#87 Adventures with Rebel Capitalist George Gammon
In episode #87, we change up the format for the holiday weekend – it’s a double feature! Our hosts Patrick Ceresna and Kevin Muir welcome the Rebel Capitalist George Gammon to the show to talk about real estate, the Fed, QE and more. Then Kuppy is back to talk about selling volatility in this crazy mixed-up macro environment and tells us what stocks he is buying right now.
#86 Up Close & Personal with Trader Vic
In episode #86, Patrick Ceresna and Kevin Muir welcome trading legend Victor Sperandeo about his fascinating career in the finance industry. Whether it is trading for George Soros or T. Boone Pickens, Trader Vic has seen it all during his half-century on Wall Street. Victor tells us what he sees as the end game for this head-scratching macro market.
#85 Sending Money into the Future
In episode #85, Patrick Ceresna and Kevin Muir welcome Brad Dunkley from Waratah Capital Advisors where they have a wide ranging fantastic discussion about his journey into one of Canada’s largest hedge funds. Then, special appearance by Nathan Tankus, who does a deep dive into the controversial Atlantic article, “Will the Banks Collapse?”
#84 Fiscal Taking Over
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 fascinating discussion where they examine the fallout from the COVID19 crisis and the unprecedented government response. Then, a special guest appearance from Felipe Hirai and Jose Rocha from Dahlia Capital where we learn about the unique opportunity offered by Brazilian equities.
#83 Don’t Be Long The Battlefield
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. Then better late than never, Kuppy returns to talk about his new portfolio additions that are sure to ruffle some feathers.
#82 European Macro Strategist
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 thinks is shaping up to be a pretty big opportunity in European assets. Then, an old friend of the show, Aidan Garrib of Pavilion Global Markets joins to give us his take on the US/China trade war.
#81 Pragmatic Capitalist
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 outside-the-box-alternative-macro money manager. Then, veteran hedge fund trader Morris Sachs tells us a story about his career making trade that you won’t want to miss!
#80 Is There A Path To Recovery?
In episode #80, Patrick Ceresna and Kevin Muir welcome Vincent Deluard, a Global Macro Strategist from INTL-FCStone. Vincent talks Europe and the problems COVID-19 introduces to the whole European Union, and the generational shift that is about to envelop developed economies and what that might mean for markets in the future. Then they welcome special guest, Liam Vaughan, the author of Flash Crash: A Trading Savant, a Global Manhunt, and the Most Mysterious Market Crash in History to talk about his book and the story of Nav Singh Sarao.
#79 Occupy Market Huddle
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, to talk about the hedge fund industry in the 2000s. Then Chase Taylor from Pinecone Macro Research joins in Talking Charts.
#78 The Original Quant
In episode #78, Patrick Ceresna and Kevin Muir welcome Rob Hanna from Quantifiable Edges. Rob’s unique style of quant research has been a fixture on the professional trading circuit since 2008, and we learn how Rob went from a financial software salesman to a full time professional trader.
#77 Sailing Around the World with Chris Sommers
In episode #77, Patrick Ceresna and Kevin Muir welcome Chris Sommers from Unhedged.com. Chris has a fascinating career that ranged from investment banking at storied Wall Street dealers to working at Greenlight Capital where he was a part in the Lehman Brothers short selling campaign. You don’t want to miss this interview. Then Kuppy’s back for his monthly segment and Rob Koyfman joins in Talking Charts
#76 Getting to know Barry Ritholtz
In episode #76, Patrick Ceresna and Kevin Muir welcome esteemed Bloomberg contributor and just an all-around fun guy – Barry Ritholtz. They talk about Barry’s journey to Wall street, discuss what he thinks are in store for markets and end with a great chat about his other love – cars!
#75 Love of Macro & SPACs
In episode #75, Patrick Ceresna and Kevin Muir welcome two SPAC experts – Jamie Wise from Periscope Capital and Benjamin Kwasnick from SPACresearch.com. Then for the main interview, they welcome @HayekAndKeynes to talk all things macro.
#74 Revelations of a Market Maker
In episode #74, Patrick Ceresna and Kevin Muir welcome Steve Sosnick, chief-strategist at Interactive Brokers. Steve gives us an inside view of the early days at Timber Hill and what it was like to be an options market maker. Then Barton returns to give us an update on the coronavirus situation.
#73 Like a Grease Fire
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 joins to talk shipping.
#72 Debunking Technical Analysis Misconceptions
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 in the markets today. No This Week in Trading History this week but WTF Clip of the Week makes a come back.
#71 Market Crash Special
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 happened in the market this week and Patrick and Kevin have too much to talk about so there is no guest this week. However, Tony Greer joins to give us a quick update.
#70 Using Sentiment to Your Advantage
In episode #70, Patrick Ceresna and Kevin Muir welcome welcome Jason Goepfert of SentimenTrader.com where they discuss the overbought setup going into mid-February and the quick move down to oversold levels from the coronavirus scare. Then, Rob Koyfman from koyfin.com joins in this week’s Talking Charts.
#69 Choose Your Own Adventure
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 advantage of the electrification of the globe.
#68 Know Your Exit!
In episode #68, Patrick Ceresna and Kevin Muir welcome Todd “Bubba” Horwitz to the show. Bubba shares the secret of his success along with some great stories of days gone by on the CBOE during the 1987 crash. Then in This Week in Trading History, we go back to the 1500s for a story about Charles the Fifth.
#67 Guillotines and Waterfalls
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 transitioned to the new reality of modern finance. Then Tony Greer returns with Navigator Launch and gives his update.
#66 Quantitative Peopling
In episode #66, Patrick Ceresna and Kevin Muir welcome Damien Klassen from Nucleus Wealth to the show to talk about Australia’s record setting 28-year expansion and if it can continue for another 28 years. Damien prepared a great chartbook so don’t forget to download!
#65 Sabre Wound to the Chest
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 long/short manager and his transformation to a deep value Uranium investor. Then they talk charts using Koyfin charts, followed by a very special Kuppy’s corner.
#64 Always Correct But Always Early
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 career, with great stories about crazy days in New York city when it wasn’t so sanitized.
#63 The Original SEC
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 and talks about what this means for the market going forward. Then Patrick takes us back to January 1920, and explains why it’s not called a Madoff-scheme.
#62 Uncle Vinny’s Repo Market
In episode #62, Patrick Ceresna and Kevin Muir welcome Dr. Benn Eifert from QVR Advisors. They talk about a wide array of macro economic issues including the recent repo crisis, the increasing preponderance of institutional option overwriting and the problems arising from the growing popularity of quant investing. Then Tony Greer joins for an update.
#61 Market Can’t Beat Me, Only I Can
In episode #61, we kick off the new year with a new format. Our hosts Patrick and Kevin welcome futures veteran Matt Kenah to the show where Matt shares over two decades of trading wisdom.