The Market Huddle

Latest Episodes:

Crayons vs. Crayons (guest: Chase Taylor) Mar 25, 2022

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In this episode, Patrick flies solo – Kevin had a fight with a squash ball and ended up with a mild concussion so he’s taking a week off to recover. But don’t fret, our good friend Chase Taylor joins for an extended Talking Charts session. We will be back with our normal format next week.

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

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A Little Crusty, A Little Rusty (guest: Jimmy Jude) Mar 18, 2022

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In this episode, Patrick Ceresna and Kevin Muir welcome back to the show, Jimmy Jude. After a terrific March COVID crisis BUY THE MARKET call two years ago, he is back to give us an update on his thinking in this challenging market environment. Folks, this is one episode you don’t want to miss!

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

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

There Are No Mulligans In Trading (guests: Kuppy, Rob Koyman) Mar 11, 2022

Show notes

Join Patrick Ceresna and Kevin muir for this week’s special Kuppy’s Corner. Harris is on fire and you don’t want to miss this one. They talk commodity financial contagion risk, PE companies stealing his picks, and we get an update on Uranium. Also, Rob Koyfman joins to share a special message.

Donate to Rob’s fundraiser https://bit.ly/3hYtWeb
Or visit our merch store: www.markethuddlemerch.com **all proceeds from our merch sales from March 11th – April 11th will be donated to Rob’s fundraiser**
*Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com

Undermoney (guest: Jay Newman) Feb 25, 2022

Show notes

This week, Patrick Ceresna and Kevin Muir welcome Jay Newman to the show. Jay has been a developing markets debt trader for Lehman and Morgan Stanley. He then spent the next two decades working at Elliott Management, being best known as the hedge fund manager who chases dead beat countries for payment on defaulted bonds. As for the next stage of his life, Jay has written a fiction book – UNDERMONEY which is part James Bond, part Liars Poker.

Part Quant Part Discretionary (guest: Kris Sidial) Feb 18, 2022

Show notes

In this episode, Patrick Ceresna and Kevin Muir welcome option guru Kris Sidial, co-CIO of the Ambrus Group to the show to discuss how the market microstructure has changed the opportunities in volatility strategies. And make sure you stick around to hear his prediction about where the stock market might be headed this summer!

Surprised That Market Is Surprised (guest: Vincent Deluard) Feb 11, 2022

Show notes

This week, Patrick Ceresna and Kevin Muir welcome back Vincent Deluard from Stone X Financial to the show. They have a fascinating discussion about investing in this new inflationary environment, how you should position your portfolio and Vincent even hits us with a Byron Wien surprise that is worthy of his name. *DISCLAIMER*

Download Vincent’s Reports

Coiled Spring & Defensive Value (guests: Lyn Alden, Kuppy) Feb 04, 2022

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In this episode, Patrick Ceresna and Kevin Muir welcome ‘Huddle favourite, Lyn Alden back to the show. They have a terrific macro discussion about the precarious place the Fed finds itself in, how you might want to position yourself in this environment and what country is called a “coiled spring.” Then, Kuppy is back to walk us through why he thinks the oil rise is just starting, before giving us a new name in a sector that he thinks is just too cheap.

Get Lyn’s charts: https://bit.ly/3sbNEYA

Chasing Commas (guest: Joseph Wang) Jan 28, 2022

Show notes

In this episode, Patrick Ceresna and Kevin Muir welcome Joseph Wang – the Fed Guy himself to the show. If you want to understand the Inner workings of the Federal Reserve – this is one show you don’t want to miss! And stay tuned for his surprising prediction of what might happen from the upcoming Quantitative Tightening campaign.

The Trades of March 2020 (guests: Alex Gurevich, Kuppy & Mark Moss) Jan 21, 2022

Show notes

This week, Patrick Ceresna and Kevin Muir welcome to the show Alex Gurevich to talk about his new book; The Trades of March 2020: A Shield Against Uncertainty. Alex said someone should write a book about the market during the COVID crisis, and when no one else did, Alex stepped up to the plate. If you want to know what it’s like to be a hedge fund manager during a market crisis, then this is the conversation for you. Then Kuppy takes the helm and interviews his buddy Mark Moss to chat markets.

Algorithms for Life (guest: Jim Leitner) Jan 14, 2022

Show notes

In this episode, Patrick Ceresna and Kevin Muir welcome back to the show, legendary investor Jim Leitner. They have a fascinating discussion about how Jim sees the markets today. He’s definitely changed his tune from the last time he was on the show – believing the Fed has gone from being a tailwind at your back, to a headwind in your face. Jim explains how he is adjusting his portfolio for this new environment.

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