg)

On this weeks Huddle +, Patrick welcomes back Boris Schlossberg, Managing Director of BKForex. Pat and Boris talk charts including,... more

16 Jan 2024 · 26 minutes
Explaining The Dispersion Trade (guest: Mandy Xu)

This week Patrick and Kevin welcome Head of Derivative Market Intelligence for CBOE, Mandy Xu. Kevin and Mandy take a... more

13 Jan 2024 · 2 hours, 14 minutes
MH+ Ep.24 The Four Fours (guest: Barry C. Knapp)

Happy New Year! We kick off 2024 on the Huddle +, with a catch up from Barry C. Knapp, Founder... more

10 Jan 2024 · 35 minutes
Not Another New Year Special, Special…

This week Patrick and Kevin are going solo, shooting the s**t, talking some charts and drinking a few beers along... more

29 Dec 2023 · 1 hour, 1 minute
MH+ Ep.23 Kuppy’s Korner

On this weeks Huddle +, Patrick welcomes back to show, the man, the myth, the meme-lord that is, Harris Kupperman.... more

20 Dec 2023 · 17 minutes
As Dovish As it Gets (guest: Edward Harrison)

This week Patrick and Kevin welcome back to the show, Edward Harrison, author of The Everything Risk newsletter on Bloomberg.... more

16 Dec 2023 ·
MH+ Ep.22 Deep Dive Into Precious Metals

On this weeks Huddle +, Patrick welcomes back to show, after 4 years, Macro Strategist, Tavi Costa. They take a... more

06 Dec 2023 · 28 minutes
Force Fed Heaps of Humble Pie (guest: Jonathan Lansky)

This week Patrick and Kevin welcome to the show, Author of No Straight Lines Investments letter, Jonathan Lansky. Kev and... more

01 Dec 2023 ·
MH+ Ep. 21: Kevin Catches Up With Rupert Mitchell

On this weeks Huddle +, Kevin welcomes back Author of Blind Squirrel Macro, Rupert Mitchell. They have a terrific discussion... more

29 Nov 2023 · 36 minutes
MH+ Ep. 20: Patrick and Chase Take A Deep Dive in To The Markets

On this weeks Huddle +, Pat welcomes back one of our favourite chartist’s, Pinecone Macro’s, Chase Taylor. They take a... more

21 Nov 2023 · 29 minutes
Unwind of The Sovereign Bond Bubble (guest: Peter Boockvar)

This week Patrick and Kevin welcome to the show, Chief Investment Officer of Bleakley Financial Group and Editor of The... more

18 Nov 2023 · 2 hours, 7 minutes
MH+ Ep.19 : ‘No Bad Bonds, Just Bad Prices’ Kev Catches Up With Harley Bassman

This week Kevin catches up with Simplify Managing Partner and Author of The Convexity Maven, Harley Bassman. They discuss bonds,... more

15 Nov 2023 · 32 minutes
MH+ Ep.18 : Pat Catches Up With Aidan Garrib

This week Pat catches up with PGM’s Global Macro Strategist, Aidan Garrib. They discuss, Aidan’s macro views on the oil... more

07 Nov 2023 · 30 minutes
Drinkin’ The Kuppy Kool Aid (guest: Chris MacIntosh)

Harris Kupperman steps into Kev’s shoes as Patrick’s co-host this week. Pat and Kuppy welcome back to the show, Capitalist... more

04 Nov 2023 · 1 hour, 16 minutes
MH+ Ep.17 : Kev Talks Trading With Horselover Fat

This week Kevin has an in-depth conversation with Traderade Co-founder, Horselover Fat. Kev and Horse dive in to Horse’s trading... more

31 Oct 2023 · 43 minutes
MH+ Ep.16 : Pat Chats With Fellow Investor, James Mackay

This week Pat talks to fellow investor, James Mackay. They talk commodities, Uranium and some interesting stories from when James... more

26 Oct 2023 · 26 minutes
Darth Vader is Not Dead!

There is no guest wisdom this week, so Patrick and Kevin take an extended stab at Talking Chart’s, where they... more

21 Oct 2023 · 1 hour, 45 minutes
MH+ Ep.15 : What’s Going On In The Markets? With Patrick and Dave Floyd

This week Pat talks charts and trading with previous guest, Dave Floyd. We get a quick 30 minute update on... more

11 Oct 2023 · 29 minutes
Damped Spring (guest: Jimmy Jude & Andy Constan)

This week Kev banters with Damped Spring parters, Andy Constan & Jimmy Jude. They discuss their thoughts on the market... more

07 Oct 2023 · 2 hours, 37 minutes
MH+ Ep.14 : Kevin Talks All Things Uranium With Harris “Kuppy” Kupperman

This week on the Huddle +, Kevin welcomes back fan favourite Harris “Kuppy” Kupperman. They discuss all things uranium, from... more

04 Oct 2023 · 28 minutes
MH+ Ep.13: Patrick Chats With Steve Sosnick

This week we have the pleasure of welcoming back to the show, Interactive Brokers Chief Strategist, Steve Sosnick. They discuss... more

27 Sep 2023 · 26 minutes
Understanding What’s Priced Into The Market (guest: Warren Pies)

This week Kev has an in-depth discussion with 3 Fourteen Research Cofounder, Warren Pies. They talk about Warren’s unconventional start... more

23 Sep 2023 · 2 hours, 8 minutes
The Market Huddle
Understanding What’s Priced Into The Market (guest: Warren Pies)
The Market Huddle
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Listen now on

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Description

This week Kev has an in-depth discussion with 3 Fourteen Research Cofounder, Warren Pies. They talk about Warren’s unconventional start in life,... more