Jason Shapiro, Founder of the Crowded Market Report, discusses the biggest investment themes, market positioning, and big trend turns on the horizon. Watch Jason's last interview with me: https://youtu.be/KPQaRWKFnnw?si=sx4VsZtv8rfDiZXE *This video was recorded on December 20, 2024 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW JASON SHAPIRO: Crowded Market Report: https://www.crowdedmarketreport.com/ X (@Crowded_Mkt_Rpt): https://twitter.com/Crowded_Mkt_Rpt FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at david@thedavidlinreport.com *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Intro 0:40 - Market evaluation 2:20 - Jason’s current major trades 4:30 - Small caps 5:50 - Positioning of stocks 13:30 - Bitcoin 19:42 - Dollar 25:40 - Risk management 27:11 - 2 Big trend turns 27:30 - Coffee and cocoa 28:55 - Tariffs 30:55 - Bond market 34:15 - Market a lot more dangerous now 38:00 - Valuations vs. crowded markets 41:45 - 2025’s biggest investment theme #economy #investing #stocks