The Market Huddle

This week Kevin and Patrick welcome, Guenter Grimm . They discuss his views about new Fed chair Kevin Warsh and why the short-term and long-term inflation risks are almost mirror opposite. Want to see the Big Picture Trading’s weekly COT Report? Click here: https://www.cotsignal.com Sign up for a FREE 14-day trial at Big Picture Trading:  https://secure.bigpicturetrading.com/membership/signup/fOY4...

This week Kevin and Patrick welcome, Leslie Harris. They discuss his years trading with Morris Sachs, we put him on the trading couch and hear what mistakes even the best professionals make, and then learn what it was like to be 17-years old going to CBGBs to watch the Ramones. Sign up for a FREE 14-day trial at Big Picture Trading: https://secure.bigpicturetrading.com/membership/signup/fOY4YJYX S...

This week Kevin welcomes, Matt Zeigler. They discuss portfolio construction, the risk a lot of clients and advisors miss and why the investment business is more fun than rock’n’roll. Sign up for a FREE 14-day trial at Big Picture Trading:  https://secure.bigpicturetrading.com/membership/signup/fOY4YJYX Subscribe To Patrick’s YouTube Channel: https://www.youtube.com/@Patrick_Ceresna Vis...

This week Kevin & Patrick welcome, Tony Greer. They discuss his trading successes and mistakes, as well as the current market environment and why he believes oil will go higher regardless of what happens in the war. Tony Greer: www.tgmacro.com MACRO DIRT PODCAST: https://tgmacro.substack.com/ Sign up for a FREE 14-day trial at Big Picture Trading:  https://secure.bigpicturetrading.com/membersh...

This week Kevin & Patrick welcome, Leonid Mironov. They discuss Leonid’s new gig with Louis Vincent Gave, why he thinks Chinese stocks are still a buy and Leonid wonders if the oil market is more right than the pundits realise. Sign up for a FREE 14-day trial at Big Picture Trading:  https://secure.bigpicturetrading.com/membership/signup/fOY4YJYX Subscribe To Patrick’s YouTube Chanell: https:/...

This week Kevin & Patrick welcome, Bohan Jiang. They discuss how the institutional option market making works, how the crypto option space can be less efficient than more traditional markets and why some of the best traders use options to help express their views. Sign up for a FREE 14-day trial at Big Picture Trading:  https://secure.bigpicturetrading.com/membership/signup/jpX05srf Subscribe...

This week Louis-Vincent Gave turns the tables on Kevin, and asks him the questions… Sign up for a FREE 14-day trial at Big Picture Trading:  https://secure.bigpicturetrading.com/membership/signup/jpX05srf Subscribe To Patrick’s YouTube Chanell: https://www.youtube.com/@Patrick_Ceresna Visit our merch store!!! https://www.themarkethuddlemerch.com/ To receive our emails with the charts and lin...

This week, it’s an interview only episode as Patrick is travelling. Pay attention to your feed cause my intrepid partner is trying to do a live Sunday show from the home of a well-known huddle alum. Stay tuned. In the meantime, sit back, relax and enjoy my interview with Wisdom Tree’s MacroStrategist, Sam Rines. We have a fascinating discussion about the Iran war, why he thinks it might be closer...

This week Kevin & Patrick welcome, Brian McCarthy. They discuss the war in the Middle East, what that means for markets, and why he would be on the other side of the renewed China optimism. Register Here To Join Patrick Ceresna’s FREE Live hedging webinar Monday 16th March at 4pm ET: https://www.bigpicturetrading.com/  Sign up for a FREE 14-day trial at Big Picture Trading:  https://secu...

This week Kevin & Patrick welcome, Trader Ferg. They discuss, a contrarian investing mindset, commodity and energy opportunities, China/emerging-market tailwinds, and key macro risks. Sign up for a FREE 14-day trial at Big Picture Trading:  https://secure.bigpicturetrading.com/membership/signup/jpX05srf Subscribe To Patrick’s YouTube Chanell: https://www.youtube.com/@Patrick_Ceresna Visit our...

This week Kevin & Patrick welcome, Brent Donnelly. They discuss FX interventions, the dangers that Brent sees in the stock market and what his magazine cover indicator is telling him. Sign up for a FREE 14-day trial at Big Picture Trading:  https://secure.bigpicturetrading.com/membership/signup/jpX05srf Subscribe To Patrick’s YouTube Chanell: https://www.youtube.com/@Patrick_Ceresna Visit our...

This week Kevin & Patrick welcome, Craig Shapiro. They discuss, the state of macro markets, where the opportunities lie, and what it was like working with Steve Cohen. Sign up for a FREE 14-day trial at Big Picture Trading:  https://secure.bigpicturetrading.com/membership/signup/jpX05srf Subscribe To Patrick’s YouTube Chanell: https://www.youtube.com/@Patrick_Ceresna Visit our merch store!!! h...

In this episode, we welcome back to the show Alex Gurevich, author of THE NEXT PERFECT TRADE. We talk about what Alex learned over the last 10 years since this book was first published, and why even if you know the rules, they are difficult to always follow. We also talk about poker game theory, and why Alex thinks rates are headed back to 0%. Note: Alex’s book is being re-released and won&#...

This week Kevin & Patrick welcome, Mateen Chaudhry. They discuss the updates on his resource call, but then explains why he thinks China and Japan offer some of the best opportunities in 2026. And stick around for his outside the box market surprise that you don’t want to miss. Sign up for a FREE 14-day trial at Big Picture Trading:  https://secure.bigpicturetrading.com/membership/signup...

HAPPY HOLIDAYS! This is where Danny asks the guests uncomfortable questions… Sign up for a FREE 14-day trial at Big Picture Trading: https://secure.bigpicturetrading.com/membership/signup/jpX05sr Subscribe To Patrick’s YouTube Chanell: https://www.youtube.com/@Patrick_Ceresna Visit our merch store!!! https://www.themarkethuddlemerch.com/ To receive our emails with the charts and links each w...

HAPPY HOLIDAYS! This is part 2 of our holiday special! Sign up for a FREE 14-day trial at Big Picture Trading: https://secure.bigpicturetrading.com/membership/signup/jpX05srf Subscribe To Patrick’s YouTube Chanell: 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: ht...

HAPPY HOLIDAYS! This is part 1 of our holiday special! Sign up for a FREE 14-day trial at Big Picture Trading: https://secure.bigpicturetrading.com/membership/signup/jpX05srf Subscribe To Patrick’s YouTube Chanell: 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: ht...

This week Kevin & Patrick welcome, Vincent Deluard. They discuss the circular nature of economic stimulus and why the bond vigilantes might never appear Register for Big Picture Trading’s asymmetric challenge here: https://www.bigpicturetrading.com/challenge Sign up for a FREE 14-day trial at Big Picture Trading:  https://secure.bigpicturetrading.com/membership/signup/jpX05srf Subscribe...

This week Kevin & Patrick welcome, Chase Taylor. They discuss, the electrification of the global economy and how to play it. Sign up for a FREE 14-day trial at Big Picture Trading:  https://secure.bigpicturetrading.com/membership/signup/jpX05srf Subscribe To Patrick’s YouTube Channel: https://www.youtube.com/@Patrick_Ceresna Visit our merch store!!! https://www.themarkethuddlemerch.com/ To rec...

This week there is no guest, so Patrick will pull the crayons out of his a** and explain why he thinks the stock market is on the edge of a cliff… 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 me...

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/...

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 Visit our merch...

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. 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.youtub...

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 Vincent &a...

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.app...