What’s Price Got To Do With It? A Conversation With Cameron Dawson

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 26 May 2023

⏱️ 77 minutes

🔗️ Recording | iTunes | RSS

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Summary

Guy, Dan and Danny discuss Nvidia’s meteoric rise (0:00), Jamie Dimon’s rate warning (11:30), why gold has pulled back (28:00), and nonsensical stock market moves (30:00). The co-hosts interview Cameron Dawson, Chief Investment Officer at NewEdge Wealth, and talk about earnings results (36:00), market liquidity (1:02:00), and what could go right (1:13:00). Plus, check out a segment with Dan, Guy and RiskReversal Media’s research analyst Stephen Rehfuss about the NCAA Lacrosse Championship (1:15:00). 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. We’re on social: Follow Dan Nathan @RiskReversal on Twitter 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	In 1970, it's unbelievable.
0:05.0	I've used that year yet.
0:06.7	I've used 1970 before.
0:09.4	Neil Young released his third studio album after the Gold Rush.
0:14.7	And I'm thinking about it.
0:16.1	I actually heard the song coming to the show today.
0:18.2	I'm not making this up.
0:19.9	It's true.
0:22.6	It happened. And I'm saying to myself, oh my God, over the last 48 hours, all I've heard about is this is the new gold rush.
0:28.9	AI is the new gold rush. It's all happening right before our very eyes. Well, if you listen to the lyrics
0:35.8	of Neil Young's song, strange things happen after the
0:40.0	gold rush. By the way, you are listening to the On the tape podcast. I am Guy Adami, Danny Moses,
0:46.1	and Dan Nathan. In a few minutes, Cameron Dawson, CIO of New Edge Wealth will be joining us.
0:57.2	I believe this is her third time on the podcast.
0:59.0	Looking forward to that conversation.
1:01.7	But what are your thoughts about my Neil Young?
1:05.1	By the way, love Neil Young from Canada.
1:10.1	You cannot get Neil Young's work on Spotify, unfortunately, Dan, because something happened.
1:11.3	He got mad at somebody.
1:12.5	I'm not really sure what happened, but that's neither here nor there.
1:15.4	I think it was like the Joe Rogan.
1:16.5	I think it was like the Joe Rogan stuff, and he just stuck it out.
	...

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