Canada's Place in a New World ! | IceCap Canadian Market Wrap EP36 скачать в хорошем качестве

Canada's Place in a New World ! | IceCap Canadian Market Wrap EP36

This week's episode is a talk Richard gave at the Your Life, Your Terms conference in April organized by the wonderful people from Rockstar Mortgages. We share the IceCap approach, our views on the changing world and Canada's place in it. Timestamps 0:00 Introduction 2:50 Signal & Noise 3:25 The IceCap Approach 6:15 IceCap's Major Themes 8:04 End of Bretton Woods 10:53 A New Interest Rate Regime 15:24 Evolution of Fixed Income Investing 17:06 Bond Investing Is Not Easy Anyways 18:08 Credit Risk Always Finds A Way 20:06 Equity Rout? There Were Signs 21:51 The Old World Is Over 22:37 A New World Is Upon Us 23:12 Cold War 2.0 24:40 West Will Have To Spend To Defend 25:17 Wait, What? Everyone Loves Tariffs 25:41 Not So Free Trade 27:48 Oh, Canada! A Lost Decade 28:26 Canada Is Already in Recession 29:33 A Lost Decade 31:05 Left in the Dust 32:20 It's A Productivity Emergency 33:36 The Immigration Fiasco 35:00 Desperate For CAPEX 35:53 Escape For USA 36:16 Canada Has Too Much Debt 36:36 The Federal Debt Bill Is Due 37:25 The Real Cost of Profligacy 38:43 A Bright Future, If We Want It! 39:10 An Inconvenient Truth 40:00 The Loonie Is A Petro-Currency 40:58 Fossil Future 43:16 The Opportunity At Our Feet 44:20 Higher Inflation 45:15 Puts A Floor Under Rates 46:10 Conclusions Subscribe To My Channel For More Videos Like This One:    / @icecapassetmanagement   About IceCap Canadian Market Wrap The IceCap Canadian Market Wrap is a weekly podcast where we share our insight into the macro and market themes and, how they shape our investment strategies and how they impact Canadians. About IceCap Asset Management IceCap Asset Management is a Canada-based portfolio management company. Our ongoing focus emphasizes understanding factors that accelerate global risk and return opportunities while creating long-lasting relationships and continuous personalized discussions among clients, consultants, and tax advisors. This channel is a repository for our views and the discussions that shape our investment strategies. It is not to be misconstrued as investment advice. Please seek professional advice before making any investment decisions. The opinions, information, estimates, projections, and any other material presented in this report are provided as of this date and are subject to change without notice. Material presented in these videos has been obtained from numerous sources. While reasonable efforts to ensure the content is reliable, accurate, and complete, we have not independently verified the content, nor do we make any representation or warranty, express or implied, in respect thereof.