Classic Late Cycle with Cameron Dawson and Luke Gromen

4 snips

Oct 20, 2023

Guest

Cameron Dawson

Guest

Luke Gromen

Cameron Dawson of NewEdge Wealth discusses late-cycle market behavior and rate cuts, enthusiasm around semiconductor stocks, credit cycles, geopolitics, Tesla's quarter, commercial real estate, and stocks into year-end. Luke Gromen talks about the global sovereign debt crisis, rates, Japan's currency crisis, the gold environment, and portfolio allocation.

Ask episode

Chapters

Transcript

Episode notes

Introduction

00:00 • 2min

Late Cycle in the Market and Bond Market Signals

01:34 • 13min

Market Trends and Indicators

14:46 • 12min

Pricing in Geopolitical Factors and Staying Adaptable

26:29 • 2min

Concerns about Tesla's Future

28:09 • 15min

Bid-Ask Spread in Commercial Real Estate and Impact of Refinancing

43:34 • 2min

Analysis of Market Conditions and Speculation on Stock Dynamics

45:11 • 2min

Promoting CME Group Equity Futures Trading Challenge

47:36 • 5min

The Implications of China's Halt in Buying Treasuries

52:45 • 16min

The Impact of the Yen on the US Treasury Market

01:08:27 • 20min

Cameron Dawson of NewEdge Wealth joins Dan Nathan, Guy Adami, and Danny Moses to discuss classic late-cycle market behavior (2:00), what could spark rate cuts, and what that means for the market (9:30), enthusiasm around semiconductor stocks (15:30), credit cycles (18:00), what Cameron is focused on this earnings season (22:30), geopolitics (25:00), Tesla’s quarter (28:00), whether the Mag7 stocks will continue to hold up the markets (32:00), commercial real estate (41:00), Cameron’s take on stocks into year-end (46:00), and Danny’s NFL picks of the week (48:30).

Later, Danny and Guy are joined by Luke Gromen, Founder of unique macroeconomic research firm Forest for the Trees (FFTT), to talk about the global sovereign debt crisis (51:00). Rates and the net effective supply and demand (55:00). What if yields run away from us to the upside (1:07:30). Japan and the dollar vs the yen (1:10:00). What does the gold environment look like (1:15:30). How should people buy gold and allocate it in their portfolio (1:20:00).

Get a free MRKT Call hat!

Sign up for the CME equity challenge: http://cmegroup.com/equitychallenge
Send a screenshot of your sign-up to contact@riskreversal.com with your mailing address

—

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.

—

Check out our show notes here

Learn more about Ro body: ro.co/tape

See what adding futures can do for you at cmegroup.com/onthetape.

—

Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads