NewEdge Wealth’s Cameron Dawson on the State of the Markets
The Investors First Podcast
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The Risks of Indexing Core Equities
I worry about a re-acceleration and inflation. We kept an overweight to energy this year, not because we thought that energy stocks were necessarily going to outperform. Election risks are always something to be aware of. And then I think the last point is that you find ourselves where you wake up and say, well, we have the lowest risk premium since the tech bubble.
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