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The Market Huddle

von Patrick Ceresna & Kevin Muir

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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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  1. LONG VOL: THE EMPTIEST ROOM AROUND (Guest: Robert Mullin)

    This week Kevin and Partrick welcome to the show, Robert Mullen of Marathon Resource Advisors to discuss contrarian investing, portfolio hedging, long volatility, and why energy, copper, shipping, and other resource markets may be setting u

  2. AI STORY ALREADY DIED

    This week on The Market Huddle, Kevin and Pat dive into the charts. 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.bigpic

  3. WHAT WOULD JACKSON DO? (Guest: Marvin Barth)

    This week on The Market Huddle, Kevin is flying solo as we welcome back fan-favourite guest Marvin Barth. 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

  4. THE REAL EDGE IS IN PEOPLES’ HEADS (Guest: Ahmed Husain)

    This week it’s an interview only episode with Kevin and Ahmed Husain. https://www.thecuriousmind.org/ 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 Pict

  5. A GIFT TO ANYONE PAYING ATTENTION (Guest: Chase Taylor)

    This week Chase and Patrick shoot the sh*t in this weeks talking charts! 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.b

  6. PRICKLY BEAR

    This week Kevin and Patrick shoot the sh*t in this weeks talking charts! 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.b

  7. EVERYTHING IS BETTER IN ASIA (Guest: Vincent Deluard)

    This week Kevin and Patrick welcome to the show Vincent Deluard, to discuss Vincent’s recent trade ideas from his trip to Japan. Want to see the Big Picture Trading’s weekly COT Report? Click here: https://www.cotsignal.com Sign up for a FR

  8. HAWKISH HOLD HALLUCINATION

    This week Kevin and Patrick go solo and take the time to deep dive into this what just happened this week! 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

  9. GROWTH WITHOUT YOU (Guest: Paul Krake)

    This week Kevin and Patrick welcome, Paul Krake . Paul has written a book about AI and its implications on markets and society. You don’t want to miss what he believes will be the biggest beneficiaries of the most transformational technolog

  10. BOND INVESTORS SHOULD WAKE UP (Guest: Guenter Grimm)

    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 Re

  11. PATIENCE IS LIKE A MUSCLE (Guest: Leslie Harris)

    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 ol

  12. THE WILE E. COYOTE MOMENT (Guest: Matt Zeigler)

    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: h

  13. WEAPONIZE THE PERIODIC TABLE (Guest: Tony Greer)

    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: http://www.t

  14. ROI not AGI (Guest: Leonid Mironov)

    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

  15. REAL OPTION TRADERS DON’T GO TO DINNER PARTIES (Guest: Bohan Jiang)

    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 h

  16. LOUIS TURNS THE TABLES ON KEV (Guest: Louis-Vincent Gave)

    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 Chane

  17. NARRVOL (Guest: Sam Rines)

    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, re

  18. Straws Accumulating on The Camel’s Back (Guest: Brian McCarthy)

    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

  19. I WALK IN CARRYING ROAD KILL (Guest: Trader Ferg)

    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:

  20. ROBIN HOOD ON CRACK (Guest: Brent Donnelly)

    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:

  21. THE OIL MARKET HAS SPOKEN (Guest: Craig Shapiro)

    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.b

  22. THE NEXT PERFECT TRADE (REDUX) (Guest: Alex Gurevich)

    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

  23. THE JAPANESE MAGGIE THATCHER (Guest: Mateen Chaudhry)

    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

  24. XMAS SPECIAL (We Ask The Guests Uncomfortable Questions)

    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: http

  25. XMAS SPECIAL PT.2

    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/@

  26. XMAS SPECIAL PT.1

    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/@

  27. DOG CHASING ITS OWN TAIL (Guest: Vincent Deluard)

    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.bigpicturetra

  28. Chasing The Digital Sky Daddy (Guest: Chase Taylor)

    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/jpX0

  29. AT THE EDGE OF THE CLIFF

    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/

  30. Seriously, Marvin?! (Guest: Marvin Barth)

    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: h

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