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Thoughtful Money with Adam Taggart
The Rules Of Investing Are Changing, Making The Game Harder | Cameron Dawson
Oct 23, 2024
Cameron Dawson, Chief Investment Officer at NewEdge Wealth, returns to discuss the evolving landscape of investing post-Fed interest rate cuts. She examines her prediction that rate cuts could bring unexpected market challenges, shedding light on rising bond yields and mortgage rates. Cameron highlights the bullish momentum in U.S. equities but warns of potential risks in overly optimistic market scenarios. The conversation also delves into the shift from passive to active investing and the importance of stability and diversification in volatile markets.
58:30
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Quick takeaways
- Investors must adapt their strategies to focus on capital preservation and navigate increasing market volatility beyond index reliance.
- Concerns over high valuations and earnings projections indicate that the current market conditions may lead to sharp corrections.
Deep dives
The Changing Landscape of Investment Strategies
Investors are urged to adapt their strategies as the market becomes more challenging to navigate. Rather than solely relying on index returns, a focus on preserving capital and understanding what to keep at the end of the day is essential. When indices do not meet expectations, investors must look beneath the surface to identify market rotations and be prepared to respond to volatility. This approach requires careful consideration of taxes and fees to maximize net returns.
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