The Market Huddle

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.

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