On today's episode of On The Margin, Bob Elliott Co-Founder & CIO at Unlimited Funds & Cameron Dawson CIO at NewEdge Wealth join the show for a discussion on where are we in the current macro cycle.
On the back of a better than expected earnings week, continued banking turmoil and a perceived hawkish FOMC meeting, Bob and Cameron share their thoughts on the path ahead for 2023 as the tightening cycle has yet to fully ripple through the economy and markets. Expecting "more pain to come", Bob and Cameron see the market correction and recession concerns to be immaterial... so far. To hear all this and more, you'll have to tune in!
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Referenced In The Show:
https://twitter.com/LizYoungStrat/status/1654509470720950273
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Timestamps:
(00:00) Introduction
(02:42) The Bond Market Is The Smart Money, Or Is It?
(05:06) The Have Your Cake & Eat It Too Trade... Tech
(10:51) Research Ad
(11:04) Inflation Is A New Dynamic For Markets
(14:01) Can The Fed Continue Raising Rates Amidst Banking Turmoil?
(17:40) There Won't Be A Pivot Without Some Pain
(27:44) Permissionless
(28:28) Breaking Down Recent Earnings
(35:33) The A.I Earnings Theme
(44:22) What To Expect Throughout 2023
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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.
