From Ballet Dancer to CIO | ft. Cameron Dawson | Allocator Series 11 скачать в хорошем качестве

From Ballet Dancer to CIO | ft. Cameron Dawson | Allocator Series 11

Today, we are joined by Cameron Dawson, speaker and CIO at NewEdge Wealth, for a conversation on how she manages their portfolio. We address how she manages asset allocation in a highly unstable and inflationary environment and why they prefer to play on the smaller side of funds, the importance of valuation and how it can help forecast long run returns. We also discuss how they analyze earnings and liquidity to understand and predict an uncertain macro environment, the outlook of inflation and how the Fed might act to combat the economic instability and 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, advice for aspiring CIOs and much more. #toptraders #investing #trendfollowing #allocator Episode Summary 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 === Subscribe to our podcast: iTunes: https://itunes.apple.com/us/podcast/t... Spotify: https://open.spotify.com/show/2OnOvLb... Follow us on social media: TWITTER:   / toptraderslive   (@TopTradersLive) FACEBOOK:   / toptradersunplugged   INSTAGRAM:   / toptradersunplugged   SOUNDCLOUD:   / toptradersunplugged-com   Cameron Dawson Morrow:   / cameron-dawson-cfa-89754b22   Alan Dunne:   / alanjdunne