The Market Huddle

Latest Episodes:

Sorry, We’re Back! Jan 06, 2023

Show notes

TRIGGER WARNING: We have no guest in this episode, so it’s just Patrick and Kevin. For those who understand that the guests are best part of ‘huddle, you might just want hit skip and we’ll see you next week. But for the rest of you who are interested in an off-the-cuff fun episode where Patrick and Kevin shoot the shit and talk about markets, stay tuned.

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

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The Money Is In The Thinking (guest: Morris Sachs) Dec 16, 2022

Show notes

It’s that time of year again – time for our favourite dry indehiscent one-seeded fruit with a woody pericarp, yes – that’s right, Morris Sachs from Inside Baseball with Old Chestnut joins us. As usual, Morris regales us with tales of trading wisdom and most importantly, makes us laugh along the way.

Check out Inside Baseball with Old Chestnut pod : https://bit.ly/3FAqGRU

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

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To Survive Disasters, You Need Smiles (guest: Steve Hou) Dec 02, 2022

Show notes

This week we welcome Steve Hou from Bloomberg. Steve recently did a presentation at the Bloomberg Portfolio Conference where he spoke about investing in a new inflationary regime, and it’s our great pleasure to talk about his research.

Download Steve’s slide deck: https://bit.ly/3ulNT4U

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

To receive our emails with the charts and links each week, please register at: https://markethuddle.com/

Sorry Patrick…(guest: Harris Kupperman aka Kuppy) Nov 18, 2022

Show notes

This is our 200th episode and we’re honoured to share it with the Host of Kuppy’s Corner – Harris Kupperman. Instead of demanding market calls, we explore Harris’ investment process and talk about all the things that he’s learned as a trader and investor. You don’t want to miss this episode. Plus, it’s not all theory – Harris tells us a new short that he has not yet publicly disclosed.

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

To receive our emails with the charts and links each week, please register at: https://markethuddle.com/

7,8,9,10, Then Venezuela (guest: Vincent Deluard) Nov 04, 2022

Show notes

This week we welcome to the show,Vincent Deluard from StoneX. Vincent comes back to the show to give us an update on inflation. Hint: he doesn’t see it coming down as much as you might think. More importantly, Vincent outlines his new trade to take advantage of this persistent inflation.

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

To receive our emails with the charts and links each week, please register at: https://markethuddle.com/

Disrespecting the Tail (guest: Dean Curnutt) Oct 21, 2022

Show notes

This week we welcome to the show, Dean Curnutt. Dean is the founder of Macro Risk Advisors and the host of the wonderful podcast, the Alpha Exchange. We talk about his career on Wall Street, the risks facing the market today, and Dean shares with us an unexpected out-of-the-box Byron Wien surprise.

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

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It’s All About Bottlenecks (guest: Paul Krake) Oct 07, 2022

Show notes

This week we welcome back Paul Krake from View from the Peak. We have a delightfully entertaining discussion about opportunities in the climate markets, and why Paul thinks the right tail risk for the stock market is woefully underappreciated.

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

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Mastering the Luck (guest: John Roque) Sep 23, 2022

Show notes

This week we have interview only show, but don’t worry – we have a terrific guest. John Roque from 22V Research joins us to discuss why he thinks the top is in for the stock market, what surprises he sees in store for bonds, and why market participants might not be ready for the new reality.

download John’s charts: https://bit.ly/3LyXygw

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

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

To receive our emails with the charts and links each week, please register at: https://markethuddle.com/

Calibrating the Showerhead (guest: Kuppy) Sep 16, 2022

Show notes

It’s been a while, but Patrick and Kevin are pleased to welcome Harris Kupperman back to the show for Kuppy’s corner. They talk markets and find out what Harris has been up to this summer.

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

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

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Talking Like Volcker, Channeling Burns (guests: Rob Arnott, Brent Kochuba) Sep 09, 2022

Show notes

In this episode, Patrick Ceresna and Kevin Muir welcome Rob Arnott to the show to discuss value versus growth stocks, the yield curve and whether it’s predicting or causes recessions, and why Rob thinks inflation will stay persistently high. Then Brent from SpotGamma is here to talk OPEX.

Visit Research Affiliates: https://www.researchaffiliates.com

Download Brent’s Charts https://bit.ly/3L13IFL

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

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

To receive our emails with the charts and links each week, please register at: https://markethuddle.com/