GLITCH IN THE MATRIX (Guests: Paulo Macro & Le Shrub)
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.
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2:28:29
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2:28:29
FRIDAY NIGHT DIRTY (Guests: Vincent Daniel & Porter Collins)
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/
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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/
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2:14:39
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2:14:39
FOXES & HEDGEHOGS (Guest: Jacob Shapiro)
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/
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1:47:45
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1:47:45
DOOM AND GLOOM SELLS (Guest: Kuppy)
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/
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47:03
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47:03
Valuation Crimes (Guest: Rupert Mitchell)
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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Subscribe To Patrick’s New Educational Series ONLY available on YouTube: https://www.youtube.com/@Patrick_Ceresna
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To receive our emails with the charts and links each week, please register at: https://markethuddle.com/
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.
Sverige