This week Kevin & Patrick welcome, Craig Shapiro. They discuss, the state of macro markets, where the opportunities lie, and what it was like working with Steve Cohen.

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In this episode, we welcome back to the show Alex Gurevich, author of THE NEXT PERFECT TRADE. We talk about what Alex learned over the last 10 years since this book was first published, and why even if you know the rules, they are difficult to always follow. We also talk about poker game theory, and why Alex thinks rates are headed back to 0%.

Note: Alex’s book is being re-released and won’t be available until Tuesday, January 27th. The current one that is for sale is the first edition and won’t include Alex’s updated additions.

Follow Alex on X: https://x.com/agurevich23 

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This week Kevin & Patrick welcome, Mateen Chaudhry. They discuss the updates on his resource call, but then explains why he thinks China and Japan offer some of the best opportunities in 2026. And stick around for his outside the box market surprise that you don’t want to miss.

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HAPPY HOLIDAYS! This is where Danny asks the guests uncomfortable questions…

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HAPPY HOLIDAYS! This is part 2 of our holiday special!

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HAPPY HOLIDAYS! This is part 1 of our holiday special!

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This week Kevin & Patrick welcome, Vincent Deluard. They discuss the circular nature of economic stimulus and why the bond vigilantes might never appear

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This week Kevin & Patrick welcome, Chase Taylor. They discuss, the electrification of the global economy and how to play it.

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This week there is no guest, so Patrick will pull the crayons out of his a** and explain why he thinks the stock market is on the edge of a cliff…

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This week Kevin & Patrick welcome, Marvin Barth. They discuss global markets and why he thinks the Federal Reserve might be making a massive policy error, and no – it’s not in the direction you probably think.

Seriously Marvin?! Substack: https://seriouslymarvin.substack.com/ 

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