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Great interview! The answer to the question `If you know where the markets will be at EOY`, supposing it`s true, is to buy Options. Nevertheless, as no one knows it, the true answer is do nothing!!
I really liked Andy's thought on AI. AI can be very disruptive factor, right now people are enjoying the power to create and imagine infinite productivity and business opportunity, but there's another way to look at it - if everybody can create the perfect logo with AI, why on Earth would you pay anyone for it? Or short video, or long video, or movie, or book, or song? If it can crack math problems, who's gonna pay mathematicians (or scientists as a whole), if it can create code, who's gonna pay programmers etc. It is disruptive because it decreases the value of our work. Especially our skilled work. So yeah, right now everybody is buying chips and investing into AI. Putting AI on fridges and microwaves and toothbrushes. But what happens when the market saturates. No idea. Great interview, I enjoyed it a lot.
Agree Jason, re the idea that at some point there must be a limit to deficits, even if defining the 'when' is an almost impossible task, and therefore not a basis for trade for the forseeable future.
costan: re US debt and that whole debate i've heard for over 2 decades ...: talk to me re US Debt / GDP in the same context as the way i would look at a company Net Debt / EBITDA and Interest Coverage Ratio. thx
One of the best discussion Jason had, very indeept analasys and flowy discussion... Jason just need a little Streamer 101 technicals... camera is blurry and way too close... get a nice background and get rid of the chopiness... but the sound is great! It's just painful to watch sometimes... But except all this, this is very good information and I love your CoT charts! 👍
I see most folks have a shit edge, they mite trade some breakout everybody sees and lose over 50% of the time as they are somebody's exit liquidity. It's just their risk reward/ money management that determines if they are the rare profitable trader.
The whole "what would you do if the market were at X at time Y" is not a good example... You could use options to create an incredible risk adjusted return.
Enjoyed this video? To support, please Like ❤ and Subscribe 🛎
Want more from Jason? Check out the CMR service ➡ www.crowdedmarketreport.com/?ref=3
Subscribe to our Substack ➡crowdedmarketreport.substack.com/
Two of the greatest minds in markets, who also share generously with us, thanks a lot for this gem !
Jason your comment about adulthood is so spot on! Kudos.
excellent conversation
This is your best interview yet for sure, you should get Andy again ..
I like hearing Andy’s thoughts. He has me paying attention to things like issuance in bills,coupons ..QRA etc.
Awesome guest! Fantastic show!
Great interview!
The answer to the question `If you know where the markets will be at EOY`, supposing it`s true, is to buy Options. Nevertheless, as no one knows it, the true answer is do nothing!!
Many thanks for doing that conversation. Keep up the great work!
Thank you for this look forward to joining CMR sooner than later
Excellent interview Jason very informative. You should try to get Cem Karsan for an interview next
Why, so he can speak in riddles for an hour?
Life lessons even more valuable than trading lessons: terrific stuff, thank you ❤
Always appreciated fellas!
I really liked Andy's thought on AI. AI can be very disruptive factor, right now people are enjoying the power to create and imagine infinite productivity and business opportunity, but there's another way to look at it - if everybody can create the perfect logo with AI, why on Earth would you pay anyone for it? Or short video, or long video, or movie, or book, or song? If it can crack math problems, who's gonna pay mathematicians (or scientists as a whole), if it can create code, who's gonna pay programmers etc. It is disruptive because it decreases the value of our work. Especially our skilled work. So yeah, right now everybody is buying chips and investing into AI. Putting AI on fridges and microwaves and toothbrushes. But what happens when the market saturates. No idea. Great interview, I enjoyed it a lot.
Agree Jason, re the idea that at some point there must be a limit to deficits, even if defining the 'when' is an almost impossible task, and therefore not a basis for trade for the forseeable future.
Thank you, both of you. This interview hits hard
Another great interview. Thanks all.
Thank you for the feedback.
Thank you Jason!
Excellent
This is a great interview! More like this and you have a niche.
Those interview questions and answers made me chuckle lol 😅
Very good interview. On the last point, in the TFF, who would you fade? All of the non-dealers? Just the hedge funds?
❤Jason Shapiro
costan: re US debt and that whole debate i've heard for over 2 decades ...: talk to me re US Debt / GDP in the same context as the way i would look at a company Net Debt / EBITDA and Interest Coverage Ratio. thx
One of the best discussion Jason had, very indeept analasys and flowy discussion...
Jason just need a little Streamer 101 technicals... camera is blurry and way too close... get a nice background and get rid of the chopiness... but the sound is great!
It's just painful to watch sometimes...
But except all this, this is very good information and I love your CoT charts! 👍
I see most folks have a shit edge, they mite trade some breakout everybody sees and lose over 50% of the time as they are somebody's exit liquidity. It's just their risk reward/ money management that determines if they are the rare profitable trader.
The whole "what would you do if the market were at X at time Y" is not a good example... You could use options to create an incredible risk adjusted return.
We all new the future of AMC GME after they squeezed
Good interview, although imv Andy's not gonna help u with ur pnl.
“Spell AI”😂😂😂😂😂
🤣 what happens if u cant print money....?
My problem with Andy: talks too much, says too little. Little patience for self indulging dissertations.
😅scorned
Constan is so thin-skinned for such a “seasoned market expert”. Not a fan, sorry.