Podcast Kevin Muir terbaik (2024)

1
Immaculate Stimulus (Guest: Leonid Mironov) 1:44:09

13h ago1:44:09

1:44:09

This week, Kevin & Patrick welcome back to the show, Leonid Mironov. We review his calls from earlier this year, discuss the outlook for Chinese assets, and discover his top stock picks. Check out Leonid’s Substack: https://leonidmironov.substack.com/Follow Leonid on X: https://www.x.com/leomironov Subscribe To Patrick’s New Educational Series ONLY…

1
Rooseveltian Resolve (guest: Tobias Harris) 2:21:27

14d ago2:21:27

2:21:27

This week, we have the pleasure to welcome Tobias Harris, author of the newsletter Observing Japan. We have a fascinating discussion of Japan’s recent history, with Tobias helping put in context the events that led us to the current environment and what the next ten years might look like in Japan. Check out Japan Foresight Here : https://japanfores…

1
Allergy To Certainty (guest: Rupert Mitchell) 1:01:20

17d ago1:01:20

1:01:20

In this episode of Huddle +, Kevin chats with Blind Squirrel Macro, Rupert Mitchell. Rupert shares his market outlook, explores China and India ETFs, and highlights the trades he’s watching closely. Check out Blind Squirrel Macro Substack to see the slides from today’s interview: https://substack.com/@blindsquirrelmacro Follow Rupert on X: https://…

1
You Can’t Model Inflation (guest: Warren Pies) 1:44:40

28d ago1:44:40

1:44:40

This week, Kevin and Patrick welcome back to the show, 3Fourteen Research founder, Warren Pies. They discuss why a Fed rate cut can negatively impact bonds while benefiting commodities, and he shares strategies for capitalizing on these market shifts. Check out 3Fourteen Research : https://www.3fourteenresearch.comFollow Warren on X: https://www.x.…

1
A Beautiful Thing Called Inflation (guest: Mateen Chaudhry) 1:06:37

2M ago1:06:37

1:06:37

This week is an interview only week, so Kevin welcomes to the show, Mateen Chaudhry. They discuss Japan, how the carry trade is affecting the global markets, and what Mateen is buying to take advantage of this. Check Out Mateen’s substack : https://substack.com/@discussthetapeFollow Mateen on X: https://www.x.com/discussthetape Subscribe To Patrick…

1
What’s Coming from the FED? (guest: Aidan Garrib) 30:09

2M ago30:09

30:09

In this episode of Huddle +, Patrick chats with Head of Global Macro at PGM Global, Aidan Garrib. They discuss the latest movements in the market, as the FED gears up for the highly anticipated rate-cutting cycle. Check out PGM Global: https://www.pgmglobal.com Follow Aidan on X: https://www.x.com/AidanGarrib *Got questions for Kevin and Patrick? S…

1
A Credit Cycle That Hasn’t Cycled (Guest: Dario Perkins) 1:39:42

2M ago1:39:42

1:39:42

This week Kevin & Patrick welcome back to the show, Dario Perkins. They have a fascinating discussion on what makes this economic cycle so unique, the smartest strategies for investors to position their portfolios, and why MMT may no longer hold the predictive power it once did. Check Out TS Lombard: https://www.tslombard.comFollow Dario on X: http…

1
Structural Inflationista (Guest: Louis-Vincent Gave)

2M ago

—

This week Kevin & Patrick welcome back to the show, Louis Vincent Gave from Gavekal Research. They dive into the key differences between Chinese and Western capital markets, uncover why gold is surging in a structural bull market, and tackle the challenges of today’s investment landscape. Check Out Gavekal Research: https://www.gavekal.comFollow Lo…

1
Mastering Gamma, Dispersion & Volatility! (Guest: Brent Kochuba) 36:09

3M ago36:09

36:09

In this episode of Huddle +, Patrick catches up with Brent Kochuba, the founder of Spot Gamma, to break down the forces driving recent market volatility. They delve into the nuances of gamma and the dispersion trade, offering actionable insights for investors. Whether you’re a seasoned trader or just curious about the mechanics behind market moves,…

1
Geopolitically Promiscuous (Guest: Marko Papic) 2:03:04

3M ago2:03:04

2:03:04

This week Kevin & Patrick welcome back to the show, Marko Papic. They discuss Marko’s recent change to BCA Research, how he incorporates geopolitics into his investment framework and why everyone is doing it backwards. Check Out BCA Research: https://www.bcaresearch.comFollow Marko on X: https://www.x.com/geo_papic Subscribe To Patrick’s New Educat…

1
The AI Bubble & What Comes Next… (Guest: Jesse Felder) 32:58

3M ago32:58

32:58

On this weeks Huddle +, Patrick welcomes, the author of The Felder Report, Jesse Felder. They discuss the recent market trends, the commodity secto, the AI bubble and what comes next… Check out ‘The Felder Report’: https://thefelderreport.com/ Follow Jesse on X: https://www.x.com/JesseFelder *Got questions for Kevin and Patrick? Submit your questio…

1
The 90/3 Rule (guest: Ryan Metcalf) 1:13:38

3M ago1:13:38

1:13:38

This week Kevin & Patrick welcome to the show, the author of Street Smarts, Ryan Metcalf. Ryan tells us how he makes such a good looking free daily letter, how he never takes a break, and why it’s the perfect way to start your day. Check Out The Street Smarts Daily Letter: https://www.marketlabnewsletter.com/ Subscribe To Patrick’s New Educational …

1
Precious Metals, Mining & The Economy (guest: Tavi Costa) 33:57

4M ago33:57

33:57

On this weeks Huddle +, Patrick welcomes back to the show, Tavi Costa. Tavi gives us an update on precious metals, mining, his thoughts on the economy, and the impact of the AI boom. Check out ‘Crescat Capital’: www.crescat.net Follow Tavi on X: https://www.x.com/tavicosta *Got questions for Kevin and Patrick? Submit your questions to: nostupidques…

1
What’s Up With These Markets?! (Guest: Chase Taylor) 1:00:56

4M ago1:00:56

1:00:56

This week Kevin is taking a much needed break, so Patrick will be at the helm with fellow chartist, Chase Taylor. They pull out the crayons and take a deep dive into these turbulent markets! Follow Chase on X: https://www.twitter.com/PineConeMacro Check Out PineCone Macro: https://www.pineconemacro.com Subscribe To Patrick’s New Educational Series …

1
Masterclass in Weirdo Babble Speak (Guest: William Nutting) 44:01

4M ago44:01

44:01

On this weeks Huddle +, Kevin welcomes back to the show, William Nutting. Will cut his teeth at a variety of sellside shops as a Macro Institutional salesman and now is the author of ‘The Nut Stuff Report’. Check out ‘The Nut Stuff Report’: Nutstuff.co.uk *Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle…

1
#6 - Practice 5: Use Scenario Analysis like Jacob Shapiro 1:11:42

4M ago1:11:42

1:11:42

“So, geopolitics really is more about defining possibilities and getting ready for any possibility so that if the crazy thing happens, ah, I've thought about it before. And I know what I'm going to do when that happens, rather than I'm going to perfectly be able to identify the scenario.” - Jacob Shapiro, Cognitive Investments -- This week’s episod…

1
Crisis At The Core (Guest: Vincent Deluard & Kuppy) 1:51:34

4M ago1:51:34

1:51:34

This week Kevin and Patrick welcome back to the show, Vincent DeLuard from Stone X. They discuss the French election and reveals his two best trades to take advantage of the recent political volatility. Then we have a surprise second guest, with a return of Kuppy’s corner that you don’t want to miss. Follow Vincent on X: @VincentDeluard Follow Kupp…

1
MH+ Ep.40 Bullish on a Soft Landing (guest: Joseph Wang) 29:15

5M ago29:15

29:15

On this weeks Huddle +, Patrick welcomes back to the show, ’The FED Guy’ Jospeh Wang. They discuss, FED policy, Inflation, the European election impact on the market & currencies. Check out The Fed Guy: www.fedguy.com *Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com Visit our merch store!!! https://…

1
What The Market is Under Appreciating (Guest: Ben Rabidoux) 1:54:24

5M ago1:54:24

1:54:24

This week Kevin and Patrick welcome to the show, Ben Rabidoux from North Cove Advisors. Kev & Ben have a fascinating discussion about the differences between US and Canadian housing markets, where the opportunities lie and whether the Big Short will finally work in Canada. Follow Ben on X: https://www.twitter.com/benrabidoux Check Out Edge Reality …

1
#5 - Practice 4: Research as if You’ll Argue Both Sides Like Warren Pies 1:02:01

5M ago1:02:01

1:02:01

“I can generally, take an issue and argue both sides...ultimately you've got to weigh all the evidence and be honest with yourself and come up with the right answer… the ability to take an issue, see both sides, argue both sides, build a case for both sides…and that causes you to just dig and read and turn over stones and understand underlying proc…

1
Small-Cap Value Opportunities (Guest: Tucker Scott) 1:24:53

5M ago1:24:53

1:24:53

This week Kevin and Patrick welcome to the show, Tucker Scott from Bergen Park Capital. They dive into his career managing the Templeton Mutual Fund, highlighting his strategies and successes. Then, he unveils his top picks for undervalued foreign stocks, emphasising that when he says “cheap,” he means stocks that are unbelievably dirt-cheap. Check…

1
MH+ Ep.39 You Can’t Handle The Truth (guest: Russell Grant Clark) 37:43

5M ago37:43

37:43

On this weeks Huddle +, Kevin welcomes back to the show, Russell Grant Clark. They discuss, interest rates, China, Japan and why Russell thinks we’re headed for a stronger economy. Check out Russell’s Substack: https://www.russell-clark.com/ *Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com Visit our…

1
Bull in a China Shop (guest: Leonid Mironov) 2:19:17

6M ago2:19:17

2:19:17

This week Kevin and Patrick welcome to the show, Leonid Mironov from PACAT Asset Management. They dive into an insightful discussion about China, analyzing what has been done right, what has gone wrong, and where the country is seeing success. Leonid then shifts the focus to commodities, sharing his expert predictions for the future in this dynamic…

1
MH+ Ep.38 Schumpeter’s Dream (guest: Paul Krake) 44:28

6M ago44:28

44:28

On this weeks Huddle +, Kevin welcomes back to the show, founder of View From The Peak, Paul Krake. They discuss the evolving landscape of AI, the energy transition, and the innovative fuel sources that could support it. Follow Paul on Substack: https://www.twitter.com/Viewfromthepeak *Got questions for Kevin and Patrick? Submit your questions to: …

1
The Evolving Market Structure (guest: Peter Haynes & Jenny Hadiaris)

6M ago

—

This week Kevin and Patrick welcome to the show, Jenny Hadiaris head of market structure from TD Cowen & Peter Haynes, head of index and market structure research from TD Securities. They discuss the evolving markets, how the markets have changed and where they may be headed in the future. Check Out Bid Out With Peter Haynes: https://bit.ly/4bhywyx…

1
#4 - Practice 3: Find Inflections in Cyclical Businesses Undergoing Secular Change Like Kuppy 53:18

6M ago53:18

53:18

“But I'm buying stuff where, revenue’s growing rapidly. I'm buying stuff where value creation is happening rapidly. I'm buying, you know, growth momentum names. I’m buying them before anyone else realizes that they’re growth momentum names...they're still valued like uh, value stocks. If you look at this sort of stuff we're doing, we call it--, I c…

1
MH+ Ep.37 The Rules Are Changing (guest: Warren Pies) 36:27

6M ago36:27

36:27

On this weeks Huddle +, Kevin welcomes back to the show, Chief Strategist & Cofounder of 3Fourteen Research, Warren Pies. They discuss Warren’s predictions on oil and stocks, as well as his insights on future market trends. Follow Warren on X: https://www.twitter.com/warrenpies Check out: https://www.3fourteenresearch.com/ *Got questions for Kevin …

1
MH+ Ep.36 So, it Seems Like I Missed Something (guest: Steve Sosnick) 40:34

6M ago40:34

40:34

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 …

1
Lost Control of Financial Conditions (Guest: Danny Dayan) 1:24:21

7M ago1:24:21

1:24:21

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:…

1
MH+ Ep.35 The Uncomfortable Truth About Money (guest: Paul Podolsky) 46:03

7M ago46:03

46:03

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…

1
MH+ Ep.34 Talkin’ Charts With Tony (guest: Tony Greer) 27:06

7M ago27:06

27:06

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:/…

1
Fundamentals Tightening Under The Covers (Guests: Paulo Macro & Kuppy) 2:57:17

7M ago2:57:17

2:57:17

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! …

1
#3 - Practice 2: Sideline Your Ego Like Kevin Muir 1:09:11

7M ago1:09:11

1:09:11

"When trading, are you more interested in being right, or are you more interested in making money? And I ultimately just look at it like ‘I just want to make money, and…make the best returns I can’, and so therefore I need to stay open to different ideas.” - Kevin Muir -- This week’s episode features another one of Chase’s greatest mentors, Kevin M…

1
MH+ Ep.33 Copper, Dispersion & Commodities (guest: Will Thomson) 36:04

7M ago36:04

36:04

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…

1
MH+ Ep.32 Navigating The FED’s Impact on Global Markets (guest: Aidan Garrib) 41:14

7M ago41:14

41:14

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 …

1
Suit Up and Head to MidTown (guest: Erik @ YWR) 2:10:11

7M ago2:10:11

2:10:11

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…

1
#2 - Practice 1: Use Systems Thinking Like Brent Johnson 53:07

7M ago53:07

53:07

"I have forced myself to be a rationalist...I force myself to understand that what I think is right or wrong has absolutely zero bearing on what the market is going to do." - Brent Johnson -- Our inaugural episode highlights Chase's long-time mentor and friend, Brent Johnson. Brent Johnson is the founder of Santiago Capital and has more than 20 yea…

1
MH+ Ep.31 Dark Side of The Moon (guest: Vincent Deluard) 47:11

8M ago47:11

47:11

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!!…

1
Reconciling Opposing Truths (guest: David Cervantes) 2:09:30

8M ago2:09:30

2:09:30

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…

1
MH+ Ep.30 Not Important Enough To Fire (guest: Derek Wallis) 42:56

8M ago42:56

42:56

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…

1
MH+ Ep.29 Talking Charts (guest: Chase Taylor) 32:15

8M ago32:15

32:15

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…

1
Gold is Inflation (guest: Chris Ritchie)

8M ago

—

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…

1
#1 - What is Taylor Made Macro? 6:23

8M ago6:23

6:23

Welcome to Taylor Made Macro! This episode is a quick primer to let y'all know who I am, what I do and what this podcast is going to be all about. -- Pinecone Macro: https://www.pineconemacro.com/ X: https://twitter.com/pineconemacro Substack: https://substack.com/@pineconemacroresearch -- Pinecone Macro Research aims to provide unique, well resear…

1
Long But Not Variable (guest: Brian Nick & Kuppy) 1:40:13

9M ago1:40:13

1:40:13

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 …

1
MH+ Ep.28 Return of The Stir King (guest: Alex Manzara) 41:39

9M ago41:39

41:39

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…

1
MH+ Ep. 27 Inflation Acceleration (guest: Simon White) 30:33

9M ago30:33

30:33

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…

1
Violently Rangebound (guest: Efficient Market Hype)

9M ago

—

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…

1
MH+ Ep. 26 Gamma Loop (guest: Cem Karsan) 40:25

9M ago40:25

40:25

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…

1
MH+ Ep.25 Talking Charts (guest: Boris Schlossberg) 26:06

10M ago26:06

26:06

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…

1
Explaining The Dispersion Trade (guest: Mandy Xu) 2:14:37

10M ago2:14:37

2:14:37

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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