The Market Huddle

Latest Episodes:

MH+ Ep.02: Patrick chats with Tony Greer May 03, 2023

Show notes

In this episode, Patrick chats with Tony Greer about this week’s FOMC meeting, the jobs numbers and Tony even shares some of his favourite investment ideas.

Tony’s charts: https://bit.ly/3APPTFM

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

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MH+ Ep.01: Kevin chats with Chase Taylor and Jay Pelosky Apr 26, 2023

Show notes

We’re trying something new! Since not everyone has the 3 hours to enjoy regular episodes of the ‘Huddle, we’ve decided to launch Market Huddle Plus that will have variety of guests and topics, and will never run as long as our regular episodes. To kick off our first ever MH+ episode, we welcome Chase Taylor and Jay Pelosky for a bull/bear debate.

*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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The Convenient Recession (guest: Vincent Deluard) Apr 21, 2023

Show notes

This week we have the pleasure of welcoming back Vincent Deluard from StoneX. We have a terrific discussion about why the economy might not be as bad as consensus believes, the best way to play the delayed economic weakness, and we find out if Vincent knows his home region of Burgundy better than his adopted city of San Francisco.

*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/

The Poor Man’s Prime Broker (guests: Rupert Mitchell & William Nutting) Apr 07, 2023

Show notes

This week we welcome two guests to the show – Rupert Mitchell and William Nutting. We find out about Rupert’s career and Rupert and Will share with us some great stock picks you’re not going to want to miss.

*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/

Wrong Answer to the Right Question (guests: Russell Clark, Cem Karsan) Mar 24, 2023

Show notes

In this episode, Patrick and Kevin welcome Russell Clark to the show. They have a fascinating discussion about his macro process, why Asia is more important than most market participants realize, and why you should never let your kid get into karting. Then, Cem Karsan from Kai Volatility joins to about 0DTE options, why they are so popular and how the volatility market is set up for the coming months.

*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/

Tangible 20s (guest: Dario Perkins) Mar 10, 2023

Show notes

This week we welcome back Dario Perkins from TS Lombard. Dario updates us on his macro views, explains why this is a “fake” cycle, and most importantly, quantifies the moron risk premium.

Help us name the new segment! http://bit.ly/41tLjJI

*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/

Red Bull and Vodka Economy (guest: Harris Kupperman ‘Kuppy’) Feb 24, 2023

Show notes

This week we welcome back Harris Kupperman for a special installment of Kuppy’s corner. He gives us his macro views about what he calls “the two speed economy”, but more importantly – he shares with us a new stock that he’s added to his portfolio.

Help us name the new segment! www.meetyouinthemachine.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/

Buying Good Things (guest: Will Thomson) Feb 10, 2023

Show notes

This week, Kevin Muir flies solo and welcomes Massif Capital founder Will Thomson to the show. They have a wide ranging discussion about ESG political constraints and the problems and opportunities that arise from the transition of our economy into one less dependent on fossil fuels, and more reliant on renewables. Will shares his top picks and you don’t want to miss the end. Let’s just say this episode is not just lesson for investing, but a lesson for whole life.

*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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Immaculate Disinflation (guest: Charlie McElligott) Jan 27, 2023

Show notes

This week we have the great pleasure of welcoming Charlie McElligott from Nomura. We learn how he became one of Wall Street’s most celebrated strategists. But don’t worry, he also shares with us some insightful views about why markets have been running so hard in January.

*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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Trade Small, Read Widely (guest: Paul Podolsky) Jan 13, 2023

Show notes

This week we have the great pleasure of welcoming Paul Podolsky, Wall Street and hedge veteran who has recently written a book called “Master, Minion.” We chat about his career, his experiences on Wall Street and how a conversation with Paul Volcker inspired his latest book.

Check out www.paulpodolsky.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/