The Market Huddle

Latest Episodes:

A Beautiful Thing Called Inflation (guest: Mateen Chaudhry) Sep 14, 2024

Show notes

This week is an interview only week, so Kevin welcomes to the show, Mateen Chaudhry. They discuss Japan, how the carry trade is affecting the global markets, and what Mateen is buying to take advantage of this.

Check Out Mateen’s substack : https://substack.com/@discussthetape Follow Mateen on X: https://www.x.com/discussthetape

Subscribe To Patrick’s New Educational Series ONLY available on YouTube: https://www.youtube.com/@Patrick_Ceresna

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

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What’s Coming from the FED? (guest: Aidan Garrib) Sep 10, 2024

Show notes

In this episode of Huddle +, Patrick chats with Head of Global Macro at PGM Global, Aidan Garrib. They discuss the latest movements in the market, as the FED gears up for the highly anticipated rate-cutting cycle.

Check out PGM Global: https://www.pgmglobal.com

Follow Aidan on X: https://www.x.com/AidanGarrib

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

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

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A Credit Cycle That Hasn’t Cycled (Guest: Dario Perkins) Sep 07, 2024

Show notes

This week Kevin & Patrick welcome back to the show, Dario Perkins. They have a fascinating discussion on what makes this economic cycle so unique, the smartest strategies for investors to position their portfolios, and why MMT may no longer hold the predictive power it once did.

Check Out TS Lombard: https://www.tslombard.com Follow Dario on X: https://www.x.com/DarioPerkins

Subscribe To Patrick’s New Educational Series ONLY available on YouTube: https://www.youtube.com/@Patrick_Ceresna

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

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

To receive our emails with the charts and links each week, please register at: https://markethuddle.com/

Structural Inflationista (Guest: Louis-Vincent Gave) Aug 24, 2024

Show notes

This week Kevin & Patrick welcome back to the show, Louis Vincent Gave from Gavekal Research. They dive into the key differences between Chinese and Western capital markets, uncover why gold is surging in a structural bull market, and tackle the challenges of today’s investment landscape.

Check Out Gavekal Research: https://www.gavekal.com Follow Louis on X: https://www.x.com/gave_vincent

Subscribe To Patrick’s New Educational Series ONLY available on YouTube: https://www.youtube.com/@Patrick_Ceresna

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

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

To receive our emails with the charts and links each week, please register at: https://markethuddle.com/

Mastering Gamma, Dispersion & Volatility! (Guest: Brent Kochuba) Aug 14, 2024

Show notes

In this episode of Huddle +, Patrick catches up with Brent Kochuba, the founder of Spot Gamma, to break down the forces driving recent market volatility. They delve into the nuances of gamma and the dispersion trade, offering actionable insights for investors. Whether you’re a seasoned trader or just curious about the mechanics behind market moves, this discussion will equip you with the knowledge you need to stay ahead in these uncertain times. Tune in to gain a deeper understanding of how to navigate and leverage volatility in today’s market.

Check out Spot Gamma: https://spotgamma.com

Follow Brent on X: https://www.x.com/spotgamma

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

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

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Geopolitically Promiscuous (Guest: Marko Papic) Aug 10, 2024

Show notes

This week Kevin & Patrick welcome back to the show, Marko Papic. They discuss Marko’s recent change to BCA Research, how he incorporates geopolitics into his investment framework and why everyone is doing it backwards.

Check Out BCA Research: https://www.bcaresearch.com Follow Marko on X: https://www.x.com/geo_papic

Subscribe To Patrick’s New Educational Series ONLY available on YouTube: https://www.youtube.com/@Patrick_Ceresna

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

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

To receive our emails with the charts and links each week, please register at: https://markethuddle.com/

The AI Bubble & What Comes Next… (Guest: Jesse Felder) Aug 07, 2024

Show notes

On this weeks Huddle +, Patrick welcomes, the author of The Felder Report, Jesse Felder. They discuss the recent market trends, the commodity secto, the AI bubble and what comes next…

Check out ‘The Felder Report’: https://thefelderreport.com/

Follow Jesse on X: https://www.x.com/JesseFelder

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

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

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The 90/3 Rule (guest: Ryan Metcalf) Jul 27, 2024

Show notes

This week Kevin & Patrick welcome to the show, the author of Street Smarts, Ryan Metcalf. Ryan tells us how he makes such a good looking free daily letter, how he never takes a break, and why it’s the perfect way to start your day.

Check Out The Street Smarts Daily Letter: https://www.marketlabnewsletter.com/

Subscribe To Patrick’s New Educational Series ONLY available on YouTube: https://www.youtube.com/@Patrick_Ceresna

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

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

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Precious Metals, Mining & The Economy (guest: Tavi Costa) Jul 17, 2024

Show notes

On this weeks Huddle +, Patrick welcomes back to the show, Tavi Costa. Tavi gives us an update on precious metals, mining, his thoughts on the economy, and the impact of the AI boom.

Check out ‘Crescat Capital’: www.crescat.net

Follow Tavi on X: https://www.x.com/tavicosta

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

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

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What’s Up With These Markets?! (Guest: Chase Taylor) Jul 12, 2024

Show notes

This week Kevin is taking a much needed break, so Patrick will be at the helm with fellow chartist, Chase Taylor. They pull out the crayons and take a deep dive into these turbulent markets!

Follow Chase on X: https://www.twitter.com/PineConeMacro

Check Out PineCone Macro: https://www.pineconemacro.com

Subscribe To Patrick’s New Educational Series ONLY available on YouTube: https://www.youtube.com/@Patrick_Ceresna

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

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

To receive our emails with the charts and links each week, please register at: https://markethuddle.com/