The Market Huddle

Nov 20 2024 299 ep. 106 mins 2k

The Market Huddle Podcast artwork

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.

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Post-Election Market Outlook (guest: Tony Greer)

Nov 20 2024 28 mins

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.themarkethuddlemer

Make Ambiguity Great Again (Guest: Le Shrub)

Nov 16 2024 144 mins

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/agnostoxxx Subscribe To: https://www.shrubstack.

Immaculate Stimulus (Guest: Leonid Mironov)

Nov 01 2024 104 mins

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: ht

Rooseveltian Resolve (guest: Tobias Harris)

Oct 19 2024 141 mins

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

Allergy To Certainty (guest: Rupert Mitchell)

Oct 16 2024 61 mins

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/SquirrelMacr

You Can’t Model Inflation (guest: Warren Pies)

Oct 05 2024 104 mins

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.com Follow Warren on X: https://www.x.com/warrenpies Subscribe To Patri

A Beautiful Thing Called Inflation (guest: Mateen Chaudhry)

Sep 14 2024 66 mins

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/@discussthetape Follow Mateen on X: https://www.x.com/discussthetape Subscribe To Patrick’s New Educational Series ONL

What’s Coming from the FED? (guest: Aidan Garrib)

Sep 10 2024 30 mins

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: nostupidq

A Credit Cycle That Hasn’t Cycled (Guest: Dario Perkins)

Sep 07 2024 99 mins

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.com Follow Dario on X: https://www.x.com/DarioPerkins Su

Structural Inflationista (Guest: Louis-Vincent Gave)

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.com Follow Louis on X: https://www.x