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The Market Huddle

Patrick Ceresna & Kevin Muir·Hosted by Patrick Ceresna and Kevin Muir·300 episodes

BusinessInvestingTrader-ledMacro investingGuest interviews1-2 hrs/epBiweeklyMarket banter

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.

Why listen

The Market Huddle feels like sitting in on a sharp, opinionated trading desk conversation, with Patrick Ceresna and Kevin Muir pressing guests on macro calls, market positioning, commodities, rates, China, options, and risk. It is best for listeners who already follow markets and want trader-to-trader debate, not beginner personal finance advice. The tone is loose and funny, but the substance is built around real market views and guests who actively manage money or analyze global macro.

Episodes

1 hr 32 min
May 23, 2026
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: 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/membership/signup/fOY4YJYX Subscribe To Patrick’s YouTube Channel: 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/

1 hr 51 min
May 10, 2026
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 a FREE 14-day trial at Big Picture Trading:  https://secure.bigpicturetrading.com/membership/signup/fOY4YJYX 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: https://markethuddle.com/

2 hr 13 min
Apr 25, 2026
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 help express their views. 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: https://markethuddle.com/

2 hr 41 min
Apr 11, 2026
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 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: https://markethuddle.com/

1 hr 28 min
Mar 28, 2026
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, 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 to over than the market realizes, how to play that outcome, and then, from there, we cover a wide array of topics ranging from Japan to the new reality for defence stocks. 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: https://markethuddle.com/

2 hr 20 min
Mar 14, 2026
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 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://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: https://markethuddle.com/

2 hr 5 min
Feb 28, 2026
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:  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: https://markethuddle.com/

2 hr 3 min
Feb 14, 2026
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:  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: https://markethuddle.com/

2 hr 6 min
Jan 31, 2026
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.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: https://markethuddle.com/

1 hr 44 min
Jan 24, 2026
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 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’t be available until Tuesday, January 27th. The current one that is for sale is the first edition and won’t include Alex’s updated additions. Follow Alex on X: https://x.com/agurevich23  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: https://markethuddle.com/

2 hr 2 min
Jan 10, 2026
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 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/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: https://markethuddle.com/

7 min
Dec 26, 2025
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: 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/

1 hr 19 min
Dec 26, 2025
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/@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/

1 hr 9 min
Dec 26, 2025
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/@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/

1 hr 45 min
Dec 13, 2025
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.bigpicturetrading.com/challenge 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: https://markethuddle.com/

2 hr 13 min
Nov 29, 2025
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/jpX05srf Subscribe To Patrick’s YouTube Channel: 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/

1 hr 15 min
Nov 15, 2025
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/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/

2 hr 25 min
Oct 31, 2025
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: 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/

2 hr 22 min
Oct 17, 2025
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/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/

2 hr 28 min
Oct 4, 2025
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:  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/

2 hr 14 min
Sep 20, 2025
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 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/

1 hr 47 min
Sep 6, 2025
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 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/

47 min
Aug 23, 2025
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/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/

34 min
Aug 16, 2025
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 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/

2 hr 3 min
Aug 2, 2025
“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 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/

1 hr 51 min
Jul 19, 2025
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 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/

2 hr 2 min
Jul 5, 2025
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/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/

55 min
Jun 20, 2025
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/membership/signup/jpX05srf Subscribe To Patrick’s 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/

1 hr 9 min
Jun 9, 2025
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 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/

44 min
May 24, 2025
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/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/@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/

1 hr 23 min
May 10, 2025
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_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/

1 hr 25 min
Apr 26, 2025
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.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/

2 hr 13 min
Apr 12, 2025
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 Peter’s Substack: https://peterboockvar.substack.com/  Follow Peter on X: https://x.com/pbookvar 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/

44 min
Apr 2, 2025
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 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/ywr-a-secret-to-making-money  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/

2 hr 17 min
Mar 29, 2025
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: 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 on Tuesday, April 1st 2025 at 4:00pm ET. Register here: https://bit.ly/4hSyU8N 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/

1 hr 5 min
Mar 25, 2025
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 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_price Subscribe To Ed’s Youtube: https://www.youtube.com/@Ed_Price888 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/

29 min
Mar 18, 2025
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 pre-positioning ahead of index events. *Got questions for Kevin and Patrick? Submit your questions to: [email protected] Visit our merch store!!! https://www.themarkethuddlemerch.com/

2 hr 18 min
Mar 15, 2025
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 Substack: https://jj745.substack.com/ Click Here To Register FREE to Big Picture Trading’s Webinar, Stock Repair Strategies using Options: https://www.bigpicturetrading.com  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/

1 hr 57 min
Mar 3, 2025
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

1 hr 27 min
Feb 15, 2025
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 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/

1 hr 5 min
Feb 7, 2025
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 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.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/

1 hr 11 min
Feb 3, 2025
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 dynamics could shape Trump’s next administration. Follow Jon on LinkedIn: https://www.linkedin.com/in/jon-hilsenrath-750baa2a/ 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/

1 hr 49 min
Jan 31, 2025
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://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 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/

2 hr 14 min
Jan 18, 2025
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’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.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/

49 min
Jan 16, 2025
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/

24 min
Jan 8, 2025
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 Patrick? Submit your questions to: [email protected] Visit our merch store!!! https://www.themarkethuddlemerch.com/

1 hr 24 min
Dec 24, 2024
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. 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.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/

58 min
Dec 20, 2024
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!

1 hr 33 min
Dec 14, 2024
Talking Charts (Guest: Chase Taylor)

This week, Kevin is taking a well-deserved break, so we invited Chase Taylor, Founder of PineCone Macro, to step in. Chase shares insights from his latest piece, The Emerald Bear Light, offers his market outlook, and dives into a variety of charts from the perspective of two seasoned technical analysts. Check out Pinecone Macro: https://www.pineconemacro.com/ 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: https://markethuddle.com/

32 min
Dec 5, 2024
Nobody Knows Nothin’ (Guest: Boris Schlossberg)

In this episode of Huddle +, Patrick catches up with Boris Schlossberg. They discuss Bitcoin, NVIDIA, gold, and much more! Follow Boris on X: https://www.x.com/FXFlow Check Out: https://www.youtube.com/@BKForex *Got questions for Kevin and Patrick? Submit your questions to: [email protected] Visit our merch store!!! https://www.themarkethuddlemerch.com/