Category: The Market Huddle

In this episode, Patrick Ceresna and Kevin Muir welcome back to the show, Jamie Wise from Periscope Capital. They have … Continue ReadingEnter Chamath Stage Right (guests: Jamie…

In this episode, Patrick Ceresna and Kevin Muir welcome back to the show, Chase Taylor form Pinecone Macro. They have a fascinating discussion about his favourite investments. To…

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’t want to…

In this episode, Patrick Ceresna and Kevin Muir welcome Ted Seides from Capital Allocators podcast. They have a fascinating discussion about his storied career, the wealth of wisdom…

In this episode, Patrick Ceresna and Kevin Muir welcome Will Thomson from Massif Capital. They have a fascinating discussion about opportunities in off-the-beaten-path commodity companies, along other unique…

In this shortened Easter weekend episode, Patrick Ceresna and Kevin Muir welcome Guy LeBas, the chief fixed income strategist from Janney Montgomery Scott to the show to explain…

In episode #124, Patrick Ceresna and Kevin Muir welcome Jay Pelosky from TPW Advisory. They have a great discussion about macro thematic investing, what is a Tri-Polar World,…

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 trade the whole growth vs.…

In episode #122, Patrick Ceresna and Kevin Muir welcome Gavekal Research CEO Louis-Vincent Gave to the show where they have a terrific discussion about why the market doesn’t like…

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…