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Fieldpoints of View with Cameron Dawson and Johnny Gibson

Johnny Gibson, Cameron Dawson

Cameron and Johnny discuss macro, markets, and investing. Brought to you by Fieldpoint Private.

PublishesMonthlyEpisodes10Founded5 years ago
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InvestingBusiness

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Artwork for Fieldpoints of View

Latest Episodes

Cameron 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... more

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... more

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 oppor... more

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.

Kieran Cavanna is the Chief Investment Officer an... more

Steve 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:

www... more

Cameron 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 F... more

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.... more

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 Wisd... more

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