Stuart Kaiser, Citi Head of US Equity Trading Strategy, says we're seeing some "fatigue" in tech buying. Gita Gopinath, IMF First Deputy Managing Director, says a number of factors could be "muting the effect of monetary policy transmission," and as those effects decline, "we can start seeing more of a slowing in activity." Kit Juckes, Societe Generale Chief FX Strategist, sees weakness ahead for the dollar. Cameron Dawson, NewEdge Wealth CIO, believes in the 60/40 portfolio plus alternatives. David Rubenstein, Carlyle Group Co-Chairman and Co-Founder, discusses his interview with Afsaneh Beschloss, RockCreek Founder & CEO.Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

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!--Follow Cameron: https://twitter.com/CameronDawsonFollow Mike: https://twitter.com/MikeIppolito_Follow On The Margin: https://twitter.com/OnTheMarginPodFollow Blockworks: https://twitter.com/blockworks_Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/--Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023--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/ --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?--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.

Cameron Dawson, Chief Investment Officer at NewEdge Wealth, returns to discuss the evolving landscape of investing post-Fed interest rate cuts. She examines her prediction that rate cuts could bring unexpected market challenges, shedding light on rising bond yields and mortgage rates. Cameron highlights the bullish momentum in U.S. equities but warns of potential risks in overly optimistic market scenarios. The conversation also delves into the shift from passive to active investing and the importance of stability and diversification in volatile markets.

Cameron Dawson, CIO of NewEdge Wealth, joins Guy Adami and Danny Moses to discuss U.S. growth leaders, tech stock valuations, market cap concentration, fiscal policies, and global economic factors. They also explore small and regional banks, energy stocks, Fed's rate hikes, job market complexities, upcoming elections, immigration policies, and gold as a hedge against inflation.

Discussing strange market events, energy stock picks, Fed challenges. Later, exploring high volatility, AI bubble, earnings, and Fed cuts with a Wall Street CIO. Tech market weight, credit contagion, and insights on navigating market trends and economic landscapes.

Financial experts Cameron Dawson, David Kelly, and Michael Darda discuss US GDP slowing down, the likelihood of a Republican sweep post-presidential debate, and the potential impact of a rising unemployment rate on the Fed. They also delve into economic forecasts, market risks, political decisions, investment trends in tech, and the influence of AI on the stock market.

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.

Cameron Dawson, Chief Investment Officer at NewEdge Wealth, joins the show to discuss the impact of higher interest rates. They analyze Powell's shifting stance, factors behind the resilience of US economic growth, implications of credit card debt, Federal Reserve priorities, and compare earnings of Apple and Nvidia.

Financial analyst Cameron Dawson warns that Fed rate cuts might have the opposite effect investors expect. Discussion covers market momentum, headwinds, Fed policy impact, liquidity cycle, rising interest rates effects, consumer debt levels, company sustainability, economic data forecasts, asset allocation strategies, investment selectivity, and career progression.

Cameron Dawson, Chief Investment Officer at NewEdge Wealth, sheds light on the tech sector and Bitcoin's role as a 'psychological commodity' amid economic fears. Eric Schmidt, former Google CEO, explores AI's transformative impact on society and how it reshapes industries. Gary Cohn, IBM Vice Chairman and former Goldman Sachs President, shares insights on economic policy under the upcoming administration and its potential focus on the stock market. Together, they paint a vivid picture of current market dynamics and future challenges.