Why This Trader Remains Long Stocks - Even After Huge Rally | Jason Shapiro скачать в хорошем качестве

Why This Trader Remains Long Stocks - Even After Huge Rally | Jason Shapiro

Jason Shapiro, veteran trader and founder of The Crowded Market Report, joins Jack Farley on Forward Guidance to share his contrarian trading style and to explain why he remains long stocks even after this year’s huge equity rally. Shapiro shares wisdom from his long career of trading, as well as why he is long the dollar and short gold. Filmed on May 25, 2023. ____ Follow Jason Shapiro on Twitter   / crowded_mkt_rpt   Follow Jack Farley on Twitter   / jackfarley96   Follow Forward Guidance on Twitter   / forwardguidance   Follow Blockworks on Twitter   / blockworks_   ____ Use code GUIDANCE20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissio... Research, news, data, governance and models – now, all in one place. As a listener of Forward Guidance, you can use code GUIDANCE10 for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ ____ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://rb.gy/5weeyw Market commentary, charts, degen trade ideas, governance updates, token performance, can’t-miss-tweets and more. Subscribe to the Blockworks Research “Daily Debrief” Newsletter: https://rb.gy/feusos ____ Timestamps: 00:00 Jason's Early Years In Hong Kong 01:47 "Too Much Leverage Is A Bad Thing" 04:52 Importance of Journaling Your Trades 07:37 The Essence Of Successful Contrarianism 09:54 Why Jason Has Been Bullish On Stocks All Year 14:42 Commitment of Traders (COT) Report 17:54 Why Jason Is Short Gold 22:28 Permissionless 23:03 Futures Positioning vs. Positioning Of The Whole Market 28:22 Why Are Speculators Wrong At Extremes? 34:20 Why CTAs Performed So Poorly This Year (Commodity Trading Advisor) 40:22 Blockworks Research 41:22 You Need Confirmation From The Market 46:38 Long Stocks, Short Gold Remains High Conviction Trade 48:57 Stop Losses 50:36 Bank Stocks 51:55 Why Jason Is Short The Euro 53:12 Risk of Recession and Debt Ceiling 01:09:26 Why Vast Majority Of Investors Don't Beat The Index ____ 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.