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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]
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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/
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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]
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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/
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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/
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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/
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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/
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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/
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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]
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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/
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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/
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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/
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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]
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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/
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On this weeks Huddle +, Kevin welcomes back to the show, William Nutting. Will cut his teeth at a variety of sellside shops as a Macro Institutional salesman and now is the author of ‘The Nut Stuff Report’.
Check out ‘The Nut Stuff Report’: Nutstuff.co.uk
*Got questions for Kevin and Patrick? Submit your questions to: [email protected]
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This week Kevin and Patrick welcome back to the show, Vincent DeLuard from Stone X. They discuss the French election and reveals his two best trades to take advantage of the recent political volatility. Then we have a surprise second guest, with a return of Kuppy’s corner that you don’t want to miss.
Follow Vincent on X: @VincentDeluard
Follow Kuppy on X: @HKuppy
*Got questions for Kevin and Patrick? Submit your questions to: [email protected]
Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD
Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna
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On this weeks Huddle +, Patrick welcomes back to the show, ’The FED Guy’ Jospeh Wang. They discuss, FED policy, Inflation, the European election impact on the market & currencies.
Check out The Fed Guy: www.fedguy.com
*Got questions for Kevin and Patrick? Submit your questions to: [email protected]
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This week Kevin and Patrick welcome to the show, Ben Rabidoux from North Cove Advisors. Kev & Ben have a fascinating discussion about the differences between US and Canadian housing markets, where the opportunities lie and whether the Big Short will finally work in Canada.
Follow Ben on X: https://www.twitter.com/benrabidoux
Check Out Edge Reality Analytics: https://edgeanalytics.ca/
*Got questions for Kevin and Patrick? Submit your questions to: [email protected]
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This week Kevin and Patrick welcome to the show, Tucker Scott from Bergen Park Capital. They dive into his career managing the Templeton Mutual Fund, highlighting his strategies and successes. Then, he unveils his top picks for undervalued foreign stocks, emphasising that when he says “cheap,” he means stocks that are unbelievably dirt-cheap.
Check Out Bergen Park Capital: https://bergenparkcapital.com/team/
*Got questions for Kevin and Patrick? Submit your questions to: [email protected]
Visit our merch store!!! https://www.themarkethuddlemerch.com/
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On this weeks Huddle +, Kevin welcomes back to the show, Russell Grant Clark. They discuss, interest rates, China, Japan and why Russell thinks we’re headed for a stronger economy.
Check out Russell’s Substack: https://www.russell-clark.com/
*Got questions for Kevin and Patrick? Submit your questions to: [email protected]
Visit our merch store!!! https://www.themarkethuddlemerch.com/
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