The Market Huddle

Latest Episodes:

MH+ Ep.36 So, it Seems Like I Missed Something (guest: Steve Sosnick) Apr 23, 2024

Show notes

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: nostupidquestions@markethuddle.com

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Lost Control of Financial Conditions (Guest: Danny Dayan) Apr 20, 2024

Show notes

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/

*Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com

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MH+ Ep.35 The Uncomfortable Truth About Money (guest: Paul Podolsky) Apr 17, 2024

Show notes

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

*Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com

Visit our merch store!!! https://www.themarkethuddlemerch.com/

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MH+ Ep.34 Talkin’ Charts With Tony (guest: Tony Greer) Apr 10, 2024

Show notes

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/

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Fundamentals Tightening Under The Covers (Guests: Paulo Macro & Kuppy) Apr 06, 2024

Show notes

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

Subscribe to Paulo’s Substack: substack.com/@paulomacro

*Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com

Visit our merch store!!! https://www.themarkethuddlemerch.com/

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MH+ Ep.33 Copper, Dispersion & Commodities (guest: Will Thomson) Apr 03, 2024

Show notes

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/

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MH+ Ep.32 Navigating The FED’s Impact on Global Markets (guest: Aidan Garrib) Mar 27, 2024

Show notes

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.themarkethuddlemerch.com/

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Suit Up and Head to MidTown (guest: Erik @ YWR) Mar 22, 2024

Show notes

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

*Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com

Visit our merch store!!! https://www.themarkethuddlemerch.com/

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MH+ Ep.31 Dark Side of The Moon (guest: Vincent Deluard) Mar 19, 2024

Show notes

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/

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Reconciling Opposing Truths (guest: David Cervantes) Mar 09, 2024

Show notes

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

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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