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On The Tape

Marketplace Thriller and a Conversation with Cameron Dawson

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6757 Ratings

🗓️ 1 November 2024

⏱️ 76 minutes

🧾️ Download transcript

Summary

Guy Adami, Dan Nathan, and Danny Moses delve into the current state of interest rates and bond yields. They explore the broader market implications, particularly focusing on the Mag 7 tech stocks and their earnings performances. Dan Nathan shares insights from his conversation with Cameron Dawson, CIO of New Edge Wealth, about the volatility in interest rates, her outlook for equities, and potential moves in 2025. The episode also touches on topical issues including the performance of the airline and tech sectors, spotlighting companies like Boeing, Super Micro, and Tesla. The team discusses the implications of a potentially changing political landscape on these trends. After the break (43:40), Cameron Dawson of NewEdge Wealth provides an overview of economic growth, productivity gains, and the possible impact of high rates as we look ahead to the year's end and into 2025. Dan and Cameron also discuss the upcoming 2024 presidential election and market implications for each candidate. 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 Thomas @LizThomasStrat 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

IConnections is the world's largest capital introduction platform in the alternative investment

0:05.7

industry. The IConnections membership only platform brings together the asset management

0:10.7

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0:15.9

virtually. With an impressive network of over 4,000 allocators and 900 managers, their community oversees

0:22.9

an astounding 77 trillion and 33 trillion in assets, respectively.

0:28.7

IConnections is also the driving force behind the alternative investment industry's

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most renowned in-person events.

0:35.4

We invite you to join IConnections at their upcoming flagship events,

0:40.1

Global Alts Miami, January 27th through the 30th, and Global Alts, New York, June 9th and 10th.

0:46.5

These events are packed with one-on-one meetings, thought leadership sessions, and unparalleled networking

0:52.4

opportunities. To explore more about iConnections events

0:55.8

and gain access to their members-only platform visit iConnections.io.

1:02.6

A warm welcome to the On the Tape podcast, Guy Adami. I'm always joined by Dan,

1:08.1

Dan, how are you? I'm doing great, guy. Man, that was right to the point, succinct. Danny Moses, how are you? I'm doing great guy. Man, that was right to the point.

1:11.6

Sucinct. Danny Moses, how are you? I'm good guy. I'm really sorry about your Yankees, but it was a good,

1:16.6

it was a good run in a while last. The folks at home, if you're listening to this without video,

1:21.1

you will notice that Danny actually perked up in his seat so excited to give me the sort of the razz about the Yankees, losing in the World Series

1:28.6

to the Superior Los Angeles Dodgers who emerged victorious, I believe, for their eighth

1:34.1

World Series championship.

1:36.2

Guy, you are a very gracious fan of your team.

1:39.7

When you lose.

1:40.2

Yeah, no, you are.

...

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