Podcasts

4 12, 2025

Episode 40: The Future of Alternative Assets: Music Royalties

By |2025-12-04T11:42:09-05:00December 4th, 2025|Podcasts, Video|

In this podcast episode, Michael Baker from ICM Asset Management discusses the intriguing world of alternative assets, focusing specifically on music royalties. He explains the evolution of the music industry, the financial mechanics behind music royalties, and how they serve as a resilient investment strategy. The conversation delves into the importance of [...]

20 11, 2025

Episode 39: Talmax Surge, Tech Divergence & the Global Market Outlook

By |2025-11-20T10:37:45-05:00November 20th, 2025|Podcasts, Video|

The conversation covers various aspects of market performance, focusing on Talmax's sales updates, market penetration, economic indicators, and sector performance. It discusses the implications of earnings reports, valuation trends, and the divergence in the tech sector. Insights into the gold and commodity markets, as well as the current state of the crypto market, [...]

6 11, 2025

Episode 38: Q3 Performance & The Global Investment Landscape: Grata’s Path Forward

By |2025-11-06T10:25:32-05:00November 6th, 2025|Podcasts, Video|

This conversation provides a comprehensive update on Grata's Q3 2025 performance, highlighting significant growth in contracted revenues and annual recurring revenue. The discussion transitions into broader market trends, focusing on stock performance, economic indicators, and trade relations, particularly between the US and emerging markets. The conversation also delves into sector-specific analyses, including energy, [...]

23 10, 2025

Episode 37: MacNicol Weekly Research | Elder Care Update and Market Insights

By |2025-10-23T10:24:15-04:00October 23rd, 2025|Podcasts, Video|

The conversation covers various topics including updates on elder care and Real Vision's performance, market trends, economic indicators, stock market volatility, the outlook for gold and precious metals, dynamics in the crypto market, and economic insights and predictions. The discussion highlights the resilience of certain sectors, the impact of market volatility, and [...]

9 10, 2025

Episode 36: The Rise of Gold and Commodities: What Investors Need to Know

By |2025-10-09T10:03:52-04:00October 9th, 2025|Podcasts, Video|

In this episode of Lighthouse Outlook, the hosts discuss various market trends, focusing on the performance of high-growth tech stocks, the rise of gold and commodities, and the implications of stablecoins in the financial landscape. They also delve into the challenges facing commercial real estate and the potential for government involvement in [...]

18 09, 2025

Episode 35: Investment Trends: From Gold to Tech

By |2025-09-18T10:29:58-04:00September 18th, 2025|Podcasts, Video|

This conversation provides a comprehensive overview of current market trends, investment strategies, and economic indicators. The speakers discuss various sectors, including small caps, real estate, and precious metals, while also analyzing the impact of Fed policies and economic forecasts on market performance. Key insights include the performance of the S&P 500, gold, [...]

4 09, 2025

Episode 34: The Benefits of Alternative Investments

By |2025-09-04T09:50:49-04:00September 4th, 2025|Podcasts, Uncategorized|

In this conversation, Joe Pochodyniak and Ken Reid discuss the world of alternative assets, focusing on their benefits, drawbacks, and the unique characteristics that differentiate them from traditional investments. They explore the importance of liquidity, access to alternative investments, and the strategies employed by McNichol & Associates in managing these assets. The [...]

21 08, 2025

Episode 33: Market Dynamics Unveiled: Insights from the Weekly Research Meeting

By |2025-08-21T08:03:18-04:00August 21st, 2025|Podcasts, Video|

Join us for an in-depth analysis of the latest market trends and financial insights from our August 7th research meeting. We delve into the dynamics of litigation financing, the impact of regulatory changes, and the evolving landscape of telecommunications. Discover how these factors influence investment strategies and market performance. Tune in for [...]

7 08, 2025

Episode 32: Navigating Market Valuation Challenges

By |2025-08-07T10:14:07-04:00August 7th, 2025|Podcasts, Video|

The conversation delves into the current state of the stock market, emphasizing the disconnect between market valuations and fundamental economic indicators. It discusses the influence of supply and demand dynamics, particularly the role of retail investors, and highlights the importance of secular trends in investment strategies. The risks of inflation and its [...]

24 07, 2025

Episode 31: The Dollar Dilemma – Insights from Economist Dr. Woody Brock

By |2025-08-07T10:16:44-04:00July 24th, 2025|Podcasts, Video|

In this conversation, Dr. Brock discusses the complexities of the dollar's value in relation to trade deficits, the evolution of currency pricing, and the global demand for dollars. He emphasizes the importance of the rule of law in economic stability and explores the implications of the U.S. transitioning to a service economy. [...]

Go to Top