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Uncertainty: The Shock That Sinks the System
What if policy uncertainty isn’t just noise—but the macroeconomic shock itself?
Apr 21
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Uncertainty: The Shock That Sinks the System
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February 2025
OPEC, Shale’s Twilight, and Canada’s Underrated Power Play
“Energy security is national security.” — Dick Cheney
Feb 5
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OPEC, Shale’s Twilight, and Canada’s Underrated Power Play
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December 2024
Bullish Bears, Bearish Bulls: Picton, Wilson & Belski Weigh in
Be fearful when others are greedy, and greedy when others are fearful. - Warren Buffett
Dec 7, 2024
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Bullish Bears, Bearish Bulls: Picton, Wilson & Belski Weigh in
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November 2024
The Nuclear Renaissance: Splitting Atoms, Not Hairs
"In science, there is only physics; all the rest is stamp collecting." — Lord Kelvin
Nov 18, 2024
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The Nuclear Renaissance: Splitting Atoms, Not Hairs
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Red Waves and Bond Graveyards: The Fed’s Nightmare in Trump’s America
We are what we pretend to be, so we must be careful what we pretend to be. – Kurt Vonnegut
Nov 9, 2024
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Red Waves and Bond Graveyards: The Fed’s Nightmare in Trump’s America
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October 2024
The Great Rotation: Rethinking U.S. Market Concentration
History is a vast early warning system. – Norman Cousins
Oct 26, 2024
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2
14:30
60/40? A Second Opinion from GMO's Ben Inker
Join hosts Mike and Audrey in this first episode of Insight and Opinion as they explore the evolving relevance of the classic 60/40 portfolio strategy.
Oct 21, 2024
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13:50
China’s Stimulus Surge: A Boost for Markets or a Risky Bet?
Reality is merely an illusion, albeit a very persistent one. – Albert Einstein
Oct 3, 2024
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China’s Stimulus Surge: A Boost for Markets or a Risky Bet?
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September 2024
The Art of Patient Diversification: Lessons from Meketa and Mutiny
Patience is not simply the ability to wait - it's how we behave while we're waiting. – Joyce Meyer
Sep 28, 2024
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The Art of Patient Diversification: Lessons from Meketa and Mutiny
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The Passive Investing Paradox: Opportunities vs. Systemic Risks
On closer scrutiny, it turns out that many of today's problems are a result of yesterday's solutions. - Thomas Sowell
Sep 5, 2024
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The Passive Investing Paradox: Opportunities vs. Systemic Risks
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August 2024
Taming Volatile Markets: “In times of crisis, all correlations go to 1”
Fear is the mother of foresight. - Thomas Hardy
Aug 26, 2024
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Taming Volatile Markets: “In times of crisis, all correlations go to 1”
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Can the Magnificent Seven sustain their trajectory? Mixed views from Six Leading Research Notes
History is a vast early warning system. – Norman Cousins
Aug 14, 2024
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Can the Magnificent Seven sustain their trajectory? Mixed views from Six Leading Research Notes
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