Podcast Episodes
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Inflation Obsession (guest: Vincent Deluard)
In this episode, Patrick Ceresna and Kevin Muir welcome Vincent Deluard from Stone X to the show. They have a terrific macro discussion that you don’…
4 years, 11 months ago
Good Process, Bad Outcome (guest: Ted Seides)
In this episode, Patrick Ceresna and Kevin Muir welcome Ted Seides from Capital Allocators podcast. They have a fascinating discussion about his stor…
4 years, 11 months ago
Political Risk Heavy (guests: Will Thomson, Kuppy)
In this episode, Patrick Ceresna and Kevin Muir welcome Will Thomson from Massif Capital. They have a fascinating discussion about opportunities in o…
5 years ago
Guy the Gimli Glider (guest: Guy LeBas)
In this shortened Easter weekend episode, Patrick Ceresna and Kevin Muir welcome Guy LeBas, the chief fixed income strategist from Janney Montgomery …
5 years ago
Tri-Polar World (guests: Jay Pelosky, Barton Wang)
In episode #124, Patrick Ceresna and Kevin Muir welcome Jay Pelosky from TPW Advisory. They have a great discussion about macro thematic investing, w…
5 years ago
Global Economy Superman (guests: Aidan Garrib, Morris Sachs)
In episode #123, Patrick Ceresna and Kevin Muir welcome Aidan Garrib from Pavilion Global Markets to talk about China’s macro plans, the way to trad…
5 years ago
Cuckoo for Cocoa Puffs (guests: Louis-Vincent Gave, Brent Kochuba)
In episode #122, Patrick Ceresna and Kevin Muir welcome Gavekal Research CEO Louis-Vincent Gave to the show where they have a terrific discussion abo…
5 years, 1 month ago
Buzzing with Macro Hive (guests: Bilal Hafeez, Kuppy)
In episode #121, Patrick Ceresna and Kevin Muir welcome Macro Hive founder Bilal Hafeez to the show. to talk to us about what he is seeing in the mar…
5 years, 1 month ago
Listen to the Game Master (guest: Jim Leitner)
In episode #120, Patrick Ceresna and Kevin Muir welcome Jim Leitner to the show to talk about his career, his investment philosophy and the best tra…
5 years, 1 month ago
Michael Lewis Ruined My Life (guest: Cameron Crise)
In episode #119, Patrick Ceresna and Kevin Muir welcome Cameron Crise from Bloomberg to the show to talk about his career, the current state of the m…
5 years, 1 month ago