Martin Pelletier, Senior Portfolio Manage at TriVest Wealth joins Forward Guidance to discuss the "structural shift" that has occurred in markets due to rising inflation throughout 2021 & 2022, and how to navigate this new turning point.
With Martin's background running a long only energy hedge fund, we go on to discuss the energy trade and if the underinvestment in the industry has created the perfect catalyst for a sustained bull market, or not? We also discuss Joseph & Martin's thought on the labor market, the outlook for global central banks and the path ahead for 2023. To hear all this and more, you'll have to tune in!
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Timestamps:
(00:00) Introduction
(00:48) Managing Money During 2022
(04:43) Markets Are Signalling A New "Turning Point"
(10:19) 2008 Signalled A "Structural Shift" In Canadian Asset Management
(15:41) The Bank of Canada... Follows The Fed
(17:55) Energy Is The Most Hated Trade Out There
(24:11) Natural Gas & Energy Producers
(30:24) Permissionless Plug
(31:26) Housing & Interest Rates In Canada
(37:50) Are We Heading For A Recession?
(40:06) 2020 Marked A "Structural Shift"
(44:30) The Labor Market Remains Strong
(52:46) The Anguish of Central Banking
(57:42) The Role of Structured Notes In A Portfolio
(01:07:30) The Path Ahead For 2023
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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
