Brought to you byThe Oil Report by Tim Duggan & Crowded Market Report by Jason Shapiro.  We talk about 03:00 Holidays and Shantaram07:55 Gods of Money book, The Firm, Reading, Christopher Reeves. 07:26 Commitment Of Traders reports- doing it right. 11:48 Cutting the noise!14:25 Has Trump and the bag holders18:50 Americans are already paying for tariffs21:00 THE ONLY THING TO LOOK AT!23:00 Valuations and 'It be better be different this time'24:00 He should be hiking26:45 Long since April- the education27:40 Trading oil- whats pricing, spec short positioning29:38 Tom Crean31:58 NRT Northern European Oil Royalty Trust. 33:00 Gold bullion35:31 Uruguay

Just a catch up in these quiet summer week and the real reason we keep moving up on equities according to Jason. 

rought to you byThe VWAP Report by Tim Duggan & Crowded Market Report by Jason Shapiro.  We talk about 00:03:44 — Pushback on Bearishness 00:06:24 — Squeeze Psychology 00:09:20 — Failed News as Catalyst 00:10:24 — Crowd Still Selling 00:12:32 — Trump, Lutnick & Basant Impact 00:13:52 — Oil Still Moving 00:14:56 — Tax Exile Temptation 00:19:28 — Macro Authority Weighs In 00:19:44 — AI as Existential Threat

Brought to you byThe VWAP Report by Tim Duggan & Crowded Market Report by Jason Shapiro.  We talk about Long GBP Market sentiment shifts and trading strategies Political decisions driving market volatility Speculators’ influence on market trends Conflicting economic data and uncertainty Oil prices as an economic indicator Tesla’s transformation into a tech giant Rise of humanoid robots and automation Europe’s military expansion and geopolitics Trump’s policies and economic impact Market unpredictability and historical patterns

Brought to you byThe VWAP Report by Tim Duggan & Crowded Market Report by Jason Shapiro.  We talk about Going to Italy First 6 weeks of 2025, the washing machine of markets. Sucking at trading -Trump burnt out Push back on spending audit- what is the problem?  Call BS on democracy- get the civil war going.  Who should do the audit? Marth Stewarts broker.  What this means for governments around the rest of the world.  The 4th turning and the anxiety of being a market participant.  'The Apprentice'

Brought to you byThe VWAP Report by Tim Duggan & Crowded Market Report by Jason Shapiro. Talking about The commanding heights Trump to takeover Denmark and why Market reaction to NFP Bullish Nat Gas and NRT Ireland v Israel California fires. Disaster strikes the top 1!

Brought to you byThe VWAP Report by Tim Duggan & Crowded Market Report by Jason ShapiroTalking aboutThe commanding heightsTrump to takeover Denmark and whyMarket reaction to NFPBullish Nat Gas and NRTIreland v IsraelCalifornia fires. Disaster strikes the top 1!

Brought to you byThe VWAP Report by Tim Duggan & Crowded Market Report by Jason Shapiro. Talking about PPI/CPI rising- Cuts probabilities go up Kamala back to the bar Nat Gas positioning AI and powering the AI future OPEC demand dropping, oil rising DXY Shorts potential, bullish gold Market dynamics on oil delta Irish culture Jason talks about early days Brexit- The Irish masterplan Politics between Trumpers and Non Trumpers The loss of calm discourse

Brought to you by The VWAP Report by Tim Duggan & Crowded Market Report by Jason ShapiroTalking about 00:00 Stopping out of a short03:10 Inverse Nathan ETF05:00 Drunkenmiller Soros short07:20 Going EV11:45 Equities looking weak13:15 Empty nesting15:00 Long Euro/ Long Nat Gas price and market dynamics21:00 Could get 10-40% drop off highs21:55 60/40 Portfolio split is trash26:00 Energy outlook dont trade- fade!30:17 Dicaprio Diddy scandle and Mel Gibsons documentary32:50 DOD Alien disc...

Brought to you by The VWAP Report by Tim Duggan & Crowded Market Report by Jason Shapiro00:00 START 03:48 US election hype news? Who is it going to be05:47 Sellers in control08:40 Bull market for 150 years09:18 90% of Equity fund managers underperform market11:20 How the business really works for institutional funds14:00 Financial advisors making an easy killing16:00 Spending money17:50 Ride the short19:25 The VWAP Report- Russell 2k companies underwater20:30 Sick of election media c...

Brought to you by The VWAP Report by Tim Duggan & Crowded Market Report by Jason Shapiro00:00 Start01:00 BLS gamifying jobs data05:55 Trading psychology - Ego, getting stuck. 09:00 Have a pint and be happy10:33 MUST LISTEN Phycology - Spending time not getting anywhere14:11 Sizing can kill you. 16:36 Mr & Mr Obama. Election fatigue18:35 Kamala Harris price cap

Brought to you by The VWAP Report by Tim Duggan & Crowded Market Report by Jason ShapiroTalking about Trump assisnation attempt The upcoming US Presidential election Global political trends The impact of technology Social and political commentary Political uncertainty and polarization The search for meaning and purpose

Brought to you by The VWAP Report by Tim Duggan & Crowded Market Report by Jason ShapiroTalking about Market Sentiment Dollar Strength Interest Rate Differentials US Debt Government Spending Trading Strategies Community and Trading Psychology Trading Risks and Rewards Alternative Lifestyles Market Volatility and Uncertainty

Brought to you by The VWAP Report by Tim Duggan & Crowded Market Report by Jason ShapiroTalking about Bostic no cut- market ralliesMarket pricing out more cutsIf you fell asleep 6 months agoSilver not moving with GoldWho is driving the market speak on 2 more cutsThe misunderstood effects of inflation and shrinkflationSpeaking oil volatility and DUCsJasons best trade this yearNews failure

Brought to you by The VWAP Report by Tim Duggan & Crowded Market Report by Jason ShapiroTalking about The Fed's Rate Cut Dilemma Trading Psychology The Impact of Technology The Importance of Discipline The Cost of Trading Alternative Career Paths

Brought to you by The VWAP Report by Tim Duggan & Crowded Market Report by Jason ShapiroTalking about Jasons chat recap with Annie DukeBill Ackman out of Bond shortsConditioning as a trader, when to be involvedHow win percentage means nothingNet long shorts on oil What makes a market wizardNot even god can help you trade unless you manage riskTiming is everythingWhy traders do discords and education

Brought to you by The VWAP Report by Tim Duggan & Crowded Market Report by Jason ShapiroTalking about Fintwit lit up with end of world chatWhat is the COT sayingMore Dan Nathan fan chatGood calls on oilIts never the big oneThe 60/40 portfolio getting hammeredHow Jason is positionedUpcomming Annie Duke chatJason played pokerMove to Antigua/ Cyprus for no taxStories about Paul Rotter

Recorded 7th Oct 2023Brought to you byThe VWAP Report & Crowded Market ReportTalking about The unfolding Israeli situationYen starting to get spicyTrouble in the bond marketsShift to gold- Risk off startingFed shoud keep hiking - this time its differentThe US Elections next yearPushing out the US national debtThere is no going back to the old daysLebaneese hyper-inflationTotal breakdown of US societyUS Funding wars while not helping its ownWe are available for parties

Brought to you by The VWAP Report & Crowded Market ReportTalking about Shorting Energy- getting stoppedBonds getting sold downHoly shit we have to do QETrading physical goldHaving a Shapiro moment on twitterTrading a doomsday scenarioThere is no middle ground in discourse anymoreGetting sucked into silver bullshitPeople haven't seen prolonged bear marketIf the world was ending- how would things trade? Using war to minimise national debtLooking for a massive dip and rip on oil

Brought to you by The VWAP Report & Crowded Market ReportTalking aboutCommercial real estate risk. Whats the trade? buy energy sell tech4200 ESFocus on energy trading. Oil a difficult trade, but its all difficult. Having to puke Nasdaq. Trading energy spreads.