277 episodes

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.  

The Market Huddle Patrick Ceresna & Kevin Muir

    • Business
    • 4.8 • 336 Ratings

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.  

    Bull in a China Shop (Guest: Leonid Mironov)

    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 commodities, sharing his expert predictions for the future in this dynamic market.
    Follow Leonid Mironov on X: https://www.x.com/leomironov
    Check Out Pacat Capital Management LTD: https://www.pacatcm.com
    *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/

    • 2 hr 19 min
    MH+ Ep.38 Schumpeter’s Dream (guest: Paul Krake)

    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/Viewfromthepeak
    *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/

    • 44 min
    The Evolving Market Structure (Guest: Peter Haynes & Jenny Hadiaris)

    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 headed in the future.
    Check Out Bid Out With Peter Haynes: https://bit.ly/4bhywyx
    *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/

    MH+ Ep.37 The Rules Are Changing (guest: Warren Pies)

    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.com/warrenpies
    Check out: https://www.3fourteenresearch.com/
    *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
    MH+ Ep.36 So, it Seems Like I Missed Something (guest: Steve Sosnick)

    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://ibkrcampus.com/author/steve-sosnick/
    *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/

    • 40 min
    Lost Control of Financial Conditions (Guest: Danny Dayan)

    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 coming years.
    Follow Danny on X: @DannyDayan5
    Subscribe to Macro Musing: https://dannydayan.substack.com/
    *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/

    • 1 hr 24 min

Customer Reviews

4.8 out of 5
336 Ratings

336 Ratings

Whatsars ,

Looks like you have a new listener

Not me. I’ve been listening forever.
I was listening to Guy Adami’s on the tape podcast. The three sectors he was touting was Energy, Gold miners and Copper. Sounds Familiar??

Macro toddler ,

Love the show

Feels like having a beer with the hosts, no pressure casual talk about macro and world events with two cheerful Canadians.

L/S equity PM ,

BETTER THAN MACRO VOICES

Breath of fresh air compared to macro voices. Wow. Reasonable host who isn’t rooting for the end of the world and who doesn’t clearly resent that his off-color views have zero traction.

Thank you Kevin Muir.

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