Podcast Episodes
Back to Search
Red Bull and Vodka Economy (guest: Harris Kupperman ‘Kuppy’)
This week we welcome back Harris Kupperman for a special installment of Kuppy’s corner. He gives us his macro views about what he calls “the two spee…
3 years, 1 month ago
Buying Good Things (guest: Will Thomson)
This week, Kevin Muir flies solo and welcomes Massif Capital founder Will Thomson to the show. They have a wide ranging discussion about ESG politica…
3 years, 2 months ago
Immaculate Disinflation (guest: Charlie McElligott)
This week we have the great pleasure of welcoming Charlie McElligott from Nomura. We learn how he became one of Wall Street’s most celebrated strateg…
3 years, 2 months ago
Trade Small, Read Widely (guest: Paul Podolsky)
This week we have the great pleasure of welcoming Paul Podolsky, Wall Street and hedge veteran who has recently written a book called “Master, Minion…
3 years, 2 months ago
Sorry, We’re Back!
TRIGGER WARNING: We have no guest in this episode, so it’s just Patrick and Kevin. For those who understand that the guests are best part of ‘huddle,…
3 years, 3 months ago
The Money Is In The Thinking (guest: Morris Sachs)
It’s that time of year again – time for our favourite dry indehiscent one-seeded fruit with a woody pericarp, yes – that’s right, Morris Sachs from I…
3 years, 3 months ago
To Survive Disasters, You Need Smiles (guest: Steve Hou)
This week we welcome Steve Hou from Bloomberg. Steve recently did a presentation at the Bloomberg Portfolio Conference where he spoke about investing…
3 years, 4 months ago
Sorry Patrick…(guest: Harris Kupperman aka Kuppy)
This is our 200th episode and we’re honoured to share it with the Host of Kuppy’s Corner – Harris Kupperman. Instead of demanding market calls, we ex…
3 years, 4 months ago
7,8,9,10, Then Venezuela (guest: Vincent Deluard)
This week we welcome to the show,Vincent Deluard from StoneX. Vincent comes back to the show to give us an update on inflation. Hint: he doesn’t see …
3 years, 5 months ago
Disrespecting the Tail (guest: Dean Curnutt)
This week we welcome to the show, Dean Curnutt. Dean is the founder of Macro Risk Advisors and the host of the wonderful podcast, the Alpha Exchange.…
3 years, 5 months ago