- alle zwei WochenErscheinungsrhythmus
- 1 h 40typische Länge
- 24. Okt.letzte Folge
Folgenzu den neuesten
Talking Charts (Guest: Chase Taylor)
This week, Kevin is taking a well-deserved break, so we invited Chase Taylor, Founder of PineCone Macro, to step in. Chase shares insights from his latest piece, The Emerald Bear Light, offers his market outlook, and dives into a variety of
Nobody Knows Nothin’ (Guest: Boris Schlossberg)
In this episode of Huddle +, Patrick catches up with Boris Schlossberg. They discuss Bitcoin, NVIDIA, gold, and much more! Follow Boris on X: https://www.x.com/FXFlow Check Out: https://www.youtube.com/@BKForex *Got questions for Kevin and
Thanksgiving Double Header Special! (Guests: Imran Lakha & Darren Dempsey)
Happy Thanksgiving! This week, we’re celebrating with not one, but two incredible guests. First up, we welcome Imran Lakha, Founder of Options Insight, for an in-depth discussion on SPX option trading, the fascinating dynamics of the MSTR s
Post-Election Market Outlook (guest: Tony Greer)
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 quest
Make Ambiguity Great Again (Guest: Le Shrub)
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 i
Immaculate Stimulus (Guest: Leonid Mironov)
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.su
Rooseveltian Resolve (guest: Tobias Harris)
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 environ
Allergy To Certainty (guest: Rupert Mitchell)
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 t
You Can’t Model Inflation (guest: Warren Pies)
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 mar
A Beautiful Thing Called Inflation (guest: Mateen Chaudhry)
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 :
What’s Coming from the FED? (guest: Aidan Garrib)
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: http
A Credit Cycle That Hasn’t Cycled (Guest: Dario Perkins)
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
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 tackl
Mastering Gamma, Dispersion & Volatility! (Guest: Brent Kochuba)
In this episode of Huddle +, Patrick catches up with Brent Kochuba, the founder of Spot Gamma, to break down the forces driving recent market volatility. They delve into the nuances of gamma and the dispersion trade, offering actionable ins
Geopolitically Promiscuous (Guest: Marko Papic)
This week Kevin & Patrick welcome back to the show, Marko Papic. They discuss Marko’s recent change to BCA Research, how he incorporates geopolitics into his investment framework and why everyone is doing it backwards. Check Out BCA Researc
The AI Bubble & What Comes Next… (Guest: Jesse Felder)
On this weeks Huddle +, Patrick welcomes, the author of The Felder Report, Jesse Felder. They discuss the recent market trends, the commodity secto, the AI bubble and what comes next… Check out ‘The Felder Report’: https://thefelderreport.c
The 90/3 Rule (guest: Ryan Metcalf)
This week Kevin & Patrick welcome to the show, the author of Street Smarts, Ryan Metcalf. Ryan tells us how he makes such a good looking free daily letter, how he never takes a break, and why it’s the perfect way to start your day. Check Ou
Precious Metals, Mining & The Economy (guest: Tavi Costa)
On this weeks Huddle +, Patrick welcomes back to the show, Tavi Costa. Tavi gives us an update on precious metals, mining, his thoughts on the economy, and the impact of the AI boom. Check out ‘Crescat Capital’: http://www.crescat.net Follo
What’s Up With These Markets?! (Guest: Chase Taylor)
This week Kevin is taking a much needed break, so Patrick will be at the helm with fellow chartist, Chase Taylor. They pull out the crayons and take a deep dive into these turbulent markets! Follow Chase on X:https://www.twitter.com/PineCon
Masterclass in Weirdo Babble Speak (Guest: William Nutting)
On this weeks Huddle +, Kevin welcomes back to the show, William Nutting. Will cut his teeth at a variety of sellside shops as a Macro Institutional salesman and now is the author of ‘The Nut Stuff Report’. Check out ‘The Nut Stuff Report’:
Crisis At The Core (Guest: Vincent Deluard & Kuppy)
This week Kevin and Patrick welcome back to the show, Vincent DeLuard from Stone X. They discuss the French election and reveals his two best trades to take advantage of the recent political volatility. Then we have a surprise second guest,
MH+ Ep.40 Bullish on a Soft Landing (guest: Joseph Wang)
On this weeks Huddle +, Patrick welcomes back to the show, ’The FED Guy’ Jospeh Wang. They discuss, FED policy, Inflation, the European election impact on the market & currencies. Check out The Fed Guy: http://www.fedguy.com *Got questions
What The Market is Under Appreciating (Guest: Ben Rabidoux)
This week Kevin and Patrick welcome to the show, Ben Rabidoux from North Cove Advisors. Kev & Ben have a fascinating discussion about the differences between US and Canadian housing markets, where the opportunities lie and whether the Big S
Small-Cap Value Opportunities (Guest: Tucker Scott)
This week Kevin and Patrick welcome to the show, Tucker Scott from Bergen Park Capital. They dive into his career managing the Templeton Mutual Fund, highlighting his strategies and successes. Then, he unveils his top picks for undervalued
MH+ Ep.39 You Can’t Handle The Truth (guest: Russell Grant Clark)
On this weeks Huddle +, Kevin welcomes back to the show, Russell Grant Clark. They discuss, interest rates, China, Japan and why Russell thinks we’re headed for a stronger economy. Check out Russell’s Substack: https://www.russell-clark.com
Bull in a China Shop (guest: Leonid Mironov)
This week Kevin and Patrick welcome to the show, Leonid Mironov from PACAT Asset Management. They dive into an insightful discussion about China, analyzing what has been done right, what has gone wrong, and where the country is seeing succe
MH+ Ep.38 Schumpeter’s Dream (guest: Paul Krake)
On this weeks Huddle +, Kevin welcomes back to the show, founder of View From The Peak, Paul Krake. They discuss the evolving landscape of AI, the energy transition, and the innovative fuel sources that could support it. Follow Paul on Subs
The Evolving Market Structure (guest: Peter Haynes & Jenny Hadiaris)
This week Kevin and Patrick welcome to the show, Jenny Hadiaris head of market structure from TD Cowen & Peter Haynes, head of index and market structure research from TD Securities. They discuss the evolving markets, how the markets have c
MH+ Ep.37 The Rules Are Changing (guest: Warren Pies)
On this weeks Huddle +, Kevin welcomes back to the show, Chief Strategist & Cofounder of 3Fourteen Research, Warren Pies. They discuss Warren’s predictions on oil and stocks, as well as his insights on future market trends. Follow Warren on
MH+ Ep.36 So, it Seems Like I Missed Something (guest: Steve Sosnick)
On this weeks Huddle +, Patrick welcomes back to the show, Interactive Brokers Chief Strategist, Steve Sosnick. They talk about the surprising turbulence in global equity markets and how Steve came to understand it. Follow Steve on X: @Stev
