
This week Kevin and Patrick welcome, Guenter Grimm . They discuss his views about new Fed chair Kevin Warsh and why the short-term and long-term inflation risks are almost mirror opposite.
Want to see the Big Picture Trading’s weekly COT Report? Click here: https://www.cotsignal.com
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Subscribe To Patrick’s YouTube Channel: https://www.youtube.com/@Patrick_Ceresna
GGMA App: https://ggma-app.com/
GGMA on the App Store: https://apps.apple.com/app/id6746191944
My biography: https://ggma-app.com/founder
LinkedIn: linkedin.com/in/guenter-grimm
X: @GFXFTs
Email: [email protected]
Jul 4
2 hr 10 min

This week Kevin and Patrick welcome, Leslie Harris. They discuss his years trading with Morris Sachs, we put him on the trading couch and hear what mistakes even the best professionals make, and then learn what it was like to be 17-years old going to CBGBs to watch the Ramones.
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Jun 20
2 hr 29 min

This week Kevin welcomes, Matt Zeigler. They discuss portfolio construction, the risk a lot of clients and advisors miss and why the investment business is more fun than rock’n’roll.
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Jun 6
1 hr 45 min

This week Kevin & Patrick welcome, Tony Greer. They discuss his trading successes and mistakes, as well as the current market environment and why he believes oil will go higher regardless of what happens in the war.
Tony Greer: www.tgmacro.com
MACRO DIRT PODCAST: https://tgmacro.substack.com/
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May 23
1 hr 32 min

This week Kevin & Patrick welcome, Leonid Mironov. They discuss Leonid’s new gig with Louis Vincent Gave, why he thinks Chinese stocks are still a buy and Leonid wonders if the oil market is more right than the pundits realise.
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May 10
1 hr 51 min

This week Kevin & Patrick welcome, Bohan Jiang. They discuss how the institutional option market making works, how the crypto option space can be less efficient than more traditional markets and why some of the best traders use options to help express their views.
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Apr 25
2 hr 13 min

This week Louis-Vincent Gave turns the tables on Kevin, and asks him the questions…
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Apr 11
2 hr 41 min

This week, it’s an interview only episode as Patrick is travelling. Pay attention to your feed cause my intrepid partner is trying to do a live Sunday show from the home of a well-known huddle alum. Stay tuned. In the meantime, sit back, relax and enjoy my interview with Wisdom Tree’s MacroStrategist, Sam Rines. We have a fascinating discussion about the Iran war, why he thinks it might be closer to over than the market realizes, how to play that outcome, and then, from there, we cover a wide array of topics ranging from Japan to the new reality for defence stocks.
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Mar 28
1 hr 28 min

This week Kevin & Patrick welcome, Brian McCarthy. They discuss the war in the Middle East, what that means for markets, and why he would be on the other side of the renewed China optimism.
Register Here To Join Patrick Ceresna’s FREE Live hedging webinar Monday 16th March at 4pm ET: https://www.bigpicturetrading.com/
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Mar 14
2 hr 20 min

This week Kevin & Patrick welcome, Trader Ferg. They discuss, a contrarian investing mindset, commodity and energy opportunities, China/emerging-market tailwinds, and key macro risks.
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Feb 28
2 hr 5 min
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