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/
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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.
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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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34:07
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34:07
“An Empty Room Kinda Guy” (Guest: Robert Mullin)
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.
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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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2:03:56
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2:03:56
Get In Now! (Guest: Leonid Mironov)
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/
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.
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