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Podcast: Excess Returns
Episode: Mag Seven Margin Crunch | Cameron Dawson on Tariffs, Recession Risk and the Defensive Investing Trap
Description: Are we heading toward a recession—or just stuck in macroeconomic purgatory? In this episode of Excess Returns, Dave Nadig and Matt Zeigler sit down with Cameron Dawson, CIO of NewEdge Wealth, to explore the uncertain territory between headline-driven panic and hard data reality. From the implications of sweeping tariffs to the capital account war no one's talking about,Cameron offers one of the sharpest macro takes we've heard. We cover where the market might go next, how investors should respond to volatility, and what signals to trust in a confusing environment.Topics Covered:...