The Market Huddle

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.

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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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