The Market Huddle

This week Kevin & Patrick welcome back to the show, Louis Vincent Gave from Gavekal Research. They dive into the key differences between Chinese and Western capital markets, uncover why gold is surging in a structural bull market, and tackle the challenges of today’s investment landscape.

Check Out Gavekal Research: https://www.gavekal.com

Subscribe To Patrick’s New Educational Series ONLY available on YouTube: https://www.youtube.com/@Patrick_Ceresna

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

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In this episode of Huddle +, Patrick catches up with Brent Kochuba, the founder of Spot Gamma, to break down the forces driving recent market volatility. They delve into the nuances of gamma and the dispersion trade, offering actionable insights for investors. Whether you’re a seasoned trader or just curious about the mechanics behind market moves, this discussion will equip you with the knowledge you need to stay ahead in these uncertain times. Tune in to gain a deeper understanding of how to navigate and leverage volatility in today’s market.

Check out Spot Gamma: https://spotgamma.com

Follow Brent on X: https://www.x.com/spotgamma

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

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This week Kevin & Patrick welcome back to the show, Marko Papic. They discuss Marko’s recent change to BCA Research, how he incorporates geopolitics into his investment framework and why everyone is doing it backwards.

Check Out BCA Research: https://www.bcaresearch.com

Subscribe To Patrick’s New Educational Series ONLY available on YouTube: https://www.youtube.com/@Patrick_Ceresna

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

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

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On this weeks Huddle +, Patrick welcomes, the author of The Felder Report, Jesse Felder. They discuss the recent market trends, the commodity secto, the AI bubble and what comes next…

Check out ‘The Felder Report’: https://thefelderreport.com/

Follow Jesse on X: https://www.x.com/JesseFelder

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

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

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This week Kevin & Patrick welcome to the show, the author of Street Smarts, Ryan Metcalf. Ryan tells us how he makes such a good looking free daily letter, how he never takes a break, and why it’s the perfect way to start your day.

Check Out The Street Smarts Daily Letter: https://www.marketlabnewsletter.com/

Subscribe To Patrick’s New Educational Series ONLY available on YouTube: https://www.youtube.com/@Patrick_Ceresna

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

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/

On this weeks Huddle +, Patrick welcomes back to the show, Tavi Costa. Tavi gives us an update on precious metals, mining, his thoughts on the economy, and the impact of the AI boom.

Check out ‘Crescat Capital’: www.crescat.net

Follow Tavi on X: https://www.x.com/tavicosta

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

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

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This week Kevin is taking a much needed break, so Patrick will be at the helm with fellow chartist, Chase Taylor. They pull out the crayons and take a deep dive into these turbulent markets!

Follow Chase on X: https://www.twitter.com/PineConeMacro

Check Out PineCone Macro: https://www.pineconemacro.com

Subscribe To Patrick’s New Educational Series ONLY available on YouTube: https://www.youtube.com/@Patrick_Ceresna

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

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

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On this weeks Huddle +, Kevin welcomes back to the show, William Nutting. Will cut his teeth at a variety of sellside shops as a Macro Institutional salesman and now is the author of ‘The Nut Stuff Report’.

Check out ‘The Nut Stuff Report’: Nutstuff.co.uk

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

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This week Kevin and Patrick welcome back to the show, Vincent DeLuard from Stone X. They discuss the French election and reveals his two best trades to take advantage of the recent political volatility. Then we have a surprise second guest, with a return of Kuppy’s corner that you don’t want to miss.

Follow Vincent on X: @VincentDeluard

Follow Kuppy on X: @HKuppy

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

Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD

Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna

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On this weeks Huddle +, Patrick welcomes back to the show, ’The FED Guy’ Jospeh Wang. They discuss, FED policy, Inflation, the European election impact on the market & currencies.

Check out The Fed Guy: www.fedguy.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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