The Market Huddle

Latest Episodes:

Macro Chatting with Chase (guest: Chase Taylor) Aug 21, 2020

Show notes

https://youtu.be/4MzxZu-KTrc

In episode #93, Patrick Ceresna and Kevin Muir decided to do something a little different and have a good old fashion, shoot the shit session with our pal, Chase Taylor from Pinecone Macro.

The Dollar and Bond Bull Markets Are Not Over (guests: Steven Van Metre, Julia Cordova) Aug 14, 2020

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In episode #92, Patrick Ceresna and Kevin Muir welcome Steve Van Metre from Atlas Financial Advisors to the show, where Steve walks us through his deflationary macro forecast. Then, Julia Cordova joins to tell us her 3 favorite trades and talks some charts!

Deep Dive into Technical Analysis (guests: Larry Berman, Kuppy) Aug 07, 2020

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In episode #91, Patrick Ceresna and Kevin Muir welcome Larry Berman from ETF Capital to the show to talk about technical analysis, behavioral finance, and his outlook on the markets. Then, Kuppy is back with a story of how he went from thestreet.com teenage trading wonder kid to the best crypto-fraud, bull market riding hedge fund manager out there.

Never Panic, Never Give Up (guest: Harley Bassman) Jul 24, 2020

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In episode #90, Patrick and Kevin welcome the creator of the MOVE Index, the Convexity Maven, Harley Bassman. Harley shares stories of his career journey throughout the years and his passion for travel and much more.

Volvexity (guests: Nancy Davis, Benjamin Kwasnick) Jul 17, 2020

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In episode #89, Patrick Ceresna and Kevin Muir welcome Nancy Davis, the founder of Quadratic Capital which manages the popular IVOL ETF. Nancy shares how she started out on the Goldman Sachs prop desk, what it’s like to be a woman on Wall Street and how IVOL might be a great way to protect against the coming inflationary environment. Then, a special guest joins – SPAC Research’s Ben Kwasnick comes back to talk about the hottest investment out there right now, SPACS!

What’s Wrong With A Little Inflation? (guest:Tony Boeckh) Jul 10, 2020

Show notes

https://markethuddle.com/wp-content/uploads/2020/07/MH88.mp3 In episode #88, Patrick Ceresna and Kevin Muir welcome the legendary Tony Boeckh – founder of the famous Bank Credit Analyst and now part of the Alpine Macro team. Tony shares stories from nearly half a century in the markets and tells us the tale of when he was working at the Bank of Canada in the early 1960’s.

Adventures with Rebel Capitalist George Gammon (guests: George Gammon, Kuppy) Jul 02, 2020

Show notes

https://markethuddle.com/wp-content/uploads/2020/07/MH87.mp3In episode #87, we change up the format for the holiday weekend – it’s a double feature! Our hosts Patrick Ceresna and Kevin Muir welcome the Rebel Capitalist George Gammon to the show to talk about real estate, the Fed, QE and more. Then Kuppy is back to talk about selling volatility in this crazy mixed-up macro environment and tells us what stocks he is buying right now.

Up Close & Personal with Trader Vic (guest: Victor Sperandeo) Jun 26, 2020

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https://markethuddle.com/wp-content/uploads/2020/06/MH86.mp3In episode #86, Patrick Ceresna and Kevin Muir welcome trading legend Victor Sperandeo to the show to talk about his fascinating career in the finance industry. Whether it is trading for George Soros or T. Boone Pickens, Trader Vic has seen it all during his half-century on Wall Street. Victor tells us what he sees as the end game for this head-scratching macro market.

Sending Money into the Future (guests: Brad Dunkley, Nathan Tankus) Jun 19, 2020

Show notes

In episode #85, Patrick Ceresna and Kevin Muir welcome Brad Dunkley from Waratah Capital Advisors where they have a wide ranging fantastic discussion about his journey into one of Canada’s largest hedge funds. Then, special appearance by Nathan Tankus, who does a deep dive into the controversial Atlantic article, “Will the Banks Collapse?”

Fiscal Taking Over (guests: Lyn Alden, Jose Rocha & Felipe Hirai) Jun 12, 2020

Show notes

In episode #84, Patrick Ceresna and Kevin Muir welcome Lyn Alden to the show where we learn how an electrical engineer became a macro expert. It’s a fascinating discussion where they examine the fallout from the COVID19 crisis and the unprecedented government response. Then, a special guest appearance from Felipe Hirai and Jose Rocha from Dahlia Capital where we learn about the unique opportunity offered by Brazilian equities.

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