Trends with Benefits #124: What’s Next in Markets with Cameron Dawson
27 August 2024
Listen Time 45:19 MIN
"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.
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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