Classic Late Cycle with Cameron Dawson and Luke Gromen

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).

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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.

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