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.