- alle zwei WochenErscheinungsrhythmus
- 1 h 40typische Länge
- 24. Okt.letzte Folge
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THE BIGGEST AND MOST DANGEROUS BUBBLE (Guest: Julien Garran)
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/mem
GLITCH IN THE MATRIX (Guests: Paulo Macro & Le Shrub)
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: http
FRIDAY NIGHT DIRTY (Guests: Vincent Daniel & Porter Collins)
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 fun
FOXES & HEDGEHOGS (Guest: Jacob Shapiro)
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
DOOM AND GLOOM SELLS (Guest: Kuppy)
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/mem
Valuation Crimes (Guest: Rupert Mitchell)
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 Education
“An Empty Room Kinda Guy” (Guest: Robert Mullin)
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 th
Get In Now! (Guest: Leonid Mironov)
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 o
The Economy Is Near Stall Speed (Guest: Peter Berezin)
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/s
Crude Oil SURGE, Middle East ESCALATION & What It Means For Markets!
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/members
KEV’S Back! And So Is the Drama…
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 availa
Markets Right Now: Tony Greer on Stocks, Commodities & More
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/sign
Global Macro Strategist: “What Everyone Gets Wrong About the Fed”
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_C
Top Market Technical Analyst Deep Dive’s Into Market Charts With Patrick
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.c
Art of War Meets Art of The Deal (Guest: Peter Bookvar)
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 Pe
Pour Some Gasoline On It (Guest: Erik@YWR)
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 capita
Three Legged Stool (Guest: Julian Brigden)
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: htt
The US is IMF’ng Itself (Guest: Ed Price)
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
Index Pre-Positioning Fallout (Guest: Peter Haynes)
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 p
COMEX Futures Veteran Insights (Guest: John Johnston)
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 Substa
The Market Huddle Live With Lyn Alden
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
Talking Charts!
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 T
Hidden Stimulus, Hidden Austerity (Guest: Vincent Deluard)
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 o
The Most Important Guardrail (Guest: Jon Hilsenrath)
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 dynam
Playing Football in The Pit (Guest: Ole Hansen)
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:
Shipping, A Contrarian’s Dream Sector (Guest: J Mintzmyer)
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’
Trudeau Gets The Party, Pierre Gets The Hangover (Guest: Ben Rabidoux)
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/
The NVDA Phenomenon (Guest: Steve Sosnick)
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 Pa
2024 Year-End Special!
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. L
The Market Huddle Live With Rupert Mitchell & Paul Krake
Join our live Q&A specials, streamed every month! This month we welcome Rupert Mitchell, Author of The Blind Squirrel Macro & Paul Krake, Founder of Climate Transformed!
