The Market Huddle (Patrick Ceresna & Kevin Muir)

In episode #71, Patrick Ceresna and Kevin Muir bring you a Markets-in-Turmoil / Markets-on-amphetamine version of the Market Huddle. Too much has happened in the market this week and Patrick and Kevin have too much to talk about so there is no guest this week. However, Tony Greer joins to give us a quick update.

In episode #72, Patrick Ceresna and Kevin Muir welcome David Keller from www.StockCharts.com to give us a technical update on what’s happening in the markets today. No This Week in Trading History this week but WTF Clip of the Week makes a come back.

*NSFW* In episode #73, Patrick Ceresna and Kevin Muir welcome fan-favourite, ex-Merk jerk and just an all-around terrific guy, Jimmy Jude. Then Kuppy joins to talk shipping.

In episode #74, Patrick Ceresna and Kevin Muir welcome Steve Sosnick, chief-strategist at Interactive Brokers. Steve gives us an inside view of the early days at Timber Hill and what it was like to be an options market maker. Then Barton returns to give us an update on the coronavirus situation.

In episode #75, Patrick Ceresna and Kevin Muir welcome two SPAC experts – Jamie Wise from Periscope Capital and Benjamin Kwasnick from SPACresearch.com. Then for the main interview, they welcome @HayekAndKeynes to talk all things macro.

In episode #76, Patrick Ceresna and Kevin Muir welcome esteemed Bloomberg contributor and just an all-around fun guy – Barry Ritholtz. They talk about Barry’s journey to Wall street, discuss what he thinks are in store for markets and end with a great chat about his other love – cars!

In episode #77, Patrick Ceresna and Kevin Muir welcome Chris Sommers from Unhedged.com. Chris has a fascinating career that ranged from investment banking at storied Wall Street dealers to working at Greenlight Capital where he was a part in the Lehman Brothers short selling campaign. You don’t want to miss this interview. Then Kuppy’s back for his monthly segment and Rob Koyfman joins in Talking Charts

In episode #78, Patrick Ceresna and Kevin Muir welcome Rob Hanna from Quantifiable Edges. Rob’s unique style of quant research has been a fixture on the professional trading circuit since 2008, and we learn how Rob went from a financial software salesman to a full time professional trader.

In episode #79, Patrick Ceresna and Kevin Muir welcome the author of Occupy a Job on Wall Street along with one of the heroes from his story, Tarzan, to talk about the hedge fund industry in the 2000s. Then Chase Taylor from Pinecone Macro Research joins in Talking Charts.

In episode #80, Patrick Ceresna and Kevin Muir welcome Vincent Deluard, a Global Macro Strategist from INTL-FCStone. Vincent talks Europe and the problems COVID-19 introduces to the whole European Union, and the generational shift that is about to envelop developed economies and what that might mean for markets in the future. Then they welcome special guest, Liam Vaughan, the author of Flash Crash: A Trading Savant, a Global Manhunt, and the Most Mysterious Market Crash in History to talk about his book and the story of Nav Singh Sarao.

In episode #81, Patrick Ceresna and Kevin Muir welcome Cullen Roche to the show where he tells us how an East Coast boy ended up being a San Diegan outside-the-box-alternative-macro money manager. Then, veteran hedge fund trader Morris Sachs tells us a story about his career making trade that you won’t want to miss!

In episode #82, Patrick Ceresna and Kevin Muir welcome European macro strategist Andreas Steno Larsen of Nordea Bank to the show to talk about what he thinks is shaping up to be a pretty big opportunity in European assets.

Then, an old friend of the show, Aidan Garrib of Pavilion Global Markets gives us his take on the US/China trade war.

In episode #83, Patrick is away and Kevin welcomes Louis-Vincent Gave to the show to talk macro, China and most importantly – skiing in Canada. Then better late than never, Kuppy returns to talk about his new portfolio additions that are sure to ruffle some feathers.

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.

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?”

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.

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.

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.

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!

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.

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.

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!

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.

In episode #94, Patrick Ceresna and Kevin Muir welcome back David Bezic, an independent economic consultant who will walk us through how the monetary and fiscal responses are affecting both the economy and the markets.

In episode #95, Patrick Ceresna and Kevin Muir welcome Michael Batnick to the show. We learn how he came to be part of the team at Ritholtz Wealth Management, what clients should do in this new ear of super low interest rates, and most importantly, what are the Toronto Raptors chances of winning two in a row. Then Kuppy is back with his monthly update.

In episode #96, Patrick Ceresna and Kevin Muir welcome back Morris Sachs to the show to talk about option trading, gold and why hedge funds are a bad investment. Then we introduce our new segments, No Stupid Questions and Skin in the Game.

In episode #97, Patrick Ceresna and Kevin Muir first welcome Spot Gamma’s Brent Kochuba to the show to discuss deeper into the SoftBank whale’s strategy and talk about the ramifications of the increased popularity of options. Then they welcome this week’s second guest, the one and only Goddess of Grains, Angie Setzer to talk grains.

In episode #98, Patrick Ceresna and Kevin Muir welcome to the show, oil specialist and internet sensation, Tracy Shuchart, otherwise known as @chigrl. No WTF clip this week but stick around for No Stupid Questions and Skin in the Game.

In episode #99, Patrick Ceresna and Kevin Muir welcome Ronnie Stoeferle from Incremntum to discuss gold, inflation and the intricacies of Austrian soccer.Then Kuppy is back for another update and to tell us about his new largest position.

In episode #100, Kuppy joins Kevin Muir as the guest co-host while Patrick Ceresna is away. They welcome Lyn Alden back to the show where they talk about debt cycles, fiscal & monetary policy and even bitcoin.

In episode #101, Patrick Ceresna is away and Kevin Muir welcomes Nick Givanovic who shares the story of his career working in London for JPM and Salomon Brothers, then running his own hedge fund, and finally retiring to the Bahamas where he is busy trading and saving the local animals. Then Morris Sachs returns to the show as a special guest and fills in for Patrick.

In episode #102, Patrick Ceresna is back with Kevin Muir and they welcome veteran FX prop trader, David Kreisa to the show to talk about his time in the early 1990s when foreign exchange trading was the true wild west of financial markets. David also tells us the story of when the Swiss National Bank let the EURo-Swiss floor drop out, and finally, he shares with us some terrific wisdom for all the young traders out there.

In episode #103, Patrick Ceresna and Kevin Muir welcome Josh Young from Bison Interests to talk about the macro picture for oil & gas, and a couple of companies posed to take advantage of the current dire environment. Then Brent Kochuba from Spotgamma.com joins to give us a special election gamma set up that you won’t want to miss!

In episode #104, Patrick Ceresna and Kevin Muir welcome Michael Green from Logia Funds to the show and have a wide ranging conversation about Mike’s career and what he sees as the biggest risk out there.

In episode #105, Patrick Ceresna and Kevin Muir welcome back to the show, R.J. O’Brien’s institutional eurodollar broker Alex Manzara. They talk about the different colours of Eurodollars, and some of the cheapest vol out there. Then Visual Capitalist’s Jeff Desjardins joins to walk us through his new book, Signals.

In episode #106, Patrick Ceresna and Kevin Muir welcome Frances Donald, the Global Chief Economist and head of the Macro Strategy at Manulife Investment Management. They have a terrific discussion on the ramifications of the recent Mnuchin treasury headlines, impact of COVID on the economy and what this means for your portfolio.

In episode #107, Patrick Ceresna and Kevin Muir welcome back Andreas Steno Larsen from Nordea to the show to discuss the state of European markets. Then Erik Townsend of MacroVoices joins the show to talk about Abaxx Technologies.

Download Andreas’ charts https://bit.ly/2Vd0W73

In episode #108, Patrick Ceresna and Kevin Muir welcome Eric Basmajian from EPB Research to the show to give Kevin’s MMT-here-comes-inflation-thesis a dose of cold water. Then, Kuppy is finally back to give us his update.

In episode #109, Patrick Ceresna and Kevin Muir welcome legendary newsletter writer, Dennis Gartman to the show to talk about his 35 years of writing one of the most popular newsletters in the markets, and Dennis shares who he thinks is the best trader of all time. Then, Dave Floyd from Aspen Trading Group joins Patrick and Kevin for Talking Charts and gives us his insights.

In episode #110, Patrick Ceresna and Kevin Muir welcome Michael Gayed from Toroso Investments, to have a great discussion about different strategies to help navigate these interesting markets.

In episode #111, Patrick Ceresna and Kevin Muir bring you the first half of two-part Holiday Special, with the Market Wizards author, Jack Schwager.

In episode #112, Patrick Ceresna and Kevin Muir welcome the Market Wizards author, Jack Schwager back to the show in this second half of two-part Holiday Special series.

In episode #113, Patrick Ceresna and Kevin Muir welcome Cem Karsan to the show and they have a fantastic discussion about SPX option flow, and he explains to us who this VANNA is that everyone is talking about. Then Kuppy returns to review his trades from last year and to tell us about his new exciting project.

In episode #114, Patrick Ceresna and Kevin Muir welcome Julian Klymochko to the show to talk about the state of arbitrage, and what the heck is going with these SPACS.Then Morris Sachs returns to the show to tell us what he thinks of the markets.

In episode #115, Patrick Ceresna and Kevin Muir welcome back Lyn Alden to the show to discuss macro state of the markets, and find out what worries her going forward. Then Zach Resnick from Unbounded Capital joins to talk about crypto currencies and why his firm is focusing on Bitcoin SV.

In episode #116, Patrick Ceresna and Kevin Muir welcome Brian Krogsgard from Ledger Status. Brian gives us no-coiners a terrific run down of the crypto landscape. Even those disbelievers of the bits-in-the-sky will find this a wonderful interview!

In episode #117, Patrick Ceresna and Kevin Muir welcome Interactive Brokers Chief Strategist, Steve Sosnick to the show. They have a fantastic discussion about the GameStop saga, what it means for the market (hint – Steve thinks it’s potentially as transformative as the 1987 crash), and most importantly – Steve explains how the GameStop short interest become bigger than the float. Then, Kuppy is back! He is calling in from Puerto Rico – can’t miss a Kuppy’s corner in this crazy market.

In episode #118, Patrick Ceresna and Kevin Muir welcome Dan Carlson from Tailwinds Research. Dan is a microcap stock picker and he shares three of his favourite names. Then in Talking Charts, Patrick consults the oracle to divine what might lay ahead for the markets.

In episode #119, Patrick Ceresna and Kevin Muir welcome Cameron Crise from Bloomberg to the show to talk about his career, the current state of the markets and why Michael Lewis ruined his life. Then in Talking Charts, Patrick does his usual voodoo to divine where the markets are headed next week.

In episode #120​, Patrick Ceresna and Kevin Muir welcome Jim Leitner to the show to talk about his career, his investment philosophy and the best trade of his life.

In episode #121, Patrick Ceresna and Kevin Muir welcome Macro Hive founder Bilal Hafeez to the show. to talk to us about what he is seeing in the markets. Then Kuppy is back for our monthly Kuppy’s Corner.

In episode #122, Patrick Ceresna and Kevin Muir welcome Gavekal Research CEO Louis-Vincent Gave to the show where they have a terrific discussion about why the market doesn’t like the US policy setting, what might replace bonds as the next anti-fragile asset, and why you can take the boy out of France but you can’t take Marxism out of the boy. Then, Brent Kochuba from SpotGamma joins to give us an update on how the option market is setting up for this week’s quad-witching expiry and to talk about if the market makers found a way to de-weaponize gamma.

In episode #123​, Patrick Ceresna and Kevin Muir welcome Aidan Garrib from Pavilion Global Markets to talk about China’s macro plans, the way to trade the whole growth vs. value dynamic and why he is not allowed out after 8pm. Then Morris Sachs joins to talk about markets and at one point, he made Leena spit out her coffee with laughter – you can guess when!

Download charts at: https://bit.ly/3lvfAmK

In episode #124, Patrick Ceresna and Kevin Muir welcome Jay Pelosky from TPW Advisory. They have a great discussion about macro thematic investing, what is a Tri-Polar World, and even find out what it was like to work for investing legends, Barton Biggs and Byron Wien. Then, we have the great pleasure to have Barton back on the show to announce the launch of his new service – Fed.Tips

In this shortened Easter weekend episode, Patrick Ceresna and Kevin Muir welcome Guy LeBas, the chief fixed income strategist from Janney Montgomery Scott to the show to explain bond auctions, why the SLR isn’t a big deal, and why when equity traders talk about issues going special, it’s time to go the other way.

In this episode, Patrick Ceresna and Kevin Muir welcome Will Thomson from Massif Capital. They have a fascinating discussion about opportunities in off-the-beaten-path commodity companies, along other unique value investments he is making. Then Kuppy is back and he is starting a new position that might just surprise you!

In this episode, Patrick Ceresna and Kevin Muir welcome Ted Seides from Capital Allocators podcast. They have a fascinating discussion about his storied career, the wealth of wisdom that he has picked up over his years dealing with fund managers, and most importantly – what it was like losing a million bucks to Warren Buffett.

In this episode, Patrick Ceresna and Kevin Muir welcome Vincent Deluard from Stone X to the show. They have a terrific macro discussion that you don’t want to miss and we might even figure out what’s up with Vincent’s inflation obsession.

In this episode, Patrick Ceresna and Kevin Muir welcome back to the show, Chase Taylor form Pinecone Macro. They have a fascinating discussion about his favourite investments. To say Chase is contrarian could be the understatement of the year. Stick around to find out what Chase is buying and why.

In this episode, Patrick Ceresna and Kevin Muir welcome back to the show, Jamie Wise from Periscope Capital. They have a terrific discussion about his new ETF BUZZ, what it’s like being in business with David Portnoy, and what the SPAC market has in store for us in the coming months. Then, it’s that time of the month again – fan favourite Kuppy is back to regale us with his latest adventures in Kuppy’s corner.

In this episode, Patrick Ceresna and Kevin Muir welcome back to the show, Lyn Alden. We get an update on Lyn’s trades from her last appearance, and then she shares what she sees as the risks and opportunities going forward.

Lyn’s Charts: https://bit.ly/3hrPW21

In this episode, Patrick Ceresna and Kevin Muir welcome US-China Series co-founder, Paul Krake. They have a fascinating discussion about his career at some of the most prestigious hedge funds, and his unique view of how the macro landscape will unfold in coming years

In this episode, Patrick Ceresna and Kevin Muir welcome back to the show, fan favourite, Jim Leitner. They have a fascinating discussion about how retail traders can make their own digital options, why Jim likes uranium stocks and then, we have a Huddle first – our very own social science experiment you won’t want to miss!

In this episode, Patrick Ceresna and Kevin Muir welcome back to the show, the godfather of options positioning, Cem Karsan. They have a terrific discussion about why regular folk should care about dealer inventories and why traders might think about pulling a Costanza when it comes to their summer positioning. Then we have the good fortune to have Edwin Dorsey from the Bear Cave Newsletter join to talk about his new letter focusing on short selling.

In this episode, Patrick Ceresna and Kevin Muir welcome Diego Parrilla to the show. They have a terrific macro discussion about anti-bubbles, how the governments are transforming the problems and why everything is an option. Then Kuppy is back – this time, he’s live with Patrick in Miami

In this episode, Patrick Ceresna and Kevin Muir welcome Phil Schmitt to the show. Phil has a long career on bay street as a derivatives trader and hedge fund manager. They have a terrific discussion about the problems with the 60/40 portfolio, active vs. passive, ESG and what he thinks is the biggest risk out there – inflation.Then, Will Thomson from Massif Capital is back on the show to talk about his latest gold pick and the problems with the Chinese nuclear leak.

In this episode, Patrick Ceresna and Kevin Muir welcome yellow metal entrepreneur, Amir Adnani to the show. Amir shares his take on royalties and why gold and uranium are at the top of his list for attractive investments.

In this episode, Patrick Ceresna and Kevin Muir welcome bond veteran Mike MacBain from East Coast Fund Management to the show. They have a terrific discussion about credit spreads, how the industry has changed, and what the Fed is trying to accomplish with their recent shift. Then, Morris is back, and even more Morris than usual!

In this episode, Patrick Ceresna and Kevin Muir welcome FX veteran and author of the book Alpha Trader, Brent Donnelly to the show. They have a wide ranging discussion about the qualities that go into making great traders, the biggest mistakes they make and why EDM music is the best backdrop for the trader squawk. Then Kuppy is back to talk about oil and meme stocks.

In this episode, Patrick Ceresna and Kevin Muir welcome quantitative portfolio manager and volatility specialist, Harel Jacobson to the show. They discuss how he got into the business, how he trades volatility and why his brokers won’t give him quotes on Mexican Peso/South African Rand options anymore.

In this episode, Patrick Ceresna and Kevin Muir welcome to the show, Alfonso Peccatiello, head of investments for a large European bank and author of The Macro Compass. They have a terrific discussion about the macro environment and why even though the sovereign is a currency issuer and not a user, there are still major disinflationary tendencies that are difficult to overcome.

Download Alfonso’s charts: https://bit.ly/3i6ETLX

In this episode, Patrick Ceresna and Kevin Muir take a backseat and let fan-favourite Harris Kupperman aka Kuppy interview Josh Young from Bison Interests.  Josh has been hitting out of the park when it comes to his energy picks, and he comes back to the Market Huddle to give us his new picks.

In this first installment of interview-only summer specials, Patrick Ceresna and Kevin Muir welcome to the show Marko Papic, partner & chief strategist at Clock Tower Group and the author of “Geopolitical Alpha.” Marko shares his framework for combining geopolitics and the markets, and even goes on to answer that age old question “how much does moving from cold Canada to sunny Santa Monica help with investment process?”

*Read Marko’s review of Reminiscences Of A Stock Operator: https://bit.ly/2VzkaHM

In this second installment of interview-only special, Patrick Ceresna and Kevin Muir welcome David Keller to the show for a deep dive on technical analysis. They discuss breadth, sector rotation, seasonality and end with a great discussion on security selection.

Continuing with interview-only summer specials, Patrick Ceresna and Kevin Muir welcome fan-favourite Morris Sachs to the show. Morris turns the tables on Kevin, and takes the interviewer chair. Morris digs into all of Kevin’s early childhood traumas and finds out why Kevin loves trying to solve the greatest game ever – this huge puzzle we call the markets.

Continuing with interview-only specials, Patrick & Kevin take a break and allow previous Market Huddle guest (and outstanding economic thinker), David Bezic to grab the controls. David does not disappoint with an absolute terrific interview of the father-of-MMT and hedge fund legend, Warren Mosler.

This is the final of our interview-only summer specials, and we saved the most fun for last. You might know him as HorseLover Fat, you might simply know him as Horse, or you could be like Kevin and mistakenly call him HorseFat Lover, either way, one of the funniest, most entertaining and refreshingly great trading accounts on twitter joins us. We don’t ever learn who this mystery man is, but we do get a good insight into his trading techniques, and definitely a few laughs along the way.

This week, Patrick is free-loading in Europe somewhere so Kevin holds down the fort alone but with great guests! First, we get an update from Lyn Alden and what she feels is the biggest thing in macro right now. Then Brent Kochuba from SpotGamma joins the show where we learn what’s happening in the option market and why the apes don’t want to be his friend. And finally, fan favourite and rock-star hedge fund manager Kuppy finishes it off with this month’s installment of Kuppy’s corner.

Download Lyn’s Charts: https://bit.ly/3hnw9A6

Download Brent’s Charts: https://bit.ly/3tuReNQ

In this episode, Patrick Ceresna and Kevin Muir welcome Dario Perkins from TS Lombard. They have a great discussion about the macro environment and find out why Dario is not the ECB’s favourite guy.

In this episode, Patrick Ceresna and Kevin Muir welcome William Nutting, the author of the terrifically entertaining and informative newsletter, NutStuff. They have a great discussion covering a range of topics, from problems with Amazon to learning about his favourite motorcycle company.

In this episode, Patrick Ceresna and Kevin Muir welcome Darius Dale from 42 Macro. They have a fascinating discussion about the macro landscape and why inflation might be both transitory and secular at the same time. Then Harris Kupperman is back for Kuppy’s corner and it’s jam packed full of energy.

In this episode, Patrick Ceresna and Kevin Muir welcome the Convexity Maven, Harley Bassman to the show. Harley takes us on a tour of bond trading during the golden age of Liar’s Poker and shares why he thinks rates are headed higher in the coming years.

In this episode, Patrick Ceresna and Kevin Muir welcome to the show Stock Market Wizard, Mike Masters. You won’t want to miss the fascinating discussion with this hedge fund veteran. Mike is one of Kevin’s favourite people to discuss markets with, and it’s a real privilege to have him on the show.

In this episode, Patrick Ceresna and Kevin Muir welcome former Wall Street strategist and IMF Economist, David Woo to the show. They have a great discussion of David’s time at the IMF, what he thinks are the best opportunities out there in the markets today, and why Squid Game is the perfect analogy of the problems in today’s society. Then, in Talking Charts, Rob Koyfman joins to walk us through markets and shares the newest features at Koyfin.

In this episode, Patrick Ceresna and Kevin Muir welcome to the show Andrew Simon. Andrew is co-founder of Macro Hive after years as a senior manager at JP Morgan and another Macro Hedge Fund. He shares his philosophy towards markets, and why he likes energy volatility, uranium & much more.Then, we have Nancy Davis from IVOL come back to give us an update on her ETF and finally Kuppy is back for his monthly appearance.

In this episode, Patrick Ceresna and Kevin Muir welcome Leslie Harris to the show to talk about his career – from his early days at the COMEX, to life on the Greenwich Capital desk with our good friend Morris Sachs, to his latest venture as an executive coach.

Hosted by Patrick Ceresna and Kevin Muir

In this episode, Patrick Ceresna and Kevin Muir welcome to the show, legendary Bay Street trader and Rock n Roll promoter, and just one of the nicest guys out there – Michael Wekerle. Tune in to hear his story of the 1987 crash, how they stumbled upon one of the greatest nickel discoveries of all time from a helicopter, and what life is like now owning the idyllic El Mocambo.

This week for American Thanksgiving, Patrick Ceresna and Kevin Muir return to an old format where it’s just them two shootin’ the shit about markets, Patrick’s love of moose meat, and when he might graduate from crayons to Laurentien coloured pencils.

In this episode, Patrick Ceresna and Kevin Muir welcome Ironsides Macro founder Barry Knapp to the show. They discuss why the current environment is more like the 1960s than the 1970s, whether we are in the expected monetary tightening connection, and Barry even gives us instructions on how to never really have a bad day.

In this episode, Patrick Ceresna and Kevin Muir take a little detour from macro and large cap stock picks to chat with Mariusz Skonieczny from MicroCap Explosions. We learn about his investing methodology and why all Canadians want to do is get high on pot and look for gold. Then Rob Koyfman joins to give his update with Koyfin in Talking Charts.

In this episode, Patrick Ceresna and Kevin Muir welcome back to the show, Chase Taylor from Pinecone Macro. They chat about nat gas, Turkey, the Chinese Yuan and end it with Chase’s new favourite commodity that he feels the market is not giving enough love to.

This week, we break from format and invite to the show Inside Baseball with Old Chestnut stars; Morris Sachs and Liam Allen.

As to be expected from these two characters, we have a fun wide-ranging discussion that included everything from how Liam met Morris, to whether Elizabeth Holmes will be found guilty and serve jail time.

Morris, Liam, Patrick, Leena and Kevin – a great holiday ‘huddle session special.

In this episode, Patrick Ceresna and Kevin Muir welcome Wall Street veteran Andy Constan. From his early days at Salomon Brothers, to his experiences at Bridgewater and Brevan Howard, Andy walks us through his fascinating career and he also tells us what we should be watching for as the most important development for 2022. After that, Kevin talks with Paul Schulte about his new book, Money Metaverse: How Crypto Is Reinventing Finance & Property via Tokenization.

In this episode, Patrick Ceresna and Kevin Muir welcome back to the show, legendary investor Jim Leitner. They have a fascinating discussion about how Jim sees the markets today. He’s definitely changed his tune from the last time he was on the show – believing the Fed has gone from being a tailwind at your back, to a headwind in your face. Jim explains how he is adjusting his portfolio for this new environment.

This week, Patrick Ceresna and Kevin Muir welcome to the show Alex Gurevich to talk about his new book; The Trades of March 2020: A Shield Against Uncertainty. Alex said someone should write a book about the market during the COVID crisis, and when no one else did, Alex stepped up to the plate. If you want to know what it’s like to be a hedge fund manager during a market crisis, then this is the conversation for you. Then Kuppy takes the helm and interviews his buddy Mark Moss to chat markets.

In this episode, Patrick Ceresna and Kevin Muir welcome  Joseph Wang – the Fed Guy himself to the show.  If you want to understand the Inner workings of the Federal Reserve – this is one show you don’t want to miss! And stay tuned for his surprising prediction of what might happen from the upcoming Quantitative Tightening campaign.

In this episode, Patrick Ceresna and Kevin Muir welcome ‘Huddle favourite, Lyn Alden back to the show. They have a terrific macro discussion about the precarious place the Fed finds itself in, how you might want to position yourself in this environment and what country is called a “coiled spring.” Then, Kuppy is back to walk us through why he thinks the oil rise is just starting, before giving us a new name in a sector that he thinks is just too cheap.

Get Lyn’s charts: https://bit.ly/3sbNEYA

This week, Patrick Ceresna and Kevin Muir welcome back Vincent Deluard from Stone X Financial to the show. They have a fascinating discussion about investing in this new inflationary environment, how you should position your portfolio and Vincent even hits us with a Byron Wien surprise that is worthy of his name.  *DISCLAIMER*

Download Vincent’s Reports

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!