The Market Huddle

In this first installment of interview-only summer specials, Patrick Ceresna and Kevin Muir welcome to the show Marko Papic, partner … Continue ReadingBathe Yourself In Indifference (guest: Marko Papic)

In this episode, Patrick Ceresna and Kevin Muir take a backseat and let fan-favourite Harris Kupperman aka Kuppy interview Josh … Continue ReadingKuppy Takes the Wheel (guests: Kuppy & Josh Young)

In this episode, Patrick Ceresna and Kevin Muir welcome to the show, Alfonso Peccatiello, head of investments for a large … Continue ReadingNot A Maximalist (guest: Alfonso Peccatiello)

In this episode, Patrick Ceresna and Kevin Muir welcome quantitative portfolio manager and volatility specialist, Harel Jacobson to the show. … Continue ReadingSelf-Taught Quant (guest: Harel Jacobson)

In this episode, Patrick Ceresna and Kevin Muir welcome FX veteran and author of the book Alpha Trader, Brent Donnelly … Continue ReadingFives Are Even More Round (guests: Brent Donnelly, Kuppy)

In this episode, Patrick Ceresna and Kevin Muir welcome bond veteran Mike MacBain from East Coast Fund Management to the … Continue ReadingAggressive Monsters (guests: Mike MacBain, Morris Sachs)

In this episode, Patrick Ceresna and Kevin Muir welcome yellow metal entrepreneur, Amir Adnani to the show. Amir shares his … Continue ReadingThe Two Yellow Metals (guest: Amir Adnani)

In this episode, Patrick Ceresna and Kevin Muir welcome Phil Schmitt to the show. Phil has a long career on … Continue Reading200ft Below Sea Level (guests: Phil Schmitt, Will Thomson)

In this episode, Patrick Ceresna and Kevin Muir welcome Diego Parrilla to the show. They have a terrific macro discussion … Continue ReadingEverything Is An Option (guests: Diego Parrilla, Kuppy)

In this episode, Patrick Ceresna and Kevin Muir welcome back to the show, the godfather of options positioning, Cem Karsan. … Continue ReadingSummer of George (guests: Cem Karsan, Edwin Dorsey)

In this episode, Patrick Ceresna and Kevin Muir welcome back to the show, fan favourite, Jim Leitner. They have a … Continue ReadingZero Never Wins (guest: Jim Leitner)

In this episode, Patrick Ceresna and Kevin Muir welcome US-China Series co-founder, Paul Krake. They have a fascinating discussion about … Continue ReadingNailing Jello To The Wall (guest: Paul Krake)

In this episode, Patrick Ceresna and Kevin Muir welcome back to the show, Lyn Alden. We get an update on … Continue ReadingLessons of History (guest: Lyn Alden)

In this episode, Patrick Ceresna and Kevin Muir welcome back to the show, Jamie Wise from Periscope Capital. They have … Continue ReadingEnter Chamath Stage Right (guests: Jamie Wise, Kuppy)

In this episode, Patrick Ceresna and Kevin Muir welcome back to the show, Chase Taylor form Pinecone Macro. They have … Continue ReadingSmarter Than Me Clients (guest: Chase Taylor)

In this episode, Patrick Ceresna and Kevin Muir welcome Vincent Deluard from Stone X to the show. They have a … Continue ReadingInflation Obsession (guest: Vincent Deluard)

In this episode, Patrick Ceresna and Kevin Muir welcome Ted Seides from Capital Allocators podcast. They have a fascinating discussion … Continue ReadingGood Process, Bad Outcome (guest: Ted Seides)

In this episode, Patrick Ceresna and Kevin Muir welcome Will Thomson from Massif Capital. They have a fascinating discussion about … Continue ReadingPolitical Risk Heavy (guests: Will Thomson, Kuppy)

In this shortened Easter weekend episode, Patrick Ceresna and Kevin Muir welcome Guy LeBas, the chief fixed income strategist from … Continue ReadingGuy the Gimli Glider (guest: Guy LeBas)

In episode #124, Patrick Ceresna and Kevin Muir welcome Jay Pelosky from TPW Advisory. They have a great discussion about … Continue ReadingTri-Polar World (guests: Jay Pelosky, Barton Wang)