'Exuberant Shakeout' Warning: 2026's Biggest Market Movers | Cameron Dawson

Learn more about Starfighters Space at https://starfightersspace.com/Cameron Dawson, CIO of Newedge Wealth, remains cautiously neutral on 2026 markets after retail margin loans surged 40% and valuations reached 22.5 times forward earnings with the Fed nearing the end of its cutting cycle.Watch Cameron's last interview with David: https://youtu.be/ZbYQ5EuTPDM*This video was recorded on December 19, 2025.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW CAMERON DAWSON:X (@CameronDawson): https://x.com/CameronDawsonNewEdge Wealth: https://www.newedgewealth.com/FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at [email protected]: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions.The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance.This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party.No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal.0:00 - Intro.0:39 - The Great Rotation4:14 - The debt problem and Fed’s “QE”10:32 - Yield curve, bonds, and the cutting cycle18:18 - Rising unemployment contradicts job gains21:55 - Bitcoin vs. The Russell24:44 - Interest rates in 202627:23 - Gold30:57 - Rapid fire#stocks #investing #economy