This week, Kevin & Patrick welcome Lyn Alden for a special live interview and Talking Charts!

Watch the live episode on Youtube here: https://youtube.com/live/3e8xzshw9a8

This week, there’s no guest! If charts aren’t your thing, we’ll see you in a couple of weeks. But for those who love a deep dive, Patrick is here with an extended Talking Charts, breaking down the stocks he’s watching right now.

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This week, Kevin & Patrick welcome back to the show, Vincent Deluard. They discuss fiscal tightening, inflation, and a potential stagflation bear in 2025. They also break down spending cuts, key trades, tax remittances, and Trump’s impact on the USD and global markets.

Follow Ole on X: @vincentdeluard

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In this episode of Huddle +, Kevin welcomes to the show Jon Hilsenrath. They discuss Jon’s experiences reporting on the Bernanke-led Federal Reserve, explore the shifts in the macroeconomic landscape since then, and examine how market dynamics could shape Trump’s next administration.

Follow Jon on LinkedIn: https://www.linkedin.com/in/jon-hilsenrath-750baa2a/

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This week, Kevin & Patrick welcome to the show, Ole Hansen. They discuss a wide-ranging of commodities, delving into where he sees the greatest opportunities and what aspects he’s most passionate about.

Check out Saxo Bank’s podcast: https://www.home.saxo/insights/news-and-research/podcast

Follow Ole on X: https://x.com/ole_s_hansen

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This week, Kevin & Patrick welcome to the show, J Mintzmyer. They delve into this niche sector, and J shares a couple of stock picks poised to capitalize on the favorable macro environment in the shipping industry.

Check out Value Investor’s Edge: https://t.co/nhUBYoFGyN

Follow J on X: https://x.com/mintzmyer

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In this episode of Huddle +, Kevin gets an update from Ben Rabidoux. They discuss the Canadian housing market, mortgages and more!

Follow Ben on X: https://x.com/BenRabidoux

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In this episode of Huddle +, Patrick kicks off the new year with one of our favourite guests, Steve Sosnick. They discuss NVIDIA, the market makers and much more!

Follow Steve on X: https://x.com/SteveSosnick

*Got questions for Kevin and Patrick? Submit your questions to: [email protected]

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This week, it’s just us, no guests! For those who only tune in for the sharp, smart commentary, we’ll see you next year. For everyone else, Patrick, Danny, and I are kicking back for a fun, laid-back holiday episode to wrap up the season. Let’s shoot the sh*t and celebrate the close of another year together!

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Join our live Q&A specials, streamed every month! This month we welcome Rupert Mitchell, Author of The Blind Squirrel Macro & Paul Krake, Founder of Climate Transformed!