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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

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 ·
The Market Huddle
Post-Election Market Outlook (guest: Tony Greer)
The Market Huddle
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