Claim OwnershipThe Market Huddle
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© 2018 Big Picture Trading
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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.
330 Episodes
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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.
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Vincent & Porter’s Substack: https://whatarewedoingonthedesk.substack.com/
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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/
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1This 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.
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This week, Patrick is on vacation (again)… so we’re joined by the wonderfully British Rupert Mitchell, who brings us two fresh trade ideas!
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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.
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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.
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This week, Kevin & Patrick welcome to the show, Peter Berezin. They discuss the economy and why Peter believes it’s close to stalling.
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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.
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This week, Patrick and Kevin catch up on all the market drama!
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This week, Patrick welcomes back to the show, Tony Greer. They discuss the market conditions today and get Tony’s big picture view!
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Follow Tony on X: https://x.com/pTGMacro
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This week, Patrick gets Vincent Deluard’s view on these current market conditions.
Follow Vincent on X: https://x.com/vincentdeluard
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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
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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
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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
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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
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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
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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
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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/
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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.
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The Huddle is my one and only CANNOT MISS podcast. It is required listening every weekend. Patrick and Kevin are always insightful, bring great guests, and make me laugh every single week!
great show✌✌✌
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