Powell's Job Isn't Done Yet | Cameron Dawson
On today's episode of On the Margin, Cameron Dawson CIO at NewEdge Wealth joins the show for a discussion on the path ahead for the Fed, the outlook for earnings and a potential new regime for markets as certain inflation data begins reaccelerating.
We also take a look at some of America's great recessions and discuss wether or not they provide good comparisons to 2023. To hear all this and more, you'll have to tune in!
--
Follow Cameron: https://twitter.com/CameronDawson
Follow Mike: https://twitter.com/MikeIppolito_
Follow On The Margin: https://twitter.com/OnTheMarginPod
Follow Blockworks: https://twitter.com/blockworks_
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/
Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissio...
--
Referenced In The Show:
Disequilibrium How America's Great Inflation Led to the Great Recession: https://books.apple.com/us/book/diseq...
Running Up That Hill: Confronting Earnings Hills: https://www.newedgewealth.com/running...
--
Timestamps:
00:00 Introduction
00:43 Hard Landing, Soft Landing Or No Landing?
02:57 The Fed's Job Isn't Over Yet
11:13 The Bond Market Scores A D-
13:36 Blockworks Research
14:26 Looking Back At America's Great Recessions
28:27 How The QE Era Differs From QT Now
32:06 The Median Voter Theorem
36:25 Permissionless 2023
37:10 Running Up That Hill: Confronting Earnings Hills
44:52 The Bull, Bear & Neutral Case For Earnings
52:46 A New Regime For Markets?
--
Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
-
2:45:34
Fresh and Fit
8 hours agoWhy The Democrats Are Falling Apart!
58.6K116 -
5:49:38
The Charlie Kirk Show
11 hours agoThe Return Of Joe Biden: The DNC, Night 1
250K396 -
5:20:22
The Quartering
12 hours agoMob STORMS The DNC! LIVE DNC Coverage, Updated Polls & Harley Folds & Bad News For Disney
149K178 -
6:51:26
Drew Hernandez
20 hours agoWATCH PARTY: DNC ROAST DAY 1
167K212 -
1:06:49
Flyover Conservatives
1 day agoU.S. Deploys Massive Fleet to Tense Middle East - Dr. Kirk Elliott; Autism is on the RISE! What Can YOU Do to Help Your Child? - Dr. Jason Dean | FOC Show
59.6K9 -
1:25:03
Fresh and Fit
10 hours agoWhy Millennials Are Wealthier Now Than Their Parents Were
91.8K32 -
1:20:38
Kim Iversen
13 hours agoPLANdemic 2.0: “MPox" Now Spreading To Europe and Asia, WHO Declares It An Emergency, What You Need To Know
101K160 -
1:38:24
Glenn Greenwald
13 hours agoMedia Coverage Restricted as DNC Kicks-Off in Chicago; Michael Tracey joins from the DNC; PLUS: Censorship Regime Keeps Escalating in the West | System Update #317
127K125 -
1:40:48
Donald Trump Jr.
15 hours agoDNC off to Dismal Start, What’s Next? Plus, Taking Your Questions Live! | TRIGGERED Ep.166
208K619 -
59:14
The StoneZONE with Roger Stone
10 hours agoCan Kamala Really Win? Top Dem Strategist Hank Sheinkopf Enters The StoneZONE to Discuss
107K15