Chasing Commas (guest: Joseph Wang)

FromThe Market Huddle

Start listening View podcast show

Chasing Commas (guest: Joseph Wang)

FromThe Market Huddle

ratings:

Length:

154 minutes

Released:

Jan 28, 2022

Format:

Podcast episode

Description

In this episode, Patrick Ceresna and Kevin Muir welcome Joseph Wang - the Fed Guy himself to the show. If you want to understand the Inner workings of the Federal Reserve - this is one show you don’t want to miss! And stay tuned for his surprising prediction of what might happen from the upcoming Quantitative Tightening campaign.

Released:

Jan 28, 2022

Format:

Podcast episode

Titles in the series (100)

Join Patrick and Kevin every weekend when these two traders discuss the week's action in the markets - always keeping the other's feet to the fire for bad calls - yet hopefully having some fun while learning a little something in the process.

Skip carousel

Chaos Asset (guest: Brian Krogsgard): In episode #116, Patrick Ceresna and Kevin Muir welcome Brian Krogsgard from Ledger Status. Brian gives us no-coiners a terrific run down of the crypto landscape. Even those disbelievers of the bits-in-the-sky will find this a wonderful interview! by The Market Huddle
119 min listen
Energy markets go Beserk by The Market Huddle
88 min listen
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 Chinas macro plans, the way to trade the whole growth vs. value dynamic and why he is not allowed out after 8pm. Then Morris Sachs joins to t by The Market Huddle
169 min listen
Coiled Spring & Defensive Value (guests: Lyn Alden, Kuppy): In this episode, Patrick Ceresna and Kevin Muir welcome Huddle favourite, Lyn Alden back to the show. They have a terrific macro discussion about the precarious place the Fed finds itself in, how you might want to position yourself in this environment an by The Market Huddle
135 min listen
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 Scott to the show to explain bond auctions, why the SLR isn’t a big deal, and why when equity traders tal by The Market Huddle
57 min listen
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’t want to miss and we might even figure out what’s up with Vincent’s inflation obsession. by The Market Huddle
131 min listen
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 trade of his life. by The Market Huddle
138 min listen
The Two Yellow Metals (guest: Amir Adnani): In this episode, Patrick Ceresna and Kevin Muir welcome yellow metal entrepreneur, Amir Adnani to the show. Amir shares his take on royalties and why gold and uranium are at the top of his list for attractive investments. by The Market Huddle
114 min listen
How not to tell your clients they have been zeroed by The Market Huddle
100 min listen
Kuppy Takes the Wheel (guests: Kuppy & Josh Young): In this episode, Patrick Ceresna and Kevin Muir take a backseat and let fan-favourite Harris Kupperman aka Kuppy interview Josh Young from Bison Interests. Josh has been hitting out of the park when it comes to his energy picks, and he comes back to the by The Market Huddle
120 min listen
Everything Is An Option (guests: Diego Parrilla, Kuppy): In this episode, Patrick Ceresna and Kevin Muir welcome Diego Parrilla to the show. They have a terrific macro discussion about anti-bubbles, how the governments are transforming the problems and why everything is an option. Then Kuppy is back - this tim by The Market Huddle
133 min listen
Spreading Sunshine (guests: Steve Sosnick, Kuppy): In episode #117, Patrick Ceresna and Kevin Muir welcome Interactive Brokers Chief Strategist, Steve Sosnick to the show. They have a fantastic discussion about the GameStop saga, what it means for the market (hint - Steve thinks it’s potentially as trans by The Market Huddle
148 min listen
Still HODL’ng (guests: Lyn Alden, Zach Resnick): In episode #115, Patrick Ceresna and Kevin Muir welcome back Lyn Alden to the show to discuss macro state of the markets, and find out what worries her going forward. Then Zach Resnick from Unbounded Capital joins to talk about crypto currencies and why by The Market Huddle
135 min listen
I.M.F*cked (guest: David Woo): In this episode, Patrick Ceresna and Kevin Muir welcome former Wall Street strategist and IMF Economist, David Woo to the show. They have a great discussion of David’s time at the IMF, what he thinks are the best opportunities out there in the markets to by The Market Huddle
166 min listen
Technical Analysis with David Keller (guest: David Keller): In this second installment of interview-only special, Patrick Ceresna and Kevin Muir welcome David Keller to the show for a deep dive on technical analysis. They discuss breadth, sector rotation, seasonality and end with a great discussion on security se by The Market Huddle
60 min listen
Democratizing Alternatives (guests: Julian Klymochko, Morris Sachs): In episode #114, Patrick Ceresna and Kevin Muir welcome Julian Klymochko to the show to talk about the state of arbitrage, and what the heck is going with these SPACS.Then Morris Sachs returns to the show to tell us what he thinks of the markets. by The Market Huddle
163 min listen
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 investments he is making. Then Kuppy is by The Market Huddle
164 min listen
Boomers Are Like Locusts (guest: Harley Bassman): In this episode, Patrick Ceresna and Kevin Muir welcome the Convexity Maven, Harley Bassman to the show. Harley takes us on a tour of bond trading during the golden age of Liars Poker and shares why he thinks rates are headed higher in the coming years. by The Market Huddle
140 min listen
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, what is a Tri-Polar World, and even find out what it was like to work for investing legends, Barton Biggs by The Market Huddle
177 min listen
Smarter Than Me Clients (guest: Chase Taylor): 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 say Chase is contrarian could be the understatement of the year. Stick arou by The Market Huddle
107 min listen
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 storied career, the wealth of wisdom that he has picked up over his years dealing with fund managers, and mos by The Market Huddle
129 min listen
Giving 125% (guests: Andrew Simon, Nancy Davis & Kuppy): In this episode, Patrick Ceresna and Kevin Muir welcome to the show Andrew Simon. Andrew is co-founder of Macro Hive after years as a senior manager at JP Morgan and another Macro Hedge Fund. He shares his philosophy towards markets, and why he likes ene by The Market Huddle
172 min listen
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 doesnt like the US policy setting, what might replace bonds as the next anti-fragile as by The Market Huddle
161 min listen
200ft Below Sea Level (guests: Phil Schmitt, Will Thomson): In this episode, Patrick Ceresna and Kevin Muir welcome Phil Schmitt to the show. Phil has a long career on bay street as a derivatives trader and hedge fund manager. They have a terrific discussion about the problems with the 60/40 portfolio, active vs. by The Market Huddle
133 min listen
Not A Maximalist (guest: Alfonso Peccatiello): In this episode, Patrick Ceresna and Kevin Muir welcome to the show, Alfonso Peccatiello, head of investments for a large European bank and author of The Macro Compass. They have a terrific discussion about the macro environment and why even though the s by The Market Huddle
176 min listen
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 markets and why Michael Lewis ruined his life. Then in Talking Charts, Patrick does his usual voodoo to di by The Market Huddle
158 min listen
Charming Vanna (guests: Cem Karsan, Kuppy): In episode #113, Patrick Ceresna and Kevin Muir welcome Cem Karsan to the show and they have a fantastic discussion about SPX option flow, and he explains to us who this VANNA is that everyone is talking about. Then Kuppy returns to review his trades fro by The Market Huddle
143 min listen
Trash Cans Move In Real Life (guests: Darius Dale, Kuppy): In this episode, Patrick Ceresna and Kevin Muir welcome Darius Dale from 42 Macro. They have a fascinating discussion about the macro landscape and why inflation might be both transitory and secular at the same time. Then Harris Kupperman is back for Kup by The Market Huddle
124 min listen
Retail & Proud (guest: @Michigandolf aka Horselover Fat): This is the final of our interview-only summer specials, and we saved the most fun for last. You might know him as HorseLover Fat, you might simply know him as Horse, or you could be like Kevin and mistakenly call him HorseFat Lover, either way, one of t by The Market Huddle
57 min listen
Journey to NutStuff (guest: William Nutting): In this episode, Patrick Ceresna and Kevin Muir welcome William Nutting, the author of the terrifically entertaining and informative newsletter, NutStuff. They have a great discussion covering a range of topics, from problems with Amazon to learning abou by The Market Huddle
117 min listen

More Episodes from The Market Huddle

Skip carousel

MH+ Ep.40 Bullish on a Soft Landing (guest: Joseph Wang): On this weeks Huddle +, Patrick welcomes back to the show, ’The FED Guy’ Jospeh Wang. They discuss, FED policy, Inflation, the European election impact on the market & currencies. Check out The Fed Guy: www.fedguy.com *Got questions for Kevin and Pat by The Market Huddle
29 min listen
What The Market is Under Appreciating (Guest: Ben Rabidoux): This week Kevin and Patrick welcome to the show, Ben Rabidoux from North Cove Advisors. Kev & Ben have a fascinating discussion about the differences between US and Canadian housing markets, where the opportunities lie and whether the Big Short will by The Market Huddle
114 min listen
Small-Cap Value Opportunities (Guest: Tucker Scott): This week Kevin and Patrick welcome to the show, Tucker Scott from Bergen Park Capital. They dive into his career managing the Templeton Mutual Fund, highlighting his strategies and successes. Then, he unveils his top picks for undervalued foreign stocks by The Market Huddle
85 min listen
MH+ Ep.39 You Can’t Handle The Truth (guest: Russell Grant Clark): On this weeks Huddle +, Kevin welcomes back to the show, Russell Grant Clark. They discuss, interest rates, China, Japan and why Russell thinks we’re headed for a stronger economy. Check out Russell’s Substack: https://www.russell-clark.com/ *Got q by The Market Huddle
38 min listen
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, analyzing what has been done right, what has gone wrong, and where the country is seeing success. Leonid the by The Market Huddle
139 min listen
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 energy transition, and the innovative fuel sources that could support it. Follow Paul on Substack: https:/ by The Market Huddle
44 min listen
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 structure research from TD Securities. They discuss the evolving markets, how the markets have changed and by The Market Huddle
1 min listen
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 predictions on oil and stocks, as well as his insights on future market trends. Follow Warren on X: by The Market Huddle
36 min listen
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 turbulence in global equity markets and how Steve came to understand it. Follow Steve on X: @SteveSosnick Check by The Market Huddle
41 min listen
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 discuss how the FED has lost control of financial conditions and why inflation will be higher than the m by The Market Huddle
84 min listen
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 they’re politically motivated, the upcoming US election and the effects it could have on markets. Follow Pa by The Market Huddle
46 min listen
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 closer look at mining stocks and crude oil. Follow Tony on X: @TGMacro *Got questions for Kevin and Patric by The Market Huddle
27 min listen
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 fundamentals improving under the covers, and how he is playing this new era. Then we have a special double he by The Market Huddle
177 min listen
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 mining sector, down and out commodities and much more. Check out Massif Capital: massifcap.com Follow Will o by The Market Huddle
36 min listen
MH+ Ep.32 Navigating The FED’s Impact on Global Markets (guest: Aidan Garrib): On this weeks Huddle +, Patrick welcomes back to the show, Head of Global Macro Strategy at PGM Global, Aidan Garrib. Pat and Aidan discuss the FED’s impact on global markets, inflation and much more. Check out PGM Global: www.pgmglobal.com *Got qu by The Market Huddle
41 min listen
Suit Up and Head to MidTown (guest: Erik Renander): This week Kevin and Patrick welcome Erik, from Your Weekend Reading. Kev & Erik will discuss investing in Africa and how that helped Erik navigate the recent uptick in inflation, why investors are underestimating the risk of getting left behind and a by The Market Huddle
130 min listen
MH+ Ep.31 Dark Side of The Moon (guest: Vincent Deluard): On this weeks Huddle +, Kevin welcomes back to the show, Macro Strategist for StoneX Group, Vincent Deluard. Kev and Vincent have a great discussion about the markets, the FED and the overall outlook on inflation and deflation. *Got questions for Kevin a by The Market Huddle
47 min listen
Reconciling Opposing Truths (guest: David Cervantes): This week Kevin and Patrick welcome Author and Macro Strategist for Pinebrook Capital, David Cervantes. Kev and David have a fascinating discussion about the economy and markets. Check Out Pinebrook Capital: www.pinebrookcap.com Follow David on X: @Econs by The Market Huddle
130 min listen
MH+ Ep.30 Not Important Enough To Fire (guest: Derek Wallis): On this weeks Huddle +, Kevin welcomes back to the show, Former Trader at Soro’s and Author of Occupy a Job on Wall Street, Derek Wallis. Derek tells us what he’s been up to, what’s next and obviously shares some hilarious stories from his time on Wall S by The Market Huddle
43 min listen
MH+ Ep.29 Talking Charts (guest: Chase Taylor): On this weeks Huddle +, Patrick welcomes back to the show, Pinecone Macro’s, Chase Taylor. Pat and Chase discuss the good, the bad and the ugly charts, including tech stocks, crypto and commodities. Follow Chase on X: @pinconemacro *Got questions by The Market Huddle
32 min listen
Gold is Inflation (guest: Chris Ritchie): This week Kevin and Patrick welcome Silver Crest Metal President, Chris Ritchie. Kevin and Chris have a fascinating discussion about the long-term direction of precious metals, what he thinks the mining industry could do better and why we’re headed a lot by The Market Huddle
1 min listen
Long But Not Variable (guest: Brian Nick): This week Patrick and Kevin welcome Trahan Strategist, Brian Nick. Kev and Brian have an interesting discussion about how the market is giving up on the idea that higher rates will cause an economic slowdown and how Brian’s research is showing that it&#8 by The Market Huddle
100 min listen
MH+ Ep.28 Return of The Stir King (guest: Alex Manzara): On this weeks Huddle +, Kevin welcomes back to the show, Vice President of RJ O’Brien, Alex Manzara. Kev and Alex shoot the s**t, talk the changes from Eurodollar to SOFR contracts and what Alex thinks of the current market trends. Follow Alex on by The Market Huddle
42 min listen
MH+ Ep. 27 Inflation Acceleration (guest: Simon White): On this weeks Huddle +, Patrick welcomes, Bloomberg’s Macro Strategist, Simon White. Pat and Simon talk the end of CB independence, Stock market momentum and much more! Follow Simon on X: @LondonSW Check out this episodes charts via Youtube: https://yo by The Market Huddle
31 min listen
Violently Rangebound (guest: Efficient Market Hype): This week Patrick and Kevin welcome bond portfolio wizz, Efficient Market Hype. Kev and Efficient have a long-form discussion about interest rates, differences between hard and soft data, and why he see’s a violently rangebound market ahead in 2024 &nbs by The Market Huddle
1 min listen
MH+ Ep. 26 Gamma Loop (guest: Cem Karsan): On this weeks Huddle +, Kevin welcomes Cem Karsan, founder and senior managing partner of Kai Volatility Advisors. Kev and Cem take a deep dive in to all things dispersion trading! Follow Cem on X: @jam_croissant Check out Kai Volatility Advisors: kaiv by The Market Huddle
40 min listen
MH+ Ep.25 Talking Charts (guest: Boris Schlossberg): On this weeks Huddle +, Patrick welcomes back Boris Schlossberg, Managing Director of BKForex. Pat and Boris talk charts including, equities, the Mag 7 and much more. Follow Boris on X: @FxFlow Check out BK Traders: BKTraders.com *Got questions for Ke by The Market Huddle
26 min listen
Explaining The Dispersion Trade (guest: Mandy Xu): This week Patrick and Kevin welcome Head of Derivative Market Intelligence for CBOE, Mandy Xu. Kevin and Mandy take a deep dive in to all things volatility. They cover the persistent bid in the MOVE Index, the incredible flipping of IWM skew and why the by The Market Huddle
135 min listen
MH+ Ep.24 The Four Fours (guest: Barry C. Knapp): Happy New Year! We kick off 2024 on the Huddle +, with a catch up from Barry C. Knapp, Founder and Director of Ironsides Macroeconomics. Kev and Barry have a great discussion around the FED and what the macro outlook is for 2024. Follow Barry on X: @Bar by The Market Huddle
35 min listen
Not Another New Year Special, Special… : Market Huddle Ep.229: This week Patrick and Kevin are going solo, shooting the s**t, talking some charts and drinking a few beers along the way. That’s a wrap on another year! Cheers to all of our listeners, subscribers and amazing guests that we’ve had over this past year! H by The Market Huddle
61 min listen

Discover this podcast and so much more

Chasing Commas (guest: Joseph Wang)

Chasing Commas (guest: Joseph Wang)

Description

Titles in the series (100)

More Episodes from The Market Huddle