On this weeks Huddle +,
@KevinMuir
welcomes back to the show, Chief Strategist & Cofounder of 3Fourteen Research,
@WarrenPies
. They discuss Warren's predictions on oil and stocks, as well as his insights on future market trends.
On this weeks Huddle +,
@kevinmuir
welcomes Cem Karsan
@jam_croissant
, founder and senior managing partner of Kai Volatility Advisors. Kev and Cem take a deep dive in to all things dispersion trading!
This week,
@PatrickCeresna
and
@kevinmuir
welcome
@LynAldenContact
to the show. They have a terrific macro discussion about the precarious place the Fed finds itself in, how you might want to position yourself in this environment and what country is called a "coiled spring."
๐๐
.
@KevinMuir
&
@PatrickCeresna
welcome
@PauloMacro
to the show. They discuss which commodities have fundamentals improving under the covers, and how he is playing this new era. Then we have our good friend
@HKuppy
to announce a new stock that he has previously never mentioned!
It is finally happening!
After a terrific March COVID crisis BUY THE MARKET call two years ago,
@Jimmyjude13
is back with
@PatrickCeresna
and
@kevinmuir
to give us an update on his thinking in this challenging market environment. You're not gonna want to miss this one!
๐๐๐
This week,
@PatrickCeresna
and
@kevinmuir
welcome back
@hkuppy
to the show for an extended Kuppy's Corner. He gives us his macro views about what he calls โthe two speed economy" but more importantly - he shares with us a new stock that heโs added to his portfolio. Don't miss it!
Charming Vanna
@PatrickCeresna
and
@kevinmuir
welcome
@jam_croissant
to the show. They have a fantastic discussion about SPX option flow, and he explains to us who this VANNA is that everyone is talking about. Then
@hkuppy
returns for Kuppy's Corner.
This week
@PatrickCeresna
&
@kevinmuir
welcome
@LynAldenContact
to the show to discuss macro state of the markets, and what worries her going forward. Then Zach Resnick from
@unboundedcap
joins to talk about crypto currencies and why his firm is focusing on Bitcoin SV.
๐๐๐
On this weeks Huddle +,
@PatrickCeresna
welcomes back to show, the man, the myth, the meme-lord that is, Harris Kupperman
@HKuppy
. Kuppy gives us a quick update on what heโs watching in the markets and some of his fails and wins.
All the hardcore 'huddlers know...
but in case you haven't listened or watched the last episode all the way to the end....
It was
@kevinmuir
's birthday not too long ago so
@PatrickCeresna
and Leena decided to get him something special this year
๐๐๐
We are back!!!โก๏ธ
Join
@PatrickCeresna
&
@kevinmuir
as they welcome
@MetreSteven
to the show where he shares his deflationary macro forecast. Then
@CordovaTrades
joins the show to tell us her 3 favorite trades and to talk some charts! ๐ ๐
Go check it out!
๐๐๐
.
@PatrickCeresna
and
@kevinmuir
welcome
@VincentDeluard
to the show to talk about why the economy might not be as bad as consensus believes, the best way to play the delayed economic weakness, and we test Vincent's knowledge on San Francisco and his home region of Burgundy.
This week,
@PatrickCeresna
and
@kevinmuir
welcome
@Ksidiii
to the show to discuss how the market microstructure has changed the opportunities in volatility strategies. Make sure you stick around to hear his prediction about where the stock market might be headed this summer! ๐๐
This week,
@PatrickCeresna
and
@kevinmuir
welcome Joseph Wang
@FedGuy12
to the show. If you want to understand the Inner workings of the Federal Reserve, you're not gonna want to miss this! Stay tuned for his surprising prediction of what might happen from the upcoming QT!
๐๐๐
This week,
@PatrickCeresna
and
@kevinmuir
welcome back to the show,
@LynAldenContact
. We get an update on Lynโs trades from her last appearance, and she shares what she sees as the risks and opportunities going forward.
This is our 200th episode ๐
@PatrickCeresna
&
@kevinmuir
are honoured to share it with
@hkuppy
. Instead of demanding market calls, we explore Harrisโ investment process and talk about all the things that heโs learned as a trader and investor. You donโt want to miss this! ๐
TW, we welcome Russell Clark to the show to talk about his macro process and why Asia is more important than most market participants realize. Then,
@jam_croissant
joins to talk 0DTE options, why they are so popular and how the volatility market is set up for the coming months.
Don't forget to tune in this weekend for another great episode of the 'Huddle, because
@hkuppy
is back!
He might even join the Lord of Crayons
@PatrickCeresna
to talk some charts! ๐
But if you're not already caught up... then you better get to it!
Itโs been a while, but our Lord of Crayonsโข๏ธ and
@kevinmuir
are pleased to welcome Harris Kupperman
@hkuppy
back to the show for Kuppyโs corner. They talk markets and find out what Harris has been up to this summer. Don't miss it! ๐
.
@hkuppy
steps into
@kevinmuir
's shoes as
@patrickceresna
's co-host this week. Pat and Kuppy welcome back to the show, Capitalist Exploits founder, Chris MacIntosh
@capitalistexp
. The guys discuss bonds, rates, economy, shippers, offshore oil and of course, Uranium.
Just like that, we're back!
Join
@PatrickCeresna
and
@kevinmuir
for this week's special Kuppyโs Corner.
@hkuppy
is on fire and you donโt want to miss this one. They talk commodity financial contagion risk, PE companies stealing his picks, and we get an update on Uranium.
๐๐
To help
@kevinmuir
along with his concussion recovery, he is taking another week off to get much needed rest. So
@PatrickCeresna
is flying solo again but our good friend
@hkuppy
is here for his monthly segment and he sticks around for an extended Talking Charts segment. ๐๐๐
This week,
@PatrickCeresna
and
@kevinmuir
welcome Brent Kochuba from
@spotgamma
to the show to talk about the chunky option expiration thatโs coming up and be sure to stick around because Brent will even share the single stock idea that piqued Kevinโs interest!
Don't miss it!๐
This week,
@kevinmuir
and the Lord of Crayons โข๏ธ welcome
@VincentDeluard
to the show. Vincent gives us an update on inflation (Hint: he doesnโt see it coming down as much as you might think), and he outlines his new trade to take advantage of this persistent inflation.
๐๐๐
This week
@PatrickCeresna
and
@KevinMuir
welcome bond portfolio wizz, Efficient Market Hype
@EffMktHype
. Kev and Efficient have a long-form discussion about interest rates, differences between hard and soft data, and why he seeโs a violently rangebound market ahead in 2024
This week,
@PatrickCeresna
and
@kevinmuir
welcome
@42macroDDale
to the show. They have a fantastic discussion about the macro landscape and why inflation might be both transitory and secular at the same time. Then
@hkuppy
is back for Kuppy's corner. ๐
In this episode,
@PatrickCeresna
and
@kevinmuir
welcome back to the show,
@pineconemacro
. They chat about nat gas, Turkey, the Chinese Yuan and end it with Chaseโs new favourite commodity that he feels the market is not giving enough love to.
๐๐๐
Happy New Year 'Huddlers! ๐พ๐๐
Thank you all for tuning in every week to listen to
@PatrickCeresna
and
@kevinmuir
, we appreciate all your support! Hope you'll tune in every week in the new year to share laughs, beers and maybe learn a thing or two along the way. Cheers! ๐ป
Chaos Asset
Join
@PatrickCeresna
&
@kevinmuir
as they welcome
@ledgerstatus
to the show where he gives us a terrific run down of the crypto landscape. Even those disbelievers of the bits-in-the-sky will find this a wonderful interview!
Check it out!
๐๐๐
In this episode,
@PatrickCeresna
and
@kevinmuir
welcome
@stevehouf
from
@Bloomberg
. Steve recently did a presentation at the Bloomberg Portfolio Conference where he spoke about investing in a new inflationary regime, and itโs our great pleasure to talk about his research.
๐๐๐
This week
@KevinMuir
and
@PatrickCeresna
welcome Author and Macro Strategist for Pinebrook Capital, David Cervantes
@EconstratPB
. Kev and David have a fascinating discussion about the economy and markets.
This week,
@PatrickCeresna
and
@kevinmuir
welcome
@Geo_papic
to the show to discuss the war in Ukraine, the situation in China and he gives us a โwhisper in the darkโ about a trade that some of the biggest, smartest traders are putting on their radar.
Don't miss it! ๐
In this episode,
@PatrickCeresna
and
@kevinmuir
welcome Jason Shapiro
@Crowded_Mkt_Rpt
to the show for a fascinating discussion about his life, what made him a pathological contrarian, and how he uses that to make money in the markets.
TW,
@PatrickCeresna
and
@kevinmuir
welcome to the show, Mary Childs
@mdc
- author of The Bond King: How One Man Made a Market, Built an Empire, and Lost It All. They discuss her book w/ an emphasis on the trading aspects of Bill Gross and PIMCOโs rise to the top of bond world.
Better late than never!
@PatrickCeresna
and
@kevinmuir
welcome
@ParrillaDiego
to the show to talk about anti-bubbles, how the governments are transforming the problems & much more. Then
@hkuppy
is back - this time live with Patrick in Miami
This week,
@PatrickCeresna
and
@kevinmuir
welcome Chesapeake Capital founder, Jerry Parker
@rjparkerjr09
. 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 fantasy hockey.
๐๐๐
TW, Lord of Crayonsโข๏ธ &
@kevinmuir
welcome Rob Arnott from
@RA_Insights
to the show to discuss value vs. growth stocks, the yield curve and whether itโs predicting or causes recessions, and why Rob thinks inflation will stay persistently high. Then
@spotgamma
joins to talk OPEX.
This week for American Thanksgiving,
@PatrickCeresna
and
@kevinmuir
return to an old format where it's just them two shootin' the shit about markets, Patrick's love of moose meat, and when he might graduate from crayons to Laurentien coloured pencils.
Check it out! ๐๐๐
In this episode,
@PatrickCeresna
and
@kevinmuir
welcome back to the show, Jim Leitner, to discuss the dilemma facing the Federal Reserve, what heโs trading to express that view, and what that means for other risk markets. ๐๐๐
In this episode,
@kevinmuir
is away so
@PatrickCeresna
takes the wheel and welcomes Michael Campbell
@moneytalkstweet
to the show to talk inflation, commodities & more. Then
@hkuppy
is back and sticks around to share a box of crayons with the Lord of Crayons.
Don't miss it!
In this episode,
@PatrickCeresna
and
@kevinmuir
welcome Alfonso Peccatiello
@MacroAlf
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.
Don't miss it! ๐
And just like that, we're kicking off 2023!
TRIGGER WARNING: We have no guest in this episode, so itโs just
@PatrickCeresna
and
@kevinmuir
. They shoot the shit and talk about markets, so stay tuned for this off-the-cuff fun episode!
This week is a return to original Market Huddle format, when it was just
@kevinmuir
@PatrickCeresna
shooting the shit about markets. Patrick has got his crayons, and Kevin has got his complaints, but donโt worry - we'll be back with guests in no time!
๐๐๐
As this year draws to a close, we wanted to thank all our guests for fantastic discussions throughout the year.
We also wanted to thank all of YOU 'Huddlers for all the support,
@PatrickCeresna
and
@kevinmuir
could not do this show without all of you!
THANK YOU! ๐
๐๐๐
This week,
@PatrickCeresna
and
@kevinmuir
welcome
@agurevich23
to the show to talk about his new book, The Trades of March 2020. We find out what it's like to be a hedge fund manager during a market crisis & more. After that,
@hkuppy
is back and chat markets with
@1MarkMoss
๐๐
Secular Ceiling
Join our hosts
@PatrickCeresna
and
@kevinmuir
as they welcome Eric Basmajian
@EPBResearch
to the show where he gives Kevin's MMT-here-comes-inflation-thesis a dose of cold water. Then
@hkuppy
is finally back to give us his update!
This week,
@PatrickCeresna
and
@kevinmuir
welcome back
@VincentDeluard
to the show to talk about investing in this new inflationary environment, how you should position your portfolio & Vincent even hits us with a Byron Wien surprise that is worthy of his name.
Don't miss it! ๐
This week,
@PatrickCeresna
and
@kevinmuir
welcome
@VolQuant
to the show. They discuss how he got into the business, how he trades volatility and why his brokers wonโt give him quotes on $MXNZAR options anymore.
Don't miss it! ๐
This week,
@PatrickCeresna
and
@kevinmuir
welcome
@barryknapp
to the show to discuss why the current environment is more like the 60's than the 70's, whether we are in the expected monetary tightening connection, and how to never really have a bad day. Then
@hkuppy
is back!
In this episode,
@PatrickCeresna
flies solo -
@kevinmuir
had a fight with a squash ball and needed time to recover. But don't fret, our good friend Chase Taylor
@pineconemacro
joins for an extended Talking Charts session. We will be back with our normal format next week!
It's interview only this week to give
@PatrickCeresna
some much needed R & R. So
@KevinMuir
welcomes,
@DannyDayan5
from Macro Musing. They discuss how the FED has lost control of financial conditions & why inflation will be higher than the market expects in the coming years.
Mission Impossible: V-Shape Recovery
Join
@PatrickCeresna
and
@kevinmuir
to watch the latest WTF Clip of the Week!
@TMoneyBidness
has outdone himself...
๐
Full episode here:
*SOUND ON!*๐
This week,
@PatrickCeresna
and
@kevinmuir
welcome
@CarterBWorth
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.
๐
The Market Huddle - "it's different this time" - a fun take on serious market issues. Taped every Friday after mkt close, published on weekend.
Don't forget to subscribe on YouTube, iTunes, Podbean or Spotify.
Pls also follow
@TheMarketHuddle
,
@PatrickCeresna
and
@kevinmuir
Dumb & Dumber...and Cramer
Did you see the latest WTF Clip yet? If you haven't, we've got you covered! Stay tuned this Saturday to see what
@TMoneyBidness
will conjure up, with our hosts
@PatrickCeresna
and
@kevinmuir
๐
**Sound ON! ๐**
Love of Macro & SPACs
Join
@PatrickCeresna
and
@kevinmuir
as they welcome two SPAC experts - Jamie Wise from Periscope Capital and Benjamin Kwasnick from . Then they welcome
@HayekAndKeynes
to talk all things macro.
Weaponized Gamma
This week,
@PatrickCeresna
and
@kevinmuir
welcome
@spotgamma
to the show to discuss ramifications of the increased popularity of options & more. Then the one and only,
@GoddessofGrain
joins the show to talk all things grains.
Go check it out! ๐๐๐
This week, we're kicking it old school - it's just
@PatrickCeresna
and
@kevinmuir
shooting the shit about these crazy markets we are experiencing. Letโs just hope Patrick doesnโt decide to go streaking by the quad, and sticks to chewing crayons instead...
In this episode,
@PatrickCeresna
and
@kevinmuir
welcome
@ClassicValueInv
from MicroCap Explosions. We learn about his investing methodology and why all Canadians want to do is get high on pot and look for gold. Then
@koyfman
joins to give us his update in Talking Charts.
๐๐๐
The Tequila Theory of Money
This week,
@PatrickCeresna
&
@kevinmuir
welcome
@RonStoeferle
to the show to talk gold, inflation and the intricacies of Austrian soccer. Then
@hKuppy
is back for another update and to tell us about his new largest position.
๐
This week
@kevinmuir
has an in-depth conversation with Traderade Co-founder,
@Michigandolf
. Kev and Horse dive in to Horse's trading setups, the origins of Traderade and some of the experiences, both good and bad, that've got him to where he is today.
This week
@PatrickCeresna
&
@KevinMuir
are going solo, shooting the s**t, talking some charts and drinking a few beers along the way. Thatโs a wrap on another year! Cheers to all of our listeners, subscribers and amazing guests that weโve had over this past year, hereโs to 2024!
On this weeks Huddle +,
@KevinMuir
welcomes back to the show, Macro Strategist of StoneX Group,
@VincentDeluard
. Kev and Vincent have a great discussion about the markets, the FED and inflation.
Spreading Sunshine
This week,
@PatrickCeresna
and
@kevinmuir
welcome
@SteveSosnick
to the show to discuss the GameStop saga, what it means for the market & how the GameStop short interest became bigger than the float. Then
@hkuppy
returns for Kuppy's Corner.
Check it out!
๐๐
Someone asked what the dress code is for tonight's Miami Huddle Muddle. Need we say more? ๐
Unfortunately
@kevinmuir
will not be joining but
@PatrickCeresna
will definitely drink beers for him!๐ป
Itโs that time of year again - Morris Sachs
@MarketsWithMB
from Inside Baseball with Old Chestnut joins
@kevinmuir
and the Lord of Crayons โข๏ธ and as usual, Morris regales us with tales of trading wisdom and most importantly, makes us laugh along the way.
This week,
@PatrickCeresna
and
@kevinmuir
welcome Charlie McElligott to the show. We learn how he became one of Wall Streetโs most celebrated strategists. But donโt worry, he also shares with us some insightful views about why markets have been running so hard in January.
On this weeks Huddle +,
@PatrickCeresna
welcomes to the show, Founder of TG Macro, Tony Greer
@TGMacro
. Patrick and Tony discuss the recent moves in gold and take a closer look at mining stocks and crude oil.
This week,
@PatrickCeresna
and
@kevinmuir
welcome Andy Constan
@dampedspring
to the show. Andy walks us through his fascinating career and shares what we should be watching for as the most important development for 2022. Then Paul Schulte is here to talk about his new book.
๐
This week,
@PatrickCeresna
and
@kevinmuir
welcome back
@darioperkins
from TS Lombard. Dario updates us on his macro views, explains why this is a โfakeโ cycle, and most importantly, quantifies the moron risk premium. Don't miss it! ๐๐๐
Need a little alone time?
Go grab your headphones and plug in, our hosts
@PatrickCeresna
and
@kevinmuir
bring you 2.5 hours of juicy content in our latest episode!
Listen to it here ๐
๐จTRIGGER WARNING๐จ
This week, it's just
@PatrickCeresna
&
@kevinmuir
so if you're looking for some insightful market comments, better skip and wait until next week. ๐ But for all you crayon chewers, stick around, Patrick will read the tea leaves in Talking Charts.
๐๐๐
This week,
@kevinmuir
is flying solo and welcomes
@darioperkins
to the show to talk about why Central Bankers are not as powerful as they want to believe, what the risks are for markets in the coming months & how to position for the upcoming secular changes.
Hey 'Huddlers!๐ข
As per doctor's orders,
@kevinmuir
will be off-duty again this week recovering and
@PatrickCeresna
is generously giving Leena a weekend off so there won't be a 'Huddle episode this weekend. (SORRY!)
We will be back next week!
There is no guest wisdom this week, so
@patrickceresna
and
@kevinmuir
take an extended stab at Talking Chart's, where they take an in-depth look at different stocks. We announce how folks can be wined and dined by Kev, after he lost Skin in The Game the previous week...
This week,
@PatrickCeresna
and
@kevinmuir
welcome back to the show, legendary investor Jim Leitner. They have a fascinating discussion about how Jim sees the markets today and Jim explains how he is adjusting his portfolio for this new environment.
๐๐๐
This week,
@PatrickCeresna
and
@kevinmuir
welcome bond veteran Mike MacBain to the show. They discuss credit spreads, how the industry has changed, and what the Fed is trying to accomplish with their recent shift. Then, Morris is back! Don't miss it! ๐
Early release alert!! ๐จ
We change up the format this week and bring you a double-feature! Our hosts
@PatrickCeresna
&
@kevinmuir
welcome
@GeorgeGammon
to the show to talk real estate, the Fed, QE and more. Then
@hkuppy
is back for his update!
DID YA HEAR?!?!๐ข๐
We could not wait any longer to bring you this week's episode!
@PatrickCeresna
&
@kevinmuir
is back! This week we welcome
@LarryBermanETF
to the show to take a deep dive into technical analysis. Then,
@hkuppy
gives us his update!
We're trying something NEW! โจ
We're launching Market Huddle Plus! that will have variety of guests and topics, and will never run as long as our regular episodes. To kick off our first ever MH+ episode,
@kevinmuir
welcomes
@pineconemacro
and
@jaypelosky
for a bull/bear debate.
We can all agree that 2020 was a wild ride, so celebrate responsibly!
@PatrickCeresna
and
@kevinmuir
want to wish all you 'Huddlers a Happy & Safe New Year!!!
(I mean, could it really get worse than 2020?๐ค)
Don't forget, we'll be back with another episode this Saturday Jan.2!