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Jason Shapiro, founder of Crowded Market Report, discusses his philosophy for trading markets. He believes stocks will outperform bonds based on positioning and sentiment. Topics include stock/bond correlation, gold and oil, narratives, investing vs. trading, banks and commercial real estate, correlations, Jason's long position in the Swiss Franc, and the role of stop losses.
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Quick takeaways
- Understanding and analyzing positioning can provide valuable insights in making profitable trades.
- Focusing on risk-reward ratios and being willing to exit trades quickly can improve chances of profitability.
Deep dives
The Importance of Positioning in Trading
Positioning is a crucial factor in trading, as it often determines market trends and behaviors. When everyone is positioned a certain way, it can create opportunities for contrarian trades. The speaker emphasizes that market narratives and explanations often come after the fact and are based on positioning rather than concrete data. Thus, understanding and analyzing positioning can provide valuable insights in making profitable trades.
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