
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.
Latest episodes

37 snips
May 24, 2025 • 45min
Markets Right Now: Tony Greer on Stocks, Commodities & More
Tony Greer, a macro analyst at TGMacro, joins for an insightful discussion on current market conditions. He unpacks recent fluctuations in the S&P 500, focuses on trading patterns and support levels amid market corrections, and explores the dynamics of precious metals like gold and Bitcoin. Greer also touches on the bullish potential in uranium and the bear trend in crude oil, offering strategies for investors. The conversation reveals his macro perspective on various sectors, making it a must-listen for anyone following market trends.

68 snips
May 10, 2025 • 1h 23min
Global Macro Strategist: “What Everyone Gets Wrong About the Fed”
Vincent Deluard, a Global Macro Strategist at StoneX, shares his insights on current market conditions amidst stagnating inflation and interest rates. He discusses the significant impacts of tariffs on economic indicators and investment decisions. Deluard also navigates the uncertainties of global economic growth while analyzing recovery patterns from historical market declines. He sheds light on bond yields, the weakening U.S. dollar, and the contrasting performances of European and Latin American markets, particularly focusing on the potential in Brazil.

60 snips
Apr 26, 2025 • 1h 25min
Top Market Technical Analyst Deep Dive’s Into Market Charts With Patrick
This week, Patrick and Chase Taylor take a deep dive into all things charts, from Gold to Bitcoin.
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53 snips
Apr 12, 2025 • 2h 13min
Art of War Meets Art of The Deal (Guest: Peter Bookvar)
Peter Bookvar, Chief Investment Officer at Bleakley Financial Group and author of The Book Report, shares sharp insights on market trends and trade dynamics. He discusses the ongoing U.S.-China trade tensions and critiques the idea of reshoring manufacturing, emphasizing potential job losses. The conversation highlights the impact of tariffs on corporate profits and examines the complexities of current market valuations amid economic challenges. Bookvar also advises investors to pivot strategies towards commodities and emerging markets while reflecting on recent market shifts.

15 snips
Apr 2, 2025 • 45min
Pour Some Gasoline On It (Guest: Erik@YWR)
Explore a bullish outlook on European banks and the tailwinds boosting growth amid rising interest rates. The conversation shifts to post-COVID labor dynamics, illustrating increased worker leverage and the challenges faced by private equity in a changing landscape. Delve into investment strategies within Chinese tech stocks and the operational advantages of markets like Hong Kong. Finally, AI's transformative influence on labor markets raises important questions about future employment, while strategies for navigating economic chaos are thoroughly examined.

82 snips
Mar 29, 2025 • 2h 17min
Three Legged Stool (Guest: Julian Brigden)
Julian Brigden, the founder of MI2 Partners and a macroeconomic expert, shares his insights on today's trading landscape. He emphasizes the necessity of adapting strategies to current market conditions rather than relying on outdated methods. The discussion covers the complexities of U.S. economic dynamics, the implications of a strong dollar, and the risks associated with high corporate debt. Julian also highlights the significance of hedging strategies amidst recession fears, urging a critical look at market narratives and investor behavior.

14 snips
Mar 25, 2025 • 1h 5min
The US is IMF’ng Itself (Guest: Ed Price)
Ed Price, an independent geopolitical analyst and NYU instructor, shares his insights on America's identity crisis between 1776 and 1789. He discusses the future of the U.S. dollar amidst political turbulence and the implications of bold geopolitical scenarios, like Taiwan and Greenland trades. Price argues that Trump's policies require serious consideration, especially regarding authoritarian ties. The conversation reveals deep connections between economic discourse and global perceptions of American leadership, shedding light on Wall Street's often overlooked geopolitical blind spots.

Mar 18, 2025 • 30min
Index Pre-Positioning Fallout (Guest: Peter Haynes)
In this discussion, Peter Haynes, Managing Director of Index and Market Structure Research at TD Cowen, dives into the world of index rebalancing and its recent upheavals. He shares insights on a staggering $900 million loss experienced by hedge funds linked to pre-positioning ahead of index events. Haynes also tackles the complexities of ETF markets and the repercussions of sudden index rule changes. Additionally, he highlights concentration risks within the Russell 1000 Growth Index and reflects on historical market manipulation practices.

17 snips
Mar 15, 2025 • 2h 18min
COMEX Futures Veteran Insights (Guest: John Johnston)
This week, trading veteran John Johnston shares his journey from the chaotic trading floors of COMEX and NYMEX to modern markets. He reflects on the legendary silver squeeze of the 1970s and his current trading picks. The conversation also dives into the emotional challenges traders face, the significance of stop-loss orders, and the evolving landscape of trading strategies. Johnston evaluates the interplay between gold, equities, and currency dynamics, offering engaging insights into today's financial climate and market trends.

64 snips
Mar 3, 2025 • 1h 57min
The Market Huddle Live With Lyn Alden
Lyn Alden, an independent macroeconomist and investment strategist, shares her insights into the complex dynamics of global markets. She discusses anticipated macroeconomic shifts in 2025 and how fiscal policies interplay with monetary strategies. The conversation dives into the evolving nature of Bitcoin amidst traditional finance, political influences on markets, and current trends in tech stocks like NVIDIA. Lyn also sheds light on Egypt's economic challenges and the growing acceptance of Chinese cars, blending market analysis with engaging anecdotes.