Navigating A "Structural Shift" In Markets | Joseph Wang & Martin Pelletier

1

Introduction

00:00 • 3min

2

What Was the Risk in 2022?

02:36 • 2min

3

Is Duration the Main Risk of 2022?

04:44 • 4min

4

What Are the Layoffs in the S&P 500?

08:31 • 3min

5

Can You Talk About Asset Management in Canada?

11:06 • 6min

6

Energy - The Most Hated Trade

17:09 • 3min

7

Energy Futures - Is the Supply and Demand Balanced?

19:44 • 3min

8

Is There a Reopening in China?

22:39 • 2min

9

Is There a Bubble in Natural Gas?

24:12 • 4min

10

Are You Finding More Value in the Canadian Oil Producers?

27:59 • 2min

11

How Sensitive Is the Canadian Economy to Rates?

30:26 • 4min

12

What's the Vibration Like in Canadian Financial Markets?

34:55 • 3min

13

I'm Not as Bullish on the Canadian Economy as the US Economy

37:52 • 2min

14

Is There a Big Structural Shift in the Market?

40:07 • 4min

15

How High Do Rates Need to Go Before Firms Shrink?

44:31 • 5min

16

Are Bankers Going to Put Pressure on Biden or Trudeau to Service Debt?

49:22 • 3min

17

Is There Significant Inflation in the Next Decade?

52:45 • 3min

18

Is the Biden Administration Trying to Increase Taxes on the Rich?

55:54 • 2min

19

Structured Notes - What Are They?

57:44 • 4min

20

Is the S&P 500 Going Down 30% or 40%?

01:01:47 • 2min

21

What's the Value of Having a Tail-Risk Analysis?

01:03:33 • 2min

22

What's Going on With Your Fund?

01:05:43 • 2min

23

The Market Is Pricing in a 25% Chance That the Fed Hikes by 50 Basis Points Instead of 25

01:07:31 • 2min

24

Is the Canadian Real Estate Market in a Bubble?

01:09:24 • 3min