What can the past tell us about present markets, speculation, and the inflation and collapse of bubbles? The NFT craze and the prices people are paying for nothing more than mere JPEGs surely raise cries of excess. “Right now, there are a lot of questionable areas,” notes Jamie Catherwood, an expert on financial history. “But, over the long term, in 20 years, it will be like the dot-com bubble. A lot of companies were wiped out. But there are some massive companies that are still thriving today. From the ashes a couple phoenixes will arise.” Invoking Mark Twain, Alfonso Peccatiello, author of the Macro Compass newsletter, asks Catherwood, founder of Investor Amnesia and an associate at O’Shaughnessy Asset Management, if history rhymes and whether we’re in the midst of multiple manias. Catherwood offers a guided tour of the 19th century, a time when financial bubbles proliferated and “bucket shops” – glorified gambling parlors – thrived on Wall Street. Tune in for Catherwood’s response to Peccatiello’s Twain-esque question about how the past can inform investor decisions about the present. Recorded on January 13, 2022.
Today, a Venture-listed company with a tilt towards green-oriented mining investment is in the spot light. Queen's Road Capital (QRC) has not been round for even two years, but it has already announced its first dividend. Could there be more growth ahead?
As investors reunite with precious metals, it seems fitting to highlight South America focused Reunion Gold (RGD.V) where mining veteran David Fennell has been buying.
“Cap Day” is just around the corner. Coined by Russell Napier, investment strategist at Orlock Advisors, "Cap Day" is his thesis in which large financial institutions will be forced to buy debt and liquidate equities, driving down the equities market. Napier and Brent Johnson, CEO of Santiago Capital, discuss the inflationary narrative in an era of global financial repression and interest rate rises. The pair examine potential government inflationary policies as a means to cope with deflationary pressures and the rise of value stocks as inflation dampens asset allocation. Recorded on October 14, 2021. To watch their previous interview together from November 2020, click here: https://rvtv.io/35pPc7o To find out more about Napier’s course, click here: http://www.didaskoeducation.org. For Napier’s latest book, The Asian Financial Crisis, click here: https://rvtv.io/3vXgq0H. To find out more about Napier’s course, click here: www.didaskoeducation.org. For Napier’s latest book, The Asian Financial Crisis, click here: https://rvtv.io/3vXgq0H.
Brookfield Asset Management (BAM) has worked its way through the headwinds of early stages of the pandemic and now has bold ambitions to be a global asset management leader. Insiders are buying into the plan.
Brookfield Asset Management (BAM) has worked its way through the headwinds of early stages of the pandemic and now has bold ambitions to be a global asset management leader. Insiders are buying into the plan.
We end our mini-series on the Canadian Healthcare sector by looking at large-cap Bausch Health (BHC) that is planning to get smaller by splitting into three.
Tech stocks are making a comeback today and oil is up over 4%, easing Omicron fears, but can it last? Pfizer CEO Albert Bourla said that while the Omicron variant appears mild, its lightning-speed spreadability could lead to even more mutations. Bitcoin has recovered and is risk-on. Tony Greer joins us for another TG Tuesday to discuss stocks, oil, Bitcoin, and how to navigate Powell and the taper. Interviewed by Maggie Lake. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3pEs4el
