David Rosenberg, founder and president at Rosenberg Research, and Ed Devlin, founder of Devlin Capital, senior fellow at C.D. Howe Institute. and former head of Canadian portfolio management at PIMCO, join BNN Bloomberg to share their outlook on the economy and the markets. Here is a direct video link.
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.
Danielle was a guest with Jim Goddard on Talk Digital Network talking about recent developments in the world economy and markets. Here is a direct audio link.
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