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The Mullet Portfolio with Cameron Dawson of NewEdge Wealth

RiskReversal Pod

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Market Outlook and Economic Dynamics

This chapter explores current market expectations and economic forecasts, highlighting the potential volatility stemming from high valuations and slowing growth. It discusses critical indicators, government spending implications, and the geopolitical factors influencing U.S. financial stability, particularly relating to foreign holders of U.S. debt. The impact of rising tariffs and economic policies on various income groups and the balance between short-term actions and long-term economic trends are also thoroughly examined.

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