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This episode is brought to you by Landrum Talent Solutions, a national recruiting firm specializing in marketing and HR positions. Our guest today has been keeping us up to date with the current state of hiring for marketers on a quarterly basis, which has taken us on quite a roller coaster ride. Today we’re going to look at how marketing and communication execs are responding to the latest developments in the world while still needing to get their work done. To take a look at the latest here, I’d like to welcome back to the show Sue Keith, Corporate Vice President at Landrum Talent Solutions. About Sue Keith Sue Keith is Corporate Vice President at Landrum Talent Solutions. With deep expertise in navigating complex labor markets, Sue has a front-row seat to the evolving dynamics of marketing roles, hiring trends, and the broader implications of AI and economic uncertainty. RESOURCES Landrum Talent Solutions: https://www.landrumtalentsolutions.com Catch the future of e-commerce at eTail Boston, August 11-14, 2025. Register now: https://bit.ly/etailboston and use code PARTNER20 for 20% off for retailers and brands Online Scrum Master Summit is happening June 17-19. This 3-day virtual event is open for registration. Visit www.osms25.com and get a 25% discount off Premium All-Access Passes with the code osms25agilebrand Don't Miss MAICON 2025, October 14-16 in Cleveland - the event bringing together the brights minds and leading voices in AI. Use Code AGILE150 for $150 off registration. Go here to register: https://bit.ly/agile150 Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstrom Don't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.show Check out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com…
Content provided by Duggan Capital. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Duggan Capital or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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
Content provided by Duggan Capital. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Duggan Capital or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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
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 — Macro Authority Weighs In 00:19:44 — AI as Existential Threat…
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 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 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 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 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!
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!
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 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 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 21:55 60/40 Portfolio split is trash 26:00 Energy outlook dont trade- fade! 30:17 Dicaprio Diddy scandle and Mel Gibsons documentary 32:50 DOD Alien disclosure, drone fiasco- whats the trade 38:48 TV Show recommendation- Day of the Jackal…
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 making an easy killing 16:00 Spending money 17:50 Ride the short 19:25 The VWAP Report- Russell 2k companies underwater 20:30 Sick of election media cycle 24:00 Jason on the move 27:16 Israel selling bonds though Irish central bank 30:29 Books: Shantaram/ The Price of Time…
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 Kamala Harris price cap…
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…
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…
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 and DUCs Jasons best trade this year News failure…
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 Paths
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 risk Timing is everything Why traders do discords and education…
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/ Cyprus for no tax Stories about Paul Rotter…
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 old days Lebaneese hyper-inflation Total breakdown of US society US Funding wars while not helping its own We are available for parties…
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 bear market If the world was ending- how would things trade? Using war to minimise national debt Looking for a massive dip and rip on oil…
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.
Brought to you by The VWAP Report & Crowded Market Report We talk about - Metallica - Dan Nathan....again - Psychology of retail versus contrarian - Terrible trading strategies
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.…
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, including long-term, short-term, and hedging approaches. Personal finance and retirement planning, emphasizing diversification.…
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.…
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. Irish rugby Irish farmers in Ukraine…
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 and where the street is positioned.…
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 market outlook is bearish due to excessive retail investor participation and potential economic headwinds.…
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