Conversations with guests including FBI Director Jim Comey, hedge fund billionaire Ray Dalio, Congressman Jim Himes, and many others including a Chinese lawyer who survived the Cultural Revolution, a Cuban jazz genius, and a Russian doctor who was on the Covid front lines all sharing the life lessons they didn’t learn in school.Hosted by investor and author Paul Podolsky, author of Raising a Thief and the Things I Didn't Learn in School substack essays. More on paulpodolsky.com.
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Join Patrick and Kevin bi-weekly when these two traders discuss the week's action in the markets - always keeping the other's feet to the fire for bad calls - yet hopefully having some fun while learning a little something in the process.
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Conversations about life in a world shaped by money.
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MH+ Ep.35 The Uncomfortable Truth About Money (guest: Paul Podolsky)
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46:03
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On this weeks Huddle +, Kevin welcomes back to the show, author of Raising A Thief, Paul Podolsky. They discuss Paul’s view on the FED and whether they’re politically motivated, the upcoming US election and the effects it could have on markets. Follow Paul on X: @Paul_Podolsky Check out Paul’s Substack: www.paulpodolsky.com *Got questions for Kevin…
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MH+ Ep.36 So, it Seems Like I Missed Something (guest: Steve Sosnick)
40:34
40:34
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On this weeks Huddle +, Patrick welcomes back to the show, Interactive Brokers Chief Strategist, Steve Sosnick. They talk about the surprising turbulence in global equity markets and how Steve came to understand it. Follow Steve on X: @SteveSosnick Check out: https://ibkrcampus.com/author/steve-sosnick/ *Got questions for Kevin and Patrick? Submit …
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The Spy Writing About Spies - David McCloskey
57:57
57:57
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David is former CIA and the author of Damascus Station and Moscow X. Talking Trading - Expert trading and investing tactics so you can excel in the markets. Your key to getting the results you deserve. Listen on: Apple Podcasts Support the showBy Paul Podolsky
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Lost Control of Financial Conditions (Guest: Danny Dayan)
1:24:21
1:24:21
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This week is an interview only episode to give Patrick some much needed R & R. So Kevin welcomes to the show, Danny Dayan from Macro Musing. They discuss how the FED has lost control of financial conditions and why inflation will be higher than the market expects in the coming years. Follow Danny on X: @DannyDayan5 Subscribe to Macro Musing: https:…
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MH+ Ep.34 Talkin’ Charts With Tony (guest: Tony Greer)
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27:06
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On this weeks Huddle +, Patrick welcomes to the show, Founder of TG Macro, Tony Greer. Patrick and Tony discuss the recent moves in gold and take a closer look at mining stocks and crude oil. Follow Tony on X: @TGMacro *Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com Visit our merch store!!! https:/…
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Fundamentals Tightening Under The Covers (Guests: Paulo Macro & Kuppy)
2:57:17
2:57:17
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This week Kevin and Patrick welcome Paulo Macro to the show. Kevin’s and Paulo discuss about why this cycle is different, which commodities have fundamentals improving under the covers, and how he is playing this new era. Then we have a special double header with our good friend Kuppy to announce a new stock that he has previously never mentioned! …
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MH+ Ep.33 Copper, Dispersion & Commodities (guest: Will Thomson)
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36:04
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On this weeks Huddle +, Kevin catches up with Massif Capital founder, Will Thomson. They have a great discussion about copper, the returns of the mining sector, down and out commodities and much more. Check out Massif Capital: massifcap.com Follow Will on X: @wmthomson22 *Got questions for Kevin and Patrick? Submit your questions to: nostupidquesti…
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Making Sense of Tech - Barton Hooper, Director of Equity Research at Weitz Investments
32:51
32:51
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Barton is trained as an accountant and equity investor. We all know how much tech is driving the stock market. He sheds light on how to make sense of what is going on. Talking Trading - Expert trading and investing tactics so you can excel in the markets. Your key to getting the results you deserve. Listen on: Apple Podcasts Support the show…
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MH+ Ep.32 Navigating The FED’s Impact on Global Markets (guest: Aidan Garrib)
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41:14
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On this weeks Huddle +, Patrick welcomes back to the show, Head of Global Macro Strategy at PGM Global, Aidan Garrib. Pat and Aidan discuss the FED’s impact on global markets, inflation and much more. Check out PGM Global: www.pgmglobal.com *Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com Visit our …
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Suit Up and Head to MidTown (guest: Erik @ YWR)
2:10:11
2:10:11
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This week Kevin and Patrick welcome Erik, from Your Weekend Reading. Kev & Erik will discuss investing in Africa and how that helped Erik navigate the recent uptick in inflation, why investors are underestimating the risk of getting left behind and a surprising stock pick from Erik’s side of the pond. Check Out Your Weekend Reading: www.ywr.world F…
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MH+ Ep.31 Dark Side of The Moon (guest: Vincent Deluard)
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47:11
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On this weeks Huddle +, Kevin welcomes back to the show, Macro Strategist for StoneX Group, Vincent Deluard. Kev and Vincent have a great discussion about the markets, the FED and the overall outlook on inflation and deflation. *Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com Visit our merch store!!…
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Reconciling Opposing Truths (guest: David Cervantes)
2:09:30
2:09:30
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This week Kevin and Patrick welcome Author and Macro Strategist for Pinebrook Capital, David Cervantes. Kev and David have a fascinating discussion about the economy and markets. Check Out Pinebrook Capital: www.pinebrookcap.com Follow David on X: @EconstratPB *Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@marketh…
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MH+ Ep.30 Not Important Enough To Fire (guest: Derek Wallis)
42:56
42:56
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On this weeks Huddle +, Kevin welcomes back to the show, Former Trader at Soro’s and Author of Occupy a Job on Wall Street, Derek Wallis. Derek tells us what he’s been up to, what’s next and obviously shares some hilarious stories from his time on Wall Street. *Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@marketh…
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Update on the US Congress with Congressman Jim Himes
33:44
33:44
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Jim returns to the show to share his perspective on Ukraine, the border and the November election. Talking Trading - Expert trading and investing tactics so you can excel in the markets. Your key to getting the results you deserve. Listen on: Apple Podcasts Support the showBy Paul Podolsky
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MH+ Ep.29 Talking Charts (guest: Chase Taylor)
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On this weeks Huddle +, Patrick welcomes back to the show, Pinecone Macro’s, Chase Taylor. Pat and Chase discuss the good, the bad and the ugly charts, including tech stocks, crypto and commodities. Follow Chase on X: @pinconemacro *Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com Visit our merch sto…
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This week Kevin and Patrick welcome Silver Crest Metal President, Chris Ritchie. Kevin and Chris have a fascinating discussion about the long-term direction of precious metals, what he thinks the mining industry could do better and why we’re headed a lot higher. Check Out SilverCrest Metals: www.silvercrestmetals.com Follow Silver Crest Metals on X…
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Long But Not Variable (guest: Brian Nick & Kuppy)
1:40:13
1:40:13
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This week Patrick, Kevin & Kuppy welcome Trahan Strategist, Brian Nick. Kev and Brian have an interesting discussion about how the market is giving up on the idea that higher rates will cause an economic slowdown and how Brian’s research is showing that it’s likely to happen. Check Out Trahan Macro Research: trahanmacroresearch.com/ *Got questions …
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Jason is an accountant, fluent Chinese speaker and Wall Street veteran. I always learn from my talks with Jason and I think you will too. Talking Trading - Expert trading and investing tactics so you can excel in the markets. Your key to getting the results you deserve. Listen on: Apple Podcasts Support the show…
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MH+ Ep.28 Return of The Stir King (guest: Alex Manzara)
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On this weeks Huddle +, Kevin welcomes back to the show, Vice President of RJ O’Brien, Alex Manzara. Kev and Alex shoot the s**t, talk the changes from Eurodollar to SOFR contracts and what Alex thinks of the current market trends. Follow Alex on X: @AlexManzara *Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@marke…
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MH+ Ep. 27 Inflation Acceleration (guest: Simon White)
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30:33
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On this weeks Huddle +, Patrick welcomes, Bloomberg’s Macro Strategist, Simon White. Pat and Simon talk the end of CB independence, Stock market momentum and much more! Follow Simon on X: @LondonSW Check out this episode’s charts via Youtube: https://youtu.be/Ub-y5sjP4og *Got questions for Kevin and Patrick? Submit your questions to: nostupidquesti…
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This week Patrick and Kevin welcome bond portfolio wizz, Efficient Market Hype. Kev and Efficient have a long-form discussion about interest rates, differences between hard and soft data, and why he see’s a violently rangebound market ahead in 2024 Follow Efficient Market Hype X: https://twitter.com/@EffMktHype Check Out Efficient’s Book ‘The Ultim…
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MH+ Ep. 26 Gamma Loop (guest: Cem Karsan)
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On this weeks Huddle +, Kevin welcomes Cem Karsan, founder and senior managing partner of Kai Volatility Advisors. Kev and Cem take a deep dive in to all things dispersion trading! Follow Cem on X: @jam_croissant Check out Kai Volatility Advisors: kaivolatility.com *Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@ma…
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Ivan is a renowned college sports journalist and the father of three, one of whom took his own life. It's a terrifying story and one we all need to hear. Talking Trading - Expert trading and investing tactics so you can excel in the markets. Your key to getting the results you deserve. Listen on: Apple Podcasts Support the show…
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MH+ Ep.25 Talking Charts (guest: Boris Schlossberg)
26:06
26:06
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On this weeks Huddle +, Patrick welcomes back Boris Schlossberg, Managing Director of BKForex. Pat and Boris talk charts including, equities, the Mag 7 and much more. Follow Boris on X: @FxFlow Check out BK Traders: BKTraders.com *Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com Visit our merch store…
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Explaining The Dispersion Trade (guest: Mandy Xu)
2:14:37
2:14:37
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This week Patrick and Kevin welcome Head of Derivative Market Intelligence for CBOE, Mandy Xu. Kevin and Mandy take a deep dive in to all things volatility. They cover the persistent bid in the MOVE Index, the incredible flipping of IWM skew and why the volume in 0DTEs is not as worrisome as it might appear. Click to find out more about CBOE: www.c…
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MH+ Ep.24 The Four Fours (guest: Barry C. Knapp)
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35:24
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Happy New Year! We kick off 2024 on the Huddle +, with a catch up from Barry C. Knapp, Founder and Director of Ironsides Macroeconomics. Kev and Barry have a great discussion around the FED and what the macro outlook is for 2024. Follow Barry on X: @BarryKnapp Check out Barry’s Substack: ironsidesmacro.substack.com *Got questions for Kevin and Patr…
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Grain - Ancient Trade Pathways with Scott Nelson
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38:11
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Scott Nelson is the Georgia Athletic Association Professor of History at the University of Georgia and an expert in the history of commodities. In this podcast he shares the history of grain and the impact on Ukraine, global commerce and Russia. Talking Trading - Expert trading and investing tactics so you can excel in the markets. Your key to gett…
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Not Another New Year Special, Special…
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1:01:27
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This week Patrick and Kevin are going solo, shooting the s**t, talking some charts and drinking a few beers along the way. That’s a wrap on another year! Cheers to all of our listeners, subscribers and amazing guests that we’ve had over this past year! Here’s to 2024! *Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions…
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My conversation with Lyn Alden, author of Broken Money. Twitter: @LynAldenContact Disclaimer: I write and podcast for entertainment purposes only. This is not investment advice.
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On this weeks Huddle +, Patrick welcomes back to show, the man, the myth, the meme-lord that is, Harris Kupperman. Kuppy gives up a quick update on what he’s watching in the markets and some of his fails and wins. Follow Kuppy on X: @HKuppy Visit: www.pracap.com *Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@marke…
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This week Patrick and Kevin welcome back to the show, Edward Harrison, author of The Everything Risk newsletter on Bloomberg. They have a great discussion about the risks that Edward sees developing in the markets and how he thinks it will play out! Click to find out more about The Everything Risk Newsletter: https://bit.ly/4ayEuuS Follow Edward on…
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Page Fortna - Why Wars Begin and How They End
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44:41
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Page is the Director of the Saltzman Institute of War and Peace Studies and Harold Brown Professor of US National and Security Policy at Columbia University. She is an expert in how wars begin and end. Talking Trading - Expert trading and investing tactics so you can excel in the markets. Your key to getting the results you deserve. Listen on: Appl…
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On this weeks Huddle +, Patrick welcomes back to show, after 4 years, Macro Strategist, Tavi Costa. They take a look at all things macro and of course, deep dive into precious metals! Follow Tavi on X: @TaviCosta Visit: https://www.crescat.net SPECIAL WEBINAR – “Discover Your New Favourite Hedging Strategy” Monday, 11th December 2023 at 13:00 ET Re…
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This week Patrick and Kevin welcome to the show, Author of No Straight Lines Investments letter, Jonathan Lansky. Kev and Jonathan have a great discussion around Jonathan’s old school stock picker approach and shares a bunch of different names that he likes, talks about his process, and why investing is one of the most humbling experiences. SPECIAL…
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MH+ Ep. 21: Kevin Catches Up With Rupert Mitchell
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36:37
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On this weeks Huddle +, Kevin welcomes back Author of Blind Squirrel Macro, Rupert Mitchell. They have a terrific discussion about the problems in private equity and private credit, and then Rupert hits us with his new trade idea that don’t want to miss! Follow Rupert on X: @squirrelmacro Visit: www.blindsquirrelmacro.com *Got questions for Kevin a…
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Remy Munasifi - Comedian and YouTube Star
32:01
32:01
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Remy is a comedian and YouTube star. His father emigrated from Iraq and his mother from Lebanon and some of his humor is Arab-centric. Talking Trading - Expert trading and investing tactics so you can excel in the markets. Your key to getting the results you deserve. Listen on: Apple Podcasts Support the show…
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MH+ Ep. 20: Patrick and Chase Take A Deep Dive in To The Markets
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29:00
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On this weeks Huddle +, Pat welcomes back one of our favourite chartist’s, Pinecone Macro’s, Chase Taylor. They take a deep dive in to all things Commodities including Gold, Uranium, Sugar, Orange Juice and other usual suspects… Follow Pine Cone Macro on X: @pineconemacro Visit: www.pineconemacro.com *Got questions for Kevin and Patrick? Submit you…
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Unwind of The Sovereign Bond Bubble (guest: Peter Boockvar)
2:07:22
2:07:22
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This week Patrick and Kevin welcome to the show, Chief Investment Officer of Bleakley Financial Group and Editor of The Boock Report, Peter Boockvar. Kev and Peter have an in-depth discussion about how the current environment resembles the DotCom bubble and the 2008 crisis. They also announce the winners of dinner & drinks with Kev… Click to find o…
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MH+ Ep.19 : ‘No Bad Bonds, Just Bad Prices’ Kev Catches Up With Harley Bassman
32:25
32:25
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This week Kevin catches up with Simplify Managing Partner and Author of The Convexity Maven, Harley Bassman. They discuss bonds, mortgages, trading and Harley’s two new strategies, TUA and MTBA. Follow Aidan on X: @ConvexityMaven Check out PGM Global: www.simplify.us *Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@…
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MH+ Ep.18 : Pat Catches Up With Aidan Garrib
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30:04
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This week Pat catches up with PGM’s Global Macro Strategist, Aidan Garrib. They discuss, Aidan’s macro views on the oil sector, the overall market conditions, the Canadian bank risks, US oil production and much more… Follow Aidan on X: @AidanGarrib Check out PGM Global: www.pgmglobal.com *Got questions for Kevin and Patrick? Submit your questions t…
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Drinkin’ The Kuppy Kool Aid (guest: Chris MacIntosh)
1:16:21
1:16:21
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Harris Kupperman steps into Kev’s shoes as Patrick’s co-host this week. Pat and Kuppy welcome back to the show, Capitalist Exploits founder, Chris MacIntosh as this weeks guest. The guys discuss bonds, rates, economy, shippers, offshore oil and of course, Uranium. Check out Capitalist Exploits: capitalistexploits.at Glenorchy Capital: glenorchycapi…
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MH+ Ep.17 : Kev Talks Trading With Horselover Fat
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This week Kevin has an in-depth conversation with Traderade Co-founder, Horselover Fat. Kev and Horse dive in to Horse’s trading setups, the origins of Traderade and some of the experiences, both good and bad, that’ve got him to where he is today. Check out Tradeade: www.traderade.com Follow Horse on X: @Michigandolf *Got questions for Kevin and Pa…
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MH+ Ep.16 : Pat Chats With Fellow Investor, James Mackay
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26:21
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This week Pat talks to fellow investor, James Mackay. They talk commodities, Uranium and some interesting stories from when James was just starting out… Follow James on X: @JamesHMackay *Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com Visit our merch store!!! https://www.themarkethuddlemerch.com/ To…
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China Under Xi Jinping - MIT Prof. Yasheng Huang
1:04:34
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Yasheng is the author of The Rise and Fall of the East, How Exams, Autocracy, Stability and Technology brought China Success, and Why They Might Lead to Its Decline. He is a professor at MIT's Sloan School of Management. Talking Trading - Expert trading and investing tactics so you can excel in the markets. Your key to getting the results you deser…
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There is no guest wisdom this week, so Patrick and Kevin take an extended stab at Talking Chart’s, where they take an in-depth look at stocks such as Crude and Uranium. We announce how folks can be wined and dined by Kev, after he lost Skin in The Game the previous week… Send your favourite guest wisdom to: winner@markethuddle.com *Got questions fo…
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MH+ Ep.15 : What’s Going On In The Markets? With Patrick and Dave Floyd
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29:50
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This week Pat talks charts and trading with previous guest, Dave Floyd. We get a quick 30 minute update on what’s happening in the markets, as well as the art of entries, time frames and psychology of trading. Check out Dave’s Youtube Channel: @DaytraderPod Visit Aspen Trading: https://www.aspentrading.com Follow Dave on X: @DaveFloydTrader *Got qu…
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Yascha Mounk - Author of The Identity Trap
43:21
43:21
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Yashca is a professor at Johns Hopkins and founder of the digital magazine Persuasion. Talking Trading - Expert trading and investing tactics so you can excel in the markets. Your key to getting the results you deserve. Listen on: Apple Podcasts Support the showBy Paul Podolsky
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Damped Spring (guest: Jimmy Jude & Andy Constan)
2:37:21
2:37:21
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This week Kev banters with Damped Spring parters, Andy Constan & Jimmy Jude. They discuss their thoughts on the market and reveal how they became a dynamic duo, with a few stories thrown in for good measures. Pat and Kev also announce the triumphant winner of Skin In The Game – it was a close call… Check out Damped Spring: dampedspring.com Follow J…
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MH+ Ep.14 : Kevin Talks All Things Uranium With Harris “Kuppy” Kupperman
28:56
28:56
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This week on the Huddle +, Kevin welcomes back fan favourite Harris “Kuppy” Kupperman. They discuss all things uranium, from where the trade started, what’s happening now and what other trades Kuppy has his eye on. Visit Praetorian Capital: https://pracap.com Follow Kuppy on X: @HKuppy *Got questions for Kevin and Patrick? Submit your questions to:…
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Bill Gifford - Co-Author (with Dr. Peter Attia) of Outlive on How to Live a Long, Healthy Life
1:04:57
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Bill is the author of several books. His most recent is a joint-effort with renowned doctor Peter Attia on how to increase your odds of not getting heart disease, dementia, diabetes or cancer or, in short, how to live well. Talking Trading - Expert trading and investing tactics so you can excel in the markets. Your key to getting the results you de…
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