Trends with Benefits #124: What’s Next in Markets with Cameron Dawson

"Positioning matters oftentimes a lot more than the narratives we tell ourselves,” Cameron Dawson, Chief Investment Officer at NewEdge Wealth, explains. Cameron discusses a variety of topics, including the early August market selloff, its long-term consequences, and what could cause a turn in growth vs. value. Cameron also shares about fixed income market positioning, whether yields will be higher longer-term, and opportunities in municipal bonds and infrastructure.

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What’s Next in Markets with Cameron Dawson

Show Notes:

01:00 Long-term impacts of the August market selloff

08:08 Evaluating small-cap stocks

10:57 The hardest part about sentiment, positioning, and valuations

15:52 Factors affecting the dollar

17:58 Growth vs. value

20:45 Election outlook

22:08 The U.S. deficit

23:40 Positioning in fixed income markets

26:16 Longer-term outlook for yields

27:52 Attractive areas of the market

30:23 Determining how to allocate to a theme

33:50 Cameron’s background

38:40 Long-term trend

40:30 Trend or fad

Trend or Fad

Listen for Cameron’s take on bitcoin, buffer ETFs, electric vehicles, and cottage cheese queso.

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