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Classic Late Cycle with Cameron Dawson and ‪@LukeGromenFFTTLLC‬

RiskReversal Media
116K subscribers
40K views 1 year ago RiskReversal Pod
Cameron Dawson of NewEdge Wealth joins Dan Nathan, Guy Adami, and Danny Moses to discuss classic late-cycle market behavior, what could spark rate cuts, and what that means for the market , enthusiasm around semiconductor stocks, credit cycles, what Cameron is focused on this earnings season, geopolitics, Tesla’s quarter, whether the Mag7 stocks will continue to hold up the markets, commercial real estate, Cameron’s take on stocks into year-end, and Danny’s NFL picks of the week. 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. Rates and the net effective supply and demand. What if yields run away from us to the upside. Japan and the dollar vs the yen. What does the gold environment look like? How should people buy gold and allocate it in their portfolio. — 1) Sign up for the CME equity challenge: http://cmegroup.com/equity …...more
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Classic Late Cycle with Cameron Dawson and ‪@LukeGromenFFTTLLC‬
915Likes
40,099Views
2023Oct 20
Cameron Dawson of NewEdge Wealth joins Dan Nathan, Guy Adami, and Danny Moses to discuss classic late-cycle market behavior, what could spark rate cuts, and what that means for the market , enthusiasm around semiconductor stocks, credit cycles, what Cameron is focused on this earnings season, geopolitics, Tesla’s quarter, whether the Mag7 stocks will continue to hold up the markets, commercial real estate, Cameron’s take on stocks into year-end, and Danny’s NFL picks of the week. 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. Rates and the net effective supply and demand. What if yields run away from us to the upside. Japan and the dollar vs the yen. What does the gold environment look like? How should people buy gold and allocate it in their portfolio. — 1) Sign up for the CME equity challenge: http://cmegroup.com/equitychallenge 2) Send a screenshot of your sign-up to contact@riskreversal.com and we will send you a free hat!! Follow Cameron:   / camerondawson   Follow Luke:   / lukegromen   Timecodes 0:00 - Late Cycle 8:40 - What Sparks Cuts? 14:45 - Semis 17:30 - Credit Cycles 22:00 - Q3 Earnings Preview 26:15 - Geopolitics 28:00 - TSLA & The Mag 6? 42:00 - Commercial Real Estate 46:45 - EoY Outlook 49:50 - NFL Picks 50:45 - Global Debt Crisis 57:30 - Paper Supply/Demand 1:06:45 - Runaway Yields 1:10:00 - Dollar/Yen 1:15:35 - Gold 1:20:45 - How To Play Gold
RiskReversal Pod
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RiskReversal Media

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