The Alt Thinking Podcast by Ninepoint Partners

As interest rates stabilize, infrastructure stands out as a sector ripe with opportunities. Ninepoint Partners portfolio manager Jeffrey Sayer is bullish on both oil & gas and clean energy infrastructure investments as we come to the end of the Fed tightening cycle.  

ETFs are growing faster than Mutual Funds. And while they've been around since New Kids on the Block, there are still some myths surrounding this popular investment vehicle. Ninepoint's Warren Steinwall tells Michael Hainsworth that there are a few ways to get the most out of this low cost form of investing.

One of the world's top energy analysts sees a disconnect in the oil market between recessionary perceptions and the reality of market fundamentals. Eric Nuttall tells Michael Hainsworth that this is creating an opportunity during the summer driving season.

How do we invest in Web3? Alex Tapscott returns to explain why he believes we need to look beyond the companies building the next generation Internet and include those dipping their toes in the water, from luxury pursemakers to coffee companies.

As an investment, private credit is just hitting its stride. Monroe Capital's Dayna Kleinman believes it's not too late to for Canadians to catch up to world investors and include this alternative asset class in a well diversified portfolio.

As investors, it's possible to get in on the ground floor of the next generation Internet. Like Web 1 created a wide world of information and Web 2.0 launched social media and mobile phones, Web3 could change our relationship with anything of value. If “data is the new oil”, Web 3 could be its barrels. 

The Bond Market is giving us gifts right now. That's what Ninepoint's Mark Wisniewski is seeing. He's also predicting a recession. How is he adjusting his fixed income approach? He offers three strategies.

While yields may be back for the bond component to your portfolio, alternative assets still have a place. Ninepoint's John Wilson tells Michael Hainsworth how he's helping clients weather the economic and geopolitical uncertainty in 2023.

After back to back negative years for fixed income, we learn why Ninepoint's bond fund manager Mark Wisniewski believes 2023 will be a turn-around year for the sector.

As we look toward a likely recession in 2023, the fear of running out of money in a bear market is growing. How is Ninepoint's John Wilson viewing the year ahead and how is he avoiding that fear himself?

With predictions that interest rates will continue to climb and the housing market will fall 30%, what is an investor in the mortgage market to think? RiverRock MIC's Nick Kyprianou offers his insight into the numbers and explains why he's staying the course.

Interest rates are expected to continue to soar. How do you hedge against the increased cost of borrowing? Monroe Capital's Chairman and CEO Theodore L. Koenig tells Michael Hainsworth that for some investors, Private Debt is a solution going into a potential recession in 2023.

New! Many small businesses have trouble getting financing while institutional and high-net-worth investors have difficulty finding an investment similar to fixed income that provides a high return in a low interest rate environment. Fortunately, they can both benefit from private debt.

As a recession looms in 2023, energy investments are being hit by fears of a drop in demand. But as Eric Nuttall tells us, oil will end the year at $100 a barrel because the markets aren't considering the other side of the equation: supply.

Gasoline prices are 48% higher than they were a year ago and talk of a recession is hitting a fevered pitch. What does this mean for oil sector investors? Ninepoint's Eric Nuttall tells Michael Hainsworth that this time isn't like the 2009 recession and there are ways to protect against the pinch at the pumps.

Earnings season is underway in the oil patch. Ninepoint's Eric Nuttall tells Michael Hainsworth that the Q1 results show that the multi-year bull market continues, and energy companies are rewarding investors in the space.

Russia's invasion of Ukraine has taken the carbon credit markets on a wild ride. But for Ninepoint's John wilson, the investment thesis is only getting stronger. 

Rising interest rates are an opportunity for investors in residential mortgages. RiverRock's Nick Kyprianou tells Michael Hainsworth that it means less business for the banks and more business for Mortgage Investment Corporations like his.

Are the clouds of energy ignorance lifting? Eric Nuttall tells Michael Hainsworth that high gas prices aren't going away once the Ukraine-Russia war is over, and the political class needs to understand the solutions.

Crypto advertising was everywhere during Super Bowl 56. But was it a winning night for the technology? Ninepoint's Alex Tapscott tells Michael Hainsworth it's a sign the asset class has a strong future, even if Larry David thinks it's just as big a fad as “the wheel”.

Investing in carbon credits is a more than US$850B market. COVID-19 failed to curtail demand in a market that rose 164% in 2021. So what is a carbon market and how can we invest in the Energy Transition Economy? ClearBlue Market's Anop Pandey joins Michael Hainsworth to look at the opportunities in going green.

2021 marked the start of a digital asset revolution and the creation of Web 3.0. Its foundation is being built on the blockchain. The Blockchain Research Institute's Alex Tapscott tells us this past year was huge for the future of Bay Street: Decentralized Finance.

With the cost of living at levels not seen in 20 years, and the shine coming off gold, how should investors hedge against inflation? Ninepoint Partners co-CEO John Wilson says alternative asset classes in the age of negative rate returns will pay dividends for investors.

Bitcoin as the new gold? With the cost of living's “transitory” COVID-related spike looking more long-term, Ninepoint's Alex Tapscott tells us that cryptocurrencies have a role in hedging against inflation.

Ninepoint's Eric Nuttall says energy ignorance is shaping government policy decisions and leaving investors with the perception that Canada's energy sector is a sunset industry. But it's a new morning in the oil patch and Q3 earnings are shining bright.

As we see light at the end of the COVID tunnel, the growth of Cannabis consumption in Canada is slowing. Faircourt's Charles Taerk tells @hainsworthtv the shift away from Work From Home and the rising cost of living under COVID get the blame. But what's next?

In this low interest rate world, investor needs are evolving, and so is the investment landscape. Generating alpha while controlling beta is increasingly difficult, particularly as we come out on the other side of COVID-19 and the massive debt loads the world has taken to weather the storm. Ninepoint founding principal and co-CEO John Wilson tells the Alt Thinking Podcast that has investors diversifying into alternative asset strategies – with effective oversight.

Bitcoin is on its way to revisiting all-time highs. What will it take to get it to $100K? Alex Tapscott tells Michael Hainsworth that a combination of institutional backing and acceptance by government show there's more room to grow.

The oil party has just begun. And with earnings season right around the corner, Ninepoint Partners' Eric Nuttall tells the Alt Thinking Podcast that valuations are set to soar.

Real asset strategies are not bond proxies. And as interest rates rise to fight a generational high in inflation, Ninepoint's Jeff Sayer says infrastructure and real estate investments can outperform.

Like Sun Tzu's “fog of war”, a fog of “ignorance” has settled over the oil market. Ninepoint partner and senior portfolio manager Eric Nuttall tells Michael Hainsworth why the fear of peak oil demand has led to peak supply, how investors in Canadian producers could benefit, and where the price of crude goes from here.

New York State legalizing Cannabis is a sign of “peer pressure” at the State level. But while 40% of Americans now have access to legal weed, Faircourt Asset Management's Charles Taerk doesn't see federal legalization any time soon. So how will 2021 play out? And why should Canadian producers tread carefully if they enter the U.S. market?

Money evolves about every 100 years. With Bitcoin at new all-time highs, what's the future of money? Alex Tapscott says the U.S. Federal Reserve won't back the cryptocurrency, but it doesn't have to. But he tells Michael Hainsworth that there are forces on a collision course with the future.

Bitcoin is one of the most important human innovations of the last hundred years. And while the mainstream headlines may focus primarily on the fluctuating price of a coin, the investment case is actually very strong. Alex Tapscott makes the investment case for the cryptocurrency to host Michael Hainsworth.

Are investors getting adequately compensated for the risk they are taking in traditional fixed income funds? With lower yields and higher risk, many investors are looking for a solution to this fixed income problem. Mark Wisniewski tells veteran financial journalist Michael Hainsworth that the solution to the income problem in a low-yield world is active management. To start.

Many small businesses have trouble getting financing while institutional and high-net-worth investors have difficulty finding an investment similar to fixed income that provides a high return in a low interest rate environment. Fortunately, they can both benefit from private debt.

Ramesh Kashyap explains why not all invested assets need to be liquid. Retail investors could be leaving returns on the table and potentially exposing themselves to sharp drops in public equities by failing to consider alternative investments as a key part of their portfolio. 

If you've spoken to an investor who retired immediately before the Great Financial Crisis, the first thing they might tell you is that the retirement lifestyle they had banked on through decades of saving and investing disappeared almost overnight. Portfolio losses hurt in the accumulation phase when you are contributing funds, but they are downright deadly when you are also withdrawing funds.

Subscribe to the Alt Thinking Podcast by Ninepoint Partners for insight into your retirement future. From private markets to real assets to liquid Alts, we're asking questions and bringing you answers from the experts.