The Market Huddle

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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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 Series ONLY available on YouTube: https://www.youtube.com/@Patrick_Ceresna

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

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This week, Kevin & Patrick welcome to the show, J Mintzmyer. They delve into this niche sector, and J shares a couple of stock picks poised to capitalize on the favorable macro environment in the shipping industry.

Check out Value Investor’s Edge: https://t.co/nhUBYoFGyN

Follow J on X: https://x.com/mintzmyer

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/

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In this episode of Huddle +, Kevin gets an update from Ben Rabidoux. They discuss the Canadian housing market, mortgages and more!

Follow Ben on X: https://x.com/BenRabidoux

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In this episode of Huddle +, Patrick kicks off the new year with one of our favourite guests, Steve Sosnick. They discuss NVIDIA, the market makers and much more!

Follow Steve on X: https://x.com/SteveSosnick

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

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This week, it’s just us, no guests! For those who only tune in for the sharp, smart commentary, we’ll see you next year. For everyone else, Patrick, Danny, and I are kicking back for a fun, laid-back holiday episode to wrap up the season. Let’s shoot the sh*t and celebrate the close of another year together!

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/

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Join our live Q&A specials, streamed every month! This month we welcome Rupert Mitchell, Author of The Blind Squirrel Macro & Paul Krake, Founder of Climate Transformed!

This week, Kevin is taking a well-deserved break, so we invited Chase Taylor, Founder of PineCone Macro, to step in. Chase shares insights from his latest piece, The Emerald Bear Light, offers his market outlook, and dives into a variety of charts from the perspective of two seasoned technical analysts.

Check out Pinecone Macro: https://www.pineconemacro.com/

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/

In this episode of Huddle +, Patrick catches up with Boris Schlossberg. They discuss Bitcoin, NVIDIA, gold, and much more!

Follow Boris on X: https://www.x.com/FXFlow

Check Out: https://www.youtube.com/@BKForex

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

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