RiskReversal Pod

Widespread Panic with Cameron Dawson of NewEdge Wealth

Nov 11, 2022
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1
Introduction
00:00 • 2min
2
What's Happening Today?
01:49 • 4min
3
FTX
06:02 • 2min
4
We're Going to Be in a Different Phase of This Cycle, Right?
07:42 • 6min
5
Is Elon Musk Going to Buy Twitter?
13:43 • 5min
6
The Supanji Scheme - What's the Risk?
18:55 • 2min
7
Is There a Systemic Risk Isolated Within Crypto?
21:00 • 4min
8
The Fed Is a Vendor
24:41 • 4min
9
The Week 10 Pick of the Year - Tennessee Titans
28:24 • 4min
10
I Connections - The World's Largest Capital Introduction Platform
31:54 • 5min
11
The CFA Scholarship - I Don't Think I'd Be Here Today
36:25 • 2min
12
The Biggest Fear of the Ultra Rich
38:32 • 2min
13
Is There a World of Lower Returns?
40:05 • 2min
14
What Do You Think Will Happen When S&P Earnings Stop Moving Lower?
41:51 • 3min
15
Is There a Relief Rally in Valuations?
45:10 • 2min
16
The S&P Multiples Rally
47:34 • 3min
17
The Most Liquid Market in the World
50:07 • 4min
18
The Best Driver of Multiples on Earnings Estimates
54:17 • 2min
19
Is Equal Weight a Better Solution?
56:33 • 4min
20
Stock Picking
01:00:31 • 2min
21
The Cycles Are Accelerating - Is Value Going to Be the Leader?
01:02:22 • 2min
22
The Impact of the Dollar on Value Versus Growth International Versus Us
01:04:28 • 3min