The Market Huddle
Episodes
Mosler Special Installment (guests: David Bezic & Warren Mosler)
27 Aug 2021
Contributed by Lukas
Continuing with interview-only specials, Patrick & Kevin take a break and allow previous Market Huddle guest (and outstanding economic thinker), D...
Turning the Tables with Morris (guest: Morris Sachs)
20 Aug 2021
Contributed by Lukas
Continuing with interview-only summer specials, Patrick Ceresna and Kevin Muir welcome fan-favourite Morris Sachs to the show. Morris turns the tables...
Technical Analysis with David Keller (guest: David Keller)
13 Aug 2021
Contributed by Lukas
In this second installment of interview-only special, Patrick Ceresna and Kevin Muir welcome David Keller to the show for a deep dive on technical ana...
Bathe Yourself In Indifference (guest: Marko Papic)
06 Aug 2021
Contributed by Lukas
In this first installment of interview-only summer specials, Patrick Ceresna and Kevin Muir welcome to the show Marko Papic, partner & chief strat...
Kuppy Takes the Wheel (guests: Kuppy & Josh Young)
30 Jul 2021
Contributed by Lukas
In this episode, Patrick Ceresna and Kevin Muir take a backseat and let fan-favourite Harris Kupperman aka Kuppy interview Josh Young from Bison Inter...
Not A Maximalist (guest: Alfonso Peccatiello)
23 Jul 2021
Contributed by Lukas
In this episode, Patrick Ceresna and Kevin Muir welcome to the show, Alfonso Peccatiello, head of investments for a large European bank and author of ...
Self-Taught Quant (guest: Harel Jacobson)
16 Jul 2021
Contributed by Lukas
In this episode, Patrick Ceresna and Kevin Muir welcome quantitative portfolio manager and volatility specialist, Harel Jacobson to the show. They dis...
Fives Are Even More Round (guests: Brent Donnelly, Kuppy)
09 Jul 2021
Contributed by Lukas
In this episode, Patrick Ceresna and Kevin Muir welcome FX veteran and author of the book Alpha Trader, Brent Donnelly to the show. They have a wide r...
Aggressive Monsters (guests: Mike MacBain, Morris Sachs)
02 Jul 2021
Contributed by Lukas
In this episode, Patrick Ceresna and Kevin Muir welcome bond veteran Mike MacBain from East Coast Fund Management to the show. They have a terrific di...
The Two Yellow Metals (guest: Amir Adnani)
25 Jun 2021
Contributed by Lukas
In this episode, Patrick Ceresna and Kevin Muir welcome yellow metal entrepreneur, Amir Adnani to the show. Amir shares his take on royalties and why ...
200ft Below Sea Level (guests: Phil Schmitt, Will Thomson)
18 Jun 2021
Contributed by Lukas
In this episode, Patrick Ceresna and Kevin Muir welcome Phil Schmitt to the show. Phil has a long career on bay street as a derivatives trader and hed...
Everything Is An Option (guests: Diego Parrilla, Kuppy)
11 Jun 2021
Contributed by Lukas
In this episode, Patrick Ceresna and Kevin Muir welcome Diego Parrilla to the show. They have a terrific macro discussion about anti-bubbles, how the ...
Summer of George (guests: Cem Karsan, Edwin Dorsey)
04 Jun 2021
Contributed by Lukas
In this episode, Patrick Ceresna and Kevin Muir welcome back to the show, the godfather of options positioning, Cem Karsan. They have a terrific discu...
Zero Never Wins (guest: Jim Leitner)
28 May 2021
Contributed by Lukas
In this episode, Patrick Ceresna and Kevin Muir welcome back to the show, fan favourite, Jim Leitner. They have a fascinating discussion about how ret...
Nailing Jello To The Wall (guest: Paul Krake)
21 May 2021
Contributed by Lukas
In this episode, Patrick Ceresna and Kevin Muir welcome US-China Series co-founder, Paul Krake. They have a fascinating discussion about his career at...
Lessons of History (guest: Lyn Alden)
14 May 2021
Contributed by Lukas
In this episode, Patrick Ceresna and Kevin Muir welcome back to the show, Lyn Alden. We get an update on Lyn’s trades from her last appearance, and ...
Enter Chamath Stage Right (guests: Jamie Wise, Kuppy)
07 May 2021
Contributed by Lukas
In this episode, Patrick Ceresna and Kevin Muir welcome back to the show, Jamie Wise from Periscope Capital. They have a terrific discussion about his...
Smarter Than Me Clients (guest: Chase Taylor)
30 Apr 2021
Contributed by Lukas
In this episode, Patrick Ceresna and Kevin Muir welcome back to the show, Chase Taylor form Pinecone Macro. They have a fascinating discussion about h...
Inflation Obsession (guest: Vincent Deluard)
23 Apr 2021
Contributed by Lukas
In this episode, Patrick Ceresna and Kevin Muir welcome Vincent Deluard from Stone X to the show. They have a terrific macro discussion that you don’...
Good Process, Bad Outcome (guest: Ted Seides)
16 Apr 2021
Contributed by Lukas
In this episode, Patrick Ceresna and Kevin Muir welcome Ted Seides from Capital Allocators podcast. They have a fascinating discussion about his stori...
Political Risk Heavy (guests: Will Thomson, Kuppy)
09 Apr 2021
Contributed by Lukas
In this episode, Patrick Ceresna and Kevin Muir welcome Will Thomson from Massif Capital. They have a fascinating discussion about opportunities in of...
Guy the Gimli Glider (guest: Guy LeBas)
02 Apr 2021
Contributed by Lukas
In this shortened Easter weekend episode, Patrick Ceresna and Kevin Muir welcome Guy LeBas, the chief fixed income strategist from Janney Montgomery S...
Tri-Polar World (guests: Jay Pelosky, Barton Wang)
26 Mar 2021
Contributed by Lukas
In episode #124, Patrick Ceresna and Kevin Muir welcome Jay Pelosky from TPW Advisory. They have a great discussion about macro thematic investing, wh...
Global Economy Superman (guests: Aidan Garrib, Morris Sachs)
19 Mar 2021
Contributed by Lukas
In episode #123, Patrick Ceresna and Kevin Muir welcome Aidan Garrib from Pavilion Global Markets to talk about China’s macro plans, the way...
Cuckoo for Cocoa Puffs (guests: Louis-Vincent Gave, Brent Kochuba)
12 Mar 2021
Contributed by Lukas
In episode #122, Patrick Ceresna and Kevin Muir welcome Gavekal Research CEO Louis-Vincent Gave to the show where they have a terrific discussion abo...
Buzzing with Macro Hive (guests: Bilal Hafeez, Kuppy)
05 Mar 2021
Contributed by Lukas
In episode #121, Patrick Ceresna and Kevin Muir welcome Macro Hive founder Bilal Hafeez to the show. to talk to us about what he is seeing in the mark...
Listen to the Game Master (guest: Jim Leitner)
26 Feb 2021
Contributed by Lukas
In episode #120, Patrick Ceresna and Kevin Muir welcome Jim Leitner to the show to talk about his career, his investment philosophy and the best tr...
Michael Lewis Ruined My Life (guest: Cameron Crise)
20 Feb 2021
Contributed by Lukas
In episode #119, Patrick Ceresna and Kevin Muir welcome Cameron Crise from Bloomberg to the show to talk about his career, the current state of the m...
Public Venture Capital (guest: Daniel Carlson)
12 Feb 2021
Contributed by Lukas
In episode #118, Patrick Ceresna and Kevin Muir welcome Dan Carlson from Tailwinds Research. Dan is a microcap stock picker and he shares three of his...
Spreading Sunshine (guests: Steve Sosnick, Kuppy)
05 Feb 2021
Contributed by Lukas
In episode #117, Patrick Ceresna and Kevin Muir welcome Interactive Brokers Chief Strategist, Steve Sosnick to the show. They have a fantastic discuss...
Chaos Asset (guest: Brian Krogsgard)
29 Jan 2021
Contributed by Lukas
In episode #116, Patrick Ceresna and Kevin Muir welcome Brian Krogsgard from Ledger Status. Brian gives us no-coiners a terrific run down of the crypt...
Still HODL’ng (guests: Lyn Alden, Zach Resnick)
22 Jan 2021
Contributed by Lukas
In episode #115, Patrick Ceresna and Kevin Muir welcome back Lyn Alden to the show to discuss macro state of the markets, and find out what worries he...
Democratizing Alternatives (guests: Julian Klymochko, Morris Sachs)
15 Jan 2021
Contributed by Lukas
In episode #114, Patrick Ceresna and Kevin Muir welcome Julian Klymochko to the show to talk about the state of arbitrage, and what the heck is going ...
Charming Vanna (guests: Cem Karsan, Kuppy)
08 Jan 2021
Contributed by Lukas
In episode #113, Patrick Ceresna and Kevin Muir welcome Cem Karsan to the show and they have a fantastic discussion about SPX option flow, and he expl...
Holiday Special with Jack Schwager Part 2
01 Jan 2021
Contributed by Lukas
In episode #112, Patrick Ceresna and Kevin Muir welcome the Market Wizards author, Jack Schwager back to the show in this second half of two-part Hol...
Holiday Special with Jack Schwager Part 1
26 Dec 2020
Contributed by Lukas
In episode #111, Patrick Ceresna and Kevin Muir bring you the first half of two-part Holiday Special, with the Market Wizards author, Jack Schwager. h...
An Unknowable Future (guest: Michael Gayed)
18 Dec 2020
Contributed by Lukas
In episode #110, Patrick Ceresna and Kevin Muir welcome Michael Gayed from Toroso Investments, to have a great discussion about different strategies t...
The Ability To Say You’re Wrong (guests: Dennis Gartman, Dave Floyd)
11 Dec 2020
Contributed by Lukas
In episode #109, Patrick Ceresna and Kevin Muir welcome legendary newsletter writer, Dennis Gartman to the show to talk about his 35 years of writing ...
Secular Ceiling (guests: Eric Basmajian, Kuppy)
04 Dec 2020
Contributed by Lukas
In episode #108, Patrick Ceresna and Kevin Muir welcome Eric Basmajian from EPB Research to the show to give Kevin’s MMT-here-comes-inflation-th...
The Ketchup Effect (guests: Andreas Steno Larsen, Erik Townsend)
26 Nov 2020
Contributed by Lukas
In episode #107, Patrick Ceresna and Kevin Muir welcome back Andreas Steno Larsen from Nordea to the show to discuss the state of European markets. Th...
Trades That Work No Matter What (guest: Frances Donald)
20 Nov 2020
Contributed by Lukas
In episode #106, Patrick Ceresna and Kevin Muir welcome Frances Donald, the Global Chief Economist and head of the Macro Strategy at Manulife Investme...
Pancaking Curves (guests: Alex Manzara, Jeff Desjardins)
13 Nov 2020
Contributed by Lukas
In episode #105, Patrick Ceresna and Kevin Muir welcome back to the show, R.J. O’Brien’s institutional eurodollar broker Alex Manzara. The...
Dumbest Man Alive (guest: Michael Green)
06 Nov 2020
Contributed by Lukas
In episode #104, Patrick Ceresna and Kevin Muir welcome Michael Green from Logia Funds to the show and have a wide ranging conversation about MikeR...
Applying Chicago School to Energy Markets (guests: Josh Young, Brent Kochuba)
30 Oct 2020
Contributed by Lukas
https://markethuddle.com/wp-content/uploads/2020/10/MH103.mp3 In episode #103, Patrick Ceresna and Kevin Muir welcome Josh Young from Bison Interests ...
Put On Your Commodity Hat (guest: David Kreisa)
23 Oct 2020
Contributed by Lukas
https://markethuddle.com/wp-content/uploads/2020/10/MH102.mp3 In episode #102, Patrick Ceresna is back with Kevin Muir and they welcome veteran FX pro...
Take Your Losses Quickly (guests: Nick Givanovic, Morris Sachs)
16 Oct 2020
Contributed by Lukas
In episode #101, Patrick Ceresna is away and Kevin Muir welcomes Nick Givanovic who shares the story of his career working in London for JPM and Salom...
Monetary Dominance (guest: Lyn Alden)
09 Oct 2020
Contributed by Lukas
In episode #100, Kuppy joins Kevin Muir as the guest co-host while Patrick Ceresna is away. They welcome Lyn Alden back to the show where they talk ab...
The Tequila Theory of Money (guests: Ronald Stoeferle, Kuppy)
02 Oct 2020
Contributed by Lukas
https://markethuddle.com/wp-content/uploads/2020/10/MH99.mp3 In episode #99, Patrick Ceresna and Kevin Muir welcome Ronnie Stoeferle from Incremntum t...
Dirty Harry of the Oil Market (guest: Tracy Shuchart aka @chigrl)
25 Sep 2020
Contributed by Lukas
https://markethuddle.com/wp-content/uploads/2020/09/MH98.mp3 In episode #98, Patrick Ceresna and Kevin Muir welcome to the show, oil specialist and in...
Weaponized Gamma (guests: Brent Kochuba, Angie Setzer)
18 Sep 2020
Contributed by Lukas
In episode #97, Patrick Ceresna and Kevin Muir first welcome Spot Gamma’s Brent Kochuba to the show to discuss deeper into the SoftBank whale...
Cocktail Party Bullsh*t (guest: Morris Sachs)
11 Sep 2020
Contributed by Lukas
In episode #96, Patrick Ceresna and Kevin Muir welcome back Morris Sachs to the show to talk about option trading, gold and why hedge funds are a bad ...
Invest In A World That Is (guests: Michael Batnick, Kuppy)
04 Sep 2020
Contributed by Lukas
In episode #95, Patrick Ceresna and Kevin Muir welcome Michael Batnick to the show. We learn how he came to be part of the team at Ritholtz Wealth Man...
A Feature, Not A Bug (guest: David Bezic)
28 Aug 2020
Contributed by Lukas
In episode #94, Patrick Ceresna and Kevin Muir welcome back David Bezic, an independent economic consultant who will walk us through how the monetary ...
Macro Chatting with Chase (guest: Chase Taylor)
21 Aug 2020
Contributed by Lukas
https://youtu.be/4MzxZu-KTrc In episode #93, Patrick Ceresna and Kevin Muir decided to do something a little different and have a good old fashi...
The Dollar and Bond Bull Markets Are Not Over (guests: Steven Van Metre, Julia Cordova)
14 Aug 2020
Contributed by Lukas
In episode #92, Patrick Ceresna and Kevin Muir welcome Steve Van Metre from Atlas Financial Advisors to the show, where Steve walks us through his def...
Deep Dive into Technical Analysis (guests: Larry Berman, Kuppy)
07 Aug 2020
Contributed by Lukas
In episode #91, Patrick Ceresna and Kevin Muir welcome Larry Berman from ETF Capital to the show to talk about technical analysis, behavioral finance,...
Never Panic, Never Give Up (guest: Harley Bassman)
24 Jul 2020
Contributed by Lukas
In episode #90, Patrick and Kevin welcome the creator of the MOVE Index, the Convexity Maven, Harley Bassman. Harley shares stories of his career jour...
Volvexity (guests: Nancy Davis, Benjamin Kwasnick)
17 Jul 2020
Contributed by Lukas
In episode #89, Patrick Ceresna and Kevin Muir welcome Nancy Davis, the founder of Quadratic Capital which manages the popular IVOL ETF. Nancy shares ...
What’s Wrong With A Little Inflation? (guest:Tony Boeckh)
10 Jul 2020
Contributed by Lukas
https://markethuddle.com/wp-content/uploads/2020/07/MH88.mp3 In episode #88, Patrick Ceresna and Kevin Muir welcome the legendary Tony Boeckh – ...
Adventures with Rebel Capitalist George Gammon (guests: George Gammon, Kuppy)
02 Jul 2020
Contributed by Lukas
https://markethuddle.com/wp-content/uploads/2020/07/MH87.mp3In episode #87, we change up the format for the holiday weekend – it’s a doubl...
Up Close & Personal with Trader Vic (guest: Victor Sperandeo)
26 Jun 2020
Contributed by Lukas
https://markethuddle.com/wp-content/uploads/2020/06/MH86.mp3In episode #86, Patrick Ceresna and Kevin Muir welcome trading legend Victor Sperandeo to ...
Sending Money into the Future (guests: Brad Dunkley, Nathan Tankus)
19 Jun 2020
Contributed by Lukas
In episode #85, Patrick Ceresna and Kevin Muir welcome Brad Dunkley from Waratah Capital Advisors where they have a wide ranging fantastic discussion ...
Fiscal Taking Over (guests: Lyn Alden, Jose Rocha & Felipe Hirai)
12 Jun 2020
Contributed by Lukas
In episode #84, Patrick Ceresna and Kevin Muir welcome Lyn Alden to the show where we learn how an electrical engineer became a macro expert. It’s a...
Don’t Be Long The Battlefield (guests: Louis-Vincent Gave, Kuppy)
05 Jun 2020
Contributed by Lukas
In episode #83, Patrick is away and Kevin welcomes Louis-Vincent Gave to the show to talk macro, China and most importantly – skiing in Canada. ...
European Macro Strategist (guests: Andreas Steno Larsen, Aidan Garrib)
29 May 2020
Contributed by Lukas
In episode #82, Patrick Ceresna and Kevin Muir welcome European macro strategist Andreas Steno Larsen of Nordea Bank to the show to talk about what he...
Pragmatic Capitalist (guests: Cullen Roche, Morris Sachs)
22 May 2020
Contributed by Lukas
In episode #81, Patrick Ceresna and Kevin Muir welcome Cullen Roche to the show where he tells us how an East Coast boy ended up being a San Diegan ou...
Is There A Path To Recovery? (guests: Vincent Deluard and Liam Vaughan)
15 May 2020
Contributed by Lukas
In episode #80, Patrick Ceresna and Kevin Muir welcome Vincent Deluard, a Global Macro Strategist from INTL-FCStone. Vincent talks Europe and the prob...
Occupy Market Huddle (guests: author of Occupy a Job on Wall Street & Chase Taylor)
08 May 2020
Contributed by Lukas
In episode #79, Patrick Ceresna and Kevin Muir welcome the author of Occupy a Job on Wall Street along with one of the heroes from his story, Tarzan, ...
The Original Quant (guest: Rob Hanna)
01 May 2020
Contributed by Lukas
In episode #78, Patrick Ceresna and Kevin Muir welcome Rob Hanna from Quantifiable Edges. Rob’s unique style of quant research has been a fixtur...
Sailing Around the World with Chris Sommers
24 Apr 2020
Contributed by Lukas
In episode #77, Patrick Ceresna and Kevin Muir welcome Chris Sommers from Unhedged.com. Chris has a fascinating career that ranged from investment ban...
Getting to know Barry Ritholtz (guest: Barry Ritholtz)
17 Apr 2020
Contributed by Lukas
In episode #76, Patrick Ceresna and Kevin Muir welcome esteemed Bloomberg contributor and just an all-around fun guy – Barry Ritholtz. They talk...
Love of Macro & SPACs (guests: @HayekAndKeynes, Jamie Wise & Benjamin Kwasnick)
10 Apr 2020
Contributed by Lukas
In episode #75, Patrick Ceresna and Kevin Muir welcome two SPAC experts – Jamie Wise from Periscope Capital and Benjamin Kwasnick from SPACresea...
Revelations of a Market Maker (guests: Steve Sosnick & Barton)
03 Apr 2020
Contributed by Lukas
In episode #74, Patrick Ceresna and Kevin Muir welcome Steve Sosnick, chief-strategist at Interactive Brokers. Steve gives us an inside view of the ea...
Like a Grease Fire (guest: Jimmy Jude & Kuppy)
27 Mar 2020
Contributed by Lukas
*NSFW* In episode #73, Patrick Ceresna and Kevin Muir welcome fan-favourite, ex-Merk jerk and just an all-around terrific guy, Jimmy Jude. Then Kuppy ...
Debunking Technical Analysis Misconceptions (guest: David Keller)
20 Mar 2020
Contributed by Lukas
In episode #72, Patrick Ceresna and Kevin Muir welcome David Keller from www.StockCharts.com to give us a technical update on what’s happening i...
Market Crash Special!
13 Mar 2020
Contributed by Lukas
In episode #71, Patrick Ceresna and Kevin Muir bring you a Markets-in-Turmoil / Markets-on-amphetamine version of the Market Huddle. Too much has happ...
Using Sentiment to Your Advantage (guest: Jason Goepfert)
06 Mar 2020
Contributed by Lukas
In episode #70, Patrick Ceresna and Kevin Muir welcome welcome Jason Goepfert of SentimenTrader.com where they discuss the overbought setup going into...
Choose Your Own Adventure (guest: Gianni Kovacevic)
29 Feb 2020
Contributed by Lukas
In episode #69, Patrick Ceresna and Kevin Muir welcome Gianni Kovacevic to the show to talk about he changing world of energy and how to take advantag...
Know Your Exit! (guest: Todd “Bubba” Horwitz)
21 Feb 2020
Contributed by Lukas
In episode #68, Patrick Ceresna and Kevin Muir welcome Todd “Bubba” Horwitz to the show. Bubba shares the secret of his success along with...
Guillotines and Waterfalls (guest: Martin Pelletier)
14 Feb 2020
Contributed by Lukas
In episode #67, Patrick Ceresna and Kevin Muir welcome Martin Pelletier to the show to discuss his career in energy markets and how he has transitione...
Quantitative Peopling (guest: Damien Klassen)
07 Feb 2020
Contributed by Lukas
In episode #66, Patrick Ceresna and Kevin Muir welcome Damien Klassen from Nucleus Wealth to the show to talk about Australia’s record setting 2...
Sabre Wound to the Chest
31 Jan 2020
Contributed by Lukas
In episode 65, Patrick Ceresna and Kevin Muir welcome Mike Alkin to the show where he shares his experiences as a short seller, his move to being a lo...
Always Correct But Always Early (guest: Boris Schlossberg)
24 Jan 2020
Contributed by Lukas
In episode #64, Patrick Ceresna and Kevin Muir welcome Boris Schlossberg from BKForex to the show where he walks us through his varied and interesting...
The Original SEC (guest: Brent Kochuba)
17 Jan 2020
Contributed by Lukas
In episode #63, Patrick Ceresna and Kevin Muir welcome Brent Kochuba from SpotGamma.com, where he shares gamma analysis from the S&P options pit a...
Uncle Vinny’s Repo Market (guests: Dr. Benn Eifert & Tony Greer)
10 Jan 2020
Contributed by Lukas
Market Can’t Beat Me, Only I Can (guest: Matt Kenah)
03 Jan 2020
Contributed by Lukas
Candy For Your Brain (guest: Luke Gromen)
27 Dec 2019
Contributed by Lukas
Christmas with Kuppy
20 Dec 2019
Contributed by Lukas
Break Out or Fake Out
13 Dec 2019
Contributed by Lukas
Great Analysts and Great Risk Takers (guest: Dave Floyd)
06 Dec 2019
Contributed by Lukas
Did They Make Stuffing? (guests: Victor Adair & Kuppy)
29 Nov 2019
Contributed by Lukas
Meatheads vs. The Country Clubbers (guests: Ed Modla and Barton)
22 Nov 2019
Contributed by Lukas
The Only Free Lunch on Wall Street (guest: Jeffrey Hirsch)
15 Nov 2019
Contributed by Lukas
Hit the Big Red Button (guest: Jimmy Jude) *NSFW*
08 Nov 2019
Contributed by Lukas
Every Management Team Lies (guest: Daniel Carlson)
01 Nov 2019
Contributed by Lukas
Bug in Search of Windshield (guests: Chris MacIntosh & Harris Kupperman aka Kuppy)
25 Oct 2019
Contributed by Lukas
Smells like Snoop Dogg had a Party (guests: George Pearkes and Brent Johnson)
18 Oct 2019
Contributed by Lukas
Negative Yielding Rate Vortex (guest: Tony Greer)
11 Oct 2019
Contributed by Lukas
Who Wears Short Shorts (guest: Edward Harrison)
04 Oct 2019
Contributed by Lukas
Bites You in the Cheek (guest: Shalin Madan)
27 Sep 2019
Contributed by Lukas