Stocks Are Richly-Priced & The Economy Is Late-Stage, So 'Selectivity' Is Key | Cameron Dawson
Thoughtful Money with Adam Taggart
00:00
Selectivity and Opportunities in Late-Cycle Economy
The speaker discusses the importance of selectivity in the late-cycle economy, highlighting the need for good balance sheets and free cashflow generation. They also explore opportunities in beaten-up areas and emphasize the importance of liquidity readiness.
Transcript
Play full episode
