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

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.