XMAS SPECIAL PT.1

In this special year-end episode of the Market Huddle podcast, Patrick Ceresna and Kevin Muir interview a "Baker's Dozen" of previous guests, including Harris Kupperman, Porter Collins, Dario Perkins, Tony Greer, Jacob Shapiro, Vincent Deluard, and Eric, to discuss their biggest surprises of 2025 and their predictions for what will surprise the market in 2026. Guests share insights on topics ranging from AI and the economy to Trump's tariffs, gold, and geopolitical events, while also offering recommendations for investment opportunities in the coming year. The episode promises a fun interview session with Danny, where guests share their opinions on the hosts and the podcast itself.

Outlines

Part 1: AI Bubble and Economic Outlook

Part 2: Domestic Policy, Tariffs, and Resilience

Part 3: Commodities and Precious Metals

Part 4: Geopolitics and Foreign Policy

Part 5: 2026 Predictions and Market Rotations

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The Market Huddle

Part 1: AI Bubble and Economic Outlook

Introduction and Harris Kupperman on the AI Bubble

Kupperman's Economic Outlook and International Investment Opportunities

Part 2: Domestic Policy, Tariffs, and Resilience

Porter Collins on Trump's Tariffs, the K-Shaped Economy, and Value Stock Opportunities

Dario Perkins on Economic Resilience and Potential Re-acceleration

Perkins on Inflation, the Fed, and Tony Greer's Return

Part 3: Commodities and Precious Metals

Tony Greer on Gold Miners and Market Anomalies

Part 4: Geopolitics and Foreign Policy

Jacob Shapiro on Trump's Foreign Policy and Israel's Military Capabilities

Shapiro on USMCA, the Russia-Ukraine War, and Robotics

Vincent Deluard on Trump's Success and Foreign Influence

Part 5: 2026 Predictions and Market Rotations

Deluard on Fiscal Stimulus and Energy as Top Performing Sector

Eric on Dollar Weakness, Emerging Markets, and Commodity Boom

XMAS SPECIAL PT.1

The Market Huddle

Part 1: AI Bubble and Economic Outlook

00:02Introduction and Harris Kupperman on the AI Bubble

Introduction and Harris Kupperman on the AI Bubble

07:00Kupperman's Economic Outlook and International Investment Opportunities

Kupperman's Economic Outlook and International Investment Opportunities

Part 2: Domestic Policy, Tariffs, and Resilience

13:40Porter Collins on Trump's Tariffs, the K-Shaped Economy, and Value Stock Opportunities

Porter Collins on Trump's Tariffs, the K-Shaped Economy, and Value Stock Opportunities

22:03Dario Perkins on Economic Resilience and Potential Re-acceleration

Dario Perkins on Economic Resilience and Potential Re-acceleration

29:04Perkins on Inflation, the Fed, and Tony Greer's Return

Perkins on Inflation, the Fed, and Tony Greer's Return

Part 3: Commodities and Precious Metals

35:23Tony Greer on Gold Miners and Market Anomalies

Tony Greer on Gold Miners and Market Anomalies

Part 4: Geopolitics and Foreign Policy

41:53Jacob Shapiro on Trump's Foreign Policy and Israel's Military Capabilities

Jacob Shapiro on Trump's Foreign Policy and Israel's Military Capabilities

47:07Shapiro on USMCA, the Russia-Ukraine War, and Robotics

Shapiro on USMCA, the Russia-Ukraine War, and Robotics

51:03Vincent Deluard on Trump's Success and Foreign Influence

Vincent Deluard on Trump's Success and Foreign Influence

Part 5: 2026 Predictions and Market Rotations

57:34Deluard on Fiscal Stimulus and Energy as Top Performing Sector

Deluard on Fiscal Stimulus and Energy as Top Performing Sector

1:03:00Eric on Dollar Weakness, Emerging Markets, and Commodity Boom

Eric on Dollar Weakness, Emerging Markets, and Commodity Boom