Invasion of the "Bear Snatchers" with Cameron Dawson

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 21 June 2024

⏱️ 45 minutes

🔗️ Recording | iTunes | RSS

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Summary

In this episode of the On the Tape podcast, Guy Adami and Danny Moses are joined by Cameron Dawson, CIO of NewEdge Wealth. They kick off by celebrating Cameron's recent award and delve into the passing of iconic actor Donald Sutherland. Cameron provides insights on the dominance of U.S. growth leaders and the potential inflection points that could change the market's trajectory. The panel debates the stretched valuations in tech stocks, the concentration of market cap in a few large firms, and the implications of fiscal policies and global economic factors on market stability. They also explore the potential impact of small and regional banks on the economy, the resilience of energy stocks, and the stress in small businesses due to the Fed's rate hikes. Additionally, the discussion touches on the complexities of the current job market, the economic impact of upcoming elections, and the possible repercussions of immigration policies. The episode wraps up with a contemplation of gold as a hedge against inflation and a future market outlook. Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe — 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 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 The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.

Transcript

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0:00.0	A very warm welcome to the On the Tape podcast. I'm Guy Adami, typically joined by Dan Nathan. However, Dan Nathan is in Europe. I think that's Paris to be specific. I don't know if I'm doxing him by somehow I have the scene of European vacation, the wife and daughters at the table. I yeah, exactly. And then they go Big Ben, Parliament, Big Ben.
0:22.9	You remember that whole scene.
0:24.0	By the way, that's the dulcetones of Danny Moses, who is obviously always here.
0:28.5	How are you, Dan?
0:29.0	Good. How are you doing?
0:29.9	But we have a special treat today.
0:31.5	I mean, think about how special this is.
0:33.2	Dan's not here and someone else is. It's a pretty good trade. Usually it's sort of zero sum.
0:38.5	Yeah. You know, you lose one pick up. This case, no, no, no, no. I mean, we are now big winners.
0:43.7	Big winners. Because we are joined by Cameron Dawson. She's the CIO of New Edge wealth. However, I want to say one thing. Danny, maybe you should talk about the actual ladies. Well, she's not in the room yet. You're kind of like we're going to be welcome. She's looking right at it. I didn't even see. Didn't she just win some award? She did from a reputable, the reputable magazine publisher, institutional investor. And what did she win? Best CIO in the RIA category. Is that correct? Best CIO in the RIA
1:14.4	category. Yeah, investment advisor category. Is that correct?
1:17.3	Best CIO. Did I get that? CIO of the year. So best. CIO of the year. Yeah, CIO of the year. And by the way,
1:23.7	if you were in the institutional side of things, you would win that too. But you just haven't been,
1:29.3	you don't have that Grammy nomination yet.
1:31.5	You have, but you will have it at some point.
1:32.0	It's amazing.
1:32.4	Yeah.
1:35.6	Now, as we sit here on this Thursday, June 20th. She's still here, by the way, right here.
1:37.0	No, I know she's here.
1:38.3	Yeah.
1:38.7	Anyway, I apologize.
1:40.0	June 20th afternoon. We have just learned of the passing of one of the great actors of our time.
	...

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