Get Ready For "Stagflation Lite" | Cameron Dawson скачать в хорошем качестве

Get Ready For "Stagflation Lite" | Cameron Dawson

YOU CAN STILL GET THE 'LAST CHANCE TO SAVE' PRICE DISCOUNT FOR THE THOUGHTFUL MONEY FALL CONFERENCE AT https://thoughtfulmoney.com/conference Citing a current macro landscape of lower economic growth, sticky inflation and rising unemployment, today's guest has recently declared we've entered a "stagflation lite" period. How long will it last? And how should investors position accordingly? To find out, we're fortunate to welcome Cameron Dawson, Chief Investment Officer at NewEdge Wealth, back to the program today. Follow Cameron on LinkedIn at   / cameron-dawson-cfa-89754b22   X at @CameronDawson Or at her website at https://www.newedgewealth.com/ #stagflation #artificialintelligence #unemployment 0:00 - Defining Stagflation Light: Lighter Than 1970s, Sticky Inflation 2:25 - Historical Stagflation: Loose Policy, Exogenous Shocks Like Tariffs 3:52 - Q2 Stat: AI Capex greater than Consumer Contribution to GDP 4:52 - Circular Reference: Economy Mirrors Narrow AI/Market Reliance 5:25 - K-Shaped Extremes: MAG7 Earnings Up, Equal-Weight Down 6:46 - Top 10% Drives 50% Consumption: Weighted vs. Average Consumer 8:13 - AI Circular Flows: Vendor Financing Echoes Dot-Com 9:14 - Capex Cycle Inevitability: Infrastructure ≠ Applications 11:45 - Bubble Types: Valuations (2000/2021) vs. Earnings (Corning '90s) 12:53 - Overearning Signals: Big Deals as Proof, Market Ignores 14:24 - Risk Management: Diversify, Low Leverage, Avoid Central Trends 15:55 - Indicators: Earnings-Price Divergences, Options Complacency 18:28 - S&P to 7,000 EOY: 2026 Moon-Pricing Challenges 21:49 - Competition Erosion: China/DeepSeek Commoditizes Margins 27:16 - Disruptions Unresolved: Jobs, Energy Bills, Societal Obsolescence 29:07 - Energy Opportunity: Infrastructure Diversifier (9-12% Returns) 33:50 - Extremes Unsustainable: "Fourth Turning," Spillover Risks 42:38 - Tariffs Incomplete: Margins Absorb, Q3 Earnings Test 46:29 - Stagflation Light Nuance: Jobless Recovery Possible 52:50 - Historical Pattern: Fed Cuts + Rising Unemployment → Recession _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter. We produce educational content geared for the individual investor. It’s important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such. We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance. IMPORTANT NOTE: There are risks associated with investing in securities. Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods. A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance. Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC. Copyright © 2025 Thoughtful Money LLC. All rights reserved.