The Market Huddle

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 Visit our merch store!...

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 Visit our merch store!!! https://www.themarkethuddlemerch.com/ To receive our emai...

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 Subscr...

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/jpX0...

This week, Kevin & Patrick welcome to the show, Peter Berezin. They discuss the economy and why Peter believes it’s close to stalling. 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!!! ht...

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 Subscribe To Patrick’s YouTube: https://www.youtube.com/@Patrick_Ceresna Visit our merch store!!! https://www.themarkethuddlemerch.com...

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 a...

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/@Pat...

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...

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...

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...

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...

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 for a FREE LIVE Webinar...

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_...

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 Visit our merch store!!...

This week, Kevin & Patrick welcome to the show, John Johnston. They’ll discuss his career on the trading floor, explore the silver squeeze of the late 1970s, and reveal what he’s buying and selling today. Subscribe to Market Vibes on Substack: https://jj745.substack.com/ Click Here To Register FREE to Big Picture Trading’s Webinar, Stock Repair Strategies using Options: https...

This week, Kevin & Patrick welcome Lyn Alden for a special live interview and Talking Charts! Watch the live episode on Youtube here: https://youtube.com/live/3e8xzshw9a8

This week, there’s no guest! If charts aren’t your thing, we’ll see you in a couple of weeks. But for those who love a deep dive, Patrick is here with an extended Talking Charts, breaking down the stocks he’s watching right now. Subscribe To Patrick’s New Educational Series ONLY available on YouTube: https://www.youtube.com/@Patrick_Ceresna Visit our merch store!!! https://www.themarkethuddlemerch...

This week, Kevin & Patrick welcome back to the show, Vincent Deluard. They discuss fiscal tightening, inflation, and a potential stagflation bear in 2025. They also break down spending cuts, key trades, tax remittances, and Trump’s impact on the USD and global markets. Follow Ole on X: @vincentdeluard Subscribe To Patrick’s New Educational Series ONLY available on YouTube: https://www.youtube....

In this episode of Huddle +, Kevin welcomes to the show Jon Hilsenrath. They discuss Jon’s experiences reporting on the Bernanke-led Federal Reserve, explore the shifts in the macroeconomic landscape since then, and examine how market dynamics could shape Trump’s next administration. Follow Jon on LinkedIn: https://www.linkedin.com/in/jon-hilsenrath-750baa2a/ Subscribe To Patrick’s New Educa...

This week, Kevin & Patrick welcome to the show, Ole Hansen. They discuss a wide-ranging of commodities, delving into where he sees the greatest opportunities and what aspects he’s most passionate about. Check out Saxo Bank’s podcast: https://www.home.saxo/insights/news-and-research/podcast Follow Ole on X: https://x.com/ole_s_hansen Subscribe To Patrick’s New Educational Series ONLY available...

This week, Kevin & Patrick welcome to the show, J Mintzmyer. They delve into this niche sector, and J shares a couple of stock picks poised to capitalize on the favorable macro environment in the shipping industry. Check out Value Investor’s Edge: https://t.co/nhUBYoFGyN Follow J on X: https://x.com/mintzmyer Subscribe To Patrick’s New Educational Series ONLY available on YouTube: https://www....

In this episode of Huddle +, Kevin gets an update from Ben Rabidoux. They discuss the Canadian housing market, mortgages and more! Follow Ben on X: https://x.com/BenRabidoux Visit our merch store!!! https://www.themarkethuddlemerch.com/

In this episode of Huddle +, Patrick kicks off the new year with one of our favourite guests, Steve Sosnick. They discuss NVIDIA, the market makers and much more! Follow Steve on X: https://x.com/SteveSosnick *Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com Visit our merch store!!! https://www.themarkethuddlemerch.com/

This week, it’s just us, no guests! For those who only tune in for the sharp, smart commentary, we’ll see you next year. For everyone else, Patrick, Danny, and I are kicking back for a fun, laid-back holiday episode to wrap up the season. Let’s shoot the sh*t and celebrate the close of another year together! Subscribe To Patrick’s New Educational Series ONLY available on YouTube: https://www.youtu...