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U.S. Dollar Is Getting Crowded | “Market Wizard” Jason Shapiro on Currencies, Stocks, and Bonds Under Trump Administration
Veteran trader Jason Shapiro joins Jack to share how he perceives positioning across FX, Equities, commodities, and bonds. He thinks the crowded long dollar trade has created a set-up for the Euro to rally, and he estimates that traders are a bit too short of oil and natural gas. Equities is in the “too hard” column so he is neutral, however he sees some short-term risks. Recorded on November 12, 2024.
Follow Monetary Matters on:
Apple Podcast https://rb.gy/s5qfyh
Spotify https://rb.gy/x56dx5
YouTube https://rb.gy/dpwxez
Follow Jason Shapiro on Twitter https://x.com/Crowded_Mkt_Rpt
Follow Crowded Market Report on YouTube https://www.youtube.com/@crowdedmarketreport
Follow Jack Farley on Twitter https://x.com/JackFarley96
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By Jack Farley
4.9
138138 ratings
Veteran trader Jason Shapiro joins Jack to share how he perceives positioning across FX, Equities, commodities, and bonds. He thinks the crowded long dollar trade has created a set-up for the Euro to rally, and he estimates that traders are a bit too short of oil and natural gas. Equities is in the “too hard” column so he is neutral, however he sees some short-term risks. Recorded on November 12, 2024.
Follow Monetary Matters on:
Apple Podcast https://rb.gy/s5qfyh
Spotify https://rb.gy/x56dx5
YouTube https://rb.gy/dpwxez
Follow Jason Shapiro on Twitter https://x.com/Crowded_Mkt_Rpt
Follow Crowded Market Report on YouTube https://www.youtube.com/@crowdedmarketreport
Follow Jack Farley on Twitter https://x.com/JackFarley96
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