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/