b'Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG.\\nJason Shapiro on Twitter https://x.com/Crowded_Mkt_Rpt\\nJason Shapiro website https://www.crowdedmarketreport.com/\\nJason Shapiro YouTube channel https://www.youtube.com/@crowdedmarketreport\\nFollow VanEck on Twitter https://twitter.com/vaneck_us\\nFollow Jack Farley on Twitter https://twitter.com/JackFarley96\\nFollow Forward Guidance on Twitter https://twitter.com/ForwardGuidance\\nFollow Blockworks on Twitter https://twitter.com/Blockworks_\\n__\\nTimestamps:\\n(00:00) Introduction\\n(00:41) Jason Is "Neutral" On Stocks\\n(03:14) If Stocks Don\'t Rally On A Lower-Than-Expected PCE Number, There\'s Trouble\\n(06:30) Copper Has Become "The Favorite Trade On The Planet"\\n(13:00) Central Banks Have Painted Themselves Into A Corner\\n(20:50) "I Would Not Be Super Aggressive Here"\\n(22:37) VanEck Ad\\n(23:17) Jack\'s Push-Back Against "The Endgame" Take\\n(26:31) Trading Off A Macro View Is Dangerous As Hell\\n(27:37) Nvidia: The Mag One\\n(36:49) Bond Market Positioning\\n(41:10) U.S. Government Is Running A Pro-Cyclical Fiscal Deficit\\n(43:50) Jason Doesn\'t Trade On His Macro View Of Money-Printing Endgame, In The Same Way That A Profitable Sportsbetter From New York Doesn\'t Bet On The Knicks\\n(44:56) Barron\'s Roundtable Portfolio Is Up 2% This Year (Compared to 12% S&P 500)\\n(51:31) Jason\'s View Of Market Breadth\\n(56:49) Jason Is "Not A Big Believer In Chinese Stocks"\\n(01:06:15) Babyish Sentiment (People Freaking Out About Stock Market Being 5% Off Its Highs) Is Probably A Bullish Sign Argues Jason\\n(01:09:06) On A Short-Term Basis Jason Prefers Bonds To Stocks. What Would Have To Happen For That To Change?\\n__\\nDisclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.'