On today's episode of On the Margin, Cameron Dawson CIO at NewEdge Wealth joins the show for a discussion on the path ahead for the Fed, the outlook for earnings and a potential new regime for markets as certain inflation data begins reaccelerating.

We also take a look at some of America's great recessions and discuss wether or not they provide good comparisons to 2023. To hear all this and more, you'll have to tune in!

--

Follow Cameron: https://twitter.com/CameronDawson

Follow Mike: https://twitter.com/MikeIppolito_

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Blockworks: https://twitter.com/blockworks_

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

--

Referenced In The Show:

Disequilibrium How America's Great Inflation Led to the Great Recession: https://books.apple.com/us/book/disequilibrium/id1183616897 

Running Up That Hill: Confronting Earnings Hills: https://www.newedgewealth.com/running-up-that-hill/

--

Timestamps:

(00:00) Introduction

(00:43) Hard Landing, Soft Landing Or No Landing?

(02:57) The Fed's Job Isn't Over Yet

(11:13) The Bond Market Scores A D-

(13:36) Blockworks Research

(14:26) Looking Back At America's Great Recessions

(28:27) How The QE Era Differs From QT Now

(32:06) The Median Voter Theorem

(36:25) Permissionless 2023

(37:10) Running Up That Hill: Confronting Earnings Hills

(44:52) The Bull, Bear & Neutral Case For Earnings

(52:46) A New Regime For Markets?

--

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.