In this episode of the On the Tape podcast, Guy Adami and Danny Moses are joined by Cameron Dawson, CIO of NewEdge Wealth. They kick off by celebrating Cameron's recent award and delve into the passing of iconic actor Donald Sutherland. Cameron provides insights on the dominance of U.S. growth leaders and the potential inflection points that could change the market's trajectory. The panel debates the stretched valuations in tech stocks, the concentration of market cap in a few large firms, and the implications of fiscal policies and global economic factors on market stability. They also explore the potential impact of small and regional banks on the economy, the resilience of energy stocks, and the stress in small businesses due to the Fed's rate hikes. Additionally, the discussion touches on the complexities of the current job market, the economic impact of upcoming elections, and the possible repercussions of immigration policies. The episode wraps up with a contemplation of gold as a hedge against inflation and a future market outlook.
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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.
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