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This week @kevinmuir and @PatrickCeresna welcome to the show, Robert Mullen @MRAfunds 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. youtu.be/pH6CR-5PclU
This week on The Market Huddle, @kevinmuir and @PatrickCeresna dive into a must see talking charts!
Don't miss this one!
youtu.be/wD702GSmzd8
This week on The Market Huddle, @kevinmuir is flying solo as we welcome back fan-favourite guest Marvin Barth @marvinjbarth.
youtu.be/YjJdyi9r0R4
This week it's an interview only episode with @kevinmuir and Ahmed Husain.
Watch the full interview here: youtu.be/1oMPFt3L4bw
This week Chase @pineconemacro and @PatrickCeresna shoot the sh*t in this weeks talking charts!
youtu.be/e9LjpO_RjSQ
This week @kevinmuir and @PatrickCeresna shoot the sh*t in this weeks talking charts!
youtu.be/8-QsJpu0bGY
This week @kevinmuir and @PatrickCeresna welcome to the show @VincentDeluard, to discuss Vincent's recent trade ideas from his trip to Japan. youtu.be/T-5HGhkIkBk
This week @kevinmuir and @PatrickCeresna go solo and take the time to deep dive into this what just happened this week! youtu.be/U5awEZamkcs
This week @kevinmuir and @PatrickCeresna welcome, Paul Krake @Viewfromthepeak. 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.
youtu.be/1x3dY8gIIyI
This week @kevinmuir and @PatrickCeresna welcome, Guenter Grimm @GFXFTs . They discuss his views about new Fed chair Kevin Warsh and why the short-term and long-term inflation risks are almost mirror opposite.
bit.ly/3T1zcDD
This week @kevinmuir and @PatrickCeresna 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. youtu.be/szql_moaWGM
In case you missed it this week...
youtu.be/V_EafhbflIQ
This week @kevinmuir 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.
youtu.be/1gseAVFN400
This week @kevinmuir & @PatrickCeresna welcome, Tony Greer @TgMacro. 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. youtu.be/yH5ZJTid0sc
This week @kevinmuir & @PatrickCeresna welcome, Leonid Mironov @leomironov. 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. youtu.be/DIkwpCydMuU
This week @kevinmuir & @PatrickCeresna 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. youtu.be/5i5bVBumQlI
The Market Huddle LIVE With Kuppy xitter.cf/i/broadcasts/1nxnRYbDO…
This week, it’s an interview only episode as @PatrickCeresna 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 @kevinmuir interview with Wisdom Tree’s MacroStrategist, Sam Rines @SamuelRines. 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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