The Market Huddle

This week Kevin catches up with Simplify Managing Partner and Author of The Convexity Maven, Harley Bassman. They discuss bonds, mortgages, trading and Harley's two new strategies, TUA and MTBA. Follow Aidan on X: @ConvexityMaven Check out PGM Global: www.simplify.us *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 Pat catches up with PGM's Global Macro Strategist, Aidan Garrib. They discuss, Aidan's macro views on the oil sector, the overall market conditions, the Canadian bank risks, US oil production and much more... Follow Aidan on X: @AidanGarrib Check out PGM Global: www.pgmglobal.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/

Harris Kupperman steps into Kev’s shoes as Patrick’s co-host this week. Pat and Kuppy welcome back to the show, Capitalist Exploits founder, Chris MacIntosh as this weeks guest. The guys discuss bonds, rates, economy, shippers, offshore oil and of course, Uranium. Check out Capitalist Exploits: capitalistexploits.at Glenorchy Capital: glenorchycapital.net Follow Chris on X: @capitalistexp *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 has an in-depth conversation with Traderade Co-founder, Horselover Fat. 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. Check out Tradeade: www.traderade.com Follow Horse on X: @Michigandolf *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 Pat talks to fellow investor, James Mackay. They talk commodities, Uranium and some interesting stories from when James was just starting out... Follow James on X: @JamesHMackay *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/

There is no guest wisdom this week, so Patrick and Kevin take an extended stab at Talking Chart's, where they take an in-depth look at stocks such as Crude and Uranium. We announce how folks can be wined and dined by Kev, after he lost Skin in The Game the previous week... Send your favourite guest wisdom to: 📩 winner@markethuddle.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 Pat talks charts and trading with previous guest, Dave Floyd. We get a quick 30 minute update on what's happening in the markets, as well as the art of entries, time frames and psychology of trading. Check out Dave's Youtube Channel:  @DaytraderPod  Visit Aspen Trading: https://www.aspentrading.com Follow Dave on X: @DaveFloydTrader *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 Kev banters with Damped Spring parters, Andy Constan & Jimmy Jude. They discuss their thoughts on the market and reveal how they became a dynamic duo, with a few stories thrown in for good measures. Pat and Kev also announce the triumphant winner of Skin In The Game - it was a close call... Check out Damped Spring: dampedspring.com Follow Jimmy & Andy on X: @dampedspring @Jimmyjude13 *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 on the Huddle +, Kevin welcomes back fan favourite Harris "Kuppy" Kupperman. They discuss all things uranium, from where the trade started, what's happening now and what other trades Kuppy has his eye on. Visit Praetorian Capital: https://pracap.com Follow Kuppy on X: @HKuppy *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 we have the pleasure of welcoming back to the show, Interactive Brokers Chief Strategist, Steve Sosnick. They discuss markets, correlation & dispersions impact on volatility, impact of buy writing and short vol strategies on the options markets. Links to Steve's related articles: https://bit.ly/3EVbDlM https://bit.ly/45e1OKd For more of Steve's articles visit: https://ibkrcampus.com/ Follow Steve on X: @SteveSosnick *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 Kev has an in-depth discussion with 3 Fourteen Research Cofounder, Warren Pies. They talk about Warren's unconventional start in life, his views on the market and why he believes, a soft landing needs a hyper-reactive fed. Check out 3 Fourteen Research: www.3fourteenresearch.com Follow Warren on X: @WarrenPies *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 on the Market Huddle +, we have the pleasure of welcoming back to the show, one of our favourite chartists Pinecone Macro’s, Chase Taylor. We take a look the charts on commodities like Cotton, sugar and copper as well as the charts on cannabis, homebuilders and bitcoin. 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/

We're back! This week John Davi, Founder of Astoria Portfolio Advisors,  joins us for an in-depth discussion about his life, his past career at Merrill Lynch and takes us through some of his thoughts on inflation which, he believes, isn't what it's all cracked up to be. Check out Astoria Portfolio Advisors: www.astoriaadvisors.com Follow John on X: @AstoriaAdvisors *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/

Derek Wallis has had an illustrious career as a trader at Soros, Marlowe Partners and now, 33 Capital Management. He talks about how Wall Street has changed over the years. Derek is the wonderful organiser of the September 13th USS Intrepid evening to honour active military and veterans. This year they will be supporting the Navy Seal One More Wave charity. The evening will have no speeches, no auction, no pitch for donations; just an open bar at one of the most iconic venues on the planet. Find out more here: https://onemorewave.com/pages/intrepid Check out 33 Capital Management: www.33capitalmanagement.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, Aahan Menon, Co-Founder of Prometheus Investment Research joins us for in depth discussion about their macro framework, liquidity and that the bond market may still have some gas left in the tank. Check out Prometheus here: https://prometheus-research.com/ Follow them on X: https://twitter.com/prometheusmacro *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/

In this episode of MH+, Kevin is joined by guest favourite Vincent Deluard, Director of Global Macro Strategy from StoneX Group Inc. Kevin and Vincent take a dive into inflation and the upcoming challenges the economy may face. *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, Jason Shapiro, author of the Crowded Market Report and featured in Jack Schwager’s Unknown Market Wizards, joins us for a fascinating discussion about his life, what made him a pathological contrarian, and how he uses that to make money in the markets. Check out Jason's YouTube channel: https://www.youtube.com/@crowdedmarketreport *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/

In this episode of MH+, Patrick is joined by Nick Galarnyk from Optionfinity to take a deep dive into options trading, asymmetry, risk management and the psychological obstacles of short-term options trading. Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Join Optionfinity discord: https://discord.gg/Rvnsv6Y *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/

In this episode, we welcome Jan Szilagyi to the show to talk about his time working with Stanley Druckenmiller, whether he feels that economics is a social or natural science and we learn all about his latest market tool, Toggle.AI. *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/

In this episode of MH}+, Kevin brings back Rupert Mitchell to the show to talk private equity, bonds and their 1980s crushes. *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/