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Patrick Ceresna & Kevin Muir

The Market Huddle

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…

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/

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

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/

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

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/

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

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/

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

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/

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

In this episode, Patrick Ceresna and Kevin Muir welcome Rob Arnott to the show to discuss value versus growth stocks, the yield curve and whether it’s predicting or causes recessions, and why Rob thinks inflation will stay persistently high. Then Brent from SpotGamma is here to talk OPEX.

Visit Research Affiliates: https://www.researchaffiliates.com

Download Brent’s Charts https://bit.ly/3L13IFL

Visit our merch store!!! https://www.markethuddlemerch.com/ 

*Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com

To receive our emails with the charts and links each week, please register at: https://markethuddle.com/

Talking Like Volcker, Channeling Burns (guests: Rob Arnott, Brent Kochuba)

Lyt når som helst, hvor som helst

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