The Market Huddle

This week Patrick and Kevin welcome to the show, Author of No Straight Lines Investments letter, Jonathan Lansky. Kev and Jonathan have a great discussion around Jonathan’s old school stock picker approach and shares a bunch of different names that he likes, talks about his process, and why investing is one of the most humbling experiences.   ✅ SPECIAL WEBINAR - "Discover Your New Favourite Hedging Strategy" Monday, 4th December 2023 at 13:00pm ET Register For FREE!:  www.bigpicturetrading.com   Click to find out more about No Straight Lines Investments : https://nostraightlinesinvestments.substack.com/ Follow Jonathan on X: @NSLinvestments *Got questions for Kevin and Patrick? Submit your questions to: 📩[email protected] 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/

On this weeks Huddle +, Kevin welcomes back Author of Blind Squirrel Macro, Rupert Mitchell. They have a terrific discussion about the problems in private equity and private credit, and then Rupert hits us with his new trade idea that don’t want to miss! Follow Rupert on X: @squirrelmacro Visit: www.blindsquirrelmacro.com *Got questions for Kevin and Patrick? Submit your questions to: 📩 [email protected] 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/

On this weeks Huddle +, Pat welcomes back one of our favourite chartist's, Pinecone Macro’s, Chase Taylor. They take a deep dive in to all things Commodities including Gold, Uranium, Sugar, Orange Juice and other usual suspects... Follow Pine Cone Macro on X: @pineconemacro Visit: www.pineconemacro.com *Got questions for Kevin and Patrick? Submit your questions to: 📩[email protected] 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/

This week Patrick and Kevin welcome to the show, Chief Investment Officer of Bleakley Financial Group and Editor of The Boock Report, Peter Boockvar. Kev and Peter have an in-depth discussion about how the current environment resembles the DotCom bubble and the 2008 crisis. They also announce the winners of dinner & drinks with Kev... Click to find out more about The Boock Report : boockreport.com Check out Bleakley Financial Group: bleakley.com Follow Peter on X: @pboockvar *Got questions for Kevin and Patrick? Submit your questions to: 📩[email protected] 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/

This week Kevin catches up with Simplify Managing Partner and Author of The Convexity Maven, Harley Bassman. They discuss bonds, mortgages, trading and Harley's two new strategies, TUA and MTBA. Follow Aidan on X: @ConvexityMaven Check out PGM Global: www.simplify.us *Got questions for Kevin and Patrick? Submit your questions to: 📩 [email protected] 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/

This week Pat catches up with PGM's Global Macro Strategist, Aidan Garrib. They discuss, Aidan's macro views on the oil sector, the overall market conditions, the Canadian bank risks, US oil production and much more... Follow Aidan on X: @AidanGarrib Check out PGM Global: www.pgmglobal.com *Got questions for Kevin and Patrick? Submit your questions to: 📩 [email protected] 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/

Harris Kupperman steps into Kev’s shoes as Patrick’s co-host this week. Pat and Kuppy welcome back to the show, Capitalist Exploits founder, Chris MacIntosh as this weeks guest. The guys discuss bonds, rates, economy, shippers, offshore oil and of course, Uranium. Check out Capitalist Exploits: capitalistexploits.at Glenorchy Capital: glenorchycapital.net Follow Chris on X: @capitalistexp *Got questions for Kevin and Patrick? Submit your questions to: 📩[email protected] 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/

This week Kevin has an in-depth conversation with Traderade Co-founder, Horselover Fat. Kev and Horse dive in to Horse's trading setups, the origins of Traderade and some of the experiences, both good and bad, that've got him to where he is today. Check out Tradeade: www.traderade.com Follow Horse on X: @Michigandolf *Got questions for Kevin and Patrick? Submit your questions to: 📩 [email protected] 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/

This week Pat talks to fellow investor, James Mackay. They talk commodities, Uranium and some interesting stories from when James was just starting out... Follow James on X: @JamesHMackay *Got questions for Kevin and Patrick? Submit your questions to: 📩 [email protected] 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/

There is no guest wisdom this week, so Patrick and Kevin take an extended stab at Talking Chart's, where they take an in-depth look at stocks such as Crude and Uranium. We announce how folks can be wined and dined by Kev, after he lost Skin in The Game the previous week... Send your favourite guest wisdom to: 📩 [email protected] *Got questions for Kevin and Patrick? Submit your questions to: 📩[email protected] 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/

This week Pat talks charts and trading with previous guest, Dave Floyd. We get a quick 30 minute update on what's happening in the markets, as well as the art of entries, time frames and psychology of trading. Check out Dave's Youtube Channel:  @DaytraderPod  Visit Aspen Trading: https://www.aspentrading.com Follow Dave on X: @DaveFloydTrader *Got questions for Kevin and Patrick? Submit your questions to: 📩 [email protected] 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/

This week Kev banters with Damped Spring parters, Andy Constan & Jimmy Jude. They discuss their thoughts on the market and reveal how they became a dynamic duo, with a few stories thrown in for good measures. Pat and Kev also announce the triumphant winner of Skin In The Game - it was a close call... Check out Damped Spring: dampedspring.com Follow Jimmy & Andy on X: @dampedspring @Jimmyjude13 *Got questions for Kevin and Patrick? Submit your questions to: 📩[email protected] 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/

This week on the Huddle +, Kevin welcomes back fan favourite Harris "Kuppy" Kupperman. They discuss all things uranium, from where the trade started, what's happening now and what other trades Kuppy has his eye on. Visit Praetorian Capital: https://pracap.com Follow Kuppy on X: @HKuppy *Got questions for Kevin and Patrick? Submit your questions to: 📩 [email protected] 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/

This week we have the pleasure of welcoming back to the show, Interactive Brokers Chief Strategist, Steve Sosnick. They discuss markets, correlation & dispersions impact on volatility, impact of buy writing and short vol strategies on the options markets. Links to Steve's related articles: https://bit.ly/3EVbDlM https://bit.ly/45e1OKd For more of Steve's articles visit: https://ibkrcampus.com/ Follow Steve on X: @SteveSosnick *Got questions for Kevin and Patrick? Submit your questions to: 📩[email protected] 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/

This week Kev has an in-depth discussion with 3 Fourteen Research Cofounder, Warren Pies. They talk about Warren's unconventional start in life, his views on the market and why he believes, a soft landing needs a hyper-reactive fed. Check out 3 Fourteen Research: www.3fourteenresearch.com Follow Warren on X: @WarrenPies *Got questions for Kevin and Patrick? Submit your questions to: 📩[email protected] 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/

This week on the Market Huddle +, we have the pleasure of welcoming back to the show, one of our favourite chartists Pinecone Macro’s, Chase Taylor. We take a look the charts on commodities like Cotton, sugar and copper as well as the charts on cannabis, homebuilders and bitcoin. Follow Pine Cone Macro on X: @pineconemacro Visit: www.pineconemacro.com *Got questions for Kevin and Patrick? Submit your questions to: 📩[email protected] 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/

We're back! This week John Davi, Founder of Astoria Portfolio Advisors,  joins us for an in-depth discussion about his life, his past career at Merrill Lynch and takes us through some of his thoughts on inflation which, he believes, isn't what it's all cracked up to be. Check out Astoria Portfolio Advisors: www.astoriaadvisors.com Follow John on X: @AstoriaAdvisors *Got questions for Kevin and Patrick? Submit your questions to: 📩[email protected] 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/

Derek Wallis has had an illustrious career as a trader at Soros, Marlowe Partners and now, 33 Capital Management. He talks about how Wall Street has changed over the years. Derek is the wonderful organiser of the September 13th USS Intrepid evening to honour active military and veterans. This year they will be supporting the Navy Seal One More Wave charity. The evening will have no speeches, no auction, no pitch for donations; just an open bar at one of the most iconic venues on the planet. Find out more here: https://onemorewave.com/pages/intrepid Check out 33 Capital Management: www.33capitalmanagement.com *Got questions for Kevin and Patrick? Submit your questions to: 📩[email protected] 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/

This week, Aahan Menon, Co-Founder of Prometheus Investment Research joins us for in depth discussion about their macro framework, liquidity and that the bond market may still have some gas left in the tank. Check out Prometheus here: https://prometheus-research.com/ Follow them on X: https://twitter.com/prometheusmacro *Got questions for Kevin and Patrick? Submit your questions to: 📩[email protected] 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/

In this episode of MH+, Kevin is joined by guest favourite Vincent Deluard, Director of Global Macro Strategy from StoneX Group Inc. Kevin and Vincent take a dive into inflation and the upcoming challenges the economy may face. *Got questions for Kevin and Patrick? Submit your questions to: 📩[email protected] 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/