The Market Huddle

This week Kevin and Patrick welcome to the show, Ben Rabidoux from North Cove Advisors. Kev & Ben have a fascinating discussion about the differences between US and Canadian housing markets, where the opportunities lie and whether the Big Short will finally work in Canada.

Follow Ben on X: https://www.twitter.com/benrabidoux

Check Out Edge Reality Analytics: https://edgeanalytics.ca/

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This week Kevin and Patrick welcome to the show, Tucker Scott from Bergen Park Capital. They dive into his career managing the Templeton Mutual Fund, highlighting his strategies and successes. Then, he unveils his top picks for undervalued foreign stocks, emphasising that when he says “cheap,” he means stocks that are unbelievably dirt-cheap.

Check Out Bergen Park Capital: https://bergenparkcapital.com/team/

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On this weeks Huddle +, Kevin welcomes back to the show, Russell Grant Clark. They discuss, interest rates, China, Japan and why Russell thinks we’re headed for a stronger economy.

Check out Russell’s Substack: https://www.russell-clark.com/

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

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This week Kevin and Patrick welcome to the show, Leonid Mironov from PACAT Asset Management. They dive into an insightful discussion about China, analyzing what has been done right, what has gone wrong, and where the country is seeing success. Leonid then shifts the focus to commodities, sharing his expert predictions for the future in this dynamic market.

Follow Leonid Mironov on X: https://www.x.com/leomironov

Check Out Pacat Capital Management LTD: https://www.pacatcm.com

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On this weeks Huddle +, Kevin welcomes back to the show, founder of View From The Peak, Paul Krake. They discuss the evolving landscape of AI, the energy transition, and the innovative fuel sources that could support it.

Follow Paul on Substack:  https://www.twitter.com/Viewfromthepeak

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

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This week Kevin and Patrick welcome to the show, Jenny Hadiaris head of market structure from TD Cowen & Peter Haynes, head of index and market structure research from TD Securities. They discuss the evolving markets, how the markets have changed and where they may be headed in the future.

Check Out Bid Out With Peter Haynes: https://bit.ly/4bhywyx

*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, Chief Strategist & Cofounder of 3Fourteen Research, Warren Pies. They discuss Warren’s predictions on oil and stocks, as well as his insights on future market trends.

Follow Warren on X: https://www.twitter.com/warrenpies

Check out: https://www.3fourteenresearch.com/

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On this weeks Huddle +, Patrick welcomes back to the show, Interactive Brokers Chief Strategist, Steve Sosnick. They talk about the surprising turbulence in global equity markets and how Steve came to understand it.

Follow Steve on X: @SteveSosnick

Check out: https://ibkrcampus.com/author/steve-sosnick/

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

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This week is an interview only episode to give Patrick some much needed R & R. So Kevin welcomes to the show, Danny Dayan from Macro Musing. They discuss how the FED has lost control of financial conditions and why inflation will be higher than the market expects in the coming years.

Follow Danny on X: @DannyDayan5

Subscribe to Macro Musing: https://dannydayan.substack.com/

*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, author of Raising A Thief, Paul Podolsky. They discuss Paul’s view on the FED and whether they’re politically motivated, the upcoming US election and the effects it could have on markets.

Follow Paul on X: @Paul_Podolsky

Check out Paul’s Substack: www.paulpodolsky.com

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

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