‘Market Is A Lot More Dangerous Now’ For First Time In 2 Years Says Trader Jason Shapiro
Description
Jason Shapiro, Founder of the Crowded Market Report, discusses the biggest investment themes, market positioning, and big trend turns on the horizon.
Watch Jason's last interview with me: https://youtu.be/KPQaRWKFnnw?si=sx4VsZtv8rfDiZXE
*This video was recorded on December 20, 2024
Subscribe to my free newsletter: https://davidlinreport.substack.com/
Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s
Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report
FOLLOW JASON SHAPIRO:
Crowded Market Report: https://www.crowdedmarketreport.com/
X (@Crowded_Mkt_Rpt): https://twitter.com/Crowded_Mkt_Rpt
FOLLOW DAVID LIN:
X (@davidlin_TV): https://x.com/davidlin_TV
TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv
Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/
For business inquiries, reach me at david@thedavidlinreport.com
*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro
0:40 - Market evaluation
2:20 - Jason’s current major trades
4:30 - Small caps
5:50 - Positioning of stocks
13:30 - Bitcoin
19:42 - Dollar
25:40 - Risk management
27:11 - 2 Big trend turns
27:30 - Coffee and cocoa
28:55 - Tariffs
30:55 - Bond market
34:15 - Market a lot more dangerous now
38:00 - Valuations vs. crowded markets
41:45 - 2025’s biggest investment theme
#economy #investing #stocks
United States
