The Market Huddle

Patrick Ceresna & Kevin Muir
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  • EVERY TWO WEEKS
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.  

  1. Rooseveltian Resolve (guest: Tobias Harris)

    19 OCT

    Rooseveltian Resolve (guest: Tobias Harris)

    This week, we have the pleasure to welcome Tobias Harris, author of the newsletter Observing Japan. We have a fascinating discussion of Japan’s recent history, with Tobias helping put in context the events that led us to the current environment and what the next ten years might look like in Japan. Check out Japan Foresight Here : https://japanforesight.com/ Follow Mateen on X: https://www.x.com/observingjapan Subscribe To Patrick’s New Educational Series ONLY available on YouTube: https://www.youtube.com/@Patrick_Ceresna *Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com 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/

    2h 21m
  2. Allergy To Certainty (guest: Rupert Mitchell)

    16 OCT

    Allergy To Certainty (guest: Rupert Mitchell)

    In this episode of Huddle +, Kevin chats with Blind Squirrel Macro, Rupert Mitchell. Rupert shares his market outlook, explores China and India ETFs, and highlights the trades he’s watching closely. Check out Blind Squirrel Macro Substack to see the slides from today’s interview: https://substack.com/@blindsquirrelmacro Follow Rupert on X: https://www.x.com/SquirrelMacro *Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com 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/

    1h 1m
  3. You Can’t Model Inflation (guest: Warren Pies)

    5 OCT

    You Can’t Model Inflation (guest: Warren Pies)

    This week, Kevin and Patrick welcome back to the show, 3Fourteen Research founder, Warren Pies. They discuss why a Fed rate cut can negatively impact bonds while benefiting commodities, and he shares strategies for capitalizing on these market shifts. Check out 3Fourteen Research : https://www.3fourteenresearch.com Follow Warren on X: https://www.x.com/warrenpies Subscribe To Patrick’s New Educational Series ONLY available on YouTube: https://www.youtube.com/@Patrick_Ceresna *Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com 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/

    1h 45m
  4. A Beautiful Thing Called Inflation (guest: Mateen Chaudhry)

    14 SEPT

    A Beautiful Thing Called Inflation (guest: Mateen Chaudhry)

    This week is an interview only week, so Kevin welcomes to the show, Mateen Chaudhry. They discuss Japan, how the carry trade is affecting the global markets, and what Mateen is buying to take advantage of this. Check Out Mateen’s substack : https://substack.com/@discussthetape Follow Mateen on X: https://www.x.com/discussthetape Subscribe To Patrick’s New Educational Series ONLY available on YouTube: https://www.youtube.com/@Patrick_Ceresna *Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com 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/

    1h 7m
  5. What’s Coming from the FED? (guest: Aidan Garrib)

    10 SEPT

    What’s Coming from the FED? (guest: Aidan Garrib)

    In this episode of Huddle +, Patrick chats with Head of Global Macro at PGM Global, Aidan Garrib. They discuss the latest movements in the market, as the FED gears up for the highly anticipated rate-cutting cycle. Check out PGM Global: https://www.pgmglobal.com Follow Aidan on X: https://www.x.com/AidanGarrib *Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com 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/

    30 min
  6. A Credit Cycle That Hasn’t Cycled (Guest: Dario Perkins)

    7 SEPT

    A Credit Cycle That Hasn’t Cycled (Guest: Dario Perkins)

    This week Kevin & Patrick welcome back to the show, Dario Perkins. They have a fascinating discussion on what makes this economic cycle so unique, the smartest strategies for investors to position their portfolios, and why MMT may no longer hold the predictive power it once did. Check Out TS Lombard: https://www.tslombard.com Follow Dario on X: https://www.x.com/DarioPerkins Subscribe To Patrick’s New Educational Series ONLY available on YouTube: https://www.youtube.com/@Patrick_Ceresna *Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com 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/

    1h 40m
  7. Structural Inflationista (Guest: Louis-Vincent Gave)

    24 AUG

    Structural Inflationista (Guest: Louis-Vincent Gave)

    This week Kevin & Patrick welcome back to the show, Louis Vincent Gave from Gavekal Research. They dive into the key differences between Chinese and Western capital markets, uncover why gold is surging in a structural bull market, and tackle the challenges of today’s investment landscape. Check Out Gavekal Research: https://www.gavekal.com Follow Louis on X: https://www.x.com/gave_vincent Subscribe To Patrick’s New Educational Series ONLY available on YouTube: https://www.youtube.com/@Patrick_Ceresna *Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com 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/

  8. Mastering Gamma, Dispersion & Volatility! (Guest: Brent Kochuba)

    14 AUG

    Mastering Gamma, Dispersion & Volatility! (Guest: Brent Kochuba)

    In this episode of Huddle +, Patrick catches up with Brent Kochuba, the founder of Spot Gamma, to break down the forces driving recent market volatility. They delve into the nuances of gamma and the dispersion trade, offering actionable insights for investors. Whether you’re a seasoned trader or just curious about the mechanics behind market moves, this discussion will equip you with the knowledge you need to stay ahead in these uncertain times. Tune in to gain a deeper understanding of how to navigate and leverage volatility in today’s market. Check out Spot Gamma: https://spotgamma.com Follow Brent on X: https://www.x.com/spotgamma *Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com 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/

    36 min
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About

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.  

Information

  • Creator
    Patrick Ceresna & Kevin Muir
  • Years Active
    2018 - 2024
  • Episodes
    296
  • Rating
    Clean
  • Copyright
    © 2018 Big Picture Trading
  • Show Website
    The Market Huddle

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