Cameron Dawson on Value vs Growth, September Rotation Expectations

September 3, 20259m 2s

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Show Notes

To help kick off the new month, Cameron Dawson quotes Green Day lyrics with "Wake me up when September ends," before providing her perspective on historical seasonality trends impacting traders during the month. On her radar, Cameron points to "extreme outflows from small-cap ETFs over the past few months, despite the fact that small-cap stocks have outperformed the general market. Later, she discusses the global phenomenon impacting long-duration yields and previews August's jobs report.

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