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The Market Huddle

Join Patrick and Kevin bi-weekly when these two traders discuss the week's action in the markets - always keeping the other's feet to the fire for bad calls - yet hopefully having some fun while learning a little something in the process.  

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Last Episode Date: 17 July 2024

Total Episodes: 285

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

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/tavicos...

33 min
12 July 2024
What’s Up With These Markets?! (Guest: Chase Taylor)

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: h...

60 min
10 July 2024
Masterclass in Weirdo Babble Speak (Guest: William Nutting)

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 questi...

44 min
29 June 2024
Crisis At The Core (Guest: Vincent Deluard & Kuppy)

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 ...

111 min
18 June 2024
MH+ Ep.40 Bullish on a Soft Landing (guest: Joseph Wang)

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...

29 min
15 June 2024
What The Market is Under Appreciating (Guest: Ben Rabidoux)

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 Canad...

114 min
1 June 2024
Small-Cap Value Opportunities (Guest: Tucker Scott)

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 wh...

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

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 ...

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

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...

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

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/Vie...

44 min
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