Widespread Panic with Cameron Dawson of NewEdge Wealth
RiskReversal Pod
00:00
We're Going to Be in a Different Phase of This Cycle, Right?
Danny Cevallos: We're going towards a different phase of this whole cycle here where high levels of inflation, 40 or highs are in the rear view mirror. And so if you're looking at what the Fed funds are pricing now for December to your point is that it was a high chance of a 75 basis point hike after the October jobs report. This might say something differently. What I'm saying is people obviously get a certain setup and maybe it was overly bearish a little bit. It's interesting that gold is rallying as much they are because that tells me that people were just waiting for the moment that they could buy a guy like John MacIntosh.
Play episode from 07:42
Transcript
