This week Patrick and Kevin welcome Head of Derivative Market Intelligence for CBOE, Mandy Xu. Kevin and Mandy take a deep dive in to all things volatility. They cover the persistent bid in the MOVE Index, the incredible flipping of IWM skew and why the volume in 0DTEs is not as worrisome as it might appear.
Click to find out more about CBOE: www.cboe.com
Follow Mandy’s work at CBOE on X: @CBOE
 
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Explaining The Dispersion Trade (guest: Mandy Xu)

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.

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This week Kevin and Patrick welcome to the show, Tucker Scott from Bergen Park Capital. They dive into his career managing the Templeton Mutual Fund, highlighting his strategies and successes. Then, he unveils his top picks for undervalued foreign stocks, emphasising that when he says “cheap,” he means stocks that are unbelievably dirt-cheap.
Check Out Bergen Park Capital: https://bergenparkcapital.com/team/
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Small-Cap Value Opportunities (Guest: Tucker Scott)

On this weeks Huddle +, Kevin welcomes back to the show, Russell Grant Clark. They discuss, interest rates, China, Japan and why Russell thinks we’re headed for a stronger economy.
Check out Russell’s Substack: https://www.russell-clark.com/
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MH+ Ep.39 You Can’t Handle The Truth (guest: Russell Grant Clark)

This week Kevin and Patrick welcome to the show, Leonid Mironov from PACAT Asset Management. They dive into an insightful discussion about China, analyzing what has been done right, what has gone wrong, and where the country is seeing success. Leonid then shifts the focus to commodities, sharing his expert predictions for the future in this dynamic market.
Follow Leonid Mironov on X: https://www.x.com/leomironov
Check Out Pacat Capital Management LTD: https://www.pacatcm.com
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Bull in a China Shop (guest: Leonid Mironov)

On this weeks Huddle +, Kevin welcomes back to the show, founder of View From The Peak, Paul Krake. They discuss the evolving landscape of AI, the energy transition, and the innovative fuel sources that could support it.
Follow Paul on Substack:  https://www.twitter.com/Viewfromthepeak
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MH+ Ep.38 Schumpeter’s Dream (guest: Paul Krake)

This week Kevin and Patrick welcome to the show, Jenny Hadiaris head of market structure from TD Cowen & Peter Haynes, head of index and market structure research from TD Securities. They discuss the evolving markets, how the markets have changed and where they may be headed in the future.
Check Out Bid Out With Peter Haynes: https://bit.ly/4bhywyx
*Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com
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Explaining The Dispersion Trade (guest: Mandy Xu)

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