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Stocks Are Richly-Priced & The Economy Is Late-Stage, So 'Selectivity' Is Key | Cameron Dawson

Author
Adam Taggart | Thoughtful Money
Published
Tue 19 Dec 2023
Episode Link
https://podcasters.spotify.com/pod/show/thoughtful-money/episodes/Stocks-Are-Richly-Priced--The-Economy-Is-Late-Stage--So-Selectivity-Is-Key--Cameron-Dawson-e2ddrt7

By many calculations, the stock market has returned to rich valuations.

Following one of the best Novembers in market history and now juiced by fresh optimism for rate cuts -- now 3 of them -- in 2024, how valid are concerns that stocks are becoming increasingly overpriced and a pullback is warranted?

To find out, we have the good fortune to talk today with Cameron Dawson Chief Investment Officer at NewEdge Wealth

Follow Cameron on X/Twitter: @camerondawson

Or on LinkedIn: https://www.linkedin.com/in/cameron-dawson-cfa-89754b22/




SUBSCRIBE to Adam's new Substack at https://adamtaggart.substack.com/ to get Adam's Notes for all the interviews with recent experts who have appeared on this channel, including this one with Cameron Dawson

#stocks #recession #interestrates

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