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Hosted by the legendary ’Market Wizard’ Jason Shapiro, managing over $200M in capital, and Tim Duggan, a private fund manager and futures trader. Together, they decode the strategies, stories, and secrets of trading success. Tim writes a weekly market report - www.thevwapreport.com & The Oil Report on substack. Jason writes a weekly report www.crowdedmarketreport.com
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rought to you by The 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 — Mac…
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Brought to you by The 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 int…
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Brought to you by The 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 bro…
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Brought to you by The 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!By Duggan Capital
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Brought to you by The 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!By Duggan Capital
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Brought to you by The 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 ear…
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Brought to you by The VWAP Report by Tim Duggan & Crowded Market Report by Jason Shapiro Talking about 00:00 Stopping out of a short 03:10 Inverse Nathan ETF 05:00 Drunkenmiller Soros short 07:20 Going EV 11:45 Equities looking weak 13:15 Empty nesting 15:00 Long Euro/ Long Nat Gas price and market dynamics 21:00 Could get 10-40% drop off highs 21:…
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Brought to you by The VWAP Report by Tim Duggan & Crowded Market Report by Jason Shapiro 00:00 START 03:48 US election hype news? Who is it going to be 05:47 Sellers in control 08:40 Bull market for 150 years 09:18 90% of Equity fund managers underperform market 11:20 How the business really works for institutional funds 14:00 Financial advisors ma…
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Brought to you by The VWAP Report by Tim Duggan & Crowded Market Report by Jason Shapiro 00:00 Start 01:00 BLS gamifying jobs data 05:55 Trading psychology - Ego, getting stuck. 09:00 Have a pint and be happy 10:33 MUST LISTEN Phycology - Spending time not getting anywhere 14:11 Sizing can kill you. 16:36 Mr & Mr Obama. Election fatigue 18:35 Kamal…
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Brought to you by The VWAP Report by Tim Duggan & Crowded Market Report by Jason Shapiro Talking 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…
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Brought to you by The VWAP Report by Tim Duggan & Crowded Market Report by Jason Shapiro Talking 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…
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Brought to you by The VWAP Report by Tim Duggan & Crowded Market Report by Jason Shapiro Talking about Bostic no cut- market rallies Market pricing out more cuts If you fell asleep 6 months ago Silver not moving with Gold Who is driving the market speak on 2 more cuts The misunderstood effects of inflation and shrinkflation Speaking oil volatility …
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Brought to you by The VWAP Report by Tim Duggan & Crowded Market Report by Jason Shapiro Talking about The Fed's Rate Cut Dilemma Trading Psychology The Impact of Technology The Importance of Discipline The Cost of Trading Alternative Career PathsBy Jason Shapiro & Tim Duggan
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Ep. 12 Psychology, Win Rates, Annie Duke, Poker
51:36
51:36
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51:36
Brought to you by The VWAP Report by Tim Duggan & Crowded Market Report by Jason Shapiro Talking about Jasons chat recap with Annie Duke Bill Ackman out of Bond shorts Conditioning as a trader, when to be involved How win percentage means nothing Net long shorts on oil What makes a market wizard Not even god can help you trade unless you manage ris…
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Brought to you by The VWAP Report by Tim Duggan & Crowded Market Report by Jason Shapiro Talking about Fintwit lit up with end of world chat What is the COT saying More Dan Nathan fan chat Good calls on oil Its never the big one The 60/40 portfolio getting hammered How Jason is positioned Upcomming Annie Duke chat Jason played poker Move to Antigua…
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Recorded 7th Oct 2023 Brought to you by The VWAP Report & Crowded Market Report Talking about The unfolding Israeli situation Yen starting to get spicy Trouble in the bond markets Shift to gold- Risk off starting Fed shoud keep hiking - this time its different The US Elections next year Pushing out the US national debt There is no going back to the…
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Brought to you by The VWAP Report & Crowded Market Report Talking about Shorting Energy- getting stopped Bonds getting sold down Holywe have to do QE Trading physical gold Having a Shapiro moment on twitter Trading a doomsday scenario There is no middle ground in discourse anymore Getting sucked into silver bullshit People haven't seen prolonged be…
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Brought to you by The VWAP Report & Crowded Market Report Talking about Commercial real estate risk. Whats the trade? buy energy sell tech 4200 ES Focus on energy trading. Oil a difficult trade, but its all difficult. Having to puke Nasdaq. Trading energy spreads.By Jason Shapiro & Tim Duggan
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Brought to you by The VWAP Report & Crowded Market Report We talk about - Metallica - Dan Nathan....again - Psychology of retail versus contrarian - Terrible trading strategiesBy Jason Shapiro & Tim Duggan
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Ep. 6 Jason unleashed- notes from a train ride
25:31
25:31
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Brought to you by The VWAP Report & Crowded Market Report Jason was on a train in Europe on his way to a Metallica concert when we checked in. Talking about Market's on fire, defying bearish predictions. Short sellers, especially Dan Nathan, are getting burned. Trend is king, fundamentals be damned. Time to ride the wave or get left behind.…
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Brought to you by The VWAP Report & Crowded Market Report Talking about. Market analysis and trading strategies, focusing on current market conditions and potential short squeezes. Historical market lessons from the 2007-2008 crisis. Economic concerns about US debt, government spending, and inflation. Investment strategies and risk management, incl…
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Brought to you by The VWAP Report & Crowded Market Report 2 Months on from the silicon valley bank crisis. We discuss FOMC rate hikes. Potential for a pause and the crazy talk of cuts in 2023. Getting stopped out on a DOW trade, Getting 6% on a 1 year bond Degradation of the rule of law in US cities.…
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Ep. 3 Jason’s shorting method and SVB collapse starts
43:47
43:47
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Brought to you by The VWAP Report & Crowded Market Report Talking about The start of the Silicon Valley Bank collapse-Talking about trading, how the guys both look at shorts this time, looking at market failure against an upcoming NFP. Dealing with dissonance Listening to Fed The value in shifting to the short term bonds for 4 to 12 month yields. I…
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Brought to you by The VWAP Report by Tim Duggan & Crowded Market Report by Jason Shapiro Talking about Intraday trades getting reversed, swing traders having to wait. Jason talks about his positioning in a rising rates environment. Talking about the market still going up. Where is the terminal rate at? Picking the contrarian view, staying neutral a…
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Brought to you by The VWAP Report & Crowded Market Report Talking about Market sentiment is bearish despite potential for upside. Recession fears are overblown and may not impact the market significantly. Technical analysis, particularly trend lines, can be misleading. Short-term trading can be detrimental to long-term investment goals. Long-term m…
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