On this episode of “On The Tape,” Dan Nathan and Danny Moses sit down with Cameron Dawson, Chief Investment Officer at NewEdge Wealth, for a vibe check on the stock market, the most important chart Cameron is watching right now, earnings expectations, what a Fed rate cut means, whether something has changed in the market, the sell-off in semiconductor stocks, industrial stocks, homebuilders, bank stocks, commodities, sports gambling stocks, and earnings season heating up.
Cameron's Articles: www.newedgewealth.com/author/...
Elder Emos Rejoice: • My Chemical Romance - ...
Timecodes
0:00 - Vibe Check
9:45 - Earnings
13:20 - Rate Cuts
16:30 - What's Different
19:45 - Semis
30:30 - Industrials
32:45 - Homebuilders
36:30 - Banks
44:45 - Commodities
46:45 - Liquidity Signals
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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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#investing #stocks #stockmarket
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Best financial pod on the internet hands down. Appreciate all you peeps. Guy should have plenty to say with the playoffs (both) starting this weekend!
Get rekt son, you're putting your trust in finance mafia, they will make so much money off you over next few years, you're new dumb blood. Good luck!
The market trend can turn around very quickly. In fact, the indexes often switch from a bear market to a bull market when the news is at its worst and the mood of investors is at its lowest point. I read an article of people that grossed profits up to $150k during this crash, what are the best stocks to buy now or put on a watchlist?
This is still a window-shopping market. But there are a lot of intriguing stocks to watch from a variety of sectors. You don’t have to act on every forecast, hence i will suggest you get yourself a financial-advisor that can provide you with entry and exit points on the shares/ETF you focus on.
I agree, having a brokerage advisor for investing is genius! Amidst the financial crisis in 2008, I was really having investing nightmare prior touching base with a advisor. In a nutshell, i've accrued over $2m with the help of my advisor from an initial $350k investment.
impressive gains! how can I get your advisor please, if you dont mind me asking? I could really use a help as of now
Finding financial advisors like Melissa Terri Swayne who can assist you shape your portfolio would be a very creative option. There will be difficult times ahead, and prudent personal money management will be essential to navigating them.
I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.
This seems like the worst period. Even the market are now very unpredictable. Started investing recently when the market prices were a bit high,today I am more than 60% down!
Don’t be confuse buying the dip in a bear market, with guaranteed future returns. Just because that company is down 60%+ from ATH does NOT make it a sound long-term investment. Make sure you’re investing in great companies. kudos to Adriana catherine ....
Please educate me, i'm willing to make consultations to improve my situation,
She's recognized as 'Mrs adriana. One of the finest portfolio managers in the field. She's widely recognized; you should take a look at her work.
Please how do I find this financial counselor?
I'd love to know this mentor of yours
I will be forever grateful to you, you changed my entire life and I will continue to preach on your behalf for the whole world to hear you saved me from huge financial debt with just a small investment, thank you Victoria Wiezorek.
Wow. I'm shocked that you just mentioned and recommended Victoria Wiezorek. I thought I was the only one trading with her.
Sincerely speaking. I will continue to trade and stick to Victoria Wiezorek daily signals and guides as long as it works well for me.
What impresses me most about Victoria Wiezorek is how well she explains basic concept of winning before actually letting you use her trade signals. This goes a long way to ensure winning trades.
I'm new at this, please how can I reach her?
She is really a good investment advisor. I was privileged to attend some of her seminars. That is how I started my crypto investment
Cameron Dawson is up there among the top of market analysts. I appreciate you guys having her as a regular guest on your pod. Of course you also have other great analysts. Keep it going guys and gals.
Wrong and bearish for +1.5y since the lows and then switching to bull before the dump? Best analyst all times according to Bozo, The Clown!
Tom Lee Better
I lost over $80k when everything started to tank. Not because I was in an exchange that went belly up. I was just stupid to hold and because that's what everyone said. I'm still responsible. It just taught me to be a better investor now that I understand more of what could go wrong. It took me over two years of being in the market, I'm really grateful I found one source to recover my money, at least $10k profits weekly. Thanks Gloria Robinson.
The very first time we tried, we invested $1000 and after a week, we received $7500. That really helped us a lot to pay up our bills.
Really you people know her? I was even thinking that I'm the only one she has helped walk through the fears and falls of trading
I'm new at this, please how can I reach her?
I just withdrew my profits a week ago, To be honest it was an amazing feeling when the profits hits my wallet I wish I could reinvest but, too much bills
she's mostly on Telegrams, using the user name
She's the brightest person in the financial broadcasting and investment business. Thank you for the insight.
Thank you for having a great articulated guest
CD is superb…good one guys
Great Insisghts and very Informative. Thank you.
Cameron is a total rock star.
Super intelligent analysis of where markets are now and what to watch closely. Cameron gives great insights into how to connect the dots. Thank you!
Great interview. Excellent commentary from Cameron
Cameron is amazing, and the fellow did a great job making this informative discussion livley and entertaining as well. Siperb piece all around and hope you will have the chance to update with her again soon. TY!!
A good discussion by all three. On X, I tagged Cameron re: how to set up a spread illustration properly using RSPD and RSPS. One of Cameron's best comments was just after 8:00 minutes into the video when she mentioned that an issue might not be a problem for some companies (w/ strong balance sheets benefitting from high interest rates on their cash reserves, and low borrowing needs) but it becomes one when it negatively affects their customers. Dan: concomitant = attendant.
Dan, Guy your caution on NSDQ was correct and finally paid off. I am still bullish and think this take down last week was good for long term gains. Economy is still good. Hoping Fed does not wait too long to cut or does not cut in 2024.
What do they mean by "comps"?
Does cam want to go out sometime?
this cam is the real deal ya know.
Nice podcast :)
disney original movies era was the best, smart house included 😂
i can easily pay attention when cameron talks.
Excellent
Cameron is also the daughter of the producer of the Teenage Mutant Ninja 🐢 Turtle Movies.
Wow, what a factoid.
Cameron is good on digging the best data. These guys should quite a little and let her talk.
Dan you jerk you and Carter made so much sense on AXP, I took a small shot, and needles to say lol were getting worked, but defined risk plenty of time let's pray for the best
Tape saying this my only Fans code😂😂😂😂
Im long pumpkin futures, plan is to sell them in October 🤑
I'm long pumpkin and short ornamental gourds.
At some point after the smoke clears from the craters following the coming correction, I'm looking towards robotics and I think perhaps we might see things out of Toyota, Honda, and of course Tesla. I hope to someday buy a car and driver / butler and manufacturing that sort of complexity at scale is clearly something Toyota and Honda will have a seat at the table. Disclosure: I own HMC. Please do not confirm my bias, tell me why I'm wrong. And thanks.
Shame Dan traded or did email as Cameron talked - implied not important - smiling at Danny's remarks. Give the guest a break Dan even if u don't believe in their opinions
Oh behave!
Cameron looks so much better without makeup
Are higher high's possible if China/Russia are no longer buying western tech? While there will be build-out to fab chips in safe regions but beyond that those chips will never see China.
If Pete Sampras talked stocks.
Which one do you think sounds like Pete Sampras?
Coban Porter, MPJ's other brother, just got a 6 yr sentence for DUI homicide too...
EY 2.0
What does this mean? I gotta to quit my Carnivore diet?
Dan N is especially chipper today with the markets down lolol
dan warned you all, you don't listen, so too bad.
look how happy these clowns are for a down day...
You don’t understand how to get wealthy in the market if you can’t handle a dip in a bull market… no clue
Love it! More coming
lol at the guys not knowing what concomitant means
Guy 🐔dOut and 🏃♂ like a 👶 2Ireland, wenEE👂that Cameron was on the Friday schedule? That's what happened? ... 🤨 😒 😔
Buy AOL on the dip
Dont forget Yahoo
absolutely terrible
YOU are the one who is absolutely terrible.
Mil….you know the last letter