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    Business

    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.  

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    Copyright: © 2018 Big Picture Trading

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    Latest Episodes:
    Seriously, Marvin?! (Guest: Marvin Barth) Oct 31, 2025
    Show notes

    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/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 register at: https://markethuddle.com/

    THE BIGGEST AND MOST DANGEROUS BUBBLE (Guest: Julien Garran) Oct 17, 2025
    Show notes

    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 store!!! https://www.themarkethuddlemerch.com/

    To receive our emails with the charts and links each week, please register at: https://markethuddle.com/

    GLITCH IN THE MATRIX (Guests: Paulo Macro & Le Shrub) Oct 04, 2025
    Show notes

    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.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/

    FRIDAY NIGHT DIRTY (Guests: Vincent Daniel & Porter Collins) Sep 20, 2025
    Show notes

    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 & Porter’s Substack: https://whatarewedoingonthedesk.substack.com/

    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 register at: https://markethuddle.com/

    FOXES & HEDGEHOGS (Guest: Jacob Shapiro) Sep 06, 2025
    Show notes

    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-jacob-shapiro-podcast/id1618811454 Jacob Shapiro Substack: https://jashap.substack.com/

    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 register at: https://markethuddle.com/

    DOOM AND GLOOM SELLS (Guest: Kuppy) Aug 23, 2025
    Show notes

    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!!! https://www.themarkethuddlemerch.com/

    To receive our emails with the charts and links each week, please register at: https://markethuddle.com/

    Valuation Crimes (Guest: Rupert Mitchell) Aug 16, 2025
    Show notes

    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 emails with the charts and links each week, please register at: https://markethuddle.com/

    “An Empty Room Kinda Guy” (Guest: Robert Mullin) Aug 02, 2025
    Show notes

    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

    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/

    Get In Now! (Guest: Leonid Mironov) Jul 19, 2025
    Show notes

    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

    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/

    The Economy Is Near Stall Speed (Guest: Peter Berezin) Jul 05, 2025
    Show notes

    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!!! https://www.themarkethuddlemerch.com/ To receive our emails with the charts and links each week, please register at: https://markethuddle.com/

    Previous 1 2 3 4 5 6 31 Next

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