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Start earning interest in gold: https://Monetary-Metals.com/LinJason Shapiro, founder of the Crowded Market Report, discusses market sentiment, his positioning-based trading framework, and how he is reading the AI boom, commodities, gold, Bitcoin, and the broader economy in the wake of the Iran conflict. Watch Jason's last interview: https://youtu.be/KzBc6PP-97U*This video was recorded on April 15, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my Briefs channel: https://www.youtube.com/@DavidLinReportBriefsSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW JASON SHAPIRO:Crowded Market Report: https://www.crowdedmarketreport.com/X (@Crowded_Mkt_Rpt): https://twitter.com/Crowded_Mkt_RptFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at [email protected]: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions.The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance.This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party.No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal.0:00 - Intro1:00 - Current market sentiment6:00 - The ‘Iran trade’ 8:05 - Trading positioning data 10:00 - AI stocks19:30 - Tech bubble 22:43 - Oil and the most crowded market25:36 - Geopolitics and markets26:46 - Gold29:16 - Bitcoin#investing #stocks #trading
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The David Lin Report

The David Lin Report

The David Lin Report