MAAM Research Meeting August 8th 2024
S&P 500, TSX 60, VIX, Bullish vs Bearish Technical Indicators, Alternative Investments, Semiconductors, Long Duration U.S. Treasuries, FED, CME FED Watch Tool, Copper, China, Unemployment rate, Recessions, Sahm rule, VIX spikes, Oil prices, Market fundamentals.
Episode 5: John Ing – August 8, 2024
In this podcast episode, Dave MacNicol interviews John Ing from Maison Placements, an expert in [...]
Episode 4: Connor Investment | Land Banking – July 25, 2024
Paul Connor and Philip Guyton from Connor Investment Real Estate discuss their land investment strategy [...]
MAAM Research Meeting July 18, 2024
S&P 500, TSX 60, VIX, Bullish vs Bearish Technical Indicators, Alternative Investments, Kognitiv, Constellation Software, TSX components, Market fundamentals, Small caps, Global equities, Asian equities, FED, Interest rates.
Episode 3: Dr. Vu Kiet Tran – July 18, 2024
Dr. Vu Tran, a physician and MBA holder, discusses the importance [...]
MacNicol Investment Partner – Universa COO Brandon Yarckin on Risk Mitigation
MacNicol Investment Partner – CNBC Interview – July 2024 – Universa COO Brandon Yarckin on Risk Mitigation
MAAM Research Meeting July 4 2024
S&P 500, TSX 60, VIX, Bullish vs Bearish Technical Indicators, Alternative Investments, Oil prices, Gold futures, Nvidia, Cisco analysis, FED Funds rate, Office real estate, Canadian real estate, Charts of the week, Gold stocks.
MAAM Monthly Market Update July 2024
July Update: Nasdaq 100, TSX 60, Oil prices, Gold seasonality, Nvidia valuation versus Csico in 2000, Office real estate, Vacancy rates, Canadian real estate
Episode 2: Raoul Pal, Real Vision – June 21, 2024
Raoul shares his background, including his upbringing in England and India, his career in finance, and his decision to start Real Vision. He discusses his research service, Global Macro Investor, and the different ways people can access his work. Raoul also talks about the potential of cryptocurrencies, particularly Solana, and the importance of blockchain technology in revolutionizing various industries. He emphasizes the inclusivity and empowerment that cryptocurrencies offer, as well as the need for caution and due diligence in the space. Raoul also touches on the potential impact of blockchain technology on stock systems and the evolving political landscape around cryptocurrencies. The conversation explores the potential of decentralized infrastructure and its impact on various industries. It discusses the concept of individuals being rewarded for sharing their resources, such as Wi-Fi or mapping data, and how this decentralized model can disrupt traditional systems. The conversation also touches on the privacy concerns in a blockchain world and the role of energy consumption in the growth of cryptocurrencies. It highlights the importance of understanding incentives and the potential for decentralized finance to transform the traditional financial system. The conversation concludes with insights on portfolio allocation, the behavioral changes in investing, and the future of decentralized finance.