The Market Huddle

Latest Episodes:

MH+ Ep.24 The Four Fours (guest: Barry C. Knapp) Jan 10, 2024

Show notes

Happy New Year! We kick off 2024 on the Huddle +, with a catch up from Barry C. Knapp, Founder and Director of Ironsides Macroeconomics. Kev and Barry have a great discussion around the FED and what the macro outlook is for 2024.

Follow Barry on X: @BarryKnapp

Check out Barry’s Substack: ironsidesmacro.substack.com

*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/

Not Another New Year Special, Special… Dec 29, 2023

Show notes

This week Patrick and Kevin are going solo, shooting the s**t, talking some charts and drinking a few beers along the way. That’s a wrap on another year! Cheers to all of our listeners, subscribers and amazing guests that we’ve had over this past year! Here’s to 2024!

*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/

MH+ Ep.23 Kuppy’s Korner Dec 20, 2023

Show notes

On this weeks Huddle +, Patrick welcomes back to show, the man, the myth, the meme-lord that is, Harris Kupperman. Kuppy gives up a quick update on what he’s watching in the markets and some of his fails and wins.

Follow Kuppy on X: @HKuppy

Visit: www.pracap.com

*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/

As Dovish As it Gets (guest: Edward Harrison) Dec 16, 2023

Show notes

This week Patrick and Kevin welcome back to the show, Edward Harrison, author of The Everything Risk newsletter on Bloomberg. They have a great discussion about the risks that Edward sees developing in the markets and how he thinks it will play out!

Click to find out more about The Everything Risk Newsletter: https://bit.ly/4ayEuuS

Follow Edward on X: @edwardnh

*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/

MH+ Ep.22 Deep Dive Into Precious Metals Dec 06, 2023

Show notes

On this weeks Huddle +, Patrick welcomes back to show, after 4 years, Macro Strategist, Tavi Costa. They take a look at all things macro and of course, deep dive into precious metals!

Follow Tavi on X: @TaviCosta

Visit: https://www.crescat.net

SPECIAL WEBINAR – “Discover Your New Favourite Hedging Strategy”

Monday, 11th December 2023 at 13:00 ET

*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/

Force Fed Heaps of Humble Pie (guest: Jonathan Lansky) Dec 01, 2023

Show notes

This week Patrick and Kevin welcome to the show, Author of No Straight Lines Investments letter, Jonathan Lansky. Kev and Jonathan have a great discussion around Jonathan’s old school stock picker approach and shares a bunch of different names that he likes, talks about his process, and why investing is one of the most humbling experiences.

SPECIAL WEBINAR – “Discover Your New Favourite Hedging Strategy“

Monday, 4th December 2023 at 13:00pm ET

Click to find out more about No Straight Lines Investments : https://nostraightlinesinvestments.substack.com/

Follow Jonathan on X: @NSLinvestments

*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/

MH+ Ep. 21: Kevin Catches Up With Rupert Mitchell Nov 29, 2023

Show notes

On this weeks Huddle +, Kevin welcomes back Author of Blind Squirrel Macro, Rupert Mitchell. They have a terrific discussion about the problems in private equity and private credit, and then Rupert hits us with his new trade idea that don’t want to miss!

Follow Rupert on X: @squirrelmacro

Visit: www.blindsquirrelmacro.com

*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/

MH+ Ep. 20: Patrick and Chase Take A Deep Dive in To The Markets Nov 21, 2023

Show notes

On this weeks Huddle +, Pat welcomes back one of our favourite chartist’s, Pinecone Macro’s, Chase Taylor. They take a deep dive in to all things Commodities including Gold, Uranium, Sugar, Orange Juice and other usual suspects…

Follow Pine Cone Macro on X: @pineconemacro

Visit: www.pineconemacro.com

*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/

Unwind of The Sovereign Bond Bubble (guest: Peter Boockvar) Nov 18, 2023

Show notes

This week Patrick and Kevin welcome to the show, Chief Investment Officer of Bleakley Financial Group and Editor of The Boock Report, Peter Boockvar. Kev and Peter have an in-depth discussion about how the current environment resembles the DotCom bubble and the 2008 crisis. They also announce the winners of dinner & drinks with Kev…

Click to find out more about The Boock Report : boockreport.com

Check out Bleakley Financial Group: bleakley.com

Follow Peter on X: @pboockvar

*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/

MH+ Ep.19 : ‘No Bad Bonds, Just Bad Prices’ Kev Catches Up With Harley Bassman Nov 15, 2023

Show notes

This week Kevin catches up with Simplify Managing Partner and Author of The Convexity Maven, Harley Bassman. They discuss bonds, mortgages, trading and Harley’s two new strategies, TUA and MTBA.

Follow Aidan on X: @ConvexityMaven

Check out PGM Global: www.simplify.us

*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/

Our TOPPODCAST Picks

Follow Us

Stay Connected

Related Podcasts

Links

Stay Connected