Description
In this episode, Founder & CIO of IceCap Asset Management and host of The Loonie Hour podcast Keith Dicker breaks down why global markets now depend on constant stimulus, why Canada looks fragile as the U.S. strengthens, and how fiscal expansion and bond-market stress could shape the future of macro. Enjoy!
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Timestamps:
00:00 Introduction
02:23 Everything Revolves Around U.S. Macro
06:17 Repeat of Powell Repo Pivot?
13:15 Grayscale Ad
13:55 Fed QE: Past vs Present
18:30 Did We Bypass Recession?
23:21 Canada’s Comeback & Global Markets
26:30 Unpacking Canada’s Bullish MOU
29:37 Grayscale Ad
30:23 Fixed Income vs Growing Debt Burden
38:21 Precious Metals & Commodities
40:44 Hedging Tail Risks
43:09 Final Thoughts
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Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.
#Macro #Investing #Markets #ForwardGuidance