Cameron Dawson, CIO of Newedge Wealth, discusses the latest employment data and the Fed's next move. *This video was recorded on January 10, 2025 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW CAMERON DAWSON: Twitter (@CameronDawson): https://twitter.com/CameronDawson NewEdge Wealth: https://www.newedgewealth.com/ FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at david@thedavidlinreport.com *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro 1:00 - Jobs numbers and market response 2:50 - End of rate cuts? 7:55 - Rate cuts and economic growth 12:07 - Past easing cycles 14:30 - GDP growth outlook 17:00 - Stock market sentiment 22:00 - Large vs small caps 27:40 - Biggest risks 30:30 - King dollar 31:00 - Asset allocation #stocks #investing #economy
