Today, we are joined by Cameron Dawson, CIO at NewEdge Wealth, who has a really unique background. We address how she allocate and construct her portfolios in a highly unstable and inflationary environment and why she prefesr to play on the smaller side of funds. We also discuss the importance of valuations and how it can help forecast long term returns and how she analyzes earnings and liquidity to understand and navigate an uncertain macro environment, the outlook for inflation and how the Fed might act to combat the economic instability as well as 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, as well as some sound advice for aspiring CIOs and much more.

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Follow Niels on https://twitter.com/toptraderslive (Twitter), https://www.linkedin.com/in/nielskaastruplarsen (LinkedIn), https://www.youtube.com/user/toptraderslive (YouTube) or via the https://www.toptradersunplugged.com/ (TTU website). IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written https://www.toptradersunplugged.com/Ultimate (here). And you can get a free copy of my latest book “The Many Flavors of Trend Following” https://www.toptradersunplugged.com/flavor (here). Learn more about the Trend Barometer https://www.toptradersunplugged.com/resources/market-trends/ (here). Send your questions to info@toptradersunplugged.com And please share this episode with a like-minded friend and leave an honest Rating & Review on https://www.toptradersunplugged.com/reviewttu (iTunes) or https://open.spotify.com/show/2OnOvLbIV3AttbFLxuoaBW (Spotify) so more people can discover the podcast. Follow Alan on https://twitter.com/alanjdunne (Twitter). Follow Cameron on https://www.linkedin.com/in/cameron-dawson-cfa-89754b22/ (LinkedIn). Episode TimeStamps: 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

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