The Market Huddle

This week Kevin & Patrick welcome, Vincent Daniel & Porter Collins. They discuss their careers from Wall Street to Seawolf, their contrarian views on markets, gold and currency debasement, the AI boom, market structure shifts from quant funds, and the risks of shadow banking.

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Vincent & Porter’s Substack: https://whatarewedoingonthedesk.substack.com/

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This week Kevin & Patrick welcome, Jacob Shapiro. They discuss about the end of the unipolar world, what it means for your investments, and where Jacob sees the best opportunities going forward.

Bespoke Group: https://bespokegroup.io/

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This week, Patrick is STILL on vacation… so we’re joined by local legend, Kuppy to discuss the massive CAPEX spend in A.I. and why he thinks it’s not only unsustainable, but also extremely dangerous.

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This week, Patrick is on vacation (again)… so we’re joined by the wonderfully British Rupert Mitchell, who brings us two fresh trade ideas!

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This week, Kevin & Patrick welcome to the show, Robert Mullin. They discuss, about why the Liberation Day decline was one of the largest VAR shocks in years, and how Robert is positioning his portfolio in resource stocks to protect about the changing macro environment.

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This week, Kevin & Patrick welcome to the show, Leonid Mironov. They discuss why Leonid believes Trump’s Chinese tariffs are actually good news for China—and how he’s positioning himself to benefit. He then wraps up with a bold macro call on a country that you won’t want to miss.

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This week, Kevin & Patrick welcome to the show, Peter Berezin. They discuss the economy and why Peter believes it’s close to stalling.

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This week, Patrick and Kevin catch up on the latest market moves, discuss the Middle East tensions and how it’s affecting crude oil prices.

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This week, Patrick and Kevin catch up on all the market drama!

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This week, Patrick welcomes back to the show, Tony Greer. They discuss the market conditions today and get Tony’s big picture view!

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Follow Tony on X: https://x.com/pTGMacro

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