In this episode, Patrick Ceresna and Kevin Muir welcome back Jim Leitner to the show to discuss the dilemma facing the Federal Reserve, what he’s trading to express that view, and what that means for other risk markets.
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Some Unpleasant Monetarist Arithmetic (guest: Jim Leitner)

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, 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
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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
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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
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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/
*Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.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/
*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/

Some Unpleasant Monetarist Arithmetic (guest: Jim Leitner)

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