Thoughtful Money with Adam Taggart Stocks Are Richly-Priced & The Economy Is Late-Stage, So 'Selectivity' Is Key | Cameron Dawson
Dec 19, 2023
Cameron Dawson, Chief Investment Officer at NewEdge Wealth, discusses the rich valuations of the stock market and the potential for a pullback. They explore the late-cycle economy, the effects of easing on the market, and the possibility of extending Federal Reserve policy. The importance of selectivity in the late-cycle economy and opportunities in beaten-up areas are highlighted. The speakers also analyze predictions for commodities in the coming year, with a focus on the influence of the Fed and the dollar. They delve into the social implications of current housing policies as well.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Assessing the Global Economy and Financial Markets
01:58 • 28min
Discussion on Liquidity Factors: Reverse Repo Program and BTFP Anniversary
30:09 • 2min
The Possibility of Extending Federal Reserve Policy and the Consequences for Regional Banks
31:48 • 20min
Selectivity and Opportunities in Late-Cycle Economy
51:36 • 7min
Analysis of Commodities for the Next Year and Potential Oil Crisis
58:32 • 2min
Housing, Wealth Effect, and Social Implications
01:01:00 • 5min