The Market Huddle

Apr 02 2025 300 ep. 106 mins 2k
The Market Huddle Podcast artwork

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

Apr 02 2025 44 mins  
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://

Three Legged Stool (Guest: Julian Brigden)

Mar 29 2025 137 mins  
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

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

Mar 25 2025 65 mins  
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: htt

Index Pre-Positioning Fallout (Guest: Peter Haynes)

Mar 18 2025 29 mins  
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

COMEX Futures Veteran Insights (Guest: John Johnston)

Mar 15 2025 138 mins  
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 usin

The Market Huddle Live With Lyn Alden

Mar 03 2025 117 mins  
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!

Feb 15 2025 87 mins  
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:

Hidden Stimulus, Hidden Austerity (Guest: Vincent Deluard)

Feb 07 2025 65 mins  
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:

The Most Important Guardrail (Guest: Jon Hilsenrath)

Feb 03 2025 71 mins  
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 P

Playing Football in The Pit (Guest: Ole Hansen)

Jan 31 2025 109 mins  
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