The Market Huddle

Kevin is finally back from a couple of weeks in Japan, and we are producing this off-cycle show to get caught up on all the action in the markets that he had missed. We have no guest, so it’s just Patrick and Kevin, but don’t fret as we’ll soon be back to our regular scheduled programming with a bunch of great new guests lined up for the summer schedule. *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 welcomes back Pinecone Macro's Chase Taylor to the show to do a talking charts session discussing the S&P500, German yields, Cocoa, Rice, Natural Gas and Oil. *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 welcomes fan-favourite Kuppy to the show to talk Uranium, Argentina and his new farming adventures. *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 an off-schedule show, but we wanted to get one in before some summer holidays makes it tougher. We have Macro Alf in the house to talk about liquidity, his investment process and proper Pizza etiquette when you are in Naples. *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 should have been Part 1 of MH+ VWAP with Morris Sachs but here we are! Kevin Muir is joined by Morris Sachs for another VWAP session *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 MH+ episode, Kevin brings back fan favourite Morris Sachs to join him in VWAP - Videos We Analyze and Pull apart. *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 it’s a no-guest show, so it’s just Patrick and Kevin shooting the shit about markets and life. Completely understand if you hit stop and tune in to the next show. No one will blame you at all. For the rest of you, we have all the regular Market Huddle segments so stick around! *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, everyone’s favourite - Jim Leitner. We go over his epic trade from last year, talk about new opportunities he sees in the macro landscape and how he is using AI in his investment process. *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, Patrick chats with Interactive Broker's Chief Strategist Steve Sosnick about his thoughts on Market Volatility, the S&P500, default risk, and debating who is correct - the Fed Funds futures or the FOMC members. Steve's chart discussed in the episode: https://bit.ly/3pSl2Gj Recent publications by Steve Sosnick 📃: Pedaling Hard, Going Nowhere (May 11, 2023) https://bit.ly/436JlPp A Use Case For 1-Day VIX? (May 2, 2023) https://bit.ly/42PPSOM Have Zero-Dated Options Broken VIX? (April 13, 2023) https://bit.ly/41MI0Mt “Peak and Pause do not Mean Pivot” (March 23, 2023) https://bit.ly/3W935j2 The Games Haven’t Changed, The Casino Opened More Tables (February 16, 2023) https://bit.ly/4319C1t Zero-Dated Options Are Hot—but Not Hazardous (February 23, 2023) https://bit.ly/41J48Hu Individual Risk vs. Systemic Risk (February 27, 2023) https://bit.ly/3M8xXeZ OMG – They All Have 0DTE Options Tomorrow! (March 16, 2023) https://bit.ly/3BwrEwX *Got questions for Kevin and Patrick?

In this episode, we welcome Neil Azous from Rareview Capital.  We have a terrific discussion about his career on Wall Street, the problems with market strategists, and make sure you stick around for his Wien market surprises where Neil gives us two out of the box choices that would for sure bring a smile to Byron’s 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/

In this episode, Patrick chats with Tony Greer about this week's FOMC meeting, the jobs numbers and Tony even shares some of his favourite investment ideas. Tony's charts: https://bit.ly/3APPTFM *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 trying something new!  Since not everyone has the 3 hours to enjoy regular episodes of the ‘Huddle, we’ve decided to launch 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, we welcome Chase Taylor and Jay Pelosky for a bull/bear debate. *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 Vincent Deluard from StoneX. We have a terrific discussion about why the economy might not be as bad as consensus believes, the best way to play the delayed economic weakness, and we find out if Vincent knows his home region of Burgundy better than his adopted city of San Francisco. *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 welcome two guests to the show – Rupert Mitchell and William Nutting. We find out about Rupert’s career and Rupert and Will share with us some great stock picks you’re not going to want to miss. *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, Patrick and Kevin welcome Russell Clark to the show. They have a fascinating discussion about his macro process, why Asia is more important than most market participants realize, and why you should never let your kid get into karting. Then, Cem Karsan from Kai Volatility joins to about 0DTE options, why they are so popular and how the volatility market is set up for the coming months. *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 welcome back Dario Perkins from TS Lombard. Dario updates us on his macro views, explains why this is a “fake” cycle, and most importantly, quantifies the moron risk premium. Help us name the new segment! http://bit.ly/41tLjJI *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 welcome back Harris Kupperman for a special installment of Kuppy’s corner. He gives us his macro views about what he calls “the two speed economy”, but more importantly - he shares with us a new stock that he’s added to his portfolio. Help us name the new segment! www.meetyouinthemachine.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, Kevin Muir flies solo and welcomes Massif Capital founder Will Thomson to the show. They have a wide ranging discussion about ESG political constraints and the problems and opportunities that arise from the transition of our economy into one less dependent on fossil fuels, and more reliant on renewables. Will shares his top picks and you don't want to miss the end. Let's just say this episode is not just lesson for investing, but a lesson for whole life. *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 great pleasure of welcoming Charlie McElligott from Nomura. We learn how he became one of Wall Street’s most celebrated strategists. But don’t worry, he also shares with us some insightful views about why markets have been running so hard in January. *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 great pleasure of welcoming Paul Podolsky, Wall Street and hedge veteran who has recently written a book called "Master, Minion." We chat about his career, his experiences on Wall Street and how a conversation with Paul Volcker inspired his latest book. Check out www.paulpodolsky.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/