“There’s Going To Be Hell To Pay” Argues Veteran Trader Jason Shapiro скачать в хорошем качестве

“There’s Going To Be Hell To Pay” Argues Veteran Trader Jason Shapiro

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. Jason Shapiro on Twitter https://x.com/Crowded_Mkt_Rpt Jason Shapiro website https://www.crowdedmarketreport.com/ Jason Shapiro YouTube channel    / @crowdedmarketreport   Follow VanEck on Twitter   / vaneck_us   Follow Jack Farley on Twitter   / jackfarley96   Follow Forward Guidance on Twitter   / forwardguidance   Follow Blockworks on Twitter   / blockworks_   __ Timestamps: 00:00 Introduction 00:41 Jason Is "Neutral" On Stocks 03:14 If Stocks Don't Rally On A Lower-Than-Expected PCE Number, There's Trouble 06:30 Copper Has Become "The Favorite Trade On The Planet" 13:00 Central Banks Have Painted Themselves Into A Corner 20:50 "I Would Not Be Super Aggressive Here" 22:37 VanEck Ad 23:17 Jack's Push-Back Against "The Endgame" Take 26:31 Trading Off A Macro View Is Dangerous As Hell 27:37 Nvidia: The Mag One 36:49 Bond Market Positioning 41:10 U.S. Government Is Running A Pro-Cyclical Fiscal Deficit 43:50 Jason Doesn't Trade On His Macro View Of Money-Printing Endgame, In The Same Way That A Profitable Sportsbetter From New York Doesn't Bet On The Knicks 44:56 Barron's Roundtable Portfolio Is Up 2% This Year (Compared to 12% S&P 500) 51:31 Jason's View Of Market Breadth 56:49 Jason Is "Not A Big Believer In Chinese Stocks" 01:06:15 Babyish Sentiment (People Freaking Out About Stock Market Being 5% Off Its Highs) Is Probably A Bullish SIgn Argues Jason 01:09:06 On A Short-Term Basis Jason Prefers Bonds To Stocks. What Would Have To Happen For That To Change? __ Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.