Fundamentals Tightening Under The Covers (Guests: Paulo Macro & Kuppy)
This week Kevin and Patrick welcome Paulo Macro to the show. Kevin’s and Paulo discuss about why this cycle is different, which commodities have fundamentals improving under the covers, and how he is playing this new era. Then we have a special double he
The Market Huddle · Patrick Ceresna & Kevin Muir
Audio is streamed directly from the publisher (markethuddle.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
This week Kevin and Patrick welcome Paulo Macro to the show. Kevin’s and Paulo discuss about why this cycle is different, which commodities have fundamentals improving under the covers, and how he is playing this new era. Then we have a special double header with our good friend Kuppy to announce a new stock that he has previously never mentioned!
Follow Paulo on X: @PauloMacro
Subscribe to Paulo’s Substack: substack.com/@paulomacro
*Got questions for Kevin and Patrick? Submit your questions to: [email protected]
Visit our merch store!!! https://www.themarkethuddlemerch.com/
To receive our emails with the charts and links each week, please register at: https://markethuddle.com/