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Bull in a China Shop (guest: Leonid Mironov)
This week Kevin and Patrick welcome to the show, Leonid Mironov from PACAT Asset Management. They dive into an insightful discussion about China, ana…
1 year, 10 months ago
MH+ Ep.38 Schumpeter’s Dream (guest: Paul Krake)
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 en…
1 year, 10 months ago
The Evolving Market Structure (guest: Peter Haynes & Jenny Hadiaris)
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 struc…
1 year, 11 months ago
MH+ Ep.37 The Rules Are Changing (guest: Warren Pies)
On this weeks Huddle +, Kevin welcomes back to the show, Chief Strategist & Cofounder of 3Fourteen Research, Warren Pies. They discuss Warren’s predi…
1 year, 11 months ago
MH+ Ep.36 So, it Seems Like I Missed Something (guest: Steve Sosnick)
On this weeks Huddle +, Patrick welcomes back to the show, Interactive Brokers Chief Strategist, Steve Sosnick. They talk about the surprising turbul…
1 year, 11 months ago
Lost Control of Financial Conditions (Guest: Danny Dayan)
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 dis…
1 year, 11 months ago
MH+ Ep.35 The Uncomfortable Truth About Money (guest: Paul Podolsky)
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 th…
1 year, 11 months ago
MH+ Ep.34 Talkin’ Charts With Tony (guest: Tony Greer)
On this weeks Huddle +, Patrick welcomes to the show, Founder of TG Macro, Tony Greer. Patrick and Tony discuss the recent moves in gold and take a c…
2 years ago
Fundamentals Tightening Under The Covers (Guests: Paulo Macro & Kuppy)
This week Kevin and Patrick welcome Paulo Macro to the show. Kevin’s and Paulo discuss about why this cycle is different, which commodities have fund…
2 years ago
MH+ Ep.33 Copper, Dispersion & Commodities (guest: Will Thomson)
On this weeks Huddle +, Kevin catches up with Massif Capital founder, Will Thomson. They have a great discussion about copper, the returns of the min…
2 years ago