‘Dangerous’ Market Melt-Up: Don’t Fight The Trend Says Cameron Dawson

Cameron Dawson, CIO of NewEdge Wealth, discusses the effects that the recent Fed rate cut will have on spending, market momentum trends, and preferred asset allocation in a Fed easing cycle.

*This video was recorded on September 30, 2024

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*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.

0:00 - Intro
0:50 - “Don’t fight the trend”
3:00 - Market momentum
5:30 - Fed vs Treasury on stimulus
11:55 - Inflation outlook
15:50 - Will we get deflation?
17:40 - Inflation post-2008 crisis
21:00 - Will Fed cut create recession?
24:30 - What would cause next recession?
27:30 - Defensive sector outperformance
32:30 - Unemployment to rise?
37:11 - China’s stimulus package
40:00 - Asset allocation preferences

#economy #stocks #investing

[TheDavidLinReport]

Will the S&P 500 hit new highs by year-end?



FOLLOW CAMERON DAWSON:

[meb]

This woman actually believes the phony government numbers? 😂😂

[hurcell]

Summary : We're not sure what's gonna happen

[sumitomoOO]

The words that I hate the most: melt-up, stimulus, FED, fiat money...modern fraud...government steals your money slowly and non-stop

[Roy.-gd]

Watching the Market with detailed logical explanations from my coach has been an incredible experience. It's rare to find someone who explains their thought process while in the Market. Here, we have a true expert who thoroughly explains everything—from managing trades and identifying key confluences to understanding what to look for when in the Market. They also teach how to manage emotions during trading. It's truly remarkable to watch you along side during this times . Your efforts are outstanding, and I am now addicted to this channel's content. It's hard to find such high-quality lessons anywhere else. Thank you Sir, for your invaluable teachings. ... I have managed to grow a nest egg of around 100k to a decent 432k in the space of a few months... I'm especially grateful to Sandy Barclays, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape.

[robertnakat]

Nothing like a pretty face to sell the establishments propaganda.

[whdndrn]

No fundamentals. Simplistic talk opposite nonsense.

[johnk]

Buffett, Burry and other big insiders are selling. The market trend was also very strong in: December '21, January '20, October '07, December '99, etc, etc.

[patrickpk]

the port strike will kick off more inflation

[prolific]

Looks like Cam is late unfortunately. She's going to buy the top smh

[financialm]

36:35 Firings are your recession indicator. Brilliant stuff. 🙄

[rioriggs]

All true, but it's the same story every time... we hit an all time highs and next day the trend reverses and the markets lose 50-60% in the following 6-18 months.

[lak]

Cameron brings up good points. What a fascinating time in markets, and definitely unexpected. Sep-Oct is usually correction time, but not this year (yet). I'm well aware that Oct has just started and anything can still happen. Watching 🤓

[lonelyquant]

You don't even need to ask her a question to fill the whole interview

[RoryVanucchi]

All speculation: Ask the average guy about the costs of health care, food, housing, autos, etc. Credit cards are maxed. Rates peaked, so that's positive, government spending won't stop, and that's inflationary. It's likely slow growth.

[emperorsnewclothes]

Her passion is contagious... I'm buying!

[martinlutherkingjr.]

Does she get paid by the number of words used to say anything?

[joshuaburns]

This is by far my favorite economist to watch 😉

[eccentricccc]

This women is a PERMA-Bear ... and now she's bullish. scary..

[advwxyz]

She is not in that office... where is she... I cant take this seriously... why pretend where you are?