The Market Huddle

This week Kevin and Patrick welcome Author and Macro Strategist for Pinebrook Capital, David Cervantes. Kev and David have a fascinating discussion about the economy and markets. Check Out Pinebrook Capital: www.pinebrookcap.com Follow David on X: @EconstratPB *Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com 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/

On this weeks Huddle +, Kevin welcomes back to the show, Former Trader at Soro’s and Author of Occupy a Job on Wall Street, Derek Wallis. Derek tells us what he’s been up to, what’s next and obviously shares some hilarious stories from his time on Wall Street. *Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com 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/

On this weeks Huddle +, Patrick welcomes back to the show, Pinecone Macro’s, Chase Taylor. Pat and Chase discuss  the good, the bad and the ugly charts, including tech stocks, crypto and commodities. Follow Chase on X: @pinconemacro *Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com 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/

This week Kevin and Patrick welcome Silver Crest Metal President, Chris Ritchie. Kevin and Chris have a fascinating discussion about the long-term direction of precious metals, what he thinks the mining industry could do better and why we’re headed a lot higher. Check Out SilverCrest Metals: www.silvercrestmetals.com Follow Silver Crest Metals on X: twitter.com/SilverCrestmet   *Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com 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/

This week Patrick, Kevin & Kuppy welcome Trahan Strategist, Brian Nick. Kev and Brian have an interesting discussion about how the market is giving up on the idea that higher rates will cause an economic slowdown and how Brian’s research is showing that it’s likely to happen. Check Out Trahan Macro Research: trahanmacroresearch.com/   *Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com 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/

On this weeks Huddle +, Kevin welcomes back to the show, Vice President of RJ O’Brien, Alex Manzara. Kev and Alex shoot the s**t,  talk the changes from Eurodollar to SOFR contracts and what Alex thinks of the current market trends. Follow Alex on X: @AlexManzara *Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com 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/

On this weeks Huddle +, Patrick welcomes, Bloomberg’s Macro Strategist, Simon White. Pat and Simon talk the end of CB independence, Stock market momentum and much more! Follow Simon on X: @LondonSW Check out this episode's charts via Youtube: https://youtu.be/Ub-y5sjP4og *Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com 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/

This week Patrick and Kevin welcome bond portfolio wizz, Efficient Market Hype. Kev and Efficient have a long-form discussion about interest rates, differences between hard and soft data, and why he see’s a violently rangebound market ahead in 2024   Follow Efficient Market Hype X: https://twitter.com/@EffMktHype Check Out Efficient’s Book 'The Ultimate Tourist Guide to Bondistan': https://bit.ly/42vOy4h   *Got questions for Kevin and Patrick? Submit your questions to: 📩nostupidquestions@markethuddle.com 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/

On this weeks Huddle +, Kevin welcomes Cem Karsan, founder and senior managing partner of Kai Volatility Advisors. Kev and Cem take a deep dive in to all things dispersion trading! Follow Cem on X: @jam_croissant Check out Kai Volatility Advisors: kaivolatility.com *Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com 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/

On this weeks Huddle +, Patrick welcomes back Boris Schlossberg, Managing Director of BKForex. Pat and Boris talk charts including, equities, the Mag 7 and much more. Follow Boris on X: @FxFlow Check out BK Traders: BKTraders.com *Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com 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/

This week Patrick and Kevin welcome Head of Derivative Market Intelligence for CBOE, Mandy Xu. Kevin and Mandy take a deep dive in to all things volatility. They cover the persistent bid in the MOVE Index, the incredible flipping of IWM skew and why the volume in 0DTEs is not as worrisome as it might appear. Click to find out more about CBOE: www.cboe.com Follow Mandy’s work at CBOE on X: @CBOE   ⭐️The Gold Standard of Profits⭐️ Unlocking Profits in The Coming Gold Bull Market Join Patrick Ceresna for a FREE LIVE webinar Monday January 15th, 2024 at 1:00pm ET Register here for FREE : https://www.bigpicturetrading.com/gold   *Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com 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/

Happy New Year! We kick off 2024 on the Huddle +, with a catch up from Barry C. Knapp, Founder and Director of Ironsides Macroeconomics. Kev and Barry have a great discussion around the FED and what the macro outlook is for 2024. Follow Barry on X: @BarryKnapp Check out Barry's Substack: ironsidesmacro.substack.com *Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com 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/

This week Patrick and Kevin are going solo, shooting the s**t, talking some charts and drinking a few beers along the way. That’s a wrap on another year! Cheers to all of our listeners, subscribers and amazing guests that we’ve had over this past year! Here’s to 2024!   *Got questions for Kevin and Patrick? Submit your questions to: 📩nostupidquestions@markethuddle.com 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/

On this weeks Huddle +, Patrick welcomes back to show, the man, the myth, the meme-lord that is, Harris Kupperman. Kuppy gives up a quick update on what he’s watching in the markets and some of his fails and wins. Follow Kuppy on X: @HKuppy Visit: www.pracap.com *Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com 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/  

This week Patrick and Kevin welcome back to the show, Edward Harrison, author of The Everything Risk newsletter on Bloomberg. They have a great discussion about the risks that Edward sees developing in the markets and how he thinks it will play out! Click to find out more about The Everything Risk Newsletter: https://bit.ly/4ayEuuS Follow Edward on X: @edwardnh *Got questions for Kevin and Patrick? Submit your questions to: 📩nostupidquestions@markethuddle.com 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/

On this weeks Huddle +, Patrick welcomes back to show, after 4 years, Macro Strategist, Tavi Costa. They take a look at all things macro and of course, deep dive into precious metals! Follow Tavi on X: @TaviCosta Visit: https://www.crescat.net   ✅ SPECIAL WEBINAR - "Discover Your New Favourite Hedging Strategy" Monday, 11th December 2023 at 13:00 ET Register For FREE! https://www.bigpicturetrading.com/hedge   *Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com 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/

This week Patrick and Kevin welcome to the show, Author of No Straight Lines Investments letter, Jonathan Lansky. Kev and Jonathan have a great discussion around Jonathan’s old school stock picker approach and shares a bunch of different names that he likes, talks about his process, and why investing is one of the most humbling experiences.   ✅ SPECIAL WEBINAR - "Discover Your New Favourite Hedging Strategy" Monday, 4th December 2023 at 13:00pm ET Register For FREE!:  www.bigpicturetrading.com   Click to find out more about No Straight Lines Investments : https://nostraightlinesinvestments.substack.com/ Follow Jonathan on X: @NSLinvestments *Got questions for Kevin and Patrick? Submit your questions to: 📩nostupidquestions@markethuddle.com 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/

On this weeks Huddle +, Kevin welcomes back Author of Blind Squirrel Macro, Rupert Mitchell. They have a terrific discussion about the problems in private equity and private credit, and then Rupert hits us with his new trade idea that don’t want to miss! Follow Rupert on X: @squirrelmacro Visit: www.blindsquirrelmacro.com *Got questions for Kevin and Patrick? Submit your questions to: 📩 nostupidquestions@markethuddle.com 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/

On this weeks Huddle +, Pat welcomes back one of our favourite chartist's, Pinecone Macro’s, Chase Taylor. They take a deep dive in to all things Commodities including Gold, Uranium, Sugar, Orange Juice and other usual suspects... Follow Pine Cone Macro on X: @pineconemacro Visit: www.pineconemacro.com *Got questions for Kevin and Patrick? Submit your questions to: 📩nostupidquestions@markethuddle.com 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/

This week Patrick and Kevin welcome to the show, Chief Investment Officer of Bleakley Financial Group and Editor of The Boock Report, Peter Boockvar. Kev and Peter have an in-depth discussion about how the current environment resembles the DotCom bubble and the 2008 crisis. They also announce the winners of dinner & drinks with Kev... Click to find out more about The Boock Report : boockreport.com Check out Bleakley Financial Group: bleakley.com Follow Peter on X: @pboockvar *Got questions for Kevin and Patrick? Submit your questions to: 📩nostupidquestions@markethuddle.com 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/