The Market Huddle

Latest Episodes:

Masterclass in Weirdo Babble Speak (Guest: William Nutting) Jul 10, 2024

Show notes

On this weeks Huddle +, Kevin welcomes back to the show, William Nutting. Will cut his teeth at a variety of sellside shops as a Macro Institutional salesman and now is the author of ‘The Nut Stuff Report’.

Check out ‘The Nut Stuff Report’: Nutstuff.co.uk

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

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Crisis At The Core (Guest: Vincent Deluard & Kuppy) Jun 29, 2024

Show notes

This week Kevin and Patrick welcome back to the show, Vincent DeLuard from Stone X. They discuss the French election and reveals his two best trades to take advantage of the recent political volatility. Then we have a surprise second guest, with a return of Kuppy’s corner that you don’t want to miss.

Follow Vincent on X: @VincentDeluard

Follow Kuppy on X: @HKuppy

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

Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna

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MH+ Ep.40 Bullish on a Soft Landing (guest: Joseph Wang) Jun 18, 2024

Show notes

On this weeks Huddle +, Patrick welcomes back to the show, ’The FED Guy’ Jospeh Wang. They discuss, FED policy, Inflation, the European election impact on the market & currencies.

Check out The Fed Guy: www.fedguy.com

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

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What The Market is Under Appreciating (Guest: Ben Rabidoux) Jun 15, 2024

Show notes

This week Kevin and Patrick welcome to the show, Ben Rabidoux from North Cove Advisors. Kev & Ben have a fascinating discussion about the differences between US and Canadian housing markets, where the opportunities lie and whether the Big Short will finally work in Canada.

Follow Ben on X: https://www.twitter.com/benrabidoux

Check Out Edge Reality Analytics: https://edgeanalytics.ca/

*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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Small-Cap Value Opportunities (Guest: Tucker Scott) Jun 01, 2024

Show notes

This week Kevin and Patrick welcome to the show, Tucker Scott from Bergen Park Capital. They dive into his career managing the Templeton Mutual Fund, highlighting his strategies and successes. Then, he unveils his top picks for undervalued foreign stocks, emphasising that when he says “cheap,” he means stocks that are unbelievably dirt-cheap.

Check Out Bergen Park Capital: https://bergenparkcapital.com/team/

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

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MH+ Ep.39 You Can’t Handle The Truth (guest: Russell Grant Clark) May 29, 2024

Show notes

On this weeks Huddle +, Kevin welcomes back to the show, Russell Grant Clark. They discuss, interest rates, China, Japan and why Russell thinks we’re headed for a stronger economy.

Check out Russell’s Substack: https://www.russell-clark.com/

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

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Bull in a China Shop (guest: Leonid Mironov) May 18, 2024

Show notes

This week Kevin and Patrick welcome to the show, Leonid Mironov from PACAT Asset Management. They dive into an insightful discussion about China, analyzing what has been done right, what has gone wrong, and where the country is seeing success. Leonid then shifts the focus to commodities, sharing his expert predictions for the future in this dynamic market.

Follow Leonid Mironov on X: https://www.x.com/leomironov

Check Out Pacat Capital Management LTD: https://www.pacatcm.com

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

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MH+ Ep.38 Schumpeter’s Dream (guest: Paul Krake) May 15, 2024

Show notes

On this weeks Huddle +, Kevin welcomes back to the show, founder of View From The Peak, Paul Krake. They discuss the evolving landscape of AI, the energy transition, and the innovative fuel sources that could support it.

Follow Paul on Substack: https://www.twitter.com/Viewfromthepeak

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

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The Evolving Market Structure (guest: Peter Haynes & Jenny Hadiaris) May 03, 2024

Show notes

This week Kevin and Patrick welcome to the show, Jenny Hadiaris head of market structure from TD Cowen & Peter Haynes, head of index and market structure research from TD Securities. They discuss the evolving markets, how the markets have changed and where they may be headed in the future.

Check Out Bid Out With Peter Haynes: https://bit.ly/4bhywyx

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

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MH+ Ep.37 The Rules Are Changing (guest: Warren Pies) May 01, 2024

Show notes

On this weeks Huddle +, Kevin welcomes back to the show, Chief Strategist & Cofounder of 3Fourteen Research, Warren Pies. They discuss Warren’s predictions on oil and stocks, as well as his insights on future market trends.

Follow Warren on X: https://www.twitter.com/warrenpies

Check out: https://www.3fourteenresearch.com/

*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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