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16min chapter
Contrarian Jason Shapiro: Bearish on Industrial Metals, Neutral on Stocks and Bullish on Bonds (for now)
Forward Guidance
Analyzing Market Sentiment and Economic Indicators
The chapter explores the speaker's contrarian approach, relying on market sentiment for their positions and examining the impact of news on market behavior. They highlight the current state of the metals market, focusing on copper, gold, and silver, and discuss the implications of crowded trades in these commodities. Additionally, they delve into investment shifts influenced by recession views, express concerns about central bank policies, and warn of potential financial crises based on unsustainable debt levels.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode