The Market Huddle
Episodes
NARRVOL (Guest: Sam Rines)
28 Mar 2026
Contributed by Lukas
This week, it’s an interview only episode as Patrick is travelling. Pay attention to your feed cause my intrepid partner is trying to do a live Sund...
Straws Accumulating on The Camel’s Back (Guest: Brian McCarthy)
14 Mar 2026
Contributed by Lukas
This week Kevin & Patrick welcome, Brian McCarthy. They discuss the war in the Middle East, what that means for markets, and why he would be on th...
I WALK IN CARRYING ROAD KILL (Guest: Trader Ferg)
28 Feb 2026
Contributed by Lukas
This week Kevin & Patrick welcome, Trader Ferg. They discuss, a contrarian investing mindset, commodity and energy opportunities, China/emerging-m...
ROBIN HOOD ON CRACK (Guest: Brent Donnelly)
14 Feb 2026
Contributed by Lukas
This week Kevin & Patrick welcome, Brent Donnelly. They discuss FX interventions, the dangers that Brent sees in the stock market and what his mag...
THE OIL MARKET HAS SPOKEN (Guest: Craig Shapiro)
31 Jan 2026
Contributed by Lukas
This week Kevin & Patrick welcome, Craig Shapiro. They discuss, the state of macro markets, where the opportunities lie, and what it was like work...
THE NEXT PERFECT TRADE (REDUX) (Guest: Alex Gurevich)
24 Jan 2026
Contributed by Lukas
In this episode, we welcome back to the show Alex Gurevich, author of THE NEXT PERFECT TRADE. We talk about what Alex learned over the last 10 years s...
THE JAPANESE MAGGIE THATCHER (Guest: Mateen Chaudhry)
10 Jan 2026
Contributed by Lukas
This week Kevin & Patrick welcome, Mateen Chaudhry. They discuss the updates on his resource call, but then explains why he thinks China and Japan...
XMAS SPECIAL (We Ask The Guests Uncomfortable Questions)
26 Dec 2025
Contributed by Lukas
HAPPY HOLIDAYS! This is where Danny asks the guests uncomfortable questions… Sign up for a FREE 14-day trial at Big Picture Trading: https://sec...
XMAS SPECIAL PT.2
26 Dec 2025
Contributed by Lukas
HAPPY HOLIDAYS! This is part 2 of our holiday special! Sign up for a FREE 14-day trial at Big Picture Trading: https://secure.bigpicturetrading.com/m...
XMAS SPECIAL PT.1
26 Dec 2025
Contributed by Lukas
HAPPY HOLIDAYS! This is part 1 of our holiday special! Sign up for a FREE 14-day trial at Big Picture Trading: https://secure.bigpicturetrading.com/me...
DOG CHASING ITS OWN TAIL (Guest: Vincent Deluard)
13 Dec 2025
Contributed by Lukas
This week Kevin & Patrick welcome, Vincent Deluard. They discuss the circular nature of economic stimulus and why the bond vigilantes might never ...
Chasing The Digital Sky Daddy (Guest: Chase Taylor)
29 Nov 2025
Contributed by Lukas
This week Kevin & Patrick welcome, Chase Taylor. They discuss, the electrification of the global economy and how to play it. Sign up for a FREE 14...
AT THE EDGE OF THE CLIFF
15 Nov 2025
Contributed by Lukas
This week there is no guest, so Patrick will pull the crayons out of his a** and explain why he thinks the stock market is on the edge of a cliff̷...
Seriously, Marvin?! (Guest: Marvin Barth)
31 Oct 2025
Contributed by Lukas
This week Kevin & Patrick welcome, Marvin Barth. They discuss global markets and why he thinks the Federal Reserve might be making a massive polic...
THE BIGGEST AND MOST DANGEROUS BUBBLE (Guest: Julien Garran)
17 Oct 2025
Contributed by Lukas
This week Kevin & Patrick welcome, Julien Garran. They discuss why Julien thinks this is the biggest and most dangerous bubble we’ve ever seen...
GLITCH IN THE MATRIX (Guests: Paulo Macro & Le Shrub)
04 Oct 2025
Contributed by Lukas
This week Kevin & Patrick welcome, Paulo Macro & Le Shrub. They discuss Golden Age of Grift, how to navigate the current environment and wheth...
FRIDAY NIGHT DIRTY (Guests: Vincent Daniel & Porter Collins)
20 Sep 2025
Contributed by Lukas
This week Kevin & Patrick welcome, Vincent Daniel & Porter Collins. They discuss their careers from Wall Street to Seawolf, their contrarian v...
FOXES & HEDGEHOGS (Guest: Jacob Shapiro)
06 Sep 2025
Contributed by Lukas
This week Kevin & Patrick welcome, Jacob Shapiro. They discuss about the end of the unipolar world, what it means for your investments, and where ...
DOOM AND GLOOM SELLS (Guest: Kuppy)
23 Aug 2025
Contributed by Lukas
This week, Patrick is STILL on vacation… so we’re joined by local legend, Kuppy to discuss the massive CAPEX spend in A.I. and why he thinks it’...
Valuation Crimes (Guest: Rupert Mitchell)
16 Aug 2025
Contributed by Lukas
This week, Patrick is on vacation (again)… so we’re joined by the wonderfully British Rupert Mitchell, who brings us two fresh trade ideas! https:...
“An Empty Room Kinda Guy” (Guest: Robert Mullin)
02 Aug 2025
Contributed by Lukas
This week, Kevin & Patrick welcome to the show, Robert Mullin. They discuss, about why the Liberation Day decline was one of the largest VAR shock...
Get In Now! (Guest: Leonid Mironov)
19 Jul 2025
Contributed by Lukas
This week, Kevin & Patrick welcome to the show, Leonid Mironov. They discuss why Leonid believes Trump’s Chinese tariffs are actually good news ...
The Economy Is Near Stall Speed (Guest: Peter Berezin)
05 Jul 2025
Contributed by Lukas
This week, Kevin & Patrick welcome to the show, Peter Berezin. They discuss the economy and why Peter believes it’s close to stalling. Sign up f...
Crude Oil SURGE, Middle East ESCALATION & What It Means For Markets!
20 Jun 2025
Contributed by Lukas
This week, Patrick and Kevin catch up on the latest market moves, discuss the Middle East tensions and how it’s affecting crude oil prices. Sign...
KEV’S Back! And So Is the Drama…
09 Jun 2025
Contributed by Lukas
This week, Patrick and Kevin catch up on all the market drama! Sign up for a FREE 14-day trial at Big Picture Trading: https://secure.bigpicturetradin...
Markets Right Now: Tony Greer on Stocks, Commodities & More
24 May 2025
Contributed by Lukas
This week, Patrick welcomes back to the show, Tony Greer. They discuss the market conditions today and get Tony’s big picture view! Sign up for ...
Global Macro Strategist: “What Everyone Gets Wrong About the Fed”
10 May 2025
Contributed by Lukas
This week, Patrick gets Vincent Deluard’s view on these current market conditions. Follow Vincent on X: https://x.com/vincentdeluard Subscribe T...
Top Market Technical Analyst Deep Dive’s Into Market Charts With Patrick
26 Apr 2025
Contributed by Lukas
This week, Patrick and Chase Taylor take a deep dive into all things charts, from Gold to Bitcoin. Follow Chase on X: https://x.com/pineconemacro Subs...
Art of War Meets Art of The Deal (Guest: Peter Bookvar)
12 Apr 2025
Contributed by Lukas
This week, Kevin & Patrick welcome back to the show, Peter Bookvar They discuss why the market was rolling over regardless, the impact of tariffs ...
Pour Some Gasoline On It (Guest: Erik@YWR)
02 Apr 2025
Contributed by Lukas
This week, Kevin & Patrick welcome to the show, Erik from YWR. They discuss, his 2022 bullish call on Barclays and why he still believes Europea...
Three Legged Stool (Guest: Julian Brigden)
29 Mar 2025
Contributed by Lukas
This week, Kevin & Patrick welcome to the show, Julian Brigden. They discuss the importance of the macro environment right now, and Julian explain...
The US is IMF’ng Itself (Guest: Ed Price)
25 Mar 2025
Contributed by Lukas
This week on Huddle +, Kevin welcomes to the show, Ed Price. They discuss why Trump should be taken both seriously and literally, the symbolic clash b...
Index Pre-Positioning Fallout (Guest: Peter Haynes)
18 Mar 2025
Contributed by Lukas
In this episode of Huddle +, Kevin welcomes back to the show, Peter Haynes. They’ll discuss the evolving landscape of index rebalancing and its imp...
COMEX Futures Veteran Insights (Guest: John Johnston)
15 Mar 2025
Contributed by Lukas
This week, Kevin & Patrick welcome to the show, John Johnston. They’ll discuss his career on the trading floor, explore the silver squeeze o...
The Market Huddle Live With Lyn Alden
03 Mar 2025
Contributed by Lukas
This week, Kevin & Patrick welcome Lyn Alden for a special live interview and Talking Charts! Watch the live episode on Youtube here: https://yout...
Talking Charts!
15 Feb 2025
Contributed by Lukas
This week, there’s no guest! If charts aren’t your thing, we’ll see you in a couple of weeks. But for those who love a deep dive, Patrick is her...
Hidden Stimulus, Hidden Austerity (Guest: Vincent Deluard)
07 Feb 2025
Contributed by Lukas
This week, Kevin & Patrick welcome back to the show, Vincent Deluard. They discuss fiscal tightening, inflation, and a potential stagflation bear ...
The Most Important Guardrail (Guest: Jon Hilsenrath)
03 Feb 2025
Contributed by Lukas
In this episode of Huddle +, Kevin welcomes to the show Jon Hilsenrath. They discuss Jon’s experiences reporting on the Bernanke-led Federal Reserve...
Playing Football in The Pit (Guest: Ole Hansen)
31 Jan 2025
Contributed by Lukas
This week, Kevin & Patrick welcome to the show, Ole Hansen. They discuss a wide-ranging of commodities, delving into where he sees the greatest op...
Shipping, A Contrarian’s Dream Sector (Guest: J Mintzmyer)
18 Jan 2025
Contributed by Lukas
This week, Kevin & Patrick welcome to the show, J Mintzmyer. They delve into this niche sector, and J shares a couple of stock picks poised to cap...
Trudeau Gets The Party, Pierre Gets The Hangover (Guest: Ben Rabidoux)
16 Jan 2025
Contributed by Lukas
In this episode of Huddle +, Kevin gets an update from Ben Rabidoux. They discuss the Canadian housing market, mortgages and more! Follow Ben on X: ht...
The NVDA Phenomenon (Guest: Steve Sosnick)
08 Jan 2025
Contributed by Lukas
In this episode of Huddle +, Patrick kicks off the new year with one of our favourite guests, Steve Sosnick. They discuss NVIDIA, the market makers an...
2024 Year-End Special!
24 Dec 2024
Contributed by Lukas
This week, it’s just us, no guests! For those who only tune in for the sharp, smart commentary, we’ll see you next year. For everyone else, Patric...
The Market Huddle Live With Rupert Mitchell & Paul Krake
20 Dec 2024
Contributed by Lukas
Join our live Q&A specials, streamed every month! This month we welcome Rupert Mitchell, Author of The Blind Squirrel Macro & Paul Krake, Foun...
Talking Charts (Guest: Chase Taylor)
14 Dec 2024
Contributed by Lukas
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 la...
Nobody Knows Nothin’ (Guest: Boris Schlossberg)
05 Dec 2024
Contributed by Lukas
In this episode of Huddle +, Patrick catches up with Boris Schlossberg. They discuss Bitcoin, NVIDIA, gold, and much more! Follow Boris on X: https://...
Thanksgiving Double Header Special! (Guests: Imran Lakha & Darren Dempsey)
30 Nov 2024
Contributed by Lukas
Happy Thanksgiving! This week, we’re celebrating with not one, but two incredible guests. First up, we welcome Imran Lakha, Founder of Options I...
Post-Election Market Outlook (guest: Tony Greer)
20 Nov 2024
Contributed by Lukas
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...
Make Ambiguity Great Again (Guest: Le Shrub)
16 Nov 2024
Contributed by Lukas
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 ...
Immaculate Stimulus (Guest: Leonid Mironov)
01 Nov 2024
Contributed by Lukas
This week, Kevin & Patrick welcome back to the show, Leonid Mironov. We review his calls from earlier this year, discuss the outlook for Chinese a...
Rooseveltian Resolve (guest: Tobias Harris)
19 Oct 2024
Contributed by Lukas
This week, we have the pleasure to welcome Tobias Harris, author of the newsletter Observing Japan. We have a fascinating discussion of Japan’s ...
Allergy To Certainty (guest: Rupert Mitchell)
16 Oct 2024
Contributed by Lukas
In this episode of Huddle +, Kevin chats with Blind Squirrel Macro, Rupert Mitchell. Rupert shares his market outlook, explores China and India ETFs, ...
You Can’t Model Inflation (guest: Warren Pies)
05 Oct 2024
Contributed by Lukas
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 ...
A Beautiful Thing Called Inflation (guest: Mateen Chaudhry)
14 Sep 2024
Contributed by Lukas
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 m...
What’s Coming from the FED? (guest: Aidan Garrib)
10 Sep 2024
Contributed by Lukas
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 ...
A Credit Cycle That Hasn’t Cycled (Guest: Dario Perkins)
07 Sep 2024
Contributed by Lukas
This week Kevin & Patrick welcome back to the show, Dario Perkins. They have a fascinating discussion on what makes this economic cycle so unique,...
Structural Inflationista (Guest: Louis-Vincent Gave)
24 Aug 2024
Contributed by Lukas
This week Kevin & Patrick welcome back to the show, Louis Vincent Gave from Gavekal Research. They dive into the key differences between Chinese a...
Mastering Gamma, Dispersion & Volatility! (Guest: Brent Kochuba)
14 Aug 2024
Contributed by Lukas
In this episode of Huddle +, Patrick catches up with Brent Kochuba, the founder of Spot Gamma, to break down the forces driving recent market volatili...
Geopolitically Promiscuous (Guest: Marko Papic)
10 Aug 2024
Contributed by Lukas
This week Kevin & Patrick welcome back to the show, Marko Papic. They discuss Marko’s recent change to BCA Research, how he incorporates geopoli...
The AI Bubble & What Comes Next… (Guest: Jesse Felder)
07 Aug 2024
Contributed by Lukas
On this weeks Huddle +, Patrick welcomes, the author of The Felder Report, Jesse Felder. They discuss the recent market trends, the commodity secto, t...
The 90/3 Rule (guest: Ryan Metcalf)
27 Jul 2024
Contributed by Lukas
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 dail...
Precious Metals, Mining & The Economy (guest: Tavi Costa)
17 Jul 2024
Contributed by Lukas
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...
What’s Up With These Markets?! (Guest: Chase Taylor)
12 Jul 2024
Contributed by Lukas
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...
Masterclass in Weirdo Babble Speak (Guest: William Nutting)
10 Jul 2024
Contributed by Lukas
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 s...
Crisis At The Core (Guest: Vincent Deluard & Kuppy)
29 Jun 2024
Contributed by Lukas
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 t...
MH+ Ep.40 Bullish on a Soft Landing (guest: Joseph Wang)
18 Jun 2024
Contributed by Lukas
On this weeks Huddle +, Patrick welcomes back to the show, ’The FED Guy’ Jospeh Wang. They discuss, FED policy, Inflation, the European election i...
What The Market is Under Appreciating (Guest: Ben Rabidoux)
15 Jun 2024
Contributed by Lukas
This week Kevin and Patrick welcome to the show, Ben Rabidoux from North Cove Advisors. Kev & Ben have a fascinating discussion about the differen...
Small-Cap Value Opportunities (Guest: Tucker Scott)
01 Jun 2024
Contributed by Lukas
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, ...
MH+ Ep.39 You Can’t Handle The Truth (guest: Russell Grant Clark)
29 May 2024
Contributed by Lukas
On this weeks Huddle +, Kevin welcomes back to the show, Russell Grant Clark. They discuss, interest rates, China, Japan and why Russell thinks we’r...
Bull in a China Shop (guest: Leonid Mironov)
18 May 2024
Contributed by Lukas
This week Kevin and Patrick welcome to the show, Leonid Mironov from PACAT Asset Management. They dive into an insightful discussion about China, anal...
MH+ Ep.38 Schumpeter’s Dream (guest: Paul Krake)
15 May 2024
Contributed by Lukas
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 ene...
The Evolving Market Structure (guest: Peter Haynes & Jenny Hadiaris)
03 May 2024
Contributed by Lukas
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 st...
MH+ Ep.37 The Rules Are Changing (guest: Warren Pies)
01 May 2024
Contributed by Lukas
On this weeks Huddle +, Kevin welcomes back to the show, Chief Strategist & Cofounder of 3Fourteen Research, Warren Pies. They discuss Warren̵...
MH+ Ep.36 So, it Seems Like I Missed Something (guest: Steve Sosnick)
23 Apr 2024
Contributed by Lukas
On this weeks Huddle +, Patrick welcomes back to the show, Interactive Brokers Chief Strategist, Steve Sosnick. They talk about the surprising turbule...
Lost Control of Financial Conditions (Guest: Danny Dayan)
20 Apr 2024
Contributed by Lukas
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 ...
MH+ Ep.35 The Uncomfortable Truth About Money (guest: Paul Podolsky)
17 Apr 2024
Contributed by Lukas
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 t...
MH+ Ep.34 Talkin’ Charts With Tony (guest: Tony Greer)
10 Apr 2024
Contributed by Lukas
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 cl...
Fundamentals Tightening Under The Covers (Guests: Paulo Macro & Kuppy)
06 Apr 2024
Contributed by Lukas
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 fun...
MH+ Ep.33 Copper, Dispersion & Commodities (guest: Will Thomson)
03 Apr 2024
Contributed by Lukas
On this weeks Huddle +, Kevin catches up with Massif Capital founder, Will Thomson. They have a great discussion about copper, the returns of the mini...
MH+ Ep.32 Navigating The FED’s Impact on Global Markets (guest: Aidan Garrib)
27 Mar 2024
Contributed by Lukas
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...
Suit Up and Head to MidTown (guest: Erik @ YWR)
22 Mar 2024
Contributed by Lukas
This week Kevin and Patrick welcome Erik, from Your Weekend Reading. Kev & Erik will discuss investing in Africa and how that helped Erik navigate...
MH+ Ep.31 Dark Side of The Moon (guest: Vincent Deluard)
19 Mar 2024
Contributed by Lukas
On this weeks Huddle +, Kevin welcomes back to the show, Macro Strategist for StoneX Group, Vincent Deluard. Kev and Vincent have a great discussion a...
Reconciling Opposing Truths (guest: David Cervantes)
09 Mar 2024
Contributed by Lukas
This week Kevin and Patrick welcome Author and Macro Strategist for Pinebrook Capital, David Cervantes. Kev and David have a fascinating discussion ab...
MH+ Ep.30 Not Important Enough To Fire (guest: Derek Wallis)
06 Mar 2024
Contributed by Lukas
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 tell...
MH+ Ep.29 Talking Charts (guest: Chase Taylor)
28 Feb 2024
Contributed by Lukas
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 ugl...
Gold is Inflation (guest: Chris Ritchie)
24 Feb 2024
Contributed by Lukas
This week Kevin and Patrick welcome Silver Crest Metal President, Chris Ritchie. Kevin and Chris have a fascinating discussion about the long-term dir...
Long But Not Variable (guest: Brian Nick & Kuppy)
10 Feb 2024
Contributed by Lukas
This week Patrick, Kevin & Kuppy welcome Trahan Strategist, Brian Nick. Kev and Brian have an interesting discussion about how the market is givin...
MH+ Ep.28 Return of The Stir King (guest: Alex Manzara)
07 Feb 2024
Contributed by Lukas
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 cha...
MH+ Ep. 27 Inflation Acceleration (guest: Simon White)
30 Jan 2024
Contributed by Lukas
On this weeks Huddle +, Patrick welcomes, Bloomberg’s Macro Strategist, Simon White. Pat and Simon talk the end of CB independence, Stock market mom...
Violently Rangebound (guest: Efficient Market Hype)
27 Jan 2024
Contributed by Lukas
This week Patrick and Kevin welcome bond portfolio wizz, Efficient Market Hype. Kev and Efficient have a long-form discussion about interest rates, di...
MH+ Ep. 26 Gamma Loop (guest: Cem Karsan)
24 Jan 2024
Contributed by Lukas
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 ...
MH+ Ep.25 Talking Charts (guest: Boris Schlossberg)
16 Jan 2024
Contributed by Lukas
On this weeks Huddle +, Patrick welcomes back Boris Schlossberg, Managing Director of BKForex. Pat and Boris talk charts including, equities, the Mag ...
Explaining The Dispersion Trade (guest: Mandy Xu)
13 Jan 2024
Contributed by Lukas
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 volat...
MH+ Ep.24 The Four Fours (guest: Barry C. Knapp)
10 Jan 2024
Contributed by Lukas
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...
Not Another New Year Special, Special…
29 Dec 2023
Contributed by Lukas
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 ...
MH+ Ep.23 Kuppy’s Korner
20 Dec 2023
Contributed by Lukas
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 wh...
As Dovish As it Gets (guest: Edward Harrison)
16 Dec 2023
Contributed by Lukas
This week Patrick and Kevin welcome back to the show, Edward Harrison, author of The Everything Risk newsletter on Bloomberg. They have a great discus...
MH+ Ep.22 Deep Dive Into Precious Metals
06 Dec 2023
Contributed by Lukas
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...
Force Fed Heaps of Humble Pie (guest: Jonathan Lansky)
01 Dec 2023
Contributed by Lukas
This week Patrick and Kevin welcome to the show, Author of No Straight Lines Investments letter, Jonathan Lansky. Kev and Jonathan have a great discus...
MH+ Ep. 21: Kevin Catches Up With Rupert Mitchell
29 Nov 2023
Contributed by Lukas
On this weeks Huddle +, Kevin welcomes back Author of Blind Squirrel Macro, Rupert Mitchell. They have a terrific discussion about the problems in pri...