Listen "Cameron Dawson: AI Has the World on a String"
Episode Synopsis
Dan Nathan and Guy Adami welcome Cameron Dawson of NewEdge Wealth. They discuss NewEdge's recent accolade as the third top RIA in the U.S. awarded by Barron's. The conversation delves into market positioning changes since April, the impact of institutional investor behavior, and liquidity trends. They also explore valuation concerns, the influence of AI on corporate earnings, and the future growth potential. The discussion touches on the performance and strategies of major tech companies, consumer economic impacts, and market predictions for 2026. Additionally, they consider alternative investment opportunities like infrastructure and litigation finance, highlighting their relevance in current client portfolios
Links
Checkout 'The Daily Spark'
Checkout Earnings Insight
Guy's Wikipedia
—FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
Links
Checkout 'The Daily Spark'
Checkout Earnings Insight
Guy's Wikipedia
—FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
More episodes of the podcast RiskReversal Pod
Built for the AI Boom: Lemonade Is Racing Ahead of Old Insurance with CEO Daniel Schreiber
23/10/2025
What Are We Doing When The Fed Slashes Rates with Vincent Daniel, Porter Collins and Danny Moses
20/10/2025
What Are We Doing If The Financial Levee Breaks with Vincent Daniel, Porter Collins and Danny Moses
17/10/2025
Danny Moses: Canaries In The Gold Mine
10/10/2025