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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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?
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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.
