AI in Coffee Market Research #AIResearch #CommodityTrading #CoffeeMarket #FinancePodcast

Published: Thursday July 16, 2026 @ 12:00 EDT
Duration: 1.32 minutes
Views: 7
Likes: 0
Favorite: 0
Description: For the major markets, Jason Shapiro already knows the narrative. He's reading and listening all day. AI doesn't add much there.

Where it changed his process is in the markets nobody's covering. Coffee doesn't get a segment on Bloomberg. But asking ChatGPT or Claude what's driving the coffee market this week, what inventory reports are coming, what the news flow looks like: that research used to take hours. Now it takes a few well-phrased prompts. His caveat is consistent with how anyone who uses these tools seriously thinks about them: ask the same question multiple ways, cross-check the outputs, and treat any single answer as a starting point rather than a conclusion.

Watch the full episode: https://youtu.be/TYK-AqtR1no

More insights at: https://www.johnsonrandall.com/

#HedgeFund #InstitutionalInvesting #SmartMoney #FundManager #AssetManagement #CapitalMarkets #StockMarket #Economy #Investing #Finance #WealthManagement #MarketUpdate #MacroEconomics #FedRate #FederalReserve #RecessionWatch #EarningsSeason #PortfolioStrategy #FinancePodcast #InvestingPodcast #StockMarketNews

Discipline My Market Edge #TradingDiscipline #HedgeFund #TradingEdge #FinancePodcast

Published: Wednesday July 15, 2026 @ 12:00 EDT
Duration: 1.02 minutes
Views: 10
Likes: 0
Favorite: 0
Description: When Jason Shapiro was raising money for his hedge fund, he'd answer the edge question the way most traders do: proprietary data, unique frameworks, differentiated process. He no longer believes that's the real answer.

His edge is discipline. If the right trade doesn't appear for a year, he waits a year. No forced activity, no chasing. The reason it's an edge is that almost nobody can sustain it. Systems and backtests are replicable. Sitting in cash for twelve months while the market moves and opportunities appear to pass requires a different kind of tolerance that most traders discover they don't have after the fact.

Watch the full episode: https://youtu.be/TYK-AqtR1no

More insights at: https://www.johnsonrandall.com/

#HedgeFund #InstitutionalInvesting #SmartMoney #FundManager #AssetManagement #CapitalMarkets #StockMarket #Economy #Investing #Finance #WealthManagement #MarketUpdate #MacroEconomics #FedRate #FederalReserve #RecessionWatch #EarningsSeason #PortfolioStrategy #FinancePodcast #InvestingPodcast #StockMarketNews

Identifying Market Shills #TradingAdvice #RiskReward #MarketPsychology #FinancePodcast

Published: Tuesday July 14, 2026 @ 12:01 EDT
Duration: 0.93 minutes
Views: 4
Likes: 0
Favorite: 0
Description: Jason Shapiro's win rate is under 40 percent. He hasn't had a down year in 25 years, with audited returns. Those two facts together are the framework.

Anyone claiming an 80 or 90 percent win rate is a shill. Win rate tells you nothing about whether someone is actually profitable. The second marker is anyone who tells you they know where the market is going. Nobody does. The traders and analysts worth following are the ones focused on risk-reward and asymmetric opportunities, not the ones making directional predictions with false confidence.

Watch the full episode: https://youtu.be/TYK-AqtR1no

More insights at: https://www.johnsonrandall.com/

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The Stock Market Playbook Ep. 34: Jason Shapiro on Market Psychology, AI, and Trading Discipline

Published: Tuesday July 14, 2026 @ 06:27 EDT
Duration: 44.90 minutes
Views: 1,812
Likes: 74
Favorite: 0
Description: In this episode, I speak with Jason Shapiro about his disciplined approach to trading and why understanding market psychology is often more important than reacting to headlines. We discuss crowd positioning, sentiment analysis, and how price action can provide the confirmation traders need before entering a position.

Jason also explains how he uses AI tools alongside traditional market indicators like the Commitment of Traders (COT) report to identify high-probability setups. Throughout our conversation, he emphasizes the importance of patience, risk management, and maintaining discipline in today's fast-moving futures markets.

Follow Jason on X: https://x.com/Crowded_Mkt_Rpt
Website: https://www.crowdedmarketreport.com
YouTube: https://www.youtube.com/@crowdedmarketreport

Join our newsletter: https://www.jaredjohnson.co/optin

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Sponsor Inquiries ➤ [email protected]

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AI: The Next Dot-Com Bubble or Something Bigger? #AIInvesting #TechStocks #Investing #FinancePodcast

Published: Monday July 13, 2026 @ 12:00 EDT
Duration: 1.10 minutes
Views: 10
Likes: 0
Favorite: 0
Description: The internet democratized distribution. AI is democratizing the ability to build. Amit Kukreja explains why that distinction makes this technological moment fundamentally different and what the collapse of engineering costs means for anyone with an idea and access to a chat window.

Watch the full episode: https://www.youtube.com/watch?v=dSvkWs3US3I
More insights at: https://www.johnsonrandall.com/

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A CEO’s Bold AI Bet in 2017 #AI #TechLeadership #Investing #Innovation

Published: Friday July 10, 2026 @ 12:01 EDT
Duration: 0.85 minutes
Views: 22
Likes: 0
Favorite: 0
Description: Steven Fiorillo explains why a CEO’s decision in 2017 to sacrifice short term profitability and rebuild the company around artificial intelligence stood out as a powerful leadership signal.

At a time when AI was barely part of the mainstream technology conversation, the decision required conviction and a long term view of where the industry was heading.

Watch the full episode: https://www.youtube.com/watch?v=TJcXfxBq1iY
More insights at: https://johnsonrandall.com

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#AssetManagement #CapitalMarkets #StockMarket #Economy #Investing
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Exit Checklist Webinar

Published: Thursday July 09, 2026 @ 19:58 EDT
Duration: 43.77 minutes
Views: 4
Likes: 0
Favorite: 0
Description: Here is the framework I use when evaluating whether or not to start taking profit.

Get the exit checklist: https://jaredjohnson.co/exit-checklist

Get the indicator: https://jaredjohnson.co/indicator

Grain Elevator Insurance Costs Triple in a Decade #GrainElevator #FoodInflation #AgricultureBusiness

Published: Wednesday July 08, 2026 @ 12:00 EDT
Duration: 1.32 minutes
Views: 11
Likes: 1
Favorite: 0
Description: Insurance costs at the grain elevator tripled over the last decade. The margin didn't move.
That asymmetry sits at the heart of how agricultural costs actually flow through the system. A grocery store can tell its shareholders that rising costs require higher prices. A grain elevator takes what the market gives and absorbs everything else. The futures markets were built to hedge commodity price risk, but when insurance, labor, and freight are the inputs driving costs, there's no instrument to manage them. The commodity itself is almost beside the point at this stage, which raises a real question about what kind of risk management tools the agricultural sector actually needs.

Watch the full episode: https://www.youtube.com/watch?v=i16TdRqvC3k
More insights at: https://www.johnsonrandall.com/

#HedgeFund #InstitutionalInvesting #SmartMoney #FundManager #AssetManagement #CapitalMarkets #StockMarket #Economy #Investing #Finance #WealthManagement #MarketUpdate #MacroEconomics #FedRate #FederalReserve #RecessionWatch #EarningsSeason #PortfolioStrategy #FinancePodcast #InvestingPodcast #StockMarketNews

US Grain Imports A Closer Look #GrainMarkets #USDAReport #AgricultureTrade #FinancePodcast

Published: Monday July 06, 2026 @ 12:00 EDT
Duration: 1.02 minutes
Views: 20
Likes: 0
Favorite: 0
Description: Every time US grain imports come up, the reaction tends to be alarm. Angie Setzer's point is that the alarm is usually unwarranted.

The USDA factors at least 25 million bushels of imports into its corn, soybean, and wheat projections every single year. It's a standard line on the balance sheet, not an emergency signal. What's happening in practice is often straightforward supply management: a wheat miller blending cheaper imported grain into higher quality domestic stock, or sourcing off-spec grain to stretch supply during a tight period. Different quality tiers exist precisely for that kind of flexibility. The import side of the ledger matters as much as the export side. It just doesn't get treated that way.

Watch the full episode: https://www.youtube.com/watch?v=i16TdRqvC3k
More insights at: https://www.johnsonrandall.com/

#HedgeFund #InstitutionalInvesting #SmartMoney #FundManager #AssetManagement #CapitalMarkets #StockMarket #Economy #Investing #Finance #WealthManagement #MarketUpdate #MacroEconomics #FedRate #FederalReserve #RecessionWatch #EarningsSeason #PortfolioStrategy #FinancePodcast #InvestingPodcast #StockMarketNews

Cash Grain The Gravity of Markets #CommodityMarkets #CashGrain #AgricultureInvesting #FinancePodcast

Published: Friday July 03, 2026 @ 12:00 EDT
Duration: 1.15 minutes
Views: 15
Likes: 0
Favorite: 0
Description: Futures markets can be moved by speculators, outside money, and narratives that have little to do with what's happening on the ground. The physical cash market eventually corrects all of that.

Angie Setzer describes cash grain as gravity. When moisture levels come in at 10% instead of the expected 13%, 3% of the yield is simply gone. That shows up in the physical flow, in how hard it is to buy or sell bushels, before it shows up anywhere else. Speculators can push a market in any direction for a period of time, but the cash market tells the real story. It always catches up.

Watch the full episode: https://www.youtube.com/watch?v=i16TdRqvC3k
More insights at: https://www.johnsonrandall.com/

#HedgeFund #InstitutionalInvesting #SmartMoney #FundManager #AssetManagement #CapitalMarkets #StockMarket #Economy #Investing #Finance #WealthManagement #MarketUpdate #MacroEconomics #FedRate #FederalReserve #RecessionWatch #EarningsSeason #PortfolioStrategy #FinancePodcast #InvestingPodcast #StockMarketNews

Commodity Corn vs Consumer Products #CommodityMarkets #GroceryPrices #FoodInflation #FinancePodcast

Published: Wednesday July 01, 2026 @ 12:00 EDT
Duration: 0.95 minutes
Views: 16
Likes: 0
Favorite: 0
Description: Commodity corn and the corn in your grocery cart are not the same thing, and the price of one has very little to do with the price of the other.

The companies that convert raw commodities into consumer products protect their margins in both directions. When input costs rise, they pass it through. When input costs fall, they hold prices and point to the earlier squeeze as justification. Beyond that, the commodity itself is a small part of what drives grocery costs. Labor, packaging, freight, factory overhead, and real estate all move the needle far more than whether corn is up or down a few cents a bushel.

Watch the full episode: https://www.youtube.com/watch?v=i16TdRqvC3k
More insights at: https://www.johnsonrandall.com/

#HedgeFund #InstitutionalInvesting #SmartMoney #FundManager #AssetManagement #CapitalMarkets #StockMarket #Economy #Investing #Finance #WealthManagement #MarketUpdate #MacroEconomics #FedRate #FederalReserve #RecessionWatch #EarningsSeason #PortfolioStrategy #FinancePodcast #InvestingPodcast #StockMarketNews

The Stock Market Playbook Ep. 33: Angie Setzer on Grain Markets and Commodities

Published: Tuesday June 30, 2026 @ 12:53 EDT
Duration: 44.47 minutes
Views: 1,468
Likes: 85
Favorite: 0
Description: In this episode, I speak with Angie Setzer about the realities of the physical grain markets and how they connect to futures trading and global commodity prices.

We discuss the key drivers of supply and demand, the role of weather and geopolitics, and why understanding physical markets provides a valuable edge for traders and investors.
Angie also shares insights into U.S. grain exports, international demand, GMO crops, and the broader forces shaping agricultural markets. Whether you're interested in commodities, futures, or macro investing, this conversation offers a deeper look at one of the world's most essential industries.

Follow Angie on X: https://x.com/GoddessofGrain?lang=en
TikTok: https://www.tiktok.com/@goddessofgrain
Substack: https://substack.com/@goddessofgrain
Website: https://www.consusag.net

Join our newsletter: https://www.jaredjohnson.co/optin

For more on our strategy and approach, visit johnsonrandall.com

X ➤ https://x.com/jaredjjohnson
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Sponsor Inquiries ➤ [email protected]

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AI’s Future: Monetizing Massive Infrastructure #AI #CloudComputing #TechStocks #Investing

Published: Monday June 29, 2026 @ 12:00 EDT
Duration: 0.93 minutes
Views: 25
Likes: 0
Favorite: 0
Description: Steven Fiorillo explains why only a small group of companies currently has the scale and infrastructure required to monetize AI at hyperscale levels.

While much of the market debate focuses on near term results, the larger opportunity may unfold over the next decade as these platforms convert massive infrastructure investments into long term revenue.

Watch the full episode: https://www.youtube.com/watch?v=TJcXfxBq1iY
More insights at: https://johnsonrandall.com

#HedgeFund #InstitutionalInvesting #SmartMoney #FundManager
#AssetManagement #CapitalMarkets #StockMarket #Economy #Investing
#Finance #WealthManagement #MarketUpdate #MacroEconomics #FedRate
#FederalReserve #RecessionWatch #EarningsSeason #PortfolioStrategy
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Finding Success in Sideways Markets #Trading #PriceAction #MarketStructure #TechnicalAnalysis

Published: Friday June 26, 2026 @ 12:00 EDT
Duration: 1.23 minutes
Views: 14
Likes: 0
Favorite: 0
Description: Anne-Marie Baiynd explains why much of the market’s activity happens inside ranges and how trading the edges of consolidation can create consistent opportunities.

Watch the full episode: https://www.youtube.com/watch?v=Dz6z46hpyUw
More insights at: https://johnsonrandall.com

#HedgeFund #InstitutionalInvesting #SmartMoney #FundManager
#AssetManagement #CapitalMarkets #StockMarket #Economy #Investing
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Trading: Luck vs. Skill #Trading #TradingPsychology #StockMarket #FinancePodcast

Published: Monday June 22, 2026 @ 12:00 EDT
Duration: 1.07 minutes
Views: 56
Likes: 3
Favorite: 0
Description: A profitable trade and a good trade are not the same thing. Peter Robbins breaks down what separates skill from luck in trading and why the only strategy worth having is one you can actually execute when the market turns against you.

Watch the full episode: https://www.youtube.com/watch?v=hEmmdIrm7qI
More insights at: https://www.johnsonrandall.com/

#HedgeFund #InstitutionalInvesting #SmartMoney #FundManager #AssetManagement #CapitalMarkets #StockMarket #Economy #Investing #Finance #WealthManagement #MarketUpdate #MacroEconomics #FedRate #FederalReserve #RecessionWatch #EarningsSeason #PortfolioStrategy #FinancePodcast #InvestingPodcast #StockMarketNews

Buffett's Apple Investment: A Shift in Perspective #Buffett #ValueInvesting #Apple #FinancePodcast

Published: Friday June 19, 2026 @ 12:00 EDT
Duration: 1.03 minutes
Views: 7
Likes: 0
Favorite: 0
Description: Buffett was skeptical of technology for decades. Then he built one of Berkshire's largest positions in Apple. Jared and Alex Morris on what that willingness to evolve without abandoning the underlying framework actually tells you about great long-term investors.

Watch the full episode: https://www.youtube.com/watch?v=rD6J0WlRBNM
More insights at: https://www.johnsonrandall.com/

#HedgeFund #InstitutionalInvesting #SmartMoney #FundManager #AssetManagement #CapitalMarkets #StockMarket #Economy #Investing #Finance #WealthManagement #MarketUpdate #MacroEconomics #FedRate #FederalReserve #RecessionWatch #EarningsSeason #PortfolioStrategy #FinancePodcast #InvestingPodcast #StockMarketNews

Welcome to our live show!

Published: Thursday June 18, 2026 @ 15:58 EDT
Duration: 0.00 minutes
Views: 0
Likes: 0
Favorite: 0
Description: Thanks for joining our exclusive live broadcast. Feel free to share your questions and interact with other participants in the chat.

Welcome to our live show!

Published: Thursday June 18, 2026 @ 12:15 EDT
Duration: 0.00 minutes
Views: 0
Likes: 0
Favorite: 0
Description: Thanks for joining our exclusive live broadcast. Feel free to share your questions and interact with other participants in the chat.

Multiple Strategies for Market Success #TradingStrategy #DayTrading #InvestingMindset

Published: Wednesday June 17, 2026 @ 12:00 EDT
Duration: 1.03 minutes
Views: 25
Likes: 0
Favorite: 0
Description: Temperament matters as much as the strategy itself. Some traders can hold a position for two years without touching it. Others need the activity and precision of day trading. Neither approach is wrong, and the conversation with Jabari Bowry made that clear.

What came out of it was a point about flexibility: for traders who can manage multiple approaches at once, there's a compounding effect that goes beyond any single method. Jabari tested his own strategy across six timeframes, from 45 seconds to 15 minutes, for exactly that reason. More angles, more data, more resilience in the overall system.

Watch the full episode: https://www.youtube.com/watch?v=vi8zxQZ3g1E&t=1s
More insights at: https://www.johnsonrandall.com/

#HedgeFund #InstitutionalInvesting #SmartMoney #FundManager #AssetManagement #CapitalMarkets #StockMarket #Economy #Investing #Finance #WealthManagement #MarketUpdate #MacroEconomics #FedRate #FederalReserve #RecessionWatch #EarningsSeason #PortfolioStrategy #FinancePodcast #InvestingPodcast #StockMarketNews

Stock Beta Your Warning Label #StockBeta #RiskManagement #StockMarket #FinancePodcast

Published: Monday June 15, 2026 @ 12:00 EDT
Duration: 0.88 minutes
Views: 29
Likes: 2
Favorite: 0
Description: Every stock comes with a warning label. Most investors don't read it.

Beta is the measure of a stock's volatility relative to the S&P 500. A beta of one means it moves roughly in line with the index. A beta of four means it moves four times as hard in either direction. Dave Data Guy's examples: Clean Spark sits around 3.5, Tesla is over two. Both are widely held stocks, and both carry a level of volatility that tends to surprise people who didn't check before they bought.

Yahoo Finance shows it in seconds. The number tells you exactly what you're signing up for.

Watch the full episode: https://www.youtube.com/watch?v=0i0aBwnZd-s
More insights at: https://www.johnsonrandall.com/

#HedgeFund #InstitutionalInvesting #SmartMoney #FundManager #AssetManagement #CapitalMarkets #StockMarket #Economy #Investing #Finance #WealthManagement #MarketUpdate #MacroEconomics #FedRate #FederalReserve #RecessionWatch #EarningsSeason #PortfolioStrategy #FinancePodcast #InvestingPodcast #StockMarketNews