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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.

Last Episode Date: 18 May 2024

Total Episodes: 277

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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:

44 min
3 May 2024
The Evolving Market Structure (Guest: Peter Haynes & Jenny Hadiaris)

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 he...

0 min
1 May 2024
MH+ Ep.37 The Rules Are Changing (guest: Warren Pies)

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.c...

36 min
23 April 2024
MH+ Ep.36 So, it Seems Like I Missed Something (guest: Steve Sosnick)

On this weeks Huddle +, Patrick welcomes back to the show, Interactive Brokers Chief Strategist, Steve Sosnick. They talk about the surprising turbulence in global equity markets and how Steve came to understand it. Follow Steve on X: @SteveSosnick Check out: https://ibkrcam...

40 min
20 April 2024
Lost Control of Financial Conditions (Guest: Danny Dayan)

This week is an interview only episode to give Patrick some much needed R & R. So Kevin welcomes to the show, Danny Dayan from Macro Musing. They discuss how the FED has lost control of financial conditions and why inflation will be higher than the market expects in the ...

84 min
17 April 2024
MH+ Ep.35 The Uncomfortable Truth About Money (guest: Paul Podolsky)

On this weeks Huddle +, Kevin welcomes back to the show, author of Raising A Thief, Paul Podolsky. They discuss Paul’s view on the FED and whether they’re politically motivated, the upcoming US election and the effects it could have on markets. Follow Paul on X: @Paul_Po...

46 min
10 April 2024
MH+ Ep.34 Talkin’ Charts With Tony (guest: Tony Greer)

On this weeks Huddle +, Patrick welcomes to the show, Founder of TG Macro, Tony Greer. Patrick and Tony discuss the recent moves in gold and take a closer look at mining stocks and crude oil. Follow Tony on X: @TGMacro *Got questions for Kevin and Patrick? Submit your questi...

27 min
6 April 2024
Fundamentals Tightening Under The Covers (Guests: Paulo Macro & Kuppy)

This week Kevin and Patrick welcome Paulo Macro to the show. Kevin’s and Paulo discuss about why this cycle is different, which commodities have fundamentals improving under the covers, and how he is playing this new era. Then we have a special double header with our good ...

177 min
3 April 2024
MH+ Ep.33 Copper, Dispersion & Commodities (guest: Will Thomson)

On this weeks Huddle +, Kevin catches up with Massif Capital founder, Will Thomson. They have a great discussion about copper, the returns of the mining sector, down and out commodities and much more. Check out Massif Capital: Follow Will on X: @wmthomson22 *Go...

36 min
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