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 that will be affected as the bubble continues to pop.
What Goes Up Season 2 Premier: The $53 Trillion Pricing Problem
https://www.stitcher.com/podcast/j-capital-research-ltd/what-goes-up/e/52868311?autoplay=true