Podchaser Logo

The Market Huddle

A weekly Business and Investing podcast
Good podcast? Give it some love!

Episodes of The Market Huddle

This week we have interview only show, but don’t worry - we have a terrific guest. John Roque from 22V Research joins us to discuss why he thinks the top is in for the stock market, what surprises he sees in store for bonds, and why market part
It’s been a while, but Patrick and Kevin are pleased to welcome Harris Kupperman back to the show for Kuppy’s corner. They talk markets and find out what Harris has been up to this summer. ⭐️Visit our merch store!!! 👉https://www.markethuddlem
In this episode, Patrick Ceresna and Kevin Muir welcome Rob Arnott to the show to discuss value versus growth stocks, the yield curve and whether it’s predicting or causes recessions, and why Rob thinks inflation will stay persistently high. Th
In this interview-only episode, Patrick and Kevin welcome Mary Childs – author of The Bond King: How One Man Made a Market, Built an Empire, and Lost It All. They have a fascinating discussion about her book, with a special emphasis on the trad
In this episode, Patri ck and Kevin welcome Michael Ashton from Enduring Investments to the show. They have a great discussion where Mike answers all the questions Kevin had about inflation trading, but didn’t know who to ask. Check out Michae
In this episode, Patrick and Kevin welcome back to the show Barry Knapp from Ironsides Macro. Whether it’s Barry’s take on inflation, his view on finally agreeing with Neel Kashkari about something, or what he expects for the rest of 2022 for t
In this episode, Patrick and Kevin welcome Boris Schlossberg from BK Forex to the show. They talk about anything and everything, with Boris sharing some great nuggets of trading wisdom, along with some banger trade calls that you don’t want to
Trigger warning - it’s only Patrick and Kevin on this week’s show, so if you are looking for some insightful market comments, better skip and wait until next week. But for all you crayon chewers, don’t worry, Patrick will read the tea leaves an
In this episode, Patrick and Kevin welcome Andrew Beer from Dynamic Beta Investments to the show to talk about his time working with Seth Klarman, his founding of one of the largest hedge funds specializing in China in the early 2000s and his l
In this episode, Patrick is away and Kevin invites back our good friend Old Chestnut, Morris Sachs to the show to discuss everything from markets to what it's like to have his own podcast. ⭐️Visit our merch store!!! 👉https://www.markethuddlem
In this episode, we welcome the Macro Man himself - Bloomberg’s Cameron Crise. We walk through the current macro environment, exploring the constraints faced by global Central Banks, and what that means for the market, and end with an out-of-th
In this episode, Patrick and Kevin welcome Carter Worth to the show. Carter tells us about his methodology for analyzing markets, how he is worried about the coming fallow period, and why gold is something that all investors should consider. Th
In this episode, Kevin is away so Patrick takes the wheel and welcome back a 'Huddle favorite, Chief Strategist at Interactive Brokers, Steve Sosnick. They talk Fed, recession risks, the bear market and more. Afterwards Steve will pull out his
This week, we’re running old school - it’s just Patrick and Kevin shooting the shit about these crazy markets we are experiencing. Let’s just hope Patrick doesn’t decide to go streaking by the quad, and sticks to chewing crayons instead. ⭐️Vis
In this episode, Patrick Ceresna and Kevin Muir welcome Brent Kochuba from SpotGamma to the show to talk about the chunky option expiration that’s coming up and be sure to stick around because Brent will even share the single stock idea that pi
This week we have the great privilege of having Marko Papic from ClockTower Group back on the show. We have a great discussion about the war in Ukraine, the situation in China and he gives us a “whisper in the dark” about a trade that some of t
In this episode, Kevin takes a much needed day off and Patrick takes the wheel. Patrick welcomes Money Talks' Michael Campbell to the show to talk inflation, commodities and more. Then Kuppy is back for his usual monthly segment then sticks aro
In this episode, Patrick Ceresna and Kevin Muir welcome back Jim Leitner to the show to discuss the dilemma facing the Federal Reserve, what he’s trading to express that view, and what that means for other risk markets. ⭐️Visit our merch store
This week, Patrick is away, so it’s an interview only show, but don’t worry, we have a terrific guest with Dario Perkins from TS Lombard returning. Dario talks about why Central Bankers are not as powerful as they want to believe, what the risk
In this episode, Patrick and Kevin welcome Alfonso Peccatiello to the show. Alfonso tells us why he is short S&Ps, credit spreads, Italian BTPs and most importantly, why pineapple pizza is a travesty that should be outlawed immediately. Check
This week is a return to original Market Huddle format, when it was just Kevin and Patrick shooting the shit about markets. Patrick has got his crayons, and Kevin has got his complaints, but don’t worry - next week guests will resume and it wil
To help Kevin along with his concussion recovery, we are giving him another week off to get some much needed rest. So Patrick is flying solo once again, but our good friend Harris Kupperman is here for his monthly segment and he will stick arou
This week, Patrick Ceresna and Kevin Muir welcome Chesapeake Capital founder, Jerry Parker. They talk about answering the Richard Dennis turtle ad, why he believes in Trend Following plus nothing, and finally, how to adapt that strategy to fant
In this episode, Patrick flies solo - Kevin had a fight with a squash ball and ended up with a mild concussion so he's taking a week off to recover. But don't fret, our good friend Chase Taylor joins for an extended Talking Charts session. We w
In this episode, Patrick Ceresna and Kevin Muir welcome back to the show, Jimmy Jude. After a terrific March COVID crisis BUY THE MARKET call two years ago, he is back to give us an update on his thinking in this challenging market environment.
Rate Podcast
Do you host or manage this podcast?
Claim and edit this page to your liking.
Are we missing an episode or update?
Use this to check the RSS feed immediately.