The Market Huddle

This week Kevin and Partrick welcome to the show, Robert Mullen of Marathon Resource Advisors to discuss contrarian investing, portfolio hedging, long volatility, and why energy, copper, shipping, and other resource markets may be setting up for a major regime shift.

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This week on The Market Huddle, Kevin and Pat dive into the charts.

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This week on The Market Huddle, Kevin is flying solo as we welcome back fan-favourite guest Marvin Barth.

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This week it’s an interview only episode with Kevin and Ahmed Husain.

https://www.thecuriousmind.org/

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This week Chase and Patrick shoot the sh*t in this weeks talking charts!

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This week Kevin and Patrick shoot the sh*t in this weeks talking charts!

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This week Kevin and Patrick welcome to the show Vincent Deluard, to discuss Vincent’s recent trade ideas from his trip to Japan.

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This week Kevin and Patrick go solo and take the time to deep dive into this what just happened this week!

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This week Kevin and Patrick welcome, Paul Krake . Paul has written a book about AI and its implications on markets and society. You don’t want to miss what he believes will be the biggest beneficiaries of the most transformational technology of our lifetimes.

“Growth Without You” is Available on Amazon: https://substack.com/@viewfromthepeak

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This week Kevin and Patrick welcome, Guenter Grimm . They discuss his views about new Fed chair Kevin Warsh and why the short-term and long-term inflation risks are almost mirror opposite.

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GGMA App: https://ggma-app.com/

GGMA on the App Store: https://apps.apple.com/app/id6746191944

My biography: https://ggma-app.com/founder

LinkedIn: https://www.linkedin.com/in/guenter-grimm/

X: @GFXFTs

Email: guenter@ggma-app.com

This week Kevin and Patrick welcome, Leslie Harris. They discuss his years trading with Morris Sachs, we put him on the trading couch and hear what mistakes even the best professionals make, and then learn what it was like to be 17-years old going to CBGBs to watch the Ramones.

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This week Kevin welcomes, Matt Zeigler. They discuss portfolio construction, the risk a lot of clients and advisors miss and why the investment business is more fun than rock’n’roll.

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This week Kevin & Patrick welcome, Tony Greer. They discuss his trading successes and mistakes, as well as the current market environment and why he believes oil will go higher regardless of what happens in the war.

Tony Greer: http://www.tgmacro.com

MACRO DIRT PODCAST: https://tgmacro.substack.com/

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This week Kevin & Patrick welcome, Leonid Mironov. They discuss Leonid’s new gig with Louis Vincent Gave, why he thinks Chinese stocks are still a buy and Leonid wonders if the oil market is more right than the pundits realise.

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This week Kevin & Patrick welcome, Bohan Jiang. They discuss how the institutional option market making works, how the crypto option space can be less efficient than more traditional markets and why some of the best traders use options to help express their views.

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This week Louis-Vincent Gave turns the tables on Kevin, and asks him the questions…

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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 Sunday show from the home of a well-known huddle alum. Stay tuned. In the meantime, sit back, relax and enjoy my interview with Wisdom Tree’s MacroStrategist, Sam Rines. We have a fascinating discussion about the Iran war, why he thinks it might be closer to over than the market realizes, how to play that outcome, and then, from there, we cover a wide array of topics ranging from Japan to the new reality for defence stocks.

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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 the other side of the renewed China optimism.

Register Here To Join Patrick Ceresna’s FREE Live hedging webinar Monday 16th March at 4pm ET: https://www.bigpicturetrading.com/

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This week Kevin & Patrick welcome, Trader Ferg. They discuss, a contrarian investing mindset, commodity and energy opportunities, China/emerging-market tailwinds, and key macro risks.

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This week Kevin & Patrick welcome, Brent Donnelly. They discuss FX interventions, the dangers that Brent sees in the stock market and what his magazine cover indicator is telling him.

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