The Market Huddle
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.
Episodes
This week Kevin & Patrick welcome, Marvin Barth. They discuss global markets and why he thinks the Federal Reserve might be making a massive policy error, and no – it’s not in the direction you probably think.
Seriously Marvin?! Substack: https://seriouslymarvin.substack.com/
Sign up for a FREE 14-day trial at Big Picture Trading: https://secure.bigpicturetrading.com/membership/signup/jpX05sr...
This week Kevin & Patrick welcome, Julien Garran. They discuss why Julien thinks this is the biggest and most dangerous bubble we’ve ever seen.
Sign up for a FREE 14-day trial at Big Picture Trading: https://secure.bigpicturetrading.com/membership/signup/jpX05srf
Subscribe To Patrick’s New Educational Series ONLY available on YouTube: https://www.youtube.com/@Patrick_Ceresna
This week Kevin & Patrick welcome, Paulo Macro & Le Shrub. They discuss Golden Age of Grift, how to navigate the current environment and whether this is starting to resemble 2007.
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Subscribe To Patrick’s New Educational Series ONLY available on YouTube: https://www...
This week Kevin & Patrick welcome, Vincent Daniel & Porter Collins. They discuss their careers from Wall Street to Seawolf, their contrarian views on markets, gold and currency debasement, the AI boom, market structure shifts from quant funds, and the risks of shadow banking.
Lock in BPT Membership for $948 BEFORE The Price Increases: https://www.bigpicturetrading.com/newprices
This week Kevin & Patrick welcome, Jacob Shapiro. They discuss about the end of the unipolar world, what it means for your investments, and where Jacob sees the best opportunities going forward.
Bespoke Group: https://bespokegroup.io/ Jacob Shapiro & Marko Papic Podcast: https://podcasts.apple.com/us/podcast/geopolitical-cousins/id1802258017 -The Jacob Shapiro Podcast: https://podcasts.apple.com/us/podcast/the...
This week, Patrick is STILL on vacation… so we’re joined by local legend, Kuppy to discuss the massive CAPEX spend in A.I. and why he thinks it’s not only unsustainable, but also extremely dangerous.
https://secure.bigpicturetrading.com/membership/signup/jpX05srf
Subscribe To Patrick’s New Educational Series ONLY available on YouTube: https://www.youtube.com/@Patrick_Ceresna
This week, Patrick is on vacation (again)… so we’re joined by the wonderfully British Rupert Mitchell, who brings us two fresh trade ideas!
https://secure.bigpicturetrading.com/membership/signup/jpX05srf
Subscribe To Patrick’s New Educational Series ONLY available on YouTube: https://www.youtube.com/@Patrick_Ceresna
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This week, Kevin & Patrick welcome to the show, Robert Mullin. They discuss, about why the Liberation Day decline was one of the largest VAR shocks in years, and how Robert is positioning his portfolio in resource stocks to protect about the changing macro environment.
Sign up for a FREE 14-day trial at Big Picture Trading: https://secure.bigpicturetrading.com/membership/signup/jpX05srf
This week, Kevin & Patrick welcome to the show, Leonid Mironov. They discuss why Leonid believes Trump’s Chinese tariffs are actually good news for China—and how he’s positioning himself to benefit. He then wraps up with a bold macro call on a country that you won’t want to miss.
Sign up for a FREE 14-day trial at Big Picture Trading: https://secure.bigpicturetrading.com/membership/signup/jpX05srf
This week, Kevin & Patrick welcome to the show, Peter Berezin. They discuss the economy and why Peter believes it’s close to stalling.
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Subscribe To Patrick’s New Educational Series ONLY available on YouTube: https://www.youtube.com/@Patrick_Ceresna
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This week, Patrick and Kevin catch up on the latest market moves, discuss the Middle East tensions and how it’s affecting crude oil prices.
Sign up for a FREE 14-day trial at Big Picture Trading: https://secure.bigpicturetrading.com/membership/signup/jpX05srf
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This week, Patrick and Kevin catch up on all the market drama!
Sign up for a FREE 14-day trial at Big Picture Trading: https://secure.bigpicturetrading.com/membership/signup/jpX05srf
Subscribe To Patrick’s New Educational Series ONLY available on YouTube: https://www.youtube.com/@Patrick_Ceresna
Visit our merch store!!! https://www.themarkethuddlemerch.com/
To receive our emails with the charts and links each week, please regist...
This week, Patrick welcomes back to the show, Tony Greer. They discuss the market conditions today and get Tony’s big picture view!
Sign up for a FREE 14-day trial at Big Picture Trading: https://secure.bigpicturetrading.com/membership/signup/jpX05srf
Follow Tony on X: https://x.com/pTGMacro
Subscribe To Patrick’s New Educational Series ONLY available on YouTube: https://www.youtube.com/@Patrick_Ceresna
This week, Patrick gets Vincent Deluard’s view on these current market conditions.
Follow Vincent on X: https://x.com/vincentdeluard
Subscribe To Patrick’s New Educational Series ONLY available on YouTube: https://www.youtube.com/@Patrick_Ceresna
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/
This week, Patrick and Chase Taylor take a deep dive into all things charts, from Gold to Bitcoin.
Follow Chase on X: https://x.com/pineconemacro
Subscribe To Patrick’s New Educational Series ONLY available on YouTube: https://www.youtube.com/@Patrick_Ceresna
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/
This week, Kevin & Patrick welcome back to the show, Peter Bookvar They discuss why the market was rolling over regardless, the impact of tariffs on the economy, and the strategic moves investors should consider in response.
Subscribe to Peter’s Substack: https://peterboockvar.substack.com/
Follow Peter on X: https://x.com/pbookvar
Subscribe To Patrick’s New Educational Series ONLY available on YouTube: https://w...
This week, Kevin & Patrick welcome to the show, Erik from YWR. They discuss, his 2022 bullish call on Barclays and why he still believes European banks have room to run. Then Erik explains how tailwinds like rising interest rates and capital build-up are setting the stage for a major growth cycle in the sector.
Follow Erik on X: https://x.com/erik_ywr
Subscribe to YWR: https://www.ywr.world/p/ywr-a-...
This week, Kevin & Patrick welcome to the show, Julian Brigden. They discuss the importance of the macro environment right now, and Julian explains why it’s so important to not apply old playbooks to today’s trading.
Follow Julian on X: https://x.com/JulianMI2
Worried about a market crash? Learn smart hedging to protect your losses while keeping your gains.
Join Patrick fo...
This week on Huddle +, Kevin welcomes to the show, Ed Price. They discuss why Trump should be taken both seriously and literally, the symbolic clash between 1776 and 1789 in American identity, bold geopolitical scenarios like trading Taiwan or annexing Greenland, the future of the U.S. dollar, and how randomness, determinism, and individual agency shape history.
Follow Ed on X: https://x.com/ed_s_price
<...In this episode of Huddle +, Kevin welcomes back to the show, Peter Haynes. They’ll discuss the evolving landscape of index rebalancing and its impact on hedge funds, including the staggering $900 million loss suffered by pod shops due to pre-positioning ahead of index events.
*Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com
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