The Weekly Beacon January 30, 2026
FED, Interest rates, Bank of Canada, FED Chair, Trump, Reider BlackRock, India, EU, Trade deals, Emerging markets, General Dynamics, earnings, Defense stocks. Nvidia, CoreWeave, AI
30
01, 2026
29
01, 2026
Episode 47: Risk Is Being Underpriced: Markets, Risk Assets, and What We’re Watching Now
In this week’s weekly investment research meeting, the team reviews alternative asset performance, global market conditions, and emerging risks across equities, commodities, and real assets. We discuss strong results in U.S. residential and commercial real estate, signs of investor complacency from global fund manager surveys, and why risk mitigation is becoming increasingly [...]
29
01, 2026
Alternative Quarterly Commentary – Q4, 2025
Real estate, private equity, Hedge funds, emerging markets, IPOs, Industrial real estate, Land banking, Alternative debt fund
29
01, 2026
22
01, 2026
The Weekly Beacon January 23, 2026
Tariffs, Global trade, EU, Greenland, Golden dome, Micron, AI chips, M&A, Netflix, Earnings season, Nuclear energy, Uranium, SPUT, Nuclear reactors
22
01, 2026
22
01, 2026
Episode 46: Investment Strategies and Market Analysis: A Deep Dive
In this episode, the speakers provide a comprehensive update on the performance and activities of various investment funds, particularly focusing on the 13th Floor LPs. They discuss the capital activity of Fund 3, which has shown positive returns since its inception, and delve into the ongoing investment strategies of Fund 4 and [...]
15
01, 2026
The Weekly Beacon January 16, 2026
China trade, Global trade surplus', Inflation report, CPI, FED Funds Rate, Powell, Trump, Jamie Dimon, JPMorgan Chase, Wall Street earnings, Credit card interest rates, Net interest income for banks
15
01, 2026
The Quarterly – Q4 2025
2025 Market Recap, Precious Metals, Equities, US Policy, Stronger Loonie, The Jevons Paradox
15
01, 2026
Episode 45: Market Trends and Predictions for 2026
The conversation provides a comprehensive overview of the current market landscape, highlighting key performance metrics, sector analyses, and the implications of geopolitical risks on economic stability. The discussion also delves into investment strategies, emerging trends in technology and commodities, and the potential impact of midterm elections on market volatility. Overall, the dialogue emphasizes [...]
