#102 Put On Your Commodity Hat
In episode #102, Patrick Ceresna is back with Kevin Muir and they welcome veteran FX prop trader, David Kreisa to the show to talk about his time in the early 1990s when foreign exchange trading was the true wild west of financial markets. David also tells us the story of when the Swiss National Bank let the EURo-Swiss floor drop out, and finally, he shares with us some terrific wisdom for all the young traders out there.
#101 Take Your Losses Quickly
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 Salomon Brothers, then running his own hedge fund, and finally retiring to the Bahamas where he is busy trading and saving the local animals. Then Morris Sachs returns to the show as a special guest and fills in for Patrick.
#100 Monetary Dominance
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 about debt cycles, fiscal & monetary policy and even bitcoin.
#99 The Tequila Theory of Money
In episode #99, Patrick Ceresna and Kevin Muir welcome Ronnie Stoeferle from Incremntum to discuss gold, inflation and the intricacies of Austrian soccer.Then Kuppy is back for another update and to tell us about his new largest position.
#98 Dirty Harry of the Oil Market
In episode #98, Patrick Ceresna and Kevin Muir welcome to the show, oil specialist and internet sensation, Tracy Shuchart, otherwise known as @chigrl. No WTF clip this week but stick around for No Stupid Questions where Kevin and Patrick answer listener questions and Skin in the Game, where they’ll make their weekly bet!
#97 Weaponized Gamma
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’s strategy and talk about the ramifications of the increased popularity of options. Then they welcome this week’s second guest, the one and only Goddess of Grains, Angie Setzer to talk grains.
#96 Cocktail Party Bullsh*t
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 investment. Then we introduce our new segments, No Stupid Questions and Skin in the Game.
#95 Invest In A World That Is
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 Management, what clients should do in this new era of super low interest rates, and most importantly, what are the Toronto Raptors chances of winning two in a row. Then Kuppy is back with his monthly update.
#94 A Feature, Not A Bug
In episode #94, Patrick Ceresna and Kevin Muir welcome back David Bezic, an independent economic consultant who will walk us through how the monetary and fiscal responses are affecting both the economy and the markets.
#93 Macro Chatting with Chase
In episode #93, Patrick Ceresna and Kevin Muir decided to do something a little different and have a good old fashion, shoot the shit session with our pal, Chase Taylor from Pinecone Macro.
#92 The Dollar and Bond Bull Markets Are Not Over
In episode #92, Patrick Ceresna and Kevin Muir welcome Steven Van Metre from Atlas Financial Advisors to the show, where Steve walks us through his deflationary macro forecast. Then, Julia Cordova joins to tell us her 3 favorite trades and talks some charts!
#91 Deep Dive into Technical Analysis
In episode #91, Patrick Ceresna and Kevin Muir welcome Larry Berman from ETF Capital to the show to talk about technical analysis, behavioral finance, and his outlook on the markets. Then, Kuppy is back with a story of how he went from thestreet.com teenage trading wonder kid to the best crypto-fraud, bull market riding hedge fund manager out there.
Visit Larry’s YouTube Channel: Larry Berman Official