This week we have the great pleasure of welcoming Charlie McElligott from Nomura. We learn how he became one of Wall Street’s most celebrated strategists. But don’t worry, he also shares with us some insightful views about why markets have been running so hard in January.
*Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com
Visit our merch store!!!  https://www.themarkethuddlemerch.com/ 
To receive our emails with the charts and links each week, please register at: https://markethuddle.com/

Immaculate Disinflation (guest: Charlie McElligott)

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.

Business

Investing

Careers

Management & Marketing

Business News

Shopping

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 market.
Follow Leonid Mironov on X: https://www.x.com/leomironov
Check Out Pacat Capital Management LTD: https://www.pacatcm.com
*Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com
Visit our merch store!!!  https://www.themarkethuddlemerch.com/ 
To receive our emails with the charts and links each week, please register at: https://markethuddle.com/

Bull in a China Shop (Guest: Leonid Mironov)

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: nostupidquestions@markethuddle.com
Visit our merch store!!!  https://www.themarkethuddlemerch.com/
 To receive our emails with the charts and links each week, please register at: https://markethuddle.com/

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

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
*Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com
Visit our merch store!!!  https://www.themarkethuddlemerch.com/ 
To receive our emails with the charts and links each week, please register at: https://markethuddle.com/

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

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 and Patrick? Submit your questions to: nostupidquestions@markethuddle.com
Visit our merch store!!!  https://www.themarkethuddlemerch.com/
 To receive our emails with the charts and links each week, please register at: https://markethuddle.com/

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

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 your questions to: nostupidquestions@markethuddle.com
Visit our merch store!!!  https://www.themarkethuddlemerch.com/
 To receive our emails with the charts and links each week, please register at: https://markethuddle.com/

Immaculate Disinflation (guest: Charlie McElligott)

Download our free app to listen on your phone