Investing in the current cycle is less mainstream pop and more "math rock" — complex, analytical, and constantly shifting. Cameron Dawson, CIO of NewEdge Wealth, joins Greg Hall to decode the intricate rhythms of today’s markets. Cameron walks us through her thoughts on the death of data, why leading indicators are no longer leading, and how to structure portfolios for clients, all while keeping a pulse on the cultural references that make the conversation sing.
SHOW NOTES:
• Introducing Cameron Dawson, our first-ever outside guest.
• A eulogy to market data as we know it.
• The non-linearity of unemployment – first a little, then a lot.
• Is the “everything rally” turning complacent?
• The assumptions within today’s AI CapEx cycle.
• When the dominos fall: Interconnectivity in the economy.
• Amid these signals, what should investors do?
• The importance of being a multi-handed strategist.
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