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 where they may be headed in the future.

Check Out Bid Out With Peter Haynes: https://bit.ly/4bhywyx

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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: https://www.twitter.com/warrenpies

Check out: https://www.3fourteenresearch.com/

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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 out: https://ibkrcampus.com/author/steve-sosnick/

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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 market expects in the coming years.

Follow Danny on X: @DannyDayan5

Subscribe to Macro Musing: https://dannydayan.substack.com/

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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 Paul on X: @Paul_Podolsky

Check out Paul’s Substack: www.paulpodolsky.com

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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

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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 header with our good friend Kuppy to announce a new stock that he has previously never mentioned!

Follow Paulo on X: @PauloMacro

Subscribe to Paulo’s Substack: substack.com/@paulomacro

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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 on X: @wmthomson22

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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

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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 surprising stock pick from Erik’s side of the pond.

Check Out Your Weekend Reading: www.ywr.world

Follow Erik on X: @Erik_YWR

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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.

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