The Market Huddle

Applying Chicago School to Energy Markets (guests: Josh Young, Brent Kochuba)

https://markethuddle.com/wp-content/uploads/2020/10/MH103.mp3In episode #103, Patrick Ceresna and Kevin Muir welcome Josh Young from Bison Interests to talk about the macro picture for oil & gas, and a couple of companies…

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 about why the market doesn’t like the…

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 trade the whole growth vs. value…

Public Venture Capital (guest: Daniel Carlson)

In episode #118, Patrick Ceresna and Kevin Muir welcome Dan Carlson from Tailwinds Research. Dan is a microcap stock picker and he shares three of his favourite names. Then…

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 off-the-beaten-path commodity companies, along other unique value…