#60 Candy for Your Brain
In episode #60, Patrick and Kevin take a break from our regular format and bring you the second half of our Holiday Special, getting up close and personal with Luke Gromen
#59 Christmas with Kuppy
In episode #59, Patrick and Kevin take a break from our regular format and bring you a Holiday Special with extended Kuppy’s Corner. So grab a beer, sit back and enjoy!
#58 Break Out or Fake Out
In episode #58, Patrick and Kevin fly solo and take a tour of the markets.
#57 Great Analysts and Great Risk Takers
In episode #57, Patrick Ceresna and Kevin Muir welcome Dave Floyd from Aspen Trading to the show to discuss where the active swing trade opportunities are in the markets into year end.
#56 Did they make stuffing?
In episode #56, Patrick Ceresna and Kevin Muir are joined by Victor Adair to talk about commodities, currencies and more. Then Kuppy joins us to talk retail stocks, Greece and Shipping.
#55 Meatheads vs. The Country Clubbers
In episode #55 Patrick Ceresna and Kevin Muir are joined by Ed Modla to talk about option strategies and his time on the trading floors. Then Barton joins to to talk about what’s going on with repo, liquidity, QE and the stock market.
#54 The Only Free Lunch on Wall Street
In episode #54, Kevin Muir is away and Patrick Ceresna is joined by a mystery co-host. Jeffrey Hirsch from Stock Traders Almanac joins to discuss seasonality and cycles as this week’s guest.
#53 Hit the Big Red Button *NSFW*
**This episode contains intensely suggestive dialogue and strong coarse language**
In episode #53, Patrick Ceresna and Kevin Muir are joined by Jimmy Jude, an ex-floor trader turned upstairs trader, where he explains the need to keep evolving.
#52 Every Management Team Lies
In episode #52, Patrick Ceresna and Kevin Muir are joined by Daniel Carlson from Tailwinds Research where he shares his favourite micro cap stock picks. Then Patrick and Kevin review all their bets from the past year to see who will buy steak dinners.
#51 Bug in Search of Windshield
In episode #51, while Patrick is away, Kevin is joined by Chris MacIntosh from Capitalist Exploits, then Harris Kupperman joins in for Kuppy’s corner where we get an update on the shipping story.
#50 Smells like Snoop Dogg had a Party
In episode #50, Patrick Ceresna and Kevin Muir are joined by George Pearkes where they dive into Fed Policy and market dislocations. Don’t miss the special appearance by Brent Johnson for an update on his market outlook and a tale from the trading desk.
#49 Negative Yielding Rate Vortex
In episode #49, Patrick Ceresna and Kevin Muir are joined by TG Macro’s Tony Greer to take a deep dive into the “dark art” of macro technical analysis.
#48 Who Wears Short Shorts
In episode #48, Patrick Ceresna and Kevin Muir are joined by Real Vision contributor and Credit Writdowns letter writer Edward Harrison and later Patrick and Kevin dig a little deeper in to IVOL ETF
#47 Bites You in the Cheek
In episode #47, Patrick Ceresna and Kevin Muir are joined by Shalin Madan where he talks us through his quantitative macro models and later in Kuppy’s Corner, they discuss Uranium.
#46 Convenience Store for Convexity
In episode #46, Patrick Ceresna and Kevin Muir are joined by RealVision’s Raoul Pal and IVOL ETF founder Nancy Davis.
#45 Expert at Making Things Disappear
In Episode #45, Patrick Ceresna and Kevin Muir welcome Scott Murray to the show where he shares his views on seasonal trades in the bond market, SPX option expiration tendencies and an AMAZON prime day trade setup. Then, Market Huddle beer drinking record holder Tony Greer joins us for his first installment of his new monthly appearance when he talks precious metals, homebuilders, and… bitcoin.
#44 Bonds in a Whimper, Currencies with a Roar
In episode #44, Patrick Ceresna and Kevin Muir welcome Daniel Want to the show where he shares his views on how to navigate the changing investment landscape and the risks moving forward.
#43 Special Summer Episode – Going Long with David Bezic
In episode #43, Patrick and Kevin take a summer week off regular Market Huddle programming. Instead we are proud to present Kevin’s interview with macro strategist David Bezic.
#42 Kuppy’s Corner
In episode #42, Patrick Ceresna and Kevin Muir welcome Harris Kupperman (aka Kuppy) to the show where they discuss Scorpio Tankers and Greece, then Patrick and Kevin share their favourite segments from past episodes.
#41 Harry McLovin
In episode #41, Patrick Ceresna and Kevin Muir welcome Charles Hugh Smith to the show to talk about negative interest rates and Charles explains why the past is not a guide. Then more on the hot topic: GE fraud.
#40 Better Late Than Early
In episode #40, Patrick Ceresna and Kevin Muir welcome Tony Zhang to the show where they discuss trade wars and cannabis stocks, then Barton joins to talk about TGA accounts and its impact on the markets.
#39 You Shot My Prairie Dog
In episode #39, Patrick Ceresna and Kevin Muir welcome Jared Dillian to the show where Jared makes his case for more upside on bonds, then Chase Taylor joins to comment on the rate cut and Trump’s tariffs.
#38 It’s NOT Fixed-Income, It’s Fixed-Expense
In episode #38, Patrick Ceresna and Kevin Muir welcome Zach Abraham to the show where Zach shares his views as a money manager from Seattle and Patrick and Kevin take a deep dive into understanding the option pricing.
#37 My Squiggles Are Better Than Your Squiggles
In episode #37, Patrick Ceresna and Kevin Muir welcome Rob Koyfman to the show where they talk macro and Rob walks us through his trading platform, Koyfin.com
#36 Bananas and 4-inch Platform Shoes
In episode #36, Patrick Ceresna and Kevin Muir welcome Alex Manzara to the show where they talk Eurodollar options, Fed Funds and trading the curve.
#35 Take Off like a BOB
In episode #35, Patrick Ceresna and Kevin Muir welcome Callum Thomas to the show where they talk PMI’s and the policy pivot, and Trump teaches about his rocketship formation.
#34 Man Buns and Cowboy Hats
In episode #34, Patrick Ceresna and Kevin Muir welcome Alex Barrow to the show where they talk demographics, deflation and Kevin’s defeat. Make sure to check out Patrick Ceresna: Grizzly Man.
#33 Macro Trade of the Century
In episode #33, Patrick Ceresna and Kevin Muir talk markets with Otavio (Tavi) Costa, Tavi lays out his bear case for equities while talking about his favourite long — Gold!
#32 The Skill of Making Money
In episode #32, Patrick Ceresna and Kevin Muir talk markets with John Netto and find out who is the “honey badger”
#31 The Answer is Gold
In episode #31, Patrick Ceresna and Kevin Muir take a deep dive into understanding the steepeners and talk markets with Stephen Aniston