The Interest Rate Shock Hasn't Been Felt Yet | Cameron Dawson

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On todays episode,Chief Investment Officer at NewEdge Wealth Cameron Dawson joins the show for a discussion on the impact of higher interest rates. We discuss the economy's sensitivity to higher interest rates, Powell's shift to being a hawk vs his career as a dove & what we can learn from the most recent earnings season. To hear all this and more, you'll have to tune in!
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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.

[imtryinghere]

It's great to see someone like Cameron who has succeeded with such laser sharp intellect given all her physical limitations and aesthetic shortcomings.

[backslapped]

I usually just listen to these while I work. Not sure why, but I felt inclined to watch this 1.

[shadw]

Man this economy is nuts. I feel like the ubiquitous info on macro trends has also caused a distortion, everyone is pricing in a recession so we are able to fade it for longer, on top of the dry powder in money market funds which was like just all of the excess cash from COVID stimulus not finding a home so being parked in RRP.

That's at least how I've been thinking about this, like Powell is trying to figure out how to drain that liquidity but it's proving difficult.

I loved this interview. Cameron is a sharp analyst and she offered some interesting insights and vignettes and her perspective was different from many I've heard, and that Apples to Oranged dad pun was the chefs kiss 😂. I also dislike hard/soft landing narratives at this point, feels like just a way to drive sentiment rather than actually talking about actual policy prescriptions - and all I can think is people are going to get caught flat footed trying to read the tea leaves of a soft/hard/no landing narratie.

Great interview, thanks for throwing this together! This has definitely put Cameron on my radar, sharp and articulate mind.

[fredhancock]

Cameron speaks with clarity, and I loved her explanation of the dying of the old models in regards to predicting recession. On the other hand, Recession has already started here in SoCal.

[GimbloBlimfby]

The 'wisdom from the mouths of babes' YT phenomenon... :-)

[Nolsie]

She was so charming and informative! Great guest!

[nauy]

This lady is very insightful! Great interview.

[TimJamesSaunders]

This lady seems super level headed and intelligent. She seems very thoughtful

[detectiveofmoneypolitics]

Economic investigator Frank G Melbourne Australia is still watching this very informative content cheers Frank

[yamomanemjazz]

The Muppet movie. Go girl

Wait. That was an oval of applause.

[.]

Wow! Brains and beauty. Excellent analysis and breakdown of the markets. Thank you.

[jeffsurfanderson]

Alright some things you guys need to look up is once an inverted yield curve happens how long does it take for it to uninvert? Answer 12 to 24 months when the yield curve starts to un invert that signals the start of the recession. Add the current situation I think we are in month 11 which means the predictions are very much possible. Next question can anybody tell me the percentage rate of when they yield in curve inverts that we do have a reception? Answer 90% of the time. And most Economist would say that there is no such thing as a soft Landing

[robf.]

"New valuation paradigm ". Now where have we heard this before? Oh. 1929, "permanently high plateau".

[polecabo]

Ok this is very challenging to watch. My right brain keeps getting distracted by her looks while me left brain tries to analyze the message. It's going to take a lot of rewinding . And I'm happy to do that

[elliotthovanetz]

How can the deficits not be stimulative? Chips Act? Inflation Reduction Act? How is this even an econ debate? We're in big trouble

[robertchew]

Can you get the charts out of the way please 😅

[elliotthovanetz]

Positive real rates are necessary to bring inflation down. Otherwise people are always incentivised to take asset risks rather than lose purchasing power.

[JohnAnderson-wcfw]

Clean up your comments Blockworks. Great interview 👍

[dalehumphrey]

I get Candace Owen's beauty vibes from her for some reason, sisters from another mother ❤

[LostSoulAscension]

So recession expectation actually negates a recession because people prepare for it 😂😂😂 that is actually fascinatingly opposite of the famously known inflation expectation. So all the FED has to do is create recession expectation, am I right?! Haha