Trader Talk - Here I spoke with Cameron Dawson - CIO at NewEdge about traditional economic indicators
In this episode of Trader Talk, Kenny Polcari speaks with Cameron Dawson, CIO at NewEdge Wealth, about why traditional recession indicators no longer hold the same weight in today’s post-pandemic market. Dawson sees slower growth ahead—not a recession—citing fading tailwinds like stimulus and labor gains. The two also discuss the recent pullback in the “Magnificent Seven” with Dawson urging investors to re-evaluate stretched valuations. The episode wraps with Polcari’s timeless shrimp scampi recipe.
https://finance.yahoo.com/video/could-trumps-economic-chaos-spark-100029236.html