Forward Guidance

Contrarian Jason Shapiro: Bearish on Industrial Metals, Neutral on Stocks and Bullish on Bonds (for now)

31 May 2024

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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 https://www.youtube.com/@crowdedmarketreport Follow VanEck on Twitter https://twitter.com/vaneck_us Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance Follow Blockworks on Twitter https://twitter.com/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.

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3ª PARTE | 17 DIC 2025 | EL PARTIDAZO DE COPE

01 Jan 1970

El Partidazo de COPE

13:00H | 21 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

12:00H | 21 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

10:00H | 21 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

13:00H | 20 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

12:00H | 20 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

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Forward Guidance

Contrarian Jason Shapiro: Bearish on Industrial Metals, Neutral on Stocks and Bullish on Bonds (for now)

This episode hasn't been transcribed yet

Other recent transcribed episodes

3ª PARTE | 17 DIC 2025 | EL PARTIDAZO DE COPE

13:00H | 21 DIC 2025 | Fin de Semana

12:00H | 21 DIC 2025 | Fin de Semana

10:00H | 21 DIC 2025 | Fin de Semana

13:00H | 20 DIC 2025 | Fin de Semana

12:00H | 20 DIC 2025 | Fin de Semana

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