Cameron Dawson

Cameron Dawson, Chief Investment Officer at NewEdge Wealth, shares insights on bullish market sentiments for 2026, warning that valuations may already reflect strong outcomes. She emphasizes the need for broader earnings to ensure market rotation and suggests moving portfolios away from heavy tech exposure. Meanwhile, Campbell Harvey, a finance professor at Duke, highlights the strength of R&D investments and debates the store-of-value status between gold and Bitcoin, reframing AI spending away from 1999 bubble comparisons.

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.

Cameron Dawson, Chief Investment Officer at NewEdge Wealth, shares insights on the current 'stagflation lite' climate—where inflation persists despite weak growth and rising unemployment. He discusses how AI capital investment creates uneven economic growth, warns about valuation bubbles, and outlines key market signals to watch. Cameron suggests a diversified portfolio strategy with an optimistic, pessimistic, and nihilistic approach, and highlights specific sectors like energy and infrastructure that could thrive in this unique economic environment.

Cameron Dawson, Chief Investment Officer at NewEdge Wealth and a frequent voice on Bloomberg and CNBC, joins the conversation to dissect market dynamics as we head into 2025. They delve into the surprising market shifts of 2024, including valuation concerns and the growing impact of passive investing. Dawson shares insights on the Mag Seven and upcoming fixed income volatility, discussing the implications of rising interest rates on corporate debt. The group emphasizes the need for cautious optimism while exploring strategies in value stocks and international markets.

Stuart Kaiser, Citi Head of US Equity Trading Strategy, says we're seeing some "fatigue" in tech buying. Gita Gopinath, IMF First Deputy Managing Director, says a number of factors could be "muting the effect of monetary policy transmission," and as those effects decline, "we can start seeing more of a slowing in activity." Kit Juckes, Societe Generale Chief FX Strategist, sees weakness ahead for the dollar. Cameron Dawson, NewEdge Wealth CIO, believes in the 60/40 portfolio plus alternatives. David Rubenstein, Carlyle Group Co-Chairman and Co-Founder, discusses his interview with Afsaneh Beschloss, RockCreek Founder & CEO.Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Wei Li, Global Chief Investment Strategist at BlackRock, shares insights on AI-driven investments, warning of energy constraints while discussing market implications. Meredith Whitney, CEO of Meredith Whitney Advisory Group, highlights the financial strain on lower-income consumers due to student debt and shifting spending patterns. Cameron Dawson, Chief Investment Officer at NewEdge Wealth, analyzes potential year-end rallies, retail trader behavior, and the landscape for fixed income returns, offering a detailed look at current market conditions.

On today's episode of On the Margin, Cameron Dawson CIO at NewEdge Wealth joins the show for a discussion on the path ahead for the Fed, the outlook for earnings and a potential new regime for markets as certain inflation data begins reaccelerating.We also take a look at some of America's great recessions and discuss wether or not they provide good comparisons to 2023. To hear all this and more, you'll have to tune in!--Follow Cameron: https://twitter.com/CameronDawsonFollow Mike: https://twitter.com/MikeIppolito_Follow On The Margin: https://twitter.com/OnTheMarginPodFollow Blockworks: https://twitter.com/blockworks_Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/--Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023--Referenced In The Show:Disequilibrium How America's Great Inflation Led to the Great Recession: https://books.apple.com/us/book/disequilibrium/id1183616897 Running Up That Hill: Confronting Earnings Hills: https://www.newedgewealth.com/running-up-that-hill/ --Timestamps:(00:00) Introduction(00:43) Hard Landing, Soft Landing Or No Landing?(02:57) The Fed's Job Isn't Over Yet(11:13) The Bond Market Scores A D-(13:36) Blockworks Research(14:26) Looking Back At America's Great Recessions(28:27) How The QE Era Differs From QT Now(32:06) The Median Voter Theorem(36:25) Permissionless 2023(37:10) Running Up That Hill: Confronting Earnings Hills(44:52) The Bull, Bear & Neutral Case For Earnings(52:46) A New Regime For Markets?--Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

Cameron Dawson, Chief Investment Officer at NewEdge Wealth, shares her keen insights on the current financial landscape. She discusses the precarious balance of high market valuations and the risks of multiple compression. The conversation dives into the implications of tariffs, economic data interpretation, and the potential effects on growth and inflation. Cameron also highlights strategies for navigating market volatility, introducing the 'mullet portfolio' concept that blends defensive and high-beta investments for a well-rounded approach.

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.

Cameron Dawson, CIO of NewEdge Wealth, joins Guy Adami and Danny Moses to discuss U.S. growth leaders, tech stock valuations, market cap concentration, fiscal policies, and global economic factors. They also explore small and regional banks, energy stocks, Fed's rate hikes, job market complexities, upcoming elections, immigration policies, and gold as a hedge against inflation.