Bloomberg Surveillance Tech Selloff Drives Second Day of Stock Losses
31 snips
Nov 5, 2025 
Cameron Dawson, Chief Investment Officer at NewEdge Wealth, shares insights on high market valuations as we head into 2026, discussing investment opportunities beyond AI. Jennifer Lawless, a Professor at the University of Virginia, analyzes the implications of recent Democratic victories and the effects of the government shutdown on voter sentiment. Danielle DiMartino Booth, CEO of QI Research, explores rising job cuts, inflation influences, and questions surrounding the AI data center boom. Lisa Mateo rounds up top headlines, including college students doubling down on majors to enhance job security.
AI Snips
Chapters
Transcript
Episode notes
High Valuations Raise The 2026 Bar
- Cameron Dawson warns 2026 markets face high valuations with heavy earnings expectations baked in.
- If liquidity recedes, current 23x forward multiples will feel very expensive.
Broadening Depends On Real Earnings Breadth
- Dawson says broadening beyond MAG-7 requires strong economy and margin expansion.
- Many 493 stocks have underperformed and don't yet merit optimistic re-rating.
Buy Quality, Not Hype
- Jay Peters prefers disciplined value and mid-cap opportunities that were left behind in the narrow rally.
- Avoid chasing low-quality speculative winners and focus on quality metrics when buying dips.