The Market Huddle

Latest Episodes:

Charming Vanna (guests: Cem Karsan, Kuppy) Jan 08, 2021

Show notes

In episode #113, Patrick Ceresna and Kevin Muir welcome Cem Karsan to the show and they have a fantastic discussion about SPX option flow, and he explains to us who this VANNA is that everyone is talking about. Then Kuppy returns to review his trades from last year and to tell us about his new exciting project.

https://markethuddle.com/wp-content/uploads/2021/01/MH113.mp3

Holiday Special with Jack Schwager Part 2 Jan 01, 2021

Show notes

In episode #112, Patrick Ceresna and Kevin Muir welcome the Market Wizards author, Jack Schwager back to the show in this second half of two-part Holiday Special series.

https://markethuddle.com/wp-content/uploads/2020/12/MH112.mp3

Holiday Special with Jack Schwager Part 1 Dec 26, 2020

Show notes

In episode #111, Patrick Ceresna and Kevin Muir bring you the first half of two-part Holiday Special, with the Market Wizards author, Jack Schwager.

https://markethuddle.com/wp-content/uploads/2020/12/MH111.mp3

An Unknowable Future (guest: Michael Gayed) Dec 18, 2020

Show notes

In episode #110, Patrick Ceresna and Kevin Muir welcome Michael Gayed from Toroso Investments, to have a great discussion about different strategies to help navigate these interesting markets.

https://markethuddle.com/wp-content/uploads/2020/12/MH110.mp3

The Ability To Say You’re Wrong (guests: Dennis Gartman, Dave Floyd) Dec 11, 2020

Show notes

In episode #109, Patrick Ceresna and Kevin Muir welcome legendary newsletter writer, Dennis Gartman to the show to talk about his 35 years of writing one of the most popular newsletters in the markets, and Dennis shares who he thinks is the best trader of all time. Then, Dave Floyd from Aspen Trading Group joins Patrick and Kevin for Talking Charts and gives us his insights.

https://markethuddle.com/wp-content/uploads/2020/12/MH109.mp3

Secular Ceiling (guests: Eric Basmajian, Kuppy) Dec 04, 2020

Show notes

In episode #108, Patrick Ceresna and Kevin Muir welcome Eric Basmajian from EPB Research to the show to give Kevin’s MMT-here-comes-inflation-thesis a dose of cold water. Then, Kuppy is finally back to give us his update.

https://markethuddle.com/wp-content/uploads/2020/12/MH108.mp3

The Ketchup Effect (guests: Andreas Steno Larsen, Erik Townsend) Nov 26, 2020

Show notes

In episode #107, Patrick Ceresna and Kevin Muir welcome back Andreas Steno Larsen from Nordea to the show to discuss the state of European markets. Then Erik Townsend of MacroVoices joins the show to talk about Abaxx Technologies.

Download Andreas’ charts https://bit.ly/2Vd0W73

https://markethuddle.com/wp-content/uploads/2020/11/MH107.mp3

Trades That Work No Matter What (guest: Frances Donald) Nov 20, 2020

Show notes

In episode #106, Patrick Ceresna and Kevin Muir welcome Frances Donald, the Global Chief Economist and head of the Macro Strategy at Manulife Investment Management. They have a terrific discussion on the ramifications of the recent Mnuchin treasury headlines, impact of COVID on the economy and what this means for your portfolio.

https://markethuddle.com/wp-content/uploads/2020/11/MH106.mp3

Pancaking Curves (guests: Alex Manzara, Jeff Desjardins) Nov 13, 2020

Show notes

In episode #105, Patrick Ceresna and Kevin Muir welcome back to the show, R.J. O’Brien’s institutional eurodollar broker Alex Manzara. They talk about the different colours of Eurodollars, and some of the cheapest vol out there. Then Visual Capitalist’s Jeff Desjardins joins to walk us through his new book, Signals.

https://markethuddle.com/wp-content/uploads/2020/11/MH105.mp3

Dumbest Man Alive (guest: Michael Green) Nov 06, 2020

Show notes

In episode #104, Patrick Ceresna and Kevin Muir welcome Michael Green from Logia Funds to the show and have a wide ranging conversation about Mike’s career and what he sees as the biggest risk out there.

https://markethuddle.com/wp-content/uploads/2020/11/MH104.mp3

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