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Patrick Ceresna & Kevin Muir

The Market Huddle

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/

GLITCH IN THE MATRIX (Guests: Paulo Macro & Le Shrub)

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/

FRIDAY NIGHT DIRTY (Guests: Vincent Daniel & Porter Collins)

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/

FOXES & HEDGEHOGS (Guest: Jacob Shapiro)

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/

DOOM AND GLOOM SELLS (Guest: Kuppy)

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/

Valuation Crimes (Guest: Rupert Mitchell)

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/

“An Empty Room Kinda Guy” (Guest: Robert Mullin)

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/

Get In Now! (Guest: Leonid Mironov)

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/

The Economy Is Near Stall Speed (Guest: Peter Berezin)

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/

Crude Oil SURGE, Middle East ESCALATION & What It Means For Markets!

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/

KEV’S Back! And So Is the Drama…

In this episode, Patrick Ceresna and Kevin Muir welcome bond veteran Mike MacBain from East Coast Fund Management to the show. They have a terrific discussion about credit spreads, how the industry has changed, and what the Fed is trying to accomplish with their recent shift. Then, Morris is back, and even more Morris than usual!

Aggressive Monsters (guests: Mike MacBain, Morris Sachs)

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