The Market Huddle

Latest Episodes:

Grocery Store Beer Jun 10, 2022

Show notes

This week, we’re running old school – it’s just Patrick and Kevin shooting the shit about these crazy markets we are experiencing. Let’s just hope Patrick doesn’t decide to go streaking by the quad, and sticks to chewing crayons instead.

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/

Positional Analysis (guest: Brent Kochuba) Jun 03, 2022

Show notes

In this episode, Patrick Ceresna and Kevin Muir welcome Brent Kochuba from SpotGamma to the show to talk about the chunky option expiration that’s coming up and be sure to stick around because Brent will even share the single stock idea that piqued Kevin’s interest!

Download Brent’s Charts https://bit.ly/3NP7geo

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/

Predicting Macro Soup (guest: Marko Papic) May 27, 2022

Show notes

This week we have the great privilege of having Marko Papic from ClockTower Group back on the show. We have a great discussion about the war in Ukraine, the situation in China and he gives us a “whisper in the dark” about a trade that some of the biggest, smartest traders are putting on their radar.

Market Huddle Piss Up! is finally happening on Wednesday June 1st at The Bottom Line (22 Front St. W in Toronto) at 4:30pm – Hope to see you all there!

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/

Money Talks (guests: Michael Campbell, Kuppy) May 20, 2022

Show notes

In this episode, Kevin takes a much needed day off and Patrick takes the wheel. Patrick welcomes Money Talks’ Michael Campbell to the show to talk inflation, commodities and more. Then Kuppy is back for his usual monthly segment then sticks around to share a box of crayons with the Lord of Crayons.

Join Patrick on Sunday May 22nd at 11am ET for a Free LIVE webinar! https://bit.ly/3FYN4nL

Market Huddle Piss Up! is finally happening on Wednesday June 1st at The Bottom Line (22 Front St. W in Toronto) at 4:30pm – Hope to see you all there!

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/

Some Unpleasant Monetarist Arithmetic (guest: Jim Leitner) May 13, 2022

Show notes

In this episode, Patrick Ceresna and Kevin Muir welcome back Jim Leitner to the show to discuss the dilemma facing the Federal Reserve, what he’s trading to express that view, and what that means for other risk markets.

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/

Soft Patch Soft Landing (guest: Dario Perkins) May 06, 2022

Show notes

This week, Patrick is away, so it’s an interview only show, but don’t worry, we have a terrific guest with Dario Perkins from TS Lombard returning. Dario talks about why Central Bankers are not as powerful as they want to believe, what the risks are for markets in the coming months, and how to position for the upcoming secular changes. He gives a fantastic Don Coxe Page 16 on the way to Page 1 call, and then finishes with a little update on the AC Milan saga.

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/

Carries And Rolls Like A Dog (guest: Alfonso Peccatiello) Apr 29, 2022

Show notes

In this episode, Patrick and Kevin welcome Alfonso Peccatiello to the show. Alfonso tells us why he is short S&Ps, credit spreads, Italian BTPs and most importantly, why pineapple pizza is a travesty that should be outlawed immediately.

Check out The Macro Compass https://bit.ly/38wBRhv

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/

It Punches You In The Face (Kevin is back!) Apr 22, 2022

Show notes

This week is a return to original Market Huddle format, when it was just Kevin and Patrick shooting the shit about markets. Patrick has got his crayons, and Kevin has got his complaints, but don’t worry – next week guests will resume and it will be hopefully back to normal.

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/

Memes of Production (guest: Kuppy) Apr 08, 2022

Show notes

To help Kevin along with his concussion recovery, we are giving him another week off to get some much needed rest. So Patrick is flying solo once again, but our good friend Harris Kupperman is here for his monthly segment and he will stick around for an extended Talking Charts. Get your crayons out!

Wanna join Kuppy at KEDM Happy Hour in person? https://bit.ly/3uXvr2k

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/

Loose Pants (guest: Jerry Parker) Apr 01, 2022

Show notes

This week, Patrick Ceresna and Kevin Muir welcome Chesapeake Capital founder, Jerry Parker. They talk about answering the Richard Dennis turtle ad, why he believes in Trend Following plus nothing, and finally, how to adapt that strategy to fantasy hockey.

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/