Fieldpoints of View with Cameron Dawson and Johnny Gibson
10 episodes - English - Latest episode: almost 3 years ago - ★★★★★ - 4 ratingsCameron and Johnny discuss macro, markets, and investing. Brought to you by Fieldpoint Private.
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Episodes
Episode 10 (10/01/221): The Commodity Boom with Brad Klein and Bob Hyman of CoreCommodity Management
October 04, 2021 17:21 - 1 hour - 55.9 MBCameron Dawson, Chief Market Strategist of Fieldpoint Private, is joined by Brad Klein and Bob Hyman of CoreCommodity 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, CFA is Chief Market Strategist at Fieldpoint Private For more perspectives from ...
Episode 9 (9/10/21): What is going on in China? Andy Rothman of Matthews Asia
September 10, 2021 20:11 - 59 minutes - 54.2 MBCameron 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 Dawson, CFA is Chief Market Strategist at Fieldpoint Private For more perspectives from Fieldpoint Private please visit: https://www.fieldpointprivate.com/category/investment-perspectives/ Andy Rothman is an Investment Strategi...
Episode 8 (6/10/21): A Conversation with Tim Tully, Don Ullman, and Dan Napoli
June 17, 2021 19:47 - 41 minutes - 38 MBCameron 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. Johnny Gibson, CFA, CMT is Chief Investment Officer at Fieldpoint Private Cameron Dawson, CFA is Chief Market Strategist at Fieldpoint Private For...
Episode 7 (5/27/21): Kieran Cavanna, Chief Investment Officer and Co-Founder of Old Farm Partners
May 27, 2021 19:10 - 53 minutes - 49.3 MBCameron 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. Kieran Cavanna is the Chief Investment Officer and Co-Founder of Old Farm Partners. Prior thereto, Mr. Cavanna worked at Soros Fund Management (“SFM”) from 2013 to 2015 where he served as the Head of the External Manager Selection Team. Mr. Cavanna and his team performed due diligence on an...
Episode 6 (5/3/21): Steve Ricchiuto, Chief Economist at Mizuho Securities USA
May 05, 2021 20:10 - 1 hour - 58.8 MBSteve Ricchiuto, Chief Economist at Mizuho Securities USA, joins Cameron and Johnny to discuss his outlook for interest rates, inflation, equity markets, credit, and more. Here are the links to Steve's books that we mention in the show: https://www.amazon.com/Disequilibrium-Americas-Great-Inflation-Recession/dp/1626343969 https://www.amazon.com/Symptomatic-Systemic-Understanding-Financial-Debacles-ebook/dp/B07JN1TKDQ https://www.amazon.com/Moneynomics-Evolution-Theory-Practice-Policy/dp/...
Episode 5 (4/20/21): 2 Fast 2 Furious
April 20, 2021 22:01 - 24 minutes - 22.5 MBCameron and Johnny discuss catalysts that could drive the equity market higher or lower through the remainder of the year. Johnny Gibson, CFA, CMT is Chief Investment Officer at Fieldpoint Private Cameron Dawson, CFA is Chief Market Strategist at Fieldpoint Private For more perspectives from Fieldpoint Private please visit: http://www.fieldpointprivate.com/What-We-Think Cameron Dawson and Johnny Gibson work for Fieldpoint Private and are Investment Advisors registered with Fieldpoi...
Episode 4 (4/12/21): Answering Key Market Questions for 2021
April 12, 2021 20:59 - 15 minutes - 14.5 MBCameron 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. Johnny Gibson, CFA, CMT is Chief Investment Officer at Fieldpoint Private Cameron Dawson, CFA is Chief Market Strategist at Fieldpoint Private Please visit the Fieldpoint Private website to see the charts and tables mentioned in this podcast:...
Episode 3 (4/7/21): A Conversation with Professor Jeremy Siegel
April 07, 2021 20:30 - 1 hour - 62.5 MBProfessor 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. Professor Siegel has written and lectured extensively about the economy and financial markets...
Episode 2 (3/26/21): Leverage
March 25, 2021 04:00 - 54 minutes - 50 MBCameron 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. Johnny Gibson, CFA, CMT is Chief Investment Officer at Fieldpoint Private Cameron Dawson, CFA is Chief Market Strategist at Fieldpoint Private For more perspectives from Fieldpoint Private please visit: http://www.fieldpointprivate.com/What-We-Think Cameron Dawson a...
Episode 1 (1/29/21): Are We in a Bubble?
February 01, 2021 22:24 - 47 minutes - 43.7 MB1/29/21 - 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. Johnny Gibson, CFA, CMT is Chief Investment Officer at Fieldpoint Private Cameron Dawson, CFA is Chief Market Strategist at Fieldpoint Private For more perspectives from Fieldpoint Private please visit: h...