In this episode of The Jay Martin Show, host Jay Martin sits down with Danielle Park of Venable Park Investment Counsel to explore the current state of the Canadian real estate and bond markets. Danielle provides in-depth insights into how negative yields have driven the Canadian home price bubble, the lagging effects of recent rate hikes on the real economy, and the shifting dynamics of the S&P 500 and small-cap stocks. The discussion also delves into the impact of high mortgage rates on housing affordability, the financialization of gold, and liquidity constraints affecting private equity and commercial real estate. Here is a direct video link.
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Cory’s Chart Corner
Load MoreMany will focus the blame of market drawdowns on the tariffs and ignore the fact the SP500 (only a few weeks ago) was trading at 4 std devs above its historical mean…valuation also matters.
BREAKING: The European Union is preparing further counter measures against newly announced US tariffs of 20%, per CNBC.
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