271 Episodes

  1. Post-Election Market Outlook (guest: Tony Greer)

    Published: 11/20/2024
  2. Make Ambiguity Great Again (Guest: Le Shrub)

    Published: 11/16/2024
  3. Immaculate Stimulus (Guest: Leonid Mironov)

    Published: 11/1/2024
  4. Rooseveltian Resolve (guest: Tobias Harris)

    Published: 10/19/2024
  5. Allergy To Certainty (guest: Rupert Mitchell)

    Published: 10/16/2024
  6. You Can’t Model Inflation (guest: Warren Pies)

    Published: 10/5/2024
  7. A Beautiful Thing Called Inflation (guest: Mateen Chaudhry)

    Published: 9/14/2024
  8. What’s Coming from the FED? (guest: Aidan Garrib)

    Published: 9/10/2024
  9. A Credit Cycle That Hasn’t Cycled (Guest: Dario Perkins)

    Published: 9/7/2024
  10. Structural Inflationista (Guest: Louis-Vincent Gave)

    Published: 8/24/2024
  11. Mastering Gamma, Dispersion & Volatility! (Guest: Brent Kochuba)

    Published: 8/14/2024
  12. Geopolitically Promiscuous (Guest: Marko Papic)

    Published: 8/10/2024
  13. The AI Bubble & What Comes Next… (Guest: Jesse Felder)

    Published: 8/7/2024
  14. The 90/3 Rule (guest: Ryan Metcalf)

    Published: 7/27/2024
  15. Precious Metals, Mining & The Economy (guest: Tavi Costa)

    Published: 7/17/2024
  16. What’s Up With These Markets?! (Guest: Chase Taylor)

    Published: 7/12/2024
  17. Masterclass in Weirdo Babble Speak (Guest: William Nutting)

    Published: 7/10/2024
  18. Crisis At The Core (Guest: Vincent Deluard & Kuppy)

    Published: 6/29/2024
  19. MH+ Ep.40 Bullish on a Soft Landing (guest: Joseph Wang)

    Published: 6/18/2024
  20. What The Market is Under Appreciating (Guest: Ben Rabidoux)

    Published: 6/15/2024

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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.