The Investors First Podcast

NewEdge Wealth’s Cameron Dawson on the State of the Markets

Aug 3, 2023

44:12

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Episode notes

Introduction

2min

What I Missed the Most From Orlando

2min

The Second Half Outlook: Imagination for Reality

3min

How to Be a Successful Private Wealth Practitioner While Remaining Tax Aware

5min

The Importance of Consciousness in Wealth Planning

2min

The Future of Investments

6min

Hedge Fund Replication ETF: A Look at the Future of Alternative Assets

4min

The Value of the US Over Emerging Markets

3min

The Importance of a Strong Dollar to Overweight Value

4min

10.

The Bank of Japan's Upcoming Bond Buying Program

1min

11.

The Impact of the Bank of Japan on Volatility

5min

12.

The Risks of Indexing Core Equities

5min

13.

The Importance of Equity Valuations in the Market in 2023

2min

14.

The Investors First Podcast: A Service of CFA Society Orlando

2min

Our guest today is Cameron Dawson, Chief Investment Officer of NewEdge Wealth. Cameron is a Florida native, Rollins college graduate and former board member of the CFA Society of Orlando.

In today’s episode, Cameron talks about her overall view of the markets. She touches on value, emerging markets, alternatives, and why she’s keeping a close eye on the Bank of Japan going forward.

Our co-hosts today are Chris Cannon, CFA, and myself, Colby Donovan, CFA. Please enjoy the episode.

Follow the CFA Society of Orlando on Twitter at @CFAOrlandoFL

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