Market Sets Trap; Most Crowded Trades Revealed | Jason Shapiro

Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Jason Shapiro, founder of the Crowded Market Report, discusses how he uses contrarian positioning to navigate bonds, stocks, Bitcoin, AI, commodities, and some of the most crowded trades in today’s markets.*This video was recorded on September 22, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW JASON SHAPIRO:Crowded Market Report: https://www.crowdedmarketreport.com/X (@Crowded_Mkt_Rpt): https://x.com/Crowded_Mkt_RptFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at [email protected]: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions.The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance.This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party.No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal.0:00 - Intro.2:01 - Global Bond Selloff: Why Yields Keep Rising6:51 - When Would Jason Buy Bonds?9:20 - Stocks Defy Higher Oil and Rising Yields12:56 - Oil Positioning: Why Speculators Haven’t Chased the Rally14:26 - Bitcoin’s Four-Year Cycle & Why Traders Are Chasing21:37 - Is AI Really a Stock Market Bubble?31:12 - Will AI Take Everyone’s Jobs—and Replace Traders?37:34 - Most Crowded Trades: Agriculture, Copper & Gold#investing #stocks #trading