Cam Dawson

Cam Dawson, CIO at NewEdge Wealth, dives into the resilience of US equities amidst evolving trade sanctions, arguing that US exceptionalism remains strong. He highlights a recent upswing in stocks, reflecting a cautious optimism in the market. Meanwhile, Michael Darda, Chief Economist at Roth Capital Partners, warns of stagflation risks and discusses how productivity trends may force the Fed to reconsider interest rate cuts amid persistent tariff challenges. Together, they unpack the complex interplay between tariffs and economic indicators.

CIOs Cam Dawson and Sonal Desai discuss market rally sustainability and bond market reactions. Dr. Leslie Vinjamuri shares insights on politics. Topics include market trends, bond market reactions to Fed action, economic concerns, high yield bonds, corporate health, American politics, and congestion pricing.

Cam Dawson, CIO at NewEdge Wealth, analyzes market reactions to PCE data, while Neil Dutta from Renaissance Macro Research provides insights into the economic landscape. Greg Valliere, Chief US Policy Analyst at AGF Investments, discusses the impact of Obama’s endorsement of Kamala Harris amid shifting US political stances. Gene Munster, Managing Partner at Deepwater Asset Management, wraps up the conversation with a look at big tech earnings and the future of AI investments, keeping listeners engaged with industry trends and economic forecasts.

Senior Analyst Alison Williams discusses bank earnings. Whitney Tilson debates President Biden's ticket. CIO Cam Dawson talks about PPI, inflation, and the equity rally. Bob Hormats examines US China policy for the 2024 election.

Cam Dawson, CIO of New Edge Wealth, shares insights on investment strategies for 2025 amidst expectations of slower growth. Winnie Cisar, Global Head of Strategy at Creditsights, dives into bond market signals and economic forecasts, emphasizing key trends in fixed income. Lisa Mateo, a Bloomberg journalist, adds her perspective on the current media landscape. The discussion also touches on the legacy of Jimmy Carter, reflecting on his humanitarian impact and lasting influence in today’s political climate.