Cameron Dawson: AI Has the World on a String

RiskReversal Pod

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 3 October 2025

⏱️ 54 minutes

🔗️ Recording | iTunes | RSS

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Summary

Dan Nathan and Guy Adami welcome Cameron Dawson of NewEdge Wealth. They discuss NewEdge's recent accolade as the third top RIA in the U.S. awarded by Barron's. The conversation delves into market positioning changes since April, the impact of institutional investor behavior, and liquidity trends. They also explore valuation concerns, the influence of AI on corporate earnings, and the future growth potential. The discussion touches on the performance and strategies of major tech companies, consumer economic impacts, and market predictions for 2026. Additionally, they consider alternative investment opportunities like infrastructure and litigation finance, highlighting their relevance in current client portfolios Links Checkout 'The Daily Spark' Checkout Earnings Insight Guy's Wikipedia —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Transcript

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0:31.3	IConnections is the largest membership only platform for the alternative investment industry.
0:35.4	Bringing together thousands of fund managers and allocators in one powerful hub.
0:38.6	IConnections reimagines how the industry connects through its digital offerings and
0:41.9	premier in-person events, empowering allocators and managers to meet, build relationships
0:45.9	and do business anytime, anywhere.
0:48.2	To explore more about IConnections, its events and gain access to the members-only
0:51.6	platform, visit iConnections.io.
0:54.6	When will M&A activity pick up?
0:56.6	Will this year mark the return of IPOs?
0:58.5	Listen to strategic alternatives, a podcast from RBC Capital Markets, to get insights on these
1:03.6	questions and more.
1:04.9	Explore the trends in market forces impacting deal flow and find out how companies and
1:08.8	investors are shifting their strategies to drive
1:10.8	growth and unlock value. Listen and subscribe to strategic alternatives today, available wherever
1:16.1	you get your podcasts. A warm welcome to the Risk Reversal podcast. Guy Adami, always joined by
1:23.6	Dan Nathan. And today for the first time since April 15th, Cameron Dawson, the CIO,
1:30.9	that's Chief Investment Officer of New Edge Wealth, is joining us. Cameron, how are you?
1:37.0	I'm wonderful. I can't believe it's been so long. Happy to be here. Can't believe it. Now, before we
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