Mellow Is The Man & A Conversation With Cameron Dawson

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 27 January 2023

⏱️ 64 minutes

🔗️ Recording | iTunes | RSS

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Summary

Dan Nathan, Guy Adami and Danny Moses are celebrating another On The Tape birthday by kicking off the episode discussing what they might be missing in the current market rally (1:00). Energy names continue to perform in 2023 (9:30). Tesla stock rallied this week after reporting this week (12:00). Jerome Powell is on an island, what can we expect when he speaks next week (17:00)? Everywhere you look people are talking about emerging markets, is it a bit overdone (23:00)? Danny has a RotT on TicketMaster & the New York Stock Exchange (25:00). The debt limit still looms large over the market (28:15). It’s Conference Championship weekend, D-Mo brings you his favorite bet (31:00). After the break, Danny Moses speaks with Cameron Dawson, Chief Investment Officer at NewEdge Wealth. Don’t look now, but gas prices are rallying (39:00). Hate letters aren’t just flowing into RiskReversal Media’s inbox, Cameron gets them too (47:00)! What can read into easing financial conditions as it relates to The Fed (57:20). Will and when should we expect an end to this so-called “low quality rally” (1:01:00)? What information can we glean from the bond market (1:04:00)? Check out our show notes and transcript here “American Gothic” from JP Morgan: https://bit.ly/3Jhjgq0 ---- FactSet Webinar: https://riskreversal.com/factset2023/ ---- 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. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Transcript

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0:00.0	In 1973, Guy Adami was nine years old, soon to be 10 years old, and Houses of the Holy was released.
0:08.6	That was the fifth studio album of the mighty Led Zeppelin.
0:12.1	The first four albums were Led Zeppelin, Led Zeppelin, Led Zeppelin, Two, Three, and Four.
0:15.5	And then they went with the title, which is great.
0:17.7	There's a song on that album, by the way.
0:20.3	You're listening to the On the Tape
0:21.4	podcast. I am Guy Adami, Dan Nathan, Danny Moses. In just a few minutes, Danny Moses has a
0:27.8	101 interview with Cameron Dawson, CIO, Chief Investment Officer of New Edge Wealth. Stick
0:35.9	around for that because it's going to be fantastic.
0:38.0	I mentioned that because one of the songs on the album, Danny, was Over the Hills and Far Away.
0:44.0	And here's a lyric that I think sums it up for me.
0:47.4	Mellow is the man who knows what he's been missing.
0:51.6	Many, many men can't see the open road. I posit this because the market's been
0:57.5	rallying. I've been pretty mellow about this rally, but the question I guess we all have to
1:03.0	sort of deal with, at what point are we missing something? Because I'm really mellow right now,
1:08.4	and I know what I'm missing in the form of this rally.
1:11.5	But at what point, Dan, are we just missing it entirely?
1:16.0	You know, it's really interesting, guy, when we were thinking of a title for this fine podcast,
1:19.9	which I got to tell you, Danny Moses won out with On the Tape.
1:23.5	That's the name that we ended up going with.
1:25.0	So this was late 2020.
1:26.9	We launched this thing in January of 2021.
	...

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