1 hr 3 min
Powell's Job Isn't Done Yet | Cameron Dawson On The Margin
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- Business
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!
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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/
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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/permissionless-2023
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Referenced In The Show:
Disequilibrium How America's Great Inflation Led to the Great Recession: https://books.apple.com/us/book/disequilibrium/id1183616897
Running Up That Hill: Confronting Earnings Hills: https://www.newedgewealth.com/running-up-that-hill/
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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.
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/permissionless-2023
--
Referenced In The Show:
Disequilibrium How America's Great Inflation Led to the Great Recession: https://books.apple.com/us/book/disequilibrium/id1183616897
Running Up That Hill: Confronting Earnings Hills: https://www.newedgewealth.com/running-up-that-hill/
--
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.
1 hr 3 min