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

Описание: 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.