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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