Today, we are joined by Cameron Dawson, CIO at NewEdge Wealth, who has a really unique background. We address how she allocate and construct her portfolios in a highly unstable and inflationary environment and why she prefesr to play on the smaller side of funds. We also discuss the importance of valuations and how it can help forecast long term returns and how she analyzes earnings and liquidity to understand and navigate an uncertain macro environment, the outlook for inflation and how the Fed might act to combat the economic instability as well as their process of recruiting external managers. Lastly, we discuss how narratives impact the markets and the importance of knowing the source of your returns, how to approach long-term investment to avoid buying at the top and selling at the bottom, as well as some sound advice for aspiring CIOs and much more.

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Episode TimeStamps:

00:00 - Intro

03:10 - Introduction to Cameron and her work at NewEdge Wealth

08:01 - Navigating in a tough environment

14:31 - Their approach to asset allocation

21:31 - The historical perspective

29:56 - Getting comfort in an uncertain macro environment

41:20 - Is high inflation here to stay?

48:33 - What it will take for the Fed to call victory?

53:18 - Bottom-Up or Top-Down?

01:00:39 - Dealing with individual investors

01:06:36 - Advice for aspiring CIOs

01:12:53 - Key takeaways from Niels

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