This week Kevin and Patrick welcome Paulo Macro to the show. Kevin’s and Paulo discuss about why this cycle is different, which commodities have fundamentals improving under the covers, and how he is playing this new era. Then we have a special double header with our good friend Kuppy to announce a new stock that he has previously never mentioned!

Follow Paulo on X: @PauloMacro

Subscribe to Paulo’s Substack: substack.com/@paulomacro

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On this weeks Huddle +, Kevin catches up with Massif Capital founder, Will Thomson. They have a great discussion about copper, the returns of the mining sector, down and out commodities and much more.

Check out Massif Capital: massifcap.com

Follow Will on X: @wmthomson22

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On this weeks Huddle +, Patrick welcomes back to the show, Head of Global Macro Strategy at PGM Global, Aidan Garrib. Pat and Aidan discuss the FED’s impact on global markets, inflation and much more.

Check out PGM Global: www.pgmglobal.com

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This week Kevin and Patrick welcome Erik, from Your Weekend Reading. Kev & Erik will discuss investing in Africa and how that helped Erik navigate the recent uptick in inflation, why investors are underestimating the risk of getting left behind and a surprising stock pick from Erik’s side of the pond.

Check Out Your Weekend Reading: www.ywr.world

Follow Erik on X: @Erik_YWR

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

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On this weeks Huddle +, Kevin welcomes back to the show, Macro Strategist for StoneX Group, Vincent Deluard. Kev and Vincent have a great discussion about the markets, the FED and the overall outlook on inflation and deflation.

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

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This week Kevin and Patrick welcome Author and Macro Strategist for Pinebrook Capital, David Cervantes. Kev and David have a fascinating discussion about the economy and markets.

Check Out Pinebrook Capital: www.pinebrookcap.com

Follow David on X: @EconstratPB

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On this weeks Huddle +, Kevin welcomes back to the show, Former Trader at Soro’s and Author of Occupy a Job on Wall Street, Derek Wallis. Derek tells us what he’s been up to, what’s next and obviously shares some hilarious stories from his time on Wall Street.

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On this weeks Huddle +, Patrick welcomes back to the show, Pinecone Macro’s, Chase Taylor. Pat and Chase discuss  the good, the bad and the ugly charts, including tech stocks, crypto and commodities.

Follow Chase on X: @pinconemacro

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This week Kevin and Patrick welcome Silver Crest Metal President, Chris Ritchie. Kevin and Chris have a fascinating discussion about the long-term direction of precious metals, what he thinks the mining industry could do better and why we’re headed a lot higher.

Check Out SilverCrest Metals: www.silvercrestmetals.com

Follow Silver Crest Metals on X: twitter.com/SilverCrestmet

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

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This week Patrick, Kevin & Kuppy welcome Trahan Strategist, Brian Nick. Kev and Brian have an interesting discussion about how the market is giving up on the idea that higher rates will cause an economic slowdown and how Brian’s research is showing that it’s likely to happen.

Check Out Trahan Macro Research: trahanmacroresearch.com/

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

Visit our merch store!!! https://www.themarkethuddlemerch.com/

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