BROADCASTS.com

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.