‘Market Is A Lot More Dangerous Now’ For First Time In 2 Years Says Trader Jason Shapiro

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:    • Trader Called 2024 Bull Rally, Has Th...  

*This video was recorded on December 20, 2024

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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