Episoder
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Join our live Q&A specials, streamed every month! This month we welcome Rupert Mitchell, Author of The Blind Squirrel Macro & Paul Krake, Founder of Climate Transformed!
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This week, Kevin is taking a well-deserved break, so we invited Chase Taylor, Founder of PineCone Macro, to step in. Chase shares insights from his latest piece, The Emerald Bear Light, offers his market outlook, and dives into a variety of charts from the perspective of two seasoned technical analysts.
Check out Pinecone Macro: https://www.pineconemacro.com/
Follow Chase on X: https://x.com/pineconemacro
Subscribe To Patrick’s New Educational Series ONLY available on YouTube: https://www.youtube.com/@Patrick_Ceresna
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/
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Manglende episoder?
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In this episode of Huddle +, Patrick catches up with Boris Schlossberg. They discuss Bitcoin, NVIDIA, gold, and much more!
Follow Boris on X: https://www.x.com/FXFlow
Check Out: https://www.youtube.com/@BKForex
*Got questions for Kevin and Patrick? Submit your questions to: [email protected]
Visit our merch store!!! https://www.themarkethuddlemerch.com/
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Happy Thanksgiving! This week, we’re celebrating with not one, but two incredible guests. First up, we welcome Imran Lakha, Founder of Options Insight, for an in-depth discussion on SPX option trading, the fascinating dynamics of the MSTR self-reinforcing cycle, and how he’s navigating today’s unique market environment. Next, we’re joined by Darren Dempsey, Founding Partner of Harkster and a former institutional FX trader, who shares how he’s leveraging AI to tackle a pressing challenge faced by many portfolio managers in the modern trading landscape.
Check out Options-Insight: https://options-insight.com/ 50% off Your First Month Using Code: HUDDLE50
Check out Harvester: https://harkster.com/
Follow Imran on X: https://www.x.com/options_insight
Follow Darren on X: https://www.x.com/HarksterHQ
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/
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In this episode of Huddle +, Patrick catches up with fellow chartist and TG Macro Founder, Tony Greer. They explore the post-election outlook for gold stocks, uranium, energy, and more!
Follow Tony on X: https://www.x.com/TGMacro
*Got questions for Kevin and Patrick? Submit your questions to: [email protected]
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/
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This week, Kevin & Patrick welcome to the show, Le Shrub. They dive into his experience working under one of the hedge fund managers from The Big Short, explore why he believes Nvidia’s dominance must come to an end, and discuss how Trump is championing the return of ambiguity in politics.
Follow Le Shrub: https://www.x.com/agnostoxxxSubscribe To: https://www.shrubstack.com/
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: [email protected]
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/
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This week, Kevin & Patrick welcome back to the show, Leonid Mironov. We review his calls from earlier this year, discuss the outlook for Chinese assets, and discover his top stock picks.
Check out Leonid’s Substack: https://leonidmironov.substack.com/Follow Leonid on X: https://www.x.com/leomironov
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: [email protected]
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/
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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: [email protected]
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/
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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: [email protected]
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/
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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.comFollow 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: [email protected]
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/
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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/@discussthetapeFollow 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: [email protected]
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/
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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: [email protected]
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/
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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.comFollow 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: [email protected]
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/
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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.comFollow 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: [email protected]
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/
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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: [email protected]
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/
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This week Kevin & Patrick welcome back to the show, Marko Papic. They discuss Marko’s recent change to BCA Research, how he incorporates geopolitics into his investment framework and why everyone is doing it backwards.
Check Out BCA Research: https://www.bcaresearch.comFollow Marko on X: https://www.x.com/geo_papic
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: [email protected]
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/
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On this weeks Huddle +, Patrick welcomes, the author of The Felder Report, Jesse Felder. They discuss the recent market trends, the commodity secto, the AI bubble and what comes next…
Check out ‘The Felder Report’: https://thefelderreport.com/
Follow Jesse on X: https://www.x.com/JesseFelder
*Got questions for Kevin and Patrick? Submit your questions to: [email protected]
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/
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This week Kevin & Patrick welcome to the show, the author of Street Smarts, Ryan Metcalf. Ryan tells us how he makes such a good looking free daily letter, how he never takes a break, and why it’s the perfect way to start your day.
Check Out The Street Smarts Daily Letter: https://www.marketlabnewsletter.com/
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: [email protected]
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/
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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/tavicosta
*Got questions for Kevin and Patrick? Submit your questions to: [email protected]
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/
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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: https://www.pineconemacro.com
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: [email protected]
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/
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