Classic Late Cycle with Cameron Dawson and

Cameron Dawson of NewEdge Wealth joins Dan Nathan, Guy Adami, and Danny Moses to discuss classic late-cycle market behavior, what could spark rate cuts, and what that means for the market , enthusiasm around semiconductor stocks, credit cycles, what Cameron is focused on this earnings season, geopolitics, Tesla’s quarter, whether the Mag7 stocks will continue to hold up the markets, commercial real estate, Cameron’s take on stocks into year-end, and Danny’s NFL picks of the week.

Later, Danny and Guy are joined by Luke Gromen, Founder of unique macroeconomic research firm Forest for the Trees (FFTT), to talk about the global sovereign debt crisis. Rates and the net effective supply and demand. What if yields run away from us to the upside. Japan and the dollar vs the yen. What does the gold environment look like? How should people buy gold and allocate it in their portfolio.

—
1) Sign up for the CME equity challenge: http://cmegroup.com/equitychallenge

2) Send a screenshot of your sign-up to [email protected] and we will send you a free hat!!

Follow Cameron:   / camerondawson  
Follow Luke:   / lukegromen  

Timecodes
0:00 - Late Cycle
8:40 - What Sparks Cuts?
14:45 - Semis
17:30 - Credit Cycles
22:00 - Q3 Earnings Preview
26:15 - Geopolitics
28:00 - TSLA & The Mag 6?
42:00 - Commercial Real Estate
46:45 - EoY Outlook
49:50 - NFL Picks
50:45 - Global Debt Crisis
57:30 - Paper Supply/Demand
1:06:45 - Runaway Yields
1:10:00 - Dollar/Yen
1:15:35 - Gold
1:20:45 - How To Play Gold