The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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The Mullet Portfolio with Cameron Dawson of NewEdge Wealth
Manage episode 477122207 series 2938944
Content provided by RiskReversal Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by RiskReversal Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
Special discount for Fast Money Live!
Go to FastMoneyLive.CNBC.com and use the promo code FM25. We hope to see you there!
In this episode of the Risk Reversal podcast, Dan Nathan and Guy Adami are joined by Cameron Dawson, Chief Investment Officer at NewEdge Wealth, to discuss a range of timely financial and economic topics. They begin by reflecting on Cameron's market outlook for 2025, noting how high valuations and investor optimism have left little room for error, and how recent market volatility may signal a shift toward a more downward trend. The conversation covers the risks of multiple compression, the cyclical nature of major tech stocks, and the challenges of interpreting economic data—especially as soft data weakens and the potential impact of tariffs looms. They analyze the effects of recent and proposed tariffs, debating their purposes (negotiation, manufacturing reorientation, or revenue generation) and their likely consequences for growth, inflation, and consumers. The discussion also delves into the volatility in bond and currency markets, concerns about foreign holders of U.S. debt, and the implications of central bank gold buying. The hosts consider the Federal Reserve’s policy options in the face of stagflation and political pressures and speculate on the risks to Fed independence. Finally, they explore sector strategies for navigating volatility, the importance of a long-term investment perspective, and the potential for both defensive and high-beta stocks to play a role in portfolios during uncertain times.
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FOLLOW US
YouTube: @RiskReversalMedia
Instagram: @riskreversalmedia
Twitter: @RiskReversal
LinkedIn: RiskReversal Media
756 episodes
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Manage episode 477122207 series 2938944
Content provided by RiskReversal Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by RiskReversal Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
Special discount for Fast Money Live!
Go to FastMoneyLive.CNBC.com and use the promo code FM25. We hope to see you there!
In this episode of the Risk Reversal podcast, Dan Nathan and Guy Adami are joined by Cameron Dawson, Chief Investment Officer at NewEdge Wealth, to discuss a range of timely financial and economic topics. They begin by reflecting on Cameron's market outlook for 2025, noting how high valuations and investor optimism have left little room for error, and how recent market volatility may signal a shift toward a more downward trend. The conversation covers the risks of multiple compression, the cyclical nature of major tech stocks, and the challenges of interpreting economic data—especially as soft data weakens and the potential impact of tariffs looms. They analyze the effects of recent and proposed tariffs, debating their purposes (negotiation, manufacturing reorientation, or revenue generation) and their likely consequences for growth, inflation, and consumers. The discussion also delves into the volatility in bond and currency markets, concerns about foreign holders of U.S. debt, and the implications of central bank gold buying. The hosts consider the Federal Reserve’s policy options in the face of stagflation and political pressures and speculate on the risks to Fed independence. Finally, they explore sector strategies for navigating volatility, the importance of a long-term investment perspective, and the potential for both defensive and high-beta stocks to play a role in portfolios during uncertain times.
—
FOLLOW US
YouTube: @RiskReversalMedia
Instagram: @riskreversalmedia
Twitter: @RiskReversal
LinkedIn: RiskReversal Media
756 episodes
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Similar to RiskReversal Pod
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
…
continue reading
Hosted by Melissa Lee and a roundtable of top traders, “Fast Money” breaks through the noise of the day, to deliver the actionable news that matters most to investors. Fast Money airs weeknights at 5p ET on CNBC. Visit http://fastmoney.cnbc.com for additional information.
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continue reading
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continue reading
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continue reading
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continue reading
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