Cameron Dawson of NewEdge Wealth talks about volatility in equity markets. Scott Kirby from United Airlines discusses the outlook for summer travel. Anthony Capuano of Marriott International shares insights on travel demand in the US.
Investors should buy dips in the equity market while growth forecasts remain strong.
Travel demand is normalizing in the US, with international growth surpassing domestic trends.
Deep dives
Financial Industry Insights
Nationwide, a prominent financial services company, aids financial professionals in securing retirement for clients through innovative solutions. The company offers client-friendly resources, emphasizing the importance of financial security.
Stock Market Caution
Cameron Dawson from New York Wealth advises caution in the stock market due to potential volatility in large-cap equities, citing fading momentum and breadth. He recommends patience for investors and anticipates short, shallow, correctable price fluctuations.
Travel Industry Analysis
The podcast features Tony Capuano, CEO of Marriott International, discussing travel trends. Demand for travel is steady, with growth internationally outpacing the United States. Factors like the strength of the dollar and affordable luxury offerings contribute to the stable travel market.
-Cameron Dawson, NewEdge Wealth Chief Investment Officer -Scott Kirby, United Airlines CEO -Anthony Capuano, Marriott International President and CEO
Cameron Dawson of NewEdge Wealth expects volatility on the horizon in the equity market and says any dips should be buyable as long as growth forecasts hold up. United Airlines CEO Scott Kirby shares his outlook on the summer travel season, saying the industry has moved past the worst of the issues related to aircraft supply. Marriott International CEO Anthony Capuano discusses the outlook for the hospitality sector, saying travel demand is normalizing in the US.