The Market Huddle

Latest Episodes:

An Interview with a Stock Market Wizard (guest: Mike Masters) Oct 22, 2021

Show notes

In this episode, Patrick Ceresna and Kevin Muir welcome to the show Stock Market Wizard, Mike Masters. You won’t want to miss the fascinating discussion with this hedge fund veteran. Mike is one of Kevin’s favourite people to discuss markets with, and it’s a real privilege to have him on the show.

Boomers Are Like Locusts (guest: Harley Bassman) Oct 08, 2021

Show notes

In this episode, Patrick Ceresna and Kevin Muir welcome the Convexity Maven, Harley Bassman to the show. Harley takes us on a tour of bond trading during the golden age of Liar’s Poker and shares why he thinks rates are headed higher in the coming years.

Trash Cans Move In Real Life (guests: Darius Dale, Kuppy) Oct 01, 2021

Show notes

In this episode, Patrick Ceresna and Kevin Muir welcome Darius Dale from 42 Macro. They have a fascinating discussion about the macro landscape and why inflation might be both transitory and secular at the same time. Then Harris Kupperman is back for Kuppy’s corner and it’s jam packed full of energy.

Journey to NutStuff (guest: William Nutting) Sep 25, 2021

Show notes

In this episode, Patrick Ceresna and Kevin Muir welcome William Nutting, the author of the terrifically entertaining and informative newsletter, NutStuff. They have a great discussion covering a range of topics, from problems with Amazon to learning about his favourite motorcycle company.

The Guy with a Gold BMW (guest: Dario Perkins) Sep 17, 2021

Show notes

In this episode, Patrick Ceresna and Kevin Muir welcome Dario Perkins from TS Lombard. They have a great discussion about the macro environment and find out why Dario is not the ECB’s favourite guy.

Biggest Thing in Macro (guests: Lyn Alden, Brent Kochuba, Kuppy) Sep 10, 2021

Show notes

This week, Patrick is free-loading in Europe somewhere so Kevin holds down the fort alone but with great guests! First, we get an update from Lyn Alden and what she feels is the biggest thing in macro right now. Then Brent Kochuba from SpotGamma joins the show where we learn what’s happening in the option market and why the apes don’t want to be his friend. And finally, fan favourite and rock-star hedge fund manager Kuppy finishes it off with this month’s installment of Kuppy’s corner.

Download Lyn’s Charts: https://bit.ly/3hnw9A6

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

Retail & Proud (guest: @Michigandolf aka Horselover Fat) Sep 03, 2021

Show notes

This is the final of our interview-only summer specials, and we saved the most fun for last. You might know him as HorseLover Fat, you might simply know him as Horse, or you could be like Kevin and mistakenly call him HorseFat Lover, either way, one of the funniest, most entertaining and refreshingly great trading accounts on twitter joins us. We don’t ever learn who this mystery man is, but we do get a good insight into his trading techniques, and definitely a few laughs along the way.

Mosler Special Installment (guests: David Bezic & Warren Mosler) Aug 27, 2021

Show notes

Continuing with interview-only specials, Patrick & Kevin take a break and allow previous Market Huddle guest (and outstanding economic thinker), David Bezic to grab the controls. David does not disappoint with an absolute terrific interview of the father-of-MMT and hedge fund legend, Warren Mosler.

Turning the Tables with Morris (guest: Morris Sachs) Aug 20, 2021

Show notes

Continuing with interview-only summer specials, Patrick Ceresna and Kevin Muir welcome fan-favourite Morris Sachs to the show. Morris turns the tables on Kevin, and takes the interviewer chair. Morris digs into all of Kevin’s early childhood traumas and finds out why Kevin loves trying to solve the greatest game ever – this huge puzzle we call the markets.

Technical Analysis with David Keller (guest: David Keller) Aug 13, 2021

Show notes

In this second installment of interview-only special, Patrick Ceresna and Kevin Muir welcome David Keller to the show for a deep dive on technical analysis. They discuss breadth, sector rotation, seasonality and end with a great discussion on security selection.

Our TOPPODCAST Picks

Follow Us

Stay Connected

Related Podcasts

Links

Stay Connected