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
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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
