Cameron Dawson: Where Is My Mind?

Jul 16, 2025

Cameron Dawson, Chief Investment Officer at NewEdge Wealth, shares her insightful perspective on the US economy and stock market. They discuss the influence of the Federal Reserve and the impact of tariffs on investment strategies. Cameron dives into market valuations, the importance of large-cap stock buybacks, and the wealth effect on investor behavior. Additionally, they explore the role of Bitcoin as a hedge against currency debasement, emphasizing the evolving dynamics of the market and the shrinking supply of equities.

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ANECDOTE

Cameron Dawson's Early New York Struggle

Cameron Dawson shared her tough start with a five-floor walk-up and wiring life savings to an unknown contact in New York.
She emphasized the importance of kindness received from mentors and bosses that enabled her current success.

INSIGHT

The Honey Badger Market Dynamics

After the April sell-off, investors were deeply underweight stocks but slowly re-entered, driving a fearless 'honey badger market.'
Now positioning is neutral, making this earnings season more about reactions than results.

INSIGHT

U.S. Dollar Debasement Signals

The U.S. dollar is weakening partly due to fiscal fears and reduced global demand amid tariff policies.
Although a downtrend is entrenched, a short-term counter-trend rally in the dollar could surprise many.

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Danny Moses welcomes Cameron Dawson, Chief Investment Officer at NewEdge Wealth. They discuss the current state of the US economy and stock market as the second quarter earnings season begins. Topics include the role and impact of the Federal Reserve, tariffs, the economic surprise cycle, and market breadth. Cameron also shares insights on market valuation, demand for equities, and the influence of a shrinking supply of large-cap stocks due to buybacks. The conversation touches on the wealth effect, adjustments in investor positioning, and the status of the US dollar. Finally, they delve into factors driving investment decisions and the role of Bitcoin as a hedge against currency debasement.

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For decades, Danny has seen it all on Wall Street and has built his reputation on integrity, curiosity and skepticism that he will bring with him each week. Having traded through the Great Financial Crisis and being featured in "The Big Short" is only part of the experiences Danny wants to share with the listener. This weekly podcast cuts through market noise, offering entertaining and informative discussions with expert guests giving their views of the financial world and the human side of it. Whether you're a seasoned investor or just getting started, On The Tape provides something for all listeners.

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