Afleveringen
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This week Kevin 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.
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This week Kevin & Patrick welcome, Tony Greer. They discuss his trading successes and mistakes, as well as the current market environment and why he believes oil will go higher regardless of what happens in the war.
Tony Greer: www.tgmacro.com
MACRO DIRT PODCAST: https://tgmacro.substack.com/
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Zijn er afleveringen die ontbreken?
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This week Kevin & Patrick welcome, Leonid Mironov. They discuss Leonid’s new gig with Louis Vincent Gave, why he thinks Chinese stocks are still a buy and Leonid wonders if the oil market is more right than the pundits realise.
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This week Kevin & Patrick welcome, Bohan Jiang. They discuss how the institutional option market making works, how the crypto option space can be less efficient than more traditional markets and why some of the best traders use options to help express their views.
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This week Louis-Vincent Gave turns the tables on Kevin, and asks him the questions…
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This week, it’s an interview only episode as Patrick is travelling. Pay attention to your feed cause my intrepid partner is trying to do a live Sunday show from the home of a well-known huddle alum. Stay tuned. In the meantime, sit back, relax and enjoy my interview with Wisdom Tree’s MacroStrategist, Sam Rines. We have a fascinating discussion about the Iran war, why he thinks it might be closer to over than the market realizes, how to play that outcome, and then, from there, we cover a wide array of topics ranging from Japan to the new reality for defence stocks.
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This week Kevin & Patrick welcome, Brian McCarthy. They discuss the war in the Middle East, what that means for markets, and why he would be on the other side of the renewed China optimism.
Register Here To Join Patrick Ceresna’s FREE Live hedging webinar Monday 16th March at 4pm ET: https://www.bigpicturetrading.com/
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This week Kevin & Patrick welcome, Trader Ferg. They discuss, a contrarian investing mindset, commodity and energy opportunities, China/emerging-market tailwinds, and key macro risks.
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This week Kevin & Patrick welcome, Brent Donnelly. They discuss FX interventions, the dangers that Brent sees in the stock market and what his magazine cover indicator is telling him.
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This week Kevin & Patrick welcome, Craig Shapiro. They discuss, the state of macro markets, where the opportunities lie, and what it was like working with Steve Cohen.
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In this episode, we welcome back to the show Alex Gurevich, author of THE NEXT PERFECT TRADE. We talk about what Alex learned over the last 10 years since this book was first published, and why even if you know the rules, they are difficult to always follow. We also talk about poker game theory, and why Alex thinks rates are headed back to 0%.
Note: Alex’s book is being re-released and won’t be available until Tuesday, January 27th. The current one that is for sale is the first edition and won’t include Alex’s updated additions.
Follow Alex on X: https://x.com/agurevich23
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This week Kevin & Patrick welcome, Mateen Chaudhry. They discuss the updates on his resource call, but then explains why he thinks China and Japan offer some of the best opportunities in 2026. And stick around for his outside the box market surprise that you don’t want to miss.
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HAPPY HOLIDAYS! This is where Danny asks the guests uncomfortable questions…
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HAPPY HOLIDAYS! This is part 2 of our holiday special!
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HAPPY HOLIDAYS! This is part 1 of our holiday special!
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This week Kevin & Patrick welcome, Vincent Deluard. They discuss the circular nature of economic stimulus and why the bond vigilantes might never appear
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This week Kevin & Patrick welcome, Chase Taylor. They discuss, the electrification of the global economy and how to play it.
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This week there is no guest, so Patrick will pull the crayons out of his a** and explain why he thinks the stock market is on the edge of a cliff…
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This week Kevin & Patrick welcome, Marvin Barth. They discuss global markets and why he thinks the Federal Reserve might be making a massive policy error, and no – it’s not in the direction you probably think.
Seriously Marvin?! Substack: https://seriouslymarvin.substack.com/
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This week Kevin & Patrick welcome, Julien Garran. They discuss why Julien thinks this is the biggest and most dangerous bubble we’ve ever seen.
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