- alle zwei WochenErscheinungsrhythmus
- 1 h 40typische Länge
- 24. Okt.letzte Folge
Folgenzu den neuesten
Lost Control of Financial Conditions (Guest: Danny Dayan)
This week is an interview only episode to give Patrick some much needed R & R. So Kevin welcomes to the show, Danny Dayan from Macro Musing. They discuss how the FED has lost control of financial conditions and why inflation will be higher
MH+ Ep.35 The Uncomfortable Truth About Money (guest: Paul Podolsky)
On this weeks Huddle +, Kevin welcomes back to the show, author of Raising A Thief, Paul Podolsky. They discuss Paul’s view on the FED and whether they’re politically motivated, the upcoming US election and the effects it could have on mark
MH+ Ep.34 Talkin’ Charts With Tony (guest: Tony Greer)
On this weeks Huddle +, Patrick welcomes to the show, Founder of TG Macro, Tony Greer. Patrick and Tony discuss the recent moves in gold and take a closer look at mining stocks and crude oil. Follow Tony on X: @TGMacro (https://www.twitter.
Fundamentals Tightening Under The Covers (Guests: Paulo Macro & Kuppy)
This week Kevin and Patrick welcome Paulo Macro to the show. Kevin’s and Paulo discuss about why this cycle is different, which commodities have fundamentals improving under the covers, and how he is playing this new era. Then we have a spe
MH+ Ep.33 Copper, Dispersion & Commodities (guest: Will Thomson)
On this weeks Huddle +, Kevin catches up with Massif Capital founder, Will Thomson. They have a great discussion about copper, the returns of the mining sector, down and out commodities and much more. Check out Massif Capital: http://massif
MH+ Ep.32 Navigating The FED’s Impact on Global Markets (guest: Aidan Garrib)
On this weeks Huddle +, Patrick welcomes back to the show, Head of Global Macro Strategy at PGM Global, Aidan Garrib. Pat and Aidan discuss the FED’s impact on global markets, inflation and much more. Check out PGM Global: http://www.pgmglo
Suit Up and Head to MidTown (guest: Erik @ YWR)
This week Kevin and Patrick welcome Erik, from Your Weekend Reading. Kev & Erik will discuss investing in Africa and how that helped Erik navigate the recent uptick in inflation, why investors are underestimating the risk of getting left be
MH+ Ep.31 Dark Side of The Moon (guest: Vincent Deluard)
On this weeks Huddle +, Kevin welcomes back to the show, Macro Strategist for StoneX Group, Vincent Deluard. Kev and Vincent have a great discussion about the markets, the FED and the overall outlook on inflation and deflation. *Got questio
Reconciling Opposing Truths (guest: David Cervantes)
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: http://www.pinebrookcap.com Foll
MH+ Ep.30 Not Important Enough To Fire (guest: Derek Wallis)
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