Start of ‘Deeper Correction’? What Fed’s Next Move Means For Markets | Cameron Dawson

Cameron Dawson, CIO of Newedge Wealth, discusses the latest employment data and the Fed's next move.

*This video was recorded on January 10, 2025

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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
1:00 - Jobs numbers and market response
2:50 - End of rate cuts?
7:55 - Rate cuts and economic growth
12:07 - Past easing cycles
14:30 - GDP growth outlook
17:00 - Stock market sentiment
22:00 - Large vs small caps
27:40 - Biggest risks
30:30 - King dollar
31:00 - Asset allocation

#stocks #investing #economy

[TheDavidLinReport]

Will interest rates stay high for all of 2025? Comment below


FOLLOW CAMERON DAWSON:

[canttakeanymore]

A 'valuation recalibration'. I like it. It sure sounds a lot better than 'bubble about to pop.'

[anthonychuan]

David, I now know why your guest keeps coming back. You do your homework first before engaging.
High Hopes for you. Keep it up. Cheers 🍻

[wheatandtares]

We already ARE in a bubble. PS, PB, Warren Buffett indicator, Hussman gauge highest in US history. PE and CAPE extremely extended... WTF are these people on?

[joecapriotti]

Time to shut down “The Fed” for good, disassemble it. 🇺🇸

[MBarberfanlife]

The Fed never should have even started cutting; their only excuse was their employment mandate. The only mandate that should exist is price stability, period. The employment mandate is just a convenient excuse to enrich governments and bankers.

[LanaLee-sh]

One of my favourite guests is Cameron.

[adt]

David, I am impressed with your consistent commitment to producing great content via great guest speakers! Very helpful. Thank you! My concern with looking at credit spreads is that during the GFC, credit spreads did not become a problem until it was too late. Why? Because the rating agencies were very hesitant to downgrade banks and other economically sensitive companies until the very last minute. So...as much as I agree with your guest....the credit spread rationale could become a problem so quickly that it will be too late to get out of the market as everyone rushes out the door at the same time.

[KatieRonald-vkatieronald]

Big shoutout for mentioning XAI36K$ and SUI. These two look like the future to me. Holding both tight!

[atonalkuwanyamtiwa]

XAI36K$ is like a hidden gem nobody sees yet. Waiting patiently for the breakout moment.

[josephmorabito]

I never knew the importance of credit spreads. Thank you, "Dawson".

[trinhleilana]

XAI36K$ and ETH together? Bro, this combo feels unstoppable. 15x is just the start 🚀

[TexasRiverRat]

Hey David! Thank you for having Dawson on and not trying to sell something beyond great content. Re subscribed.

[tboughnou]

Exellent interview and guest, hope to see updates thanks to David and Dawson

[TREVOR-dd]

Stunningly beautiful, wonderfully articulate and incredibly intelligent... And your guest is great too David :)

[garyericinvestramberg]

Dawson is right about rate cuts but all the research I am doing shows we are in a Recession🤔

[joefarmer]

David got really nervous when she always smiles so much at him while he is trying to formulate a question. Who wouldn't get nervous.

[NoHomo]

The Feds new plan is the same as the old plan, that is; print more money.

[billadama]

We might enter a bubble? Gee, that sounds unsustainable. Hopefully we'll just continue these slow and steady 25% annual gains on the S&P.

[michaelbrown]

Oh my god yes. More open and honest people like this, less narrative driven ones.