This week, Kevin & Patrick welcome back to the show, Leonid Mironov. We review his calls from earlier this year, discuss the outlook for Chinese assets, and discover his top stock picks.

Check out Leonid’s Substack: https://leonidmironov.substack.com/ Follow Leonid on X: https://www.x.com/leomironov

Subscribe To Patrick’s New Educational Series ONLY available on YouTube: https://www.youtube.com/@Patrick_Ceresna

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This week, we have the pleasure to welcome Tobias Harris, author of the newsletter Observing Japan. We have a fascinating discussion of Japan’s recent history, with Tobias helping put in context the events that led us to the current environment and what the next ten years might look like in Japan.

Check out Japan Foresight Here : https://japanforesight.com/ Follow Mateen on X: https://www.x.com/observingjapan

Subscribe To Patrick’s New Educational Series ONLY available on YouTube: https://www.youtube.com/@Patrick_Ceresna

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In this episode of Huddle +, Kevin chats with Blind Squirrel Macro, Rupert Mitchell. Rupert shares his market outlook, explores China and India ETFs, and highlights the trades he’s watching closely.

Check out Blind Squirrel Macro Substack to see the slides from today’s interview: https://substack.com/@blindsquirrelmacro

Follow Rupert on X: https://www.x.com/SquirrelMacro

*Got questions for Kevin and Patrick? Submit your questions to: [email protected]

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This week, Kevin and Patrick welcome back to the show, 3Fourteen Research founder, Warren Pies. They discuss why a Fed rate cut can negatively impact bonds while benefiting commodities, and he shares strategies for capitalizing on these market shifts.

Check out 3Fourteen Research : https://www.3fourteenresearch.com Follow Warren on X: https://www.x.com/warrenpies

Subscribe To Patrick’s New Educational Series ONLY available on YouTube: https://www.youtube.com/@Patrick_Ceresna

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This week is an interview only week, so Kevin welcomes to the show, Mateen Chaudhry. They discuss Japan, how the carry trade is affecting the global markets, and what Mateen is buying to take advantage of this.

Check Out Mateen’s substack : https://substack.com/@discussthetape Follow Mateen on X: https://www.x.com/discussthetape

Subscribe To Patrick’s New Educational Series ONLY available on YouTube: https://www.youtube.com/@Patrick_Ceresna

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In this episode of Huddle +, Patrick chats with Head of Global Macro at PGM Global, Aidan Garrib. They discuss the latest movements in the market, as the FED gears up for the highly anticipated rate-cutting cycle.

Check out PGM Global: https://www.pgmglobal.com

Follow Aidan on X: https://www.x.com/AidanGarrib

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This week Kevin & Patrick welcome back to the show, Dario Perkins. They have a fascinating discussion on what makes this economic cycle so unique, the smartest strategies for investors to position their portfolios, and why MMT may no longer hold the predictive power it once did.

Check Out TS Lombard: https://www.tslombard.com Follow Dario on X: https://www.x.com/DarioPerkins

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This week Kevin & Patrick welcome back to the show, Louis Vincent Gave from Gavekal Research. They dive into the key differences between Chinese and Western capital markets, uncover why gold is surging in a structural bull market, and tackle the challenges of today’s investment landscape.

Check Out Gavekal Research: https://www.gavekal.com Follow Louis on X: https://www.x.com/gave_vincent

Subscribe To Patrick’s New Educational Series ONLY available on YouTube: https://www.youtube.com/@Patrick_Ceresna

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In this episode of Huddle +, Patrick catches up with Brent Kochuba, the founder of Spot Gamma, to break down the forces driving recent market volatility. They delve into the nuances of gamma and the dispersion trade, offering actionable insights for investors. Whether you’re a seasoned trader or just curious about the mechanics behind market moves, this discussion will equip you with the knowledge you need to stay ahead in these uncertain times. Tune in to gain a deeper understanding of how to navigate and leverage volatility in today’s market.

Check out Spot Gamma: https://spotgamma.com

Follow Brent on X: https://www.x.com/spotgamma

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This week Kevin & Patrick welcome back to the show, Marko Papic. They discuss Marko’s recent change to BCA Research, how he incorporates geopolitics into his investment framework and why everyone is doing it backwards.

Check Out BCA Research: https://www.bcaresearch.com Follow Marko on X: https://www.x.com/geo_papic

Subscribe To Patrick’s New Educational Series ONLY available on YouTube: https://www.youtube.com/@Patrick_Ceresna

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On this weeks Huddle +, Patrick welcomes, the author of The Felder Report, Jesse Felder. They discuss the recent market trends, the commodity secto, the AI bubble and what comes next…

Check out ‘The Felder Report’: https://thefelderreport.com/

Follow Jesse on X: https://www.x.com/JesseFelder

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