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

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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 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 

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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.

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 a FREE LIVE Webinar on Tuesday, April 1st 2025 at 4:00pm ET. Register here: https://bit.ly/4hSyU8N

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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 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: https://x.com/ed_s_price

Subscribe To Ed’s Youtube: https://www.youtube.com/@Ed_Price888

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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 by pod shops due to pre-positioning ahead of index events.

*Got questions for Kevin and Patrick? Submit your questions to: [email protected]

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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 Market Vibes on Substack: https://jj745.substack.com/

Click Here To Register FREE to Big Picture Trading’s Webinar, Stock Repair Strategies using Options: https://www.bigpicturetrading.com 

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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

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.

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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

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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/

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