Stocks Are Richly-Priced & The Economy Is Late-Stage, So 'Selectivity' Is Key | Cameron Dawson

By many calculations, the stock market has returned to rich valuations. Following one of the best Novembers in market history and now juiced by fresh optimism for rate cuts -- now 3 of them -- in 2024, how valid are concerns that stocks are becoming increasingly overpriced and a pullback is warranted? To find out, we have the good fortune to talk today with Cameron Dawson Chief Investment Officer at NewEdge Wealth Follow Cameron on X/Twitter: @camerondawson Or on LinkedIn: https://www.linkedin.com/in/cameron-dawson-cfa-89754b22/ SUBSCRIBE to Adam's new Substack at https://adamtaggart.substack.com/ to get Adam's Notes for all the interviews with recent experts who have appeared on this channel, including this one with Cameron Dawson #stocks #recession #interestrates --- Support this podcast: https://podcasters.spotify.com/pod/show/thoughtful-money/support