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Episode Notes
Amanda sits down with Cameron Dawson, Chief Investment Officer of NewEdge Wealth, for a educational, entertaining, and clear-eyed conversation on markets, macro uncertainty, and investment strategy in 2026 and beyond. Cameron breaks down why 2025’s market resilience surprised so many—and why earnings growth, not valuation expansion, drove returns.
Together, they explore stretched equity multiples, AI optimism versus fundamentals, diversification after years of market concentration, and how investors should think about volatility, alternatives, and portfolio construction. Grounded in Cameron’s core philosophy—know what you own and why you own it—this episode is essential listening for anyone navigating markets in a rapidly changing economic environment.
Cameron Dawson
Cameron Dawson, CFA, is Chief Investment Officer of NewEdge Wealth. She is known for clear-eyed analysis of markets and the economy, and for a simple guiding principle: know what you own and why you own it.