ep. 200


Powell's Job Isn't Done Yet | Cameron Dawson

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!


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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/



(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.

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