Fieldpoints of View with Cameron Dawson and Johnny Gibson

Cameron Dawson, Chief Market Strategist of Fieldpoint Private, is joined by Brad Klein and Bob Hyman of CoreCommodities Management LLC to discuss their bullish outlook on the commodity complex. They discuss the macro factors and specific supply/demand imbalances that are leading to recent higher prices, and why CoreCommodity Management thinks the rally in commodities in just getting started.

Cameron Dawson, Chief Market Strategist of Fieldpoint Private, is joined by Andy Rothman, Investment Strategist at Matthews Asia. Andy brings his perspective on the regulatory crackdown in China, geopolitical concerns, and navigating Chinese markets.

Cameron and Johnny speak with Tim Tully, Don Ullman, and Dan Napoli, members of Fieldpoint Private's own Board of Directors. The discussion spans topics like the ramifications of huge fiscal and monetary policy intervention, finding investment opportunities at these valuations, and thoughts on how rapidly the financial industry is changing.

Cameron and Johnny speak to Kieran Cavanna, Chief Investment Officer and Co-Founder of Old Farm Partners. Kieran shares his views on equity markets, hedge funds, leading edge technologies, and more.

Steve Ricchiuto, Chief Economist at Mizuho Securities USA, joins Cameron and Johnny to discuss his outlook for interest rates, inflation, equity markets, credit, Fed policy, and more.

Cameron and Johnny discuss catalysts that could drive the equity market higher or lower through the remainder of the year.

Cameron discusses key questions and topics in the market today including GDP growth, inflation, monetary policy outlooks, earnings growth, valuation, Value vs. Growth, cyclicals vs. defensive, small caps, interest rates, the dollar, and commodities.

Please visit the Fieldpoint Private website to see the charts and tables mentioned in this podcast: http://www.fieldpointprivate.com/Weekly-Perspectives

Professor Jeremy Siegel joins Cameron and Johnny to discuss his current views on the economy and markets. Professor Siegel dives into the impact of large fiscal and monetary stimulus on inflation, growth, and asset prices.

Jeremy J. Siegel, is WisdomTree’s Senior Investment Strategy Advisor.  He is the Russell E. Palmer Professor of Finance at The Wharton School of the University of Pennsylvania.

Cameron and Johnny discuss the incredible rise in leverage seen over the last twelve months in response to the pandemic and recession, as well as what the ramifications of high leverage could be on the economy and markets.

1/29/21 - Cameron and Johnny use Quinn and Turner's Boom and Bust framework to answer the question, "are we in a bubble?" Their answer: yes we are, but predicting the timing of the burst is a different challenge. They provide perspective as to how to navigate these effervescent times.