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 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 Fieldpoint Private please visit: https://www.fieldpointprivate.com/category/investment-perspectives/

CoreCommodity Management is an independent investment advisor which has provided investment management services to sovereign wealth funds, public and corporate pensions, endowments and foundations, and other prominent institutional clients seeking commodities exposure.

For more information on CoreCommodity Management please visit: https://corecommodityllc.com

Cameron Dawson and Johnny Gibson work for Fieldpoint Private and are Investment Advisors registered with Fieldpoint Private Securities. All opinions expressed by Cameron or Johnny or any podcast guest are solely their own opinion and do not reflect the opinion of Fieldpoint Private. This podcast is for informational purposes only and you are encourage to speak with an investment professional before making any investment decisions. It is possible that clients of Fieldpoint Private will have positions in the securities discussed in this podcast. Fieldpoint Private Securities is an SEC registered broker dealer and Registered Investment Advisor and is a member of FINRA.

This content is for informational purposes only and based on information available when created. It is not an offer or solicitation, nor is it tax or legal advice. It does not consider your financial circumstances, objectives or risk tolerance and could be unsuitable for you. Fieldpoint Private encourages you to speak with an investment professional before making any investment decisions.

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 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 Strategist at Matthews Asia. He is principally responsible for developing research focused on China’s ongoing economic and political developments while also complementing the broader investment team with in-depth analysis on Asia. In addition, Andy plays a key role in communicating to clients and the media the firm’s perspectives and latest insights into China and the greater Asia region. Prior to joining Matthews Asia in 2014, Andy spent 14 years as CLSA’s China macroeconomic strategist where he conducted analysis into China and delivered his insights to their clients. Previously, Andy spent 17 years in the U.S. Foreign Service, with a diplomatic career focused on China, including as head of the macroeconomics and domestic policy office of the U.S. Embassy in Beijing. In total, Andy has lived and worked in China for more than 20 years. He earned an M.A. in public administration from the Lyndon B. Johnson School of Public Affairs and a B.A. from Colgate University. He is a proficient Mandarin speaker.

https://global.matthewsasia.com/our-people/andy-rothman/

Cameron Dawson and Johnny Gibson work for Fieldpoint Private and are Investment Advisors registered with Fieldpoint Private Securities. All opinions expressed by Cameron or Johnny or any podcast guest are solely their own opinion and do not reflect the opinion of Fieldpoint Private. This podcast is for informational purposes only and you are encourage to speak with an investment professional before making any investment decisions. It is possible that clients of Fieldpoint Private will have positions in the securities discussed in this podcast. Fieldpoint Private Securities is an SEC registered broker dealer and Registered Investment Advisor and is a member of FINRA. 

This content is for informational purposes only and based on information available when created. It is not an offer or solicitation, nor is it tax or legal advice. It does not consider your financial circumstances, objectives or risk tolerance and could be unsuitable for you. Fieldpoint Private encourages you to speak with an investment professional before making any investment decisions.

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.

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 Fieldpoint Private Securities. All opinions expressed by Cameron or Johnny or any podcast guest are solely their own opinion and do not reflect the opinion of Fieldpoint Private. This podcast is for informational purposes only and you are encourage to speak with an investment professional before making any investment decisions. It is possible that clients of Fieldpoint Private will have positions in the securities discussed in this podcast. Fieldpoint Private Securities is an SEC registered broker dealer and Registered Investment Advisor and is a member of FINRA. 

This content is for informational purposes only and based on information available when created. It is not an offer or solicitation, nor is it tax or legal advice. It does not consider your financial circumstances, objectives or risk tolerance and could be unsuitable for you. Fieldpoint Private encourages you to speak with an investment professional before making any investment decisions.

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 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 and allocated to a select group of hedge funds that deployed a wide variety of strategies. Within this pool of externally managed capital, a meaningful amount was in co-investments generated by the underlying hedge funds.

At SFM the team sourced, vetted and executed co-investments in equities, global macro and credit instruments. Prior to SFM, Mr. Cavanna was a Partner and the Head of Research at Titan Advisors, a $5b fund-of-hedge funds. Mr. Cavanna has 18+ years of experience allocating to hedge funds. He started his financial career as a senior analyst at KPMG Consulting.

Mr. Cavanna graduated from the University of Richmond with a BA and an MBA from Vanderbilt University.

https://www.oldfarmpartners.com/

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 Fieldpoint Private Securities. All opinions expressed by Cameron or Johnny or any podcast guest are solely their own opinion and do not reflect the opinion of Fieldpoint Private. This podcast is for informational purposes only and you are encourage to speak with an investment professional before making any investment decisions. It is possible that clients of Fieldpoint Private will have positions in the securities discussed in this podcast. Fieldpoint Private Securities is an SEC registered broker dealer and Registered Investment Advisor and is a member of FINRA. 

This content is for informational purposes only and based on information available when created. It is not an offer or solicitation, nor is it tax or legal advice. It does not consider your financial circumstances, objectives or risk tolerance and could be unsuitable for you. Fieldpoint Private encourages you to speak with an investment professional before making any investment decisions.

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:

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/1626347166

Steven Ricchiuto is a Managing Director and Chief Economist of Mizuho Securities USA (MSUSA).  As Chief Economist, Steve is responsible for formulating and marketing the firm’s macroeconomic and interest rate forecasts and providing clients with a strategic outlook on the U.S. economy and financial markets.

Prior to joining Mizuho Securities USA, Steve worked at Svenska Handelsbanken and at ABN AMRO, where he was Chief U.S. Economist and Head of Fixed Income Research for the region. He has more than thirty five years of experience in the financial services industry. Steve is a well-known and highly regarded economist, with extensive appearances on various business news television and radio programs and is regularly quoted in the print media. His latest book:” Disequilibrium: How the great inflation caused the great recession was published in January 2017.

Mizuho Securities USA is the U.S. broker-dealer subsidiary of Mizuho Securities Co., Ltd, and a member of the global Mizuho Financial Group.  MSUSA provides capital markets and investment banking services to corporate and institutional clients, specializing in fixed income, equities, futures and mergers and acquisitions advisory. 

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 Fieldpoint Private Securities. All opinions expressed by Cameron or Johnny or any podcast guest are solely their own opinion and do not reflect the opinion of Fieldpoint Private. This podcast is for informational purposes only and you are encourage to speak with an investment professional before making any investment decisions. It is possible that clients of Fieldpoint Private will have positions in the securities discussed in this podcast. Fieldpoint Private Securities is an SEC registered broker dealer and Registered Investment Advisor and is a member of FINRA. 

This content is for informational purposes only and based on information available when created. It is not an offer or solicitation, nor is it tax or legal advice. It does not consider your financial circumstances, objectives or risk tolerance and could be unsuitable for you. Fieldpoint Private encourages you to speak with an investment professional before making any investment decisions.

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 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 Fieldpoint Private Securities. All opinions expressed by Cameron or Johnny or any podcast guest are solely their own opinion and do not reflect the opinion of Fieldpoint Private. This podcast is for informational purposes only and you are encourage to speak with an investment professional before making any investment decisions. It is possible that clients of Fieldpoint Private will have positions in the securities discussed in this podcast. Fieldpoint Private Securities is an SEC registered broker dealer and Registered Investment Advisor and is a member of FINRA. 

This content is for informational purposes only and based on information available when created. It is not an offer or solicitation, nor is it tax or legal advice. It does not consider your financial circumstances, objectives or risk tolerance and could be unsuitable for you. Fieldpoint Private encourages you to speak with an investment professional before making any investment decisions.

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.

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: 

http://www.fieldpointprivate.com/Weekly-Perspectives

Cameron Dawson and Johnny Gibson work for Fieldpoint Private and are Investment Advisors registered with Fieldpoint Private Securities. All opinions expressed by Cameron or Johnny or any podcast guest are solely their own opinion and do not reflect the opinion of Fieldpoint Private. This podcast is for informational purposes only and you are encourage to speak with an investment professional before making any investment decisions. It is possible that clients of Fieldpoint Private will have positions in the securities discussed in this podcast. Fieldpoint Private Securities is an SEC registered broker dealer and Registered Investment Advisor and is a member of FINRA. 

This content is for informational purposes only and based on information available when created. It is not an offer or solicitation, nor is it tax or legal advice. It does not consider your financial circumstances, objectives or risk tolerance and could be unsuitable for you. Fieldpoint Private encourages you to speak with an investment professional before making any investment decisions.

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.  Professor Siegel has written and lectured extensively about the economy and financial markets and is a regular contributor to the financial news media.  In 1994, he received the highest teaching rating in a ranking of business school professors conducted by BusinessWeek magazine.  His book Stocks for the Long Run was named by The Washington Post as one of the 10 best investment books of all time. His latest book, The Future for Investors, is also bestseller.

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 Fieldpoint Private Securities. All opinions expressed by Cameron or Johnny or any podcast guest are solely their own opinion and do not reflect the opinion of Fieldpoint Private. This podcast is for informational purposes only and you are encourage to speak with an investment professional before making any investment decisions. It is possible that clients of Fieldpoint Private will have positions in the securities discussed in this podcast. Fieldpoint Private Securities is an SEC registered broker dealer and Registered Investment Advisor and is a member of FINRA. 

This content is for informational purposes only and based on information available when created. It is not an offer or solicitation, nor is it tax or legal advice. It does not consider your financial circumstances, objectives or risk tolerance and could be unsuitable for you. Fieldpoint Private encourages you to speak with an investment professional before making any investment decisions.

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.

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 Fieldpoint Private Securities. All opinions expressed by Cameron or Johnny or any podcast guest are solely their own opinion and do not reflect the opinion of Fieldpoint Private. This podcast is for informational purposes only and you are encourage to speak with an investment professional before making any investment decisions. It is possible that clients of Fieldpoint Private will have positions in the securities discussed in this podcast. Fieldpoint Private Securities is an SEC registered broker dealer and Registered Investment Advisor and is a member of FINRA. 

This content is for informational purposes only and based on information available when created. It is not an offer or solicitation, nor is it tax or legal advice. It does not consider your financial circumstances, objectives or risk tolerance and could be unsuitable for you. Fieldpoint Private encourages you to speak with an investment professional before making any investment decisions.

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.

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 Fieldpoint Private Securities. All opinions expressed by Cameron or Johnny or any podcast guest are solely their own opinion and do not reflect the opinion of Fieldpoint Private. This podcast is for informational purposes only and you are encourage to speak with an investment professional before making any investment decisions. It is possible that clients of Fieldpoint Private will have positions in the securities discussed in this podcast. Fieldpoint Private Securities is an SEC registered broker dealer and Registered Investment Advisor and is a member of FINRA. 

This content is for informational purposes only and based on information available when created. It is not an offer or solicitation, nor is it tax or legal advice. It does not consider your financial circumstances, objectives or risk tolerance and could be unsuitable for you. Fieldpoint Private encourages you to speak with an investment professional before making any investment decisions.