

Closing Bell: Primed for a Second Half Surge? 7/7/25
Jul 7, 2025
In this engaging discussion, Adam Parker, Founder and CEO of Trivariate Research, and Cameron Dawson, Chief Investment Officer at NewEdge Wealth, unpack whether stocks are set for a second-half surge or a downturn. They analyze how recent tariff tensions have affected market sentiment, and delve into Boeing's recovery stories amid a massive order backlog. The duo also explores the implications of Elon Musk's political feuds on Tesla and investor confidence, alongside a comprehensive economic outlook considering supply-side challenges.
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Episode notes
Market Resilience Despite Tariffs
- The market shows resilience despite tariff announcements and uncertainty.
- Earnings growth and AI investments are key drivers for potential market gains.
Tariffs as Primary Market Risk
- Tariffs remain the major market risk due to timing and rate uncertainty.
- Companies are adapting, and earnings season will reveal real impacts.
Diversify with Tech and Financials
- Diversify holdings within equities, focusing on tech and financials.
- Avoid overweighting low-quality, high-beta stocks prone to volatility.