Bloor Street Capital | Jimmy Connor Growing and Protecting My Wealth

Juliette Declercq is the founder of JDI Research and has over 20 years of experience in trading and macroeconomics. In addition to economics, Jimmy and Juliette also discuss her favorite place to ski in France and what her favorite sport is (you'll never guess). I hope you enjoy this chat! To learn more check out her website below... https://www.jdiresearch.com/about Summary The U.S. economy remains strong, with growth around 2-3%. China is in a downturn despite government stimulus. Europe, especially Germany and France, is experiencing economic struggles. U.S. Economic Outlook: 2024 was buoyed by strong wage growth and reduced inflation, leading to increased purchasing power. 2025 is expected to face a slowdown as wage growth normalizes and inflationary tailwinds subside. Central Bank Challenges: The Federal Reserve (Fed) is perceived to have lost control over financial conditions. Rising risk premiums are pushing up long-term interest rates, complicating the Fed's policy effectiveness. Recession Risks: Juliette anticipates a significant economic slowdown in the first half of 2025, with a potential recession driven by weakening labor markets and reduced consumer purchasing power. Interest Rates and Yield Curve: Long-term rates, such as the 10-year yield, are rising due to risk premiums rather than economic strength. This dynamic could force the Fed to cut rates further than expected. Impact of Fiscal Policies: Increased tariffs and fiscal dominance under a potential Trump administration could create inflationary pressures in the long term but recessionary effects in the short term. Global Power Dynamics: The U.S. retains significant influence as a key consumer market. Policies like tariffs aim to strengthen domestic production and maintain economic dominance. Currency and Market Trends: The U.S. dollar remains strong, bolstered by economic "exceptionalism" and technology dominance. Euro and Yuan are expected to weaken further. Technological and Resource Frontiers: The U.S., particularly companies like Tesla, is poised to dominate future technologies in AI, quantum computing, and renewable energy. Strategic interests extend to areas rich in resources, like Greenland and Canada. Market Strategy: Juliette suggests being cautious about broad equity markets like the S&P and NASDAQ due to economic pressures. She advocates for investments in high-growth sectors, specifically Tesla, leveraging the AI and energy revolutions. WAIVER & DISCLAIMER If you register for this webinar/interview you agree to the following: This webinar is provided for information purposes only. All opinions expressed by the individuals in this webinar/interview are solely the individuals’ opinions and neither reflect the opinions, nor are made on behalf of, Bloor Street Capital Inc. Presenters will not be providing legal or financial advice to any webinar participants or any person watching a recorded version of the webinar. The investing ideas and strategies discussed on this webinar/interview are not recommendations to buy or sell any security and are not intended to provide any investment advise of any kind, but are made available solely for educational and informational purposes. Investments or strategies mentioned in this webinar/interview may not be suitable for your particular investment objectives, financial situation, or needs. You should be aware of the real risk of loss in following any investment strategy discussed in this webinar/interview. All webinar participants or viewers of a recorded version of this webinar should obtain independent legal and financial advice. All webinar participants accept and grant permission to Bloor Street Capital Inc. and its representatives in connection with such recording. The information contained in this webinar/interview is current as of January, 2025, the date of this webinar/interview, unless otherwise indicated, and is provided for information purposes.

Raoul Pal, Co-Founder and CEO of Real Vision Group, provides his views on the global economy, intertest rates, inflation, bitcoin, gold the S&P and why he moved to the Cayman Islands. WAIVER & DISCLAIMER If you register for this webinar/interview you agree to the following: This webinar is provided for information purposes only. All opinions expressed by the individuals in this webinar/interview are solely the individuals’ opinions and neither reflect the opinions, nor are made on behalf of, Bloor Street Capital Inc. Presenters will not be providing legal or financial advice to any webinar participants or any person watching a recorded version of the webinar. The investing ideas and strategies discussed on this webinar/interview are not recommendations to buy or sell any security and are not intended to provide any investment advise of any kind, but are made available solely for educational and informational purposes. Investments or strategies mentioned in this webinar/interview may not be suitable for your particular investment objectives, financial situation, or needs. You should be aware of the real risk of loss in following any investment strategy discussed in this webinar/interview. All webinar participants or viewers of a recorded version of this webinar should obtain independent legal and financial advice. All webinar participants accept and grant permission to Bloor Street Capital Inc. and its representatives in connection with such recording. The information contained in this webinar/interview is current as of January, 2025, the date of this webinar/interview, unless otherwise indicated, and is provided for information purposes.

In this engaging discussion, Marc Faber, Editor and Publisher of the Gloom, Boom, and Doom Report, shares his sharp insights on the turbulent financial landscape ahead. He highlights the deceptive nature of current economic growth amidst soaring debt and inflation. Faber also critiques the Federal Reserve's policies and their impact on everyday Americans. With attention to stock market bubbles and geopolitical uncertainties, he advises investors to consider gold and other assets as protective measures for financial turbulence.

Felix Zulauf discusses why he was wrong about the S&P in 2024 and where he thinks the S&P is going in 2025. Felix also discusses his favorite place to ski in Switzerland. WAIVER & DISCLAIMER If you register for this webinar/interview you agree to the following: This webinar is provided for information purposes only. All opinions expressed by the individuals in this webinar/interview are solely the individuals’ opinions and neither reflect the opinions, nor are made on behalf of, Bloor Street Capital Inc. Presenters will not be providing legal or financial advice to any webinar participants or any person watching a recorded version of the webinar. The investing ideas and strategies discussed on this webinar/interview are not recommendations to buy or sell any security and are not intended to provide any investment advise of any kind, but are made available solely for educational and informational purposes. Investments or strategies mentioned in this webinar/interview may not be suitable for your particular investment objectives, financial situation, or needs. You should be aware of the real risk of loss in following any investment strategy discussed in this webinar/interview. All webinar participants or viewers of a recorded version of this webinar should obtain independent legal and financial advice. All webinar participants accept and grant permission to Bloor Street Capital Inc. and its representatives in connection with such recording. The information contained in this webinar/interview is current as of December, 2024, the date of this webinar/interview, unless otherwise indicated, and is provided for information purposes.

Steve Hanke, Professor of Applied Economics at Johns Hopkins University, discusses the recent decision by the Fed to cut rates, for the third time, the impact of a Trade War between the U.S. and Canada, and Steve's new book "Capital, Interest, and Waiting". https://www.amazon.com/Books-Steve-Ha... The Canadian economy is faltering and has been for years, Canadian housing is unaffordable, there is over 1 million mortgages up for renewal this year which will result in higher mortgage payments which many people cant afford, and the Canadian dollar continues to fall and Trudeau thinks everything is just fine. WAIVER & DISCLAIMER If you register for this webinar/interview you agree to the following: This webinar is provided for information purposes only. All opinions expressed by the individuals in this webinar/interview are solely the individuals’ opinions and neither reflect the opinions, nor are made on behalf of, Bloor Street Capital Inc. Presenters will not be providing legal or financial advice to any webinar participants or any person watching a recorded version of the webinar. The investing ideas and strategies discussed on this webinar/interview are not recommendations to buy or sell any security and are not intended to provide any investment advise of any kind, but are made available solely for educational and informational purposes. Investments or strategies mentioned in this webinar/interview may not be suitable for your particular investment objectives, financial situation, or needs. You should be aware of the real risk of loss in following any investment strategy discussed in this webinar/interview. All webinar participants or viewers of a recorded version of this webinar should obtain independent legal and financial advice. All webinar participants accept and grant permission to Bloor Street Capital Inc. and its representatives in connection with such recording. The information contained in this webinar/interview is current as of December 20, 2024, the date of this webinar/interview, unless otherwise indicated, and is provided for information purposes.

The podcast dives into Canada's struggling economy, highlighting the declining GDP per capita and its implications. With over a million mortgages up for renewal, many could face higher payments they can’t afford. There's a critique of Trudeau's government and the ineffective housing policies amid rising unaffordability. The discussion also touches on the impacts of immigration on infrastructure and long-term productivity growth, as well as the crucial trade ties between Canada and the U.S., especially in the face of potential economic downturns.

Uranium Insider : https://members.uraniuminsider.com/a/... If you want to learn more about Justin and the only uranium-focused newsletter, check out the link above. Justin Huhn and Jimmy Connor discuss why the uranium price is down on the year and why long term contracting is down YOU. WAIVER & DISCLAIMER If you register for this webinar/interview you agree to the following: This webinar is provided for information purposes only. All opinions expressed by the individuals in this webinar/interview are solely the individuals’ opinions and neither reflect the opinions, nor are made on behalf of, Bloor Street Capital Inc. Presenters will not be providing legal or financial advice to any webinar participants or any person watching a recorded version of the webinar. The investing ideas and strategies discussed on this webinar/interview are not recommendations to buy or sell any security and are not intended to provide any investment advise of any kind, but are made available solely for educational and informational purposes. Investments or strategies mentioned in this webinar/interview may not be suitable for your particular investment objectives, financial situation, or needs. You should be aware of the real risk of loss in following any investment strategy discussed in this webinar/interview. All webinar participants or viewers of a recorded version of this webinar should obtain independent legal and financial advice. All webinar participants accept and grant permission to Bloor Street Capital Inc. and its representatives in connection with such recording. The information contained in this webinar/interview is current as of December, 2024, the date of this webinar/interview, unless otherwise indicated, and is provided for information purposes.

Technical Traders Newsletter https://thetechnicaltraders.com/bloor... Jimmy Connor and Chris Vermeulen discuss what to expect as we enter 2025. Chris Vermeulen writes an independent, tactical ETF investment signal alert newsletter with a disciplined approach to helping you achieve your financial and lifestyle goals sooner with our unique Asset Revesting Strategy. At the Technical Traders, we trade and invest differently. It’s a significant change from traditional investing. Our Consistent Growth Strategy generates reliable, above-average returns with a fraction of the portfolio volatility and risk compared to active trading and the buy-and-hope methods. WAIVER & DISCLAIMER If you register for this webinar/interview you agree to the following: This webinar is provided for information purposes only. All opinions expressed by the individuals in this webinar/interview are solely the individuals’ opinions and neither reflect the opinions, nor are made on behalf of, Bloor Street Capital Inc. Presenters will not be providing legal or financial advice to any webinar participants or any person watching a recorded version of the webinar. The investing ideas and strategies discussed on this webinar/interview are not recommendations to buy or sell any security and are not intended to provide any investment advise of any kind, but are made available solely for educational and informational purposes. Investments or strategies mentioned in this webinar/interview may not be suitable for your particular investment objectives, financial situation, or needs. You should be aware of the real risk of loss in following any investment strategy discussed in this webinar/interview. All webinar participants or viewers of a recorded version of this webinar should obtain independent legal and financial advice. All webinar participants accept and grant permission to Bloor Street Capital Inc. and its representatives in connection with such recording. The information contained in this webinar/interview is current as of November 30, 2024, the date of this webinar/interview, unless otherwise indicated, and is provided for information purposes only.

Get ready to dive into the gold market with Peter Grosskopf! As Chair of Argo Digital Gold and SCP Resource, plus a board member at Agnico Eagle and the World Gold Council, Peter is at the forefront of everything gold. In this interview, he shares his insights on where gold prices are headed, what’s driving the market, and how you can jump into the action with Argo Digital Gold. With Argo, you can buy and sell gold 24/7—even in small, fractional amounts—making gold more accessible than ever! Argo Website https://www.argovault.com/ WAIVER & DISCLAIMER If you register for this webinar/interview you agree to the following: This webinar is provided for information purposes only. All opinions expressed by the individuals in this webinar/interview are solely the individuals’ opinions and neither reflect the opinions, nor are made on behalf of, Bloor Street Capital Inc. Presenters will not be providing legal or financial advice to any webinar participants or any person watching a recorded version of the webinar. The investing ideas and strategies discussed on this webinar/interview are not recommendations to buy or sell any security and are not intended to provide any investment advise of any kind, but are made available solely for educational and informational purposes. Investments or strategies mentioned in this webinar/interview may not be suitable for your particular investment objectives, financial situation, or needs. You should be aware of the real risk of loss in following any investment strategy discussed in this webinar/interview. All webinar participants or viewers of a recorded version of this webinar should obtain independent legal and financial advice. All webinar participants accept and grant permission to Bloor Street Capital Inc. and its representatives in connection with such recording. The information contained in this webinar/interview is current as of November 20, 2024, the date of this webinar/interview, unless otherwise indicated, and is provided for information purposes.

Henrik Zeberg and Jimmy Connor discuss what's next for the U.S. markets after a resounding Trump win and the recent Fed decision. Are you ready? WAIVER & DISCLAIMER If you register for this webinar/interview you agree to the following: This webinar is provided for information purposes only. All opinions expressed by the individuals in this webinar/interview are solely the individuals’ opinions and neither reflect the opinions, nor are made on behalf of, Bloor Street Capital Inc. Presenters will not be providing legal or financial advice to any webinar participants or any person watching a recorded version of the webinar. The investing ideas and strategies discussed on this webinar/interview are not recommendations to buy or sell any security and are not intended to provide any investment advise of any kind, but are made available solely for educational and informational purposes. Investments or strategies mentioned in this webinar/interview may not be suitable for your particular investment objectives, financial situation, or needs. You should be aware of the real risk of loss in following any investment strategy discussed in this webinar/interview. All webinar participants or viewers of a recorded version of this webinar should obtain independent legal and financial advice. All webinar participants accept and grant permission to Bloor Street Capital Inc. and its representatives in connection with such recording. The information contained in this webinar/interview is current as of November 8, 2024, the date of this webinar/interview, unless otherwise indicated, and is provided for information purposes.