Shekels and Shamrocks

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 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 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 disclosure, drone fiasco- whats the trade38:48 TV Show recommendation- Day of the Jackal

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 cycle24:00 Jason on the move27:16 Israel selling bonds though Irish central bank30:29 Books: Shantaram/ The Price of Time 

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 downHolywe 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. 

Brought to you by The VWAP Report & Crowded Market ReportWe talk about- Metallica- Dan Nathan....again- Psychology of retail versus contrarian- Terrible trading strategies

Brought to you by The VWAP Report & Crowded Market ReportJason was on a train in Europe on his way to a Metallica concert when we checked in. Talking aboutMarket'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 ReportTalking 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.