Podcast Episodes
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Immaculate Stimulus (Guest: Leonid Mironov)
This week, Kevin & Patrick welcome back to the show, Leonid Mironov. We review his calls from earlier this year, discuss the outlook for Chinese asse…
1 year, 5 months ago
Rooseveltian Resolve (guest: Tobias Harris)
This week, we have the pleasure to welcome Tobias Harris, author of the newsletter Observing Japan. We have a fascinating discussion of Japan’s recen…
1 year, 5 months ago
Allergy To Certainty (guest: Rupert Mitchell)
In this episode of Huddle +, Kevin chats with Blind Squirrel Macro, Rupert Mitchell. Rupert shares his market outlook, explores China and India ETFs,…
1 year, 5 months ago
You Can’t Model Inflation (guest: Warren Pies)
This week, Kevin and Patrick welcome back to the show, 3Fourteen Research founder, Warren Pies. They discuss why a Fed rate cut can negatively impact…
1 year, 6 months ago
A Beautiful Thing Called Inflation (guest: Mateen Chaudhry)
This week is an interview only week, so Kevin welcomes to the show, Mateen Chaudhry. They discuss Japan, how the carry trade is affecting the global …
1 year, 6 months ago
What’s Coming from the FED? (guest: Aidan Garrib)
In this episode of Huddle +, Patrick chats with Head of Global Macro at PGM Global, Aidan Garrib. They discuss the latest movements in the market, as…
1 year, 7 months ago
A Credit Cycle That Hasn’t Cycled (Guest: Dario Perkins)
This week Kevin & Patrick welcome back to the show, Dario Perkins. They have a fascinating discussion on what makes this economic cycle so unique, th…
1 year, 7 months ago
Structural Inflationista (Guest: Louis-Vincent Gave)
This week Kevin & Patrick welcome back to the show, Louis Vincent Gave from Gavekal Research. They dive into the key differences between Chinese and …
1 year, 7 months ago
Mastering Gamma, Dispersion & Volatility! (Guest: Brent Kochuba)
In this episode of Huddle +, Patrick catches up with Brent Kochuba, the founder of Spot Gamma, to break down the forces driving recent market volatil…
1 year, 7 months ago
Geopolitically Promiscuous (Guest: Marko Papic)
This week Kevin & Patrick welcome back to the show, Marko Papic. They discuss Marko’s recent change to BCA Research, how he incorporates geopolitics …
1 year, 8 months ago