Classic Late Cycle with Cameron Dawson and Luke Gromen

RiskReversal Pod

RiskReversal Media

News, Investing, Business, Business News

4.6 • 757 Ratings

🗓️ 20 October 2023

⏱️ 85 minutes

🔗️ Recording | iTunes | RSS

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Summary

Cameron Dawson of NewEdge Wealth joins Dan Nathan, Guy Adami, and Danny Moses to discuss classic late-cycle market behavior (2:00), what could spark rate cuts, and what that means for the market (9:30), enthusiasm around semiconductor stocks (15:30), credit cycles (18:00), what Cameron is focused on this earnings season (22:30), geopolitics (25:00), Tesla’s quarter (28:00), whether the Mag7 stocks will continue to hold up the markets (32:00), commercial real estate (41:00), Cameron’s take on stocks into year-end (46:00), and Danny’s NFL picks of the week (48:30). Later, Danny and Guy are joined by Luke Gromen, Founder of unique macroeconomic research firm Forest for the Trees (FFTT), to talk about the global sovereign debt crisis (51:00). Rates and the net effective supply and demand (55:00). What if yields run away from us to the upside (1:07:30). Japan and the dollar vs the yen (1:10:00). What does the gold environment look like (1:15:30). How should people buy gold and allocate it in their portfolio (1:20:00). Get a free MRKT Call hat! Sign up for the CME equity challenge: http://cmegroup.com/equitychallenge Send a screenshot of your sign-up to [email protected] with your mailing address — About the Show: On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. — Check out our show notes here Learn more about Ro body: ro.co/tape See what adding futures can do for you at cmegroup.com/onthetape. — Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads — We’re on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Transcript

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0:00.0	This is an extraordinarily timely version of the On the Tape podcast. Guy Adami, always joined by Dan
0:09.9	Nathan and Danny Moses. But today, for the entire A block of this podcast, we call it an A and B block.
0:16.6	We're joined by Cameron Dawson, the chief investment officer at New Edge Wealth, which is fantastic.
0:23.3	Later on, Danny Moses and I had a wonderful conversation with Luke Groman, the founder of the unique macroeconomic research firm, Forest for the Trees.
0:32.5	That comes out, Dan, FFTT, as it were.
0:36.1	Get your investipede out for that one, by the way.
0:38.3	You're going to need your investopedia for that.
0:40.0	Danny, did you see the forest for the trees this week in the markets?
0:43.0	Yeah, a little bit.
0:43.9	We'll see.
0:44.6	So I'm always inspired by certain events in my life, right?
0:48.9	And this morning, I was watching the Bloomberg, this morning being Thursday morning.
0:53.3	And I look up and like, that's Cameron.
0:55.1	I mean, she's down there at the Bloomberg studios. I'm like, that's fantastic. And she was talking about
1:00.2	a certain something. She was talking about late cycle. Oddly enough, when I came into the studio today,
1:07.8	what was on the radio? Bicycle races by Queen off the jazz album in 1978.
1:13.4	I was in high school. I went to see Queen perform. One of the first things that songs they sang at
1:18.2	this tour was bicycle races. I won't tell you what happened, but I'm thinking bicycle, bicycle,
1:23.4	bicycle, late cycle, late cycle, late cycle, that's exactly right.
1:28.2	You see what he did that?
1:28.9	Late cycle.
1:29.9	And Cameron hit the nail on the head.
	...

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