Sign up for an IRA with iTrust today using this link: https://itrust.capital/David Jason Shapiro, Owner of Crowded Market Report.com, discusses recent market sentiment and the rotation out of tech stocks. Watch Jason's last interview with me: https://youtu.be/tiL33ttPb3U?si=dMSatKsIguJo7Wlq *This video was recorded on July 17, 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/ Twitter (@Crowded_Mkt_Rpt): https://twitter.com/Crowded_Mkt_Rpt FOLLOW DAVID LIN: Twitter (@davidlin_TV): https://twitter.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 0:00 - Intro 0:56 - Market inflection 6:24 - Tech stocks down 9:35 - Russell 2000 10:30 - Energy 11:50 - Market levels targets 12:48 - Crowd sentiment 13:27 - Valuations 16:55 - “Setting yourself up for failure” 19:27 - What is market pricing in? 21:55 - Mining stocks 24:30- Yen 25:29 - Bitcoin 27:44 - Volatility and VIX 29:51 - Recession trade 31:50 - Presidencies and stocks 34:20 - Bullish argument 35:10 - Bearish argument *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. #stocks #trading #investing