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17min chapter
Contrarian Jason Shapiro: Bearish on Industrial Metals, Neutral on Stocks and Bullish on Bonds (for now)
Forward Guidance
Navigating Investing Strategies and Market Trends
The chapter delves into contrasting views on investing strategies, comparing them to sports gambling and stock market performance. It highlights the challenges of being right in trading decisions, emphasizing the importance of focusing on making money. The discussion also explores market trends, stock performance concentration, revenue growth in tech companies, and skepticism towards long-term investments in certain markets.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode