The Market Huddle

In this episode, Patrick and Kevin welcome Andrew Beer from Dynamic Beta Investments to the show to talk about his time working with Seth Klarman, his founding of one of the largest hedge funds specializing in China in the early 2000s and his latest venture – the Dynamic Beta ETFs. ⭐️Visit our merch store!!! 👉https://www.markethuddlemerch.com/ ⭐️ *Got questions for Kevin and Patrick? Submit your questions to: 📩[email protected] To receive our emails with the charts and links each week, please register at: https://markethuddle.com/

In this episode, Patrick is away and Kevin invites back our good friend Old Chestnut, Morris Sachs to the show to discuss everything from markets to what it's like to have his own podcast. ⭐️Visit our merch store!!! 👉https://www.markethuddlemerch.com/ ⭐️ *Got questions for Kevin and Patrick? Submit your questions to: 📩[email protected] To receive our emails with the charts and links each week, please register at: https://markethuddle.com/  

In this episode, we welcome the Macro Man himself - Bloomberg’s Cameron Crise. We walk through the current macro environment, exploring the constraints faced by global Central Banks, and what that means for the market, and end with an out-of-the-box surprise you don’t want to miss. ⭐️Visit our merch store!!! 👉https://www.markethuddlemerch.com/ ⭐️ *Got questions for Kevin and Patrick? Submit your questions to: 📩[email protected] To receive our emails with the charts and links each week, please register at: https://markethuddle.com/

In this episode, Patrick and Kevin welcome Carter Worth to the show. Carter tells us about his methodology for analyzing markets, how he is worried about the coming fallow period, and why gold is something that all investors should consider. Then Kuppy is finally back for Kuppy's Corner. Download Carter's charts 📈📉 https://bit.ly/3nDRasR ⭐️Visit our merch store!!! 👉https://www.markethuddlemerch.com/ ⭐️ *Got questions for Kevin and Patrick? Submit your questions to: 📩[email protected] To receive our emails with the charts and links each week, please register at: https://markethuddle.com/

In this episode, Kevin is away so Patrick takes the wheel and welcome back a 'Huddle favorite, Chief Strategist at Interactive Brokers, Steve Sosnick. They talk Fed, recession risks, the bear market and more. Afterwards Steve will pull out his crayons to join Patrick in Talking Charts. ⭐️Visit our merch store!!! 👉https://www.markethuddlemerch.com/ ⭐️ *Got questions for Kevin and Patrick? Submit your questions to: 📩[email protected] To receive our emails with the charts and links each week, please register at: https://markethuddle.com/

This week, we’re running old school - it’s just Patrick and Kevin shooting the shit about these crazy markets we are experiencing. Let’s just hope Patrick doesn’t decide to go streaking by the quad, and sticks to chewing crayons instead. ⭐️Visit our merch store!!! 👉https://www.markethuddlemerch.com/ ⭐️ *Got questions for Kevin and Patrick? Submit your questions to: 📩[email protected] To receive our emails with the charts and links each week, please register at: https://markethuddle.com/

In this episode, Patrick Ceresna and Kevin Muir welcome Brent Kochuba from SpotGamma to the show to talk about the chunky option expiration that’s coming up and be sure to stick around because Brent will even share the single stock idea that piqued Kevin’s interest! Download Brent's Charts 📈📉 https://bit.ly/3NP7geo ⭐️Visit our merch store!!! 👉https://www.markethuddlemerch.com/ ⭐️ *Got questions for Kevin and Patrick? Submit your questions to: 📩[email protected] To receive our emails with the charts and links each week, please register at: https://markethuddle.com/

This week we have the great privilege of having Marko Papic from ClockTower Group back on the show. We have a great discussion about the war in Ukraine, the situation in China and he gives us a “whisper in the dark” about a trade that some of the biggest, smartest traders are putting on their radar. Market Huddle Piss Up! is finally happening on Wednesday June 1st at The Bottom Line (22 Front St. W in Toronto) at 4:30pm - Hope to see you all there! 🍻 ⭐️Visit our merch store!!! 👉https://www.markethuddlemerch.com/ ⭐️ *Got questions for Kevin and Patrick? Submit your questions to: 📩[email protected] To receive our emails with the charts and links each week, please register at: https://markethuddle.com/

In this episode, Kevin takes a much needed day off and Patrick takes the wheel. Patrick welcomes Money Talks' Michael Campbell to the show to talk inflation, commodities and more. Then Kuppy is back for his usual monthly segment then sticks around to share a box of crayons with the Lord of Crayons. Join Patrick on Sunday May 22nd at 11am ET for a Free LIVE webinar! 👉 https://bit.ly/3FYN4nL Market Huddle Piss Up! is finally happening on Wednesday June 1st at The Bottom Line (22 Front St. W in Toronto) at 4:30pm - Hope to see you all there! 🍻 ⭐️Visit our merch store!!! 👉https://www.markethuddlemerch.com/ ⭐️ *Got questions for Kevin and Patrick? Submit your questions to: 📩[email protected] To receive our emails with the charts and links each week, please register at: https://markethuddle.com/

In this episode, Patrick Ceresna and Kevin Muir welcome back Jim Leitner to the show to discuss the dilemma facing the Federal Reserve, what he’s trading to express that view, and what that means for other risk markets. ⭐️Visit our merch store!!! 👉https://www.markethuddlemerch.com/ ⭐️ *Got questions for Kevin and Patrick? Submit your questions to: 📩[email protected] To receive our emails with the charts and links each week, please register at: https://markethuddle.com/

This week, Patrick is away, so it’s an interview only show, but don’t worry, we have a terrific guest with Dario Perkins from TS Lombard returning. Dario talks about why Central Bankers are not as powerful as they want to believe, what the risks are for markets in the coming months, and how to position for the upcoming secular changes. He gives a fantastic Don Coxe Page 16 on the way to Page 1 call, and then finishes with a little update on the AC Milan saga. ⭐️Visit our merch store!!! 👉https://www.markethuddlemerch.com/ ⭐️ *Got questions for Kevin and Patrick? Submit your questions to: 📩[email protected] To receive our emails with the charts and links each week, please register at: https://markethuddle.com/

In this episode, Patrick and Kevin welcome Alfonso Peccatiello to the show. Alfonso tells us why he is short S&Ps, credit spreads, Italian BTPs and most importantly, why pineapple pizza is a travesty that should be outlawed immediately. Check out The Macro Compass 🧭 https://bit.ly/38wBRhv ⭐️Visit our merch store!!! 👉https://www.markethuddlemerch.com/ ⭐️ *Got questions for Kevin and Patrick? Submit your questions to: 📩[email protected]   To receive our emails with the charts and links each week, please register at: https://markethuddle.com/

This week is a return to original Market Huddle format, when it was just Kevin and Patrick shooting the shit about markets. Patrick has got his crayons, and Kevin has got his complaints, but don’t worry - next week guests will resume and it will be hopefully back to normal. ⭐️Visit our merch store!!! 👉https://www.markethuddlemerch.com/ ⭐️ *Got questions for Kevin and Patrick? Submit your questions to: 📩[email protected] To receive our emails with the charts and links each week, please register at: https://markethuddle.com/

To help Kevin along with his concussion recovery, we are giving him another week off to get some much needed rest. So Patrick is flying solo once again, but our good friend Harris Kupperman is here for his monthly segment and he will stick around for an extended Talking Charts. Get your crayons out! Wanna join Kuppy at KEDM Happy Hour in person? 👉 https://bit.ly/3uXvr2k ⭐️Visit our merch store!!! 👉https://www.markethuddlemerch.com/ ⭐️ *Got questions for Kevin and Patrick? Submit your questions to: 📩[email protected] To receive our emails with the charts and links each week, please register at: https://markethuddle.com/

This week, Patrick Ceresna and Kevin Muir welcome Chesapeake Capital founder, Jerry Parker. They talk about answering the Richard Dennis turtle ad, why he believes in Trend Following plus nothing, and finally, how to adapt that strategy to fantasy hockey. ⭐️Visit our merch store!!! 👉https://www.markethuddlemerch.com/ ⭐️   *Got questions for Kevin and Patrick? Submit your questions to: 📩[email protected]   To receive our emails with the charts and links each week, please register at: https://markethuddle.com/

In this episode, Patrick flies solo - Kevin had a fight with a squash ball and ended up with a mild concussion so he's taking a week off to recover. But don't fret, our good friend Chase Taylor joins for an extended Talking Charts session. We will be back with our normal format next week. ⭐️Visit our merch store!!! 👉https://www.markethuddlemerch.com/ ⭐️ *Got questions for Kevin and Patrick? Submit your questions to: 📩[email protected] To receive our emails with the charts and links each week, please register at: https://markethuddle.com/  

In this episode, Patrick Ceresna and Kevin Muir welcome back to the show, Jimmy Jude. After a terrific March COVID crisis BUY THE MARKET call two years ago, he is back to give us an update on his thinking in this challenging market environment. Folks, this is one episode you don’t want to miss! ⭐️Visit our merch store!!! 👉https://www.markethuddlemerch.com/ ⭐️ *Got questions for Kevin and Patrick? Submit your questions to: 📩[email protected]

Join Patrick Ceresna and Kevin muir for this week's special Kuppy’s Corner. Harris is on fire and you don’t want to miss this one. They talk commodity financial contagion risk, PE companies stealing his picks, and we get an update on Uranium. Also, Rob Koyfman joins to share a special message. Donate to Rob's fundraiser 👉 https://bit.ly/3hYtWeb Or visit our merch store: www.markethuddlemerch.com **all proceeds from our merch sales from March 11th - April 11th will be donated to Rob's fundraiser** *Got questions for Kevin and Patrick? Submit your questions to: 📩[email protected]

This week, Patrick Ceresna and Kevin Muir welcome Jay Newman to the show. Jay has been a developing markets debt trader for Lehman and Morgan Stanley.  He then spent the next two decades working at Elliott Management, being best known as the hedge fund manager who chases dead beat countries for payment on defaulted bonds.  As for the next stage of his life, Jay has written a fiction book - UNDERMONEY which is part James Bond, part Liars Poker.

In this episode, Patrick Ceresna and Kevin Muir welcome option guru Kris Sidial, co-CIO of the Ambrus Group to the show to discuss how the market microstructure has changed the opportunities in volatility strategies. And make sure you stick around to hear his prediction about where the stock market might be headed this summer!