The Market Huddle

Post-Election Market Outlook (guest: Tony Greer)

Make Ambiguity Great Again (Guest: Le Shrub)

Immaculate Stimulus (Guest: Leonid Mironov)

Rooseveltian Resolve (guest: Tobias Harris)

Allergy To Certainty (guest: Rupert Mitchell)

You Can’t Model Inflation (guest: Warren Pies)

A Beautiful Thing Called Inflation (guest: Mateen Chaudhry)

What’s Coming from the FED? (guest: Aidan Garrib)

This podcast episode delves into the intricacies of potential Federal Reserve rate cuts, emphasizing the conflicting perspectives on the extent of these cuts and the implications for the labor market and credit growth. Aidan Garrib articulately examines the relationship between economic indicators such as wage growth a...

A Credit Cycle That Hasn’t Cycled (Guest: Dario Perkins)

This podcast episode delves into the complexities of the current economic cycle, emphasizing that post-COVID dynamics have rendered traditional economic models and indicators misleading. Macroeconomist Dario Perkins outlines various themes, including the distorted nature of labor market signals, the evolving narratives...

Structural Inflationista (Guest: Louis-Vincent Gave)

Mastering Gamma, Dispersion & Volatility! (Guest: Brent Kochuba)

This podcast episode delves into the intricate dynamics of the options market, as Patrick Ceresno and Brent Kochuba examine the profound impact of dealer positioning and options volume on market volatility. They explore recent market anomalies, the risks of crowded trades like the dispersion trade, and the significant ...

Geopolitically Promiscuous (Guest: Marko Papic)

The AI Bubble & What Comes Next… (Guest: Jesse Felder)

The 90/3 Rule (guest: Ryan Metcalf)

Precious Metals, Mining & The Economy (guest: Tavi Costa)

What’s Up With These Markets?! (Guest: Chase Taylor)

Masterclass in Weirdo Babble Speak (Guest: William Nutting)

Crisis At The Core (Guest: Vincent Deluard & Kuppy)

MH+ Ep.40 Bullish on a Soft Landing (guest: Joseph Wang)

What The Market is Under Appreciating (Guest: Ben Rabidoux)