I had the pleasure of speaking with Anne Stevenson-Yang and here is the resulting podcast.
I share my views on the potential impact of higher interest rates. Why markets don't appear to be pricing in this risk correctly. And I also discuss which Canadian financials will be affected as the bubble continues to pop.
What Goes Up Season 2 Premier: The $53 Trillion Pricing Problem
I had the pleasure of chatting with the very smart and interesting blogger behind Deep Throat IPO. We decided to publish the back and forth we had on bond markets and the potential issues it may face. Was a lot of fun and I hope you enjoy. Please let me know if you have any questions.
Here is the conversation we had https://deep-throat-ipo.blogspot.ca/2018/01/treasury-fails-revisited.html
Here is an interview I did with the Intelligent Investing Podcast. It was a fun experience and Eric and I had a great discussion.
We talked about my diverse investing background, what readers of my newsletter can expect, overall market views, and a few specific investing ideas.
Let me know what you think.