This week Kevin and Patrick go solo and take the time to deep dive into this what just happened this week! Want to see the Big Picture Trading’s weekly COT Report? Click here: https://www.cotsignal.com Sign up for a FREE 14-day trial at Big Picture Trading: https://secure.bigpicturetrading.com/membership/signup/fOY4YJYX Subscribe To Patrick’s YouTube Channel: https://www.youtube.com/@Patrick_Ceresna Visit our merch store!!! https://www.themarkethuddlemerch.com/

HAWKISH HOLD HALLUCINATION

The Market Huddle

Hit it! It's Friday, July 31st, 2026, Episode 297. I'm Patrick Ceresna. And I'm Kevin Muir. This week it's a no-guest show, and although we have our regular talking charts with Patrick, my co-host wants to turn the tables and ask me some questions. And maybe I should just get out in front with the following statement. No, it's not my burner account that continually litters the YouTube comments with the question. It says naked puts, but why is Patrick wearing clothes?

All right. Well, folks, listen, we're going to drink some beers because this is, I'm going to need it listening to your commentaries here. So, Danny, what beer am I drinking here? This is the Sierra Nevada Pale Ale. I used to drink a lot of this when I worked in a bar. It's fantastic. It's very strong. I think you're going to enjoy it. Would recommend. It's an American beer, I think. Yeah, yeah. From North Carolina. Oh, yeah. It's, wow. It's strong. For a paleo?

It's called Sierra Nevada and it's from North Carolina. Yeah. It's strong. It's a sense. All right. Give us a disclaimer, buddy. Okay. Nothing in this podcast should be viewed as investment advice. Listeners should consult an investment professional before making any decisions regarding topics mentioned in the show. Side effects of too much huddle may include the Magnificent Seven Split Personality Disorder, Meta Margin Meltdown and then the Apple Expectation Dysfunction.

Something the other traders amongst us. Absolutely. All right. Listen, Kev, let's just dive into this and chat about these markets. And obviously some volatility here. We will accompany some of the charts to follow this along.

HAWKISH HOLD HALLUCINATION

Read the full transcript

The candid version is on a podcast,
not the earnings call.

HAWKISH HOLD HALLUCINATION

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.