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This week @kevinmuir welcomes, Matt Zeigler. They discuss portfolio construction, the risk a lot of clients and advisors miss and why the investment business is more fun than rock'n'roll.
youtu.be/1gseAVFN400
The Market Huddle
1,563 posts
The Market Huddle
@TheMarketHuddle
Join Patrick Ceresna and Kevin Muir bi-weekly as these two traders get together to discuss the market action while having a little fun in the process.
Joined October 2018
- On this weeks Huddle +, @kevinmuir welcomes Cem Karsan @jam_croissant, founder and senior managing partner of Kai Volatility Advisors. Kev and Cem take a deep dive in to all things dispersion trading! youtu.be/Fzq7Kxa2RXQ
- This week, @PatrickCeresna and @kevinmuir welcome @LynAldenContact 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 and what country is called a "coiled spring." 👇👇
- .@KevinMuir & @PatrickCeresna welcome @PauloMacro to the show. They discuss which commodities have fundamentals improving under the covers, and how he is playing this new era. Then we have our good friend @HKuppy to announce a new stock that he has previously never mentioned!
- It is finally happening! After a terrific March COVID crisis BUY THE MARKET call two years ago, @Jimmyjude13 is back with @PatrickCeresna and @kevinmuir to give us an update on his thinking in this challenging market environment. You're not gonna want to miss this one! 👇👇👇
- This week, @PatrickCeresna and @kevinmuir welcome back @hkuppy to the show for an extended Kuppy's Corner. He gives us his macro views about what he calls “the two speed economy" but more importantly - he shares with us a new stock that he’s added to his portfolio. Don't miss it!
- Charming Vanna @PatrickCeresna and @kevinmuir welcome @jam_croissant to the show. They have a fantastic discussion about SPX option flow, and he explains to us who this VANNA is that everyone is talking about. Then @hkuppy returns for Kuppy's Corner.
- This week @PatrickCeresna & @kevinmuir welcome @LynAldenContact to the show to discuss macro state of the markets, and what worries her going forward. Then Zach Resnick from @unboundedcap joins to talk about crypto currencies and why his firm is focusing on Bitcoin SV. 👇👇👇
- This week, @kevinmuir & @PatrickCeresna welcome to the show, Le Shrub @agnostoxxx. They dive into his experience working under one of the hedge fund managers from The Big Short, explore why he believes Nvidia's dominance must come to an end, and discuss how Trump is championing
- All the hardcore 'huddlers know... but in case you haven't listened or watched the last episode all the way to the end.... It was @kevinmuir's birthday not too long ago so @PatrickCeresna and Leena decided to get him something special this year 👇👇👇
00:00 - On this weeks Huddle +, @PatrickCeresna welcomes back to show, the man, the myth, the meme-lord that is, Harris Kupperman @HKuppy. Kuppy gives us a quick update on what he’s watching in the markets and some of his fails and wins.
- We are back!!!⚡️ Join @PatrickCeresna & @kevinmuir as they welcome @MetreSteven to the show where he shares his deflationary macro forecast. Then @CordovaTrades joins the show to tell us her 3 favorite trades and to talk some charts! 📈 📉 Go check it out! 👇👇👇
- Like a Grease Fire Finally the wait is over! Join our hosts @PatrickCeresna and @kevinmuir as they welcome @Jimmyjude13 and @hkuppy to the show in this epic NSFW episode!
- .@PatrickCeresna and @kevinmuir welcome @VincentDeluard to the show to talk about why the economy might not be as bad as consensus believes, the best way to play the delayed economic weakness, and we test Vincent's knowledge on San Francisco and his home region of Burgundy.
