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
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MH+ Ep. 21: Kevin Catches Up With Rupert Mitchell

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

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://dannydayan.substack.com/
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Lost Control of Financial Conditions (Guest: Danny Dayan)

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
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MH+ Ep. 21: Kevin Catches Up With Rupert Mitchell

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