/The Market Huddle

The Market Huddle

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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DOG CHASING ITS OWN TAIL (Guest: Vincent Deluard)

Dec 13, 2025·—

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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: Sign...

Chasing The Digital Sky Daddy (Guest: Chase Taylor)

Nov 29, 2025·—

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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: Subscribe To Patrick’s YouTube...

AT THE EDGE OF THE CLIFF

Nov 15, 2025·—

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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: Subscribe To...

Seriously, Marvin?! (Guest: Marvin Barth)

Oct 31, 2025·—

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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...

THE BIGGEST AND MOST DANGEROUS BUBBLE (Guest: Julien Garran)

Oct 17, 2025·—

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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: Subscribe To...

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

Oct 4, 2025·—

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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...

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

Sep 20, 2025·—

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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...

FOXES & HEDGEHOGS (Guest: Jacob Shapiro)

Sep 6, 2025·—

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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: Jacob...

DOOM AND GLOOM SELLS (Guest: Kuppy)

Aug 23, 2025·—

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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. Subscribe To...

Valuation Crimes (Guest: Rupert Mitchell)

Aug 16, 2025·—

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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! Subscribe To Patrick’s New Educational Series ONLY available on YouTube: Visit...

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

Aug 2, 2025·—

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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...

Get In Now! (Guest: Leonid Mironov)

Jul 19, 2025·—

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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...

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

Jul 5, 2025·—

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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. Sign up for a FREE 14-day trial at Big Picture Trading: Subscribe To Patrick’s New...

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

Jun 20, 2025·—

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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. Sign up for a FREE 14-day trial at Big Picture Trading: Subscribe To Patrick’s...

KEV’S Back! And So Is the Drama…

Jun 9, 2025·—

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This week, Patrick and Kevin catch up on all the market drama! Sign up for a FREE 14-day trial at Big Picture Trading: Subscribe To Patrick’s New Educational Series ONLY available on YouTube: Visit our merch store!!! To...

Markets Right Now: Tony Greer on Stocks, Commodities & More

May 24, 2025·—

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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! Sign up for a FREE 14-day trial at Big Picture Trading: Follow Tony on X: Subscribe To...

Global Macro Strategist: “What Everyone Gets Wrong About the Fed”

May 10, 2025·—

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This week, Patrick gets Vincent Deluard’s view on these current market conditions. Follow Vincent on X: Subscribe To Patrick’s New Educational Series ONLY available on YouTube: Visit our merch store!!! To receive our...

Top Market Technical Analyst Deep Dive’s Into Market Charts With Patrick

Apr 26, 2025·—

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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: Subscribe To Patrick’s New Educational Series ONLY available on YouTube: Visit our merch store!!! To...

Art of War Meets Art of The Deal (Guest: Peter Bookvar)

Apr 12, 2025·—

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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...

Pour Some Gasoline On It (Guest: Erik@YWR)

Apr 2, 2025·—

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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...

Three Legged Stool (Guest: Julian Brigden)

Mar 29, 2025·—

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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...

The US is IMF’ng Itself (Guest: Ed Price)

Mar 25, 2025·—

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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...

Index Pre-Positioning Fallout (Guest: Peter Haynes)

Mar 18, 2025·—

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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...

COMEX Futures Veteran Insights (Guest: John Johnston)

Mar 15, 2025·—

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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...