101: The Transformation of Oil and Gas to Mul...

Portfolio construction is being redefined as investors face a fundamentally different market regime. Higher inflation, shifting interest rate dynamics, and accelerating megaforces like AI and geopolitics are challenging long-held assumptions about diversification and asset alloca ...  Show more

The S&P 493 is gaining attention as investors look beyond the Magnificent Seven and reassess where growth and diversification may come from in today’s equity markets. With market concentration at historic highs, a handful of mega cap companies have driven much of the S&P 500’s re ...  Show more

Mega forces are creating major infrastructure needs. Christian Olinger, Portfolio Strategist of the BlackRock Investment Institute discusses why we find the most investment opportunities today in places where multiple mega forces intersect.

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Despite turbulent markets in 2023, the ETF industry continues to thrive, providing Canadian Investors with new options for growth. Portfolio manager Alfred Lee and your host, McKenzie Box, take a deep dive into the themes driving demand and the benefits ETFs have to various user ...  Show more

On this episode of Talk Your Book, Michael Batnick and Ben Carlson are joined by Alex Morris, CIO of F/m Investments to discuss: 2024 rate cut possibilities, the difficulty of forecasting, and why everyone got 2023 so wrong, utilizing spreads as a forecasting tool, why solving fo ...  Show more

Have your stocks been down recently? Potentially seen some headlines about an imminent market crash? Well hey, volatility and surprises seem to be the never ending gift of 2021! On today’s episode we break down three of the biggest news stories that are playing a role in the curr ...  Show more