Sveriges mest populära poddar
Monetary Matters with Jack Farley
Monetary Matters with Jack Farley

U.S. Dollar Is Getting Crowded | “Market Wizard” Jason Shapiro on Currencies, Stocks, and Bonds Under Trump Administration

1 tim 10 min•13 november 2024
Logga in för att spara

Om avsnittet

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

Fler avsnitt

Visa alla avsnitt av Monetary Matters with Jack Farley

The Case for Public Markets | Cromwell Coulson on Small-Cap Capital Formation, Disclosure, and SEC Offering Reform

53 min

Too Much Compute: Why This Top Hedge Fund Manager Believes AI is Heading for a Massive Oversupply | David Orr

55 min

Structural Flows Will Support Stocks Until the U.S. Treasury Crisis in 2027 | Cem Karsan & Noel Smith | Kai Asset Management

1 tim 5 min

Following the Private Credit Loan Books | Laks Ganapathi

1 tim 5 min

Why This Short Seller Doesn’t Want to Short the AI Bubble | Russell Clark

56 min

Growth Expectations Are Probably Too High | Andy Constan on Post-Midterms Macro View, Bond Supply Issue, and QRA (Quarterly Refunding Announcement)

1 tim 3 min

Preparing For 2027 Inflection in Global Liquidity | Michael Howell’s Bull Case For Bonds and Tepid View of Liquidity-Sensitive Assets

1 tim 29 min

The Fed Better Have AI's Back Or There Will Be Problems | Dan Krausz on “Liquidity Trap Door” In AI Infrastructure and Why Policymakers Are Inclined to Support Financial Conditions

1 tim 17 min

Why Compute Prices Are Still Rising | Steve Hou of Silicon Data on GPU Rental Indices, Fed Meeting, and Anthropic S-1 (LIVE)

1 tim 4 min

The Fed Put Is Dead: Why Stagflation & a Bear Market Are Next | Vincent Deluard | StoneX

1 tim 8 min

Monetary Matters with Jack Farley med Jack Farley finns tillgänglig på flera plattformar. Informationen på denna sida kommer från offentliga podd-flöden.