The Market Huddle

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Forced Patience (guests: Andy Constan, Paul Schulte) Jan 07, 2022

Show notes

In this episode, Patrick Ceresna and Kevin Muir welcome Wall Street veteran Andy Constan. From his early days at Salomon Brothers, to his experiences at Bridgewater and Brevan Howard, Andy walks us through his fascinating career and he also tells us what we should be watching for as the most important development for 2022. After that, Kevin talks with Paul Schulte about his new book, Money Metaverse: How Crypto Is Reinventing Finance & Property via Tokenization.

Holiday Special! Inside Baseball with Old Chestnut Dec 31, 2021

Show notes

This week, we break from format and invite to the show Inside Baseball with Old Chestnut stars; Morris Sachs and Liam Allen.

As to be expected from these two characters, we have a fun wide-ranging discussion that included everything from how Liam met Morris, to whether Elizabeth Holmes will be found guilty and serve jail time.

Morris, Liam, Patrick, Leena and Kevin – a great holiday ‘huddle session special.

Humble Enough To Be A Great Trader (guest: Chase Taylor) Dec 17, 2021

Show notes

In this episode, Patrick Ceresna and Kevin Muir welcome back to the show, Chase Taylor from Pinecone Macro. They chat about nat gas, Turkey, the Chinese Yuan and end it with Chase’s new favourite commodity that he feels the market is not giving enough love to.

Investing Where Others Won’t (guests: Mariusz Skonieczny, Rob Koyfman) Dec 10, 2021

Show notes

In this episode, Patrick Ceresna and Kevin Muir take a little detour from macro and large cap stock picks to chat with Mariusz Skonieczny from MicroCap Explosions. We learn about his investing methodology and why all Canadians want to do is get high on pot and look for gold. Then Rob Koyfman joins to give his update with Koyfin in Talking Charts.

Never Really Have A Bad Day (guests: Barry Knapp, Kuppy) Dec 03, 2021

Show notes

In this episode, Patrick Ceresna and Kevin Muir welcome Ironsides Macro founder Barry Knapp to the show. They discuss why the current environment is more like the 1960s than the 1970s, whether we are in the expected monetary tightening connection, and Barry even gives us instructions on how to never really have a bad day.

Absolutely Nothing Special About This Episode Nov 26, 2021

Show notes

This week for American Thanksgiving, Patrick Ceresna and Kevin Muir return to an old format where it’s just them two shootin’ the shit about markets, Patrick’s love of moose meat, and when he might graduate from crayons to Laurentien coloured pencils.

Stocks, Trades and Rock & Roll (guest: Michael Wekerle) Nov 19, 2021

Show notes

In this episode, Patrick Ceresna and Kevin Muir welcome to the show, legendary Bay Street trader and Rock n Roll promoter, and just one of the nicest guys out there – Michael Wekerle. Tune in to hear his story of the 1987 crash, how they stumbled upon one of the greatest nickel discoveries of all time from a helicopter, and what life is like now owning the idyllic El Mocambo.

Comfortable With Uncertainty (guest: Leslie Harris) Nov 12, 2021

Show notes

In this episode, Patrick Ceresna and Kevin Muir welcome Leslie Harris to the show to talk about his career – from his early days at the COMEX, to life on the Greenwich Capital desk with our good friend Morris Sachs, to his latest venture as an executive coach.

Giving 125% (guests: Andrew Simon, Nancy Davis & Kuppy) Nov 05, 2021

Show notes

In this episode, Patrick Ceresna and Kevin Muir welcome to the show Andrew Simon. Andrew is co-founder of Macro Hive after years as a senior manager at JP Morgan and another Macro Hedge Fund. He shares his philosophy towards markets, and why he likes energy volatility, uranium & much more.Then, we have Nancy Davis from IVOL come back to give us an update on her ETF and finally Kuppy is back for his monthly appearance.

I.M.F*cked (guest: David Woo) Oct 29, 2021

Show notes

In this episode, Patrick Ceresna and Kevin Muir welcome former Wall Street strategist and IMF Economist, David Woo to the show. They have a great discussion of David’s time at the IMF, what he thinks are the best opportunities out there in the markets today, and why Squid Game is the perfect analogy of the problems in today’s society. Then, in Talking Charts, Rob Koyfman joins to walk us through markets and shares the newest features at Koyfin.

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