In this episode, Patrick Ceresna and Kevin Muir welcome Phil Schmitt to the show Phil has a long career on bay street as a derivatives trader and hedge fund manager.  They have a terrific discussion about the problems with the 60/40 portfolio, active vs. passive, ESG and what he thinks is the biggest risk out there - inflation.Then, Will Thomson from Massif Capital is back on the show to talk about his latest gold pick and the problems with the Chinese nuclear leak.

200ft Below Sea Level (guests: Phil Schmitt, Will Thomson) - Market Huddle Ep.136

MH+31 Vincent Deluard: Dark Side of The Moon

MH Ep.235 Suit Up and Head to MidTown (Guest: Erik Renander)

MH+ Ep.32 Navigating The FED’s Impact on Global Markets (guest: Aidan Garrib)

MH+ Ep.33 Copper, Dispersion & Commodities (guest: Will Thomson)

Fundamentals Tightening Under The Covers (Guests: Paulo Macro & Kuppy)

MH+ Ep.34 Talkin’ Charts With Tony (guest: Tony Greer)

MH+ Ep.35 The Uncomfortable Truth About Money (guest: Paul Podolsky)

MH+ Ep.36 So, it Seems Like I Missed Something (guest: Steve Sosnick)

MH+ Ep.37 The Rules Are Changing (guest: Warren Pies)

The Evolving Market Structure (Guests: Peter Haynes & Jenny Hadiaris)

200ft Below Sea Level (guests: Phil Schmitt, Will Thomson) - Market Huddle Ep.136

The Market Huddle

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