Scribbler Logo
    The Market Huddle

    The Market Huddle

    Join Patrick and Kevin bi-weekly when these two traders discuss the week's action in the markets - always keeping the other's feet to the fire for bad calls - yet hopefully having some fun while learning a little something in the process.  

    The Market Huddle

    Wed Jul 17 2024

    Precious Metals, Mining & The Economy (guest: Tavi Costa)

    Gold PricesMining IndustryInvestment OpportunitiesMarket DynamicsTechnology Companies

    The episode covers the rising gold prices and investment opportunities, positive changes and arbitrage opportunities in the mining industry, investment opportunities in juniors, startups, and exploration companies, insights on market dynamics and investment strategies, and caution on technology companies' valuations and alternative investment opportunities.

    The Market Huddle

    Fri Jul 12 2024

    What’s Up With These Markets?! (Guest: Chase Taylor)

    Market TrendsCurrency MarketsBitcoinGoldPrecious Metals

    The episode covers various market trends and potential sector rotation, currency markets and yen performance, Bitcoin, gold, and precious metals outlook, silver, palladium, and platinum forecast, South Africa, crude oil, and natural gas analysis, natural gas storage, copper, and uranium market insights, diversification strategies and market insights, and investment strategies and potential breakouts.

    The Market Huddle

    Wed Jul 10 2024

    Masterclass in Weirdo Babble Speak (Guest: William Nutting)

    geopoliticsinvesting trendstechnologyon-the-ground researchmarket alpha

    This episode covers various topics including geopolitics, investing trends, technology, on-the-ground research, market alpha, portfolio positioning, market broadening, special situations investments, and investment opportunities. Key insights include the interest of younger generations in digital assets, concerns about the current market situation, the importance of balance in the market, the impact of weight loss on market alpha, challenges with portfolio positioning, and investment opportunities in cold stocks and marijuana/cannabis stocks. The episode also emphasizes the importance of on-the-ground research for investment decisions and offers recommendations for protecting portfolios against potential risks.

    The Market Huddle

    Sat Jun 29 2024

    Crisis At The Core (Guest: Vincent Deluard & Kuppy)

    French electionpolitical volatilityFrance's next governmentspread tradeeconomic challenges

    The episode covers the French election and political volatility, predictions for France's next government, spread trade in Europe and economic challenges, a comparison between Italy and France, the Euro yen exchange rate and skiing in Japan, cheeses, investment strategy, and fiscal policy, the Federal Reserve, AI technology, and uranium trading, incremental coins, oil rig plays, and market trends, the US dollar yen exchange rate and jobs numbers, recession concerns, economic data, and stock market trends, credit spreads, stock performance, and dollar trade range, the Euro yen exchange rate and market corrections, crude oil, Bitcoin, and copper analysis, credit spreads and technical analysis, bull steepener trend and casual conversations.

    The Market Huddle

    Tue Jun 18 2024

    MH+ Ep.40 Bullish on a Soft Landing (guest: Joseph Wang)

    Market MisjudgmentInflationMonetary PolicyBond MarketGlobal Economic Factors

    The episode covers market misjudgment, inflation impact on monetary policy and bond market, and global economic factors including Canada, Europe, and Japan.

    The Market Huddle

    Sat Jun 15 2024

    What The Market is Under Appreciating (Guest: Ben Rabidoux)

    US housing marketCanadian housing marketinterest rate hikesreal estatemacro trends

    The podcast episode features a discussion on the differences between US and Canadian housing markets, potential opportunities, and the impact of interest rate hikes. Ben Rapidoo from North Cove Advisors joins the show to talk about Canadian real estate and macro trends. The difficulty of finding and interpreting Canadian housing and economic data is highlighted, leading Ben to provide analysis based on anecdotes and insights. The speaker initially provided economic and housing commentary for free, gaining a following within the housing and mortgage community. In 2012, the speaker was urged by an industry consultant to monetize their insights, leading to success in distributing reports to well-known funds. There was a period of pessimism among US hedge funds regarding Canadian housing, but now there is renewed interest in shorting the market due to perceived risks. Interest in Canadian housing peaked around 2017-2018 but has since declined significantly, with current sentiment indicating potential for market challenges. Factors contributing to the strength of the Canadian housing market include underinvestment in single-family housing, increased speculation by investors, and population growth driving rental demand.

    The Market Huddle

    Sat Jun 01 2024

    Small-Cap Value Opportunities (Guest: Tucker Scott)

    InvestmentTempleton Mutual FundForeign Value StocksCrisesQuantitative Screening

    This episode features insights on managing Templeton Mutual Fund, investing in cheap foreign value stocks, lessons from past crises, the importance of temperament in investment decisions, quantitative screening, asymmetric returns, living on an island, transitioning to non-US small and mid caps, macro analysis, investing in Japanese companies and undervalued currencies, US equity returns, regulatory actions, investment opportunities in Chinese stocks and Singapore-listed companies, investing in UOB and Hot Bar, Mitsui Mitsushida's transition, undervalued companies, price gaps, subsidiary investments, lifestyle changes, jobs numbers revisions, inflation impact on interest rates, market analysis, NASDAQ fluctuations, energy stocks rally, market predictions for summer months, gold, silver, copper analysis, Nikkei index performance, Eurostock chart analysis. The episode also includes personal updates and celebrations.

    The Market Huddle

    Wed May 29 2024

    MH+ Ep.39 You Can’t Handle The Truth (guest: Russell Grant Clark)

    marketsfinanceemotional responsespolitical landscapebirth rates

    This episode covers various topics including the inspiration behind creating audio segments on markets and finance, recognizing emotional responses in financial markets, potential baby boom and its impact on birth rates, the shift in political landscape and its economic implications, the impact of politics on affordability and investment opportunities, and insights on the JGB market and observations on markets.

    The Market Huddle

    Sat May 18 2024

    Bull in a China Shop (Guest: Leonid Mironov)

    ChinaEconomic DevelopmentTrade RelationsReal EstateEV Manufacturing

    This episode covers various topics related to China's successes and failures, including its economic development, trade relations, real estate issues, EV manufacturing, advanced technology, commodity markets, and market performance. The guest, Leonid Mironav from Pacad Asset Management, shares insights based on his experiences and observations. Key points include China's focus on domestic development, its growing market share globally, advancements in EV manufacturing, challenges in the real estate sector, and the potential impact of AI on electricity needs. The episode also discusses commodity trends, investment opportunities, market manipulation, and personal stories.

    The Market Huddle

    Wed May 15 2024

    MH+ Ep.38 Schumpeter’s Dream (guest: Paul Krake)

    AIEconomic TransformationTechnological AdvancementsPortfolio ReturnsElectrification

    This episode explores the increasing use of AI and its impact on various industries. It discusses predictions of significant economic transformation and portfolio returns driven by AI. The adoption of AI technologies is likened to transitioning from server rooms to cloud services. The implementation of AI in sectors like drug trials could revolutionize medicine. Challenges and opportunities in AI investing are also explored, along with the evolution of trading strategies and investment prospects in electrification infrastructure. The future of nuclear power and energy policies is discussed as well.

    Page 1 of 6