The Alt Thinking Podcast by Ninepoint Partners

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Insights into the world of alternative investing from Ninepoint Partners

Michael Hainsworth


    • Oct 11, 2023 LATEST EPISODE
    • monthly NEW EPISODES
    • 24m AVG DURATION
    • 40 EPISODES


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    Latest episodes from The Alt Thinking Podcast by Ninepoint Partners

    Interest Rates and Infrastructure Investments with Jeff Sayer

    Play Episode Listen Later Oct 11, 2023 20:53


    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.  

    Debunking ETF Myths with Warren Steinwall

    Play Episode Listen Later Sep 15, 2023 20:42


    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.

    Recession Worries in the Oil Patch with Eric Nuttall

    Play Episode Listen Later Jul 14, 2023 25:43


    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.

    Investing in Web3 with Alex Tapscott, Part 2

    Play Episode Listen Later Jul 6, 2023 27:15


    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.

    Private Credit, an Opportunity to Seize with Dayna Kleinman

    Play Episode Listen Later Jun 16, 2023 21:45


    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.

    Investing in Web3 with Alex Tapscott, Part 1

    Play Episode Listen Later May 31, 2023 24:09


    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. 

    Gifts from the Bond Market with Mark Wisniewski

    Play Episode Listen Later May 23, 2023 20:41


    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.

    Yields are back, diversification still needs work

    Play Episode Listen Later May 8, 2023 23:14


    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.

    The Bond Market in 2023 with Mark Wisniewski

    Play Episode Listen Later Nov 28, 2022 19:00


    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.

    The Fear of Running Out of Money: 2022 Update

    Play Episode Listen Later Nov 20, 2022 25:16


    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?

    Making Sense of the Real Estate Market with RiverRock MIC CEO Nick Kyprianou

    Play Episode Listen Later Nov 11, 2022 23:21


    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.

    Silver Lining to Rising Interest Rates with Monroe Capital's Theodore L. Koenig

    Play Episode Listen Later Oct 18, 2022 26:22


    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.

    Updated! Private Debt is more than just lending with Arif Bhalwani

    Play Episode Listen Later Oct 17, 2022 19:15


    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.

    $100 Oil in a Recession with Eric Nuttall

    Play Episode Listen Later Oct 10, 2022 22:17


    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.

    Inflation Nation and Prices at the Pumps

    Play Episode Listen Later Jun 23, 2022 28:35


    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.

    Q1 Energy Earnings Season with Eric Nuttall

    Play Episode Listen Later Apr 30, 2022 24:29


    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.

    Carbon Credits and the Russian Invasion of Ukraine with John Wilson

    Play Episode Listen Later Apr 12, 2022 23:15


    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. 

    Investing in Real Estate in a rising interest rate environment

    Play Episode Listen Later Apr 4, 2022 23:22


    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.

    The End of Energy Ignorance with Eric Nuttall

    Play Episode Listen Later Mar 15, 2022 26:37


    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.

    Super Bowl Sunday goes Crypto with Alex Tapscott

    Play Episode Listen Later Feb 21, 2022 26:56


    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 the $850B Carbon Market with Clearblue's Anop Pandey

    Play Episode Listen Later Feb 15, 2022 25:23


    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.

    Why stocks are cheap at $100 oil with Eric Nuttall

    Play Episode Listen Later Feb 7, 2022 25:37


    2021 and the Year of the Internet of Value

    Play Episode Listen Later Dec 15, 2021 22:51


    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.

    Inflation Nation with John Wilson

    Play Episode Listen Later Dec 6, 2021 27:41


    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.

    Crypto as a hedge against inflation with Alex Tapscott

    Play Episode Listen Later Nov 16, 2021 28:13


    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.

    Q3 Energy Earnings and the Fear of Missing Out with Eric Nuttall

    Play Episode Listen Later Nov 8, 2021 22:50


    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.

    Cannabis and the end of WFH with Charles Taerk

    Play Episode Listen Later Nov 1, 2021 26:51


    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?

    Arming Your Portfolio with Effective Oversight

    Play Episode Listen Later Oct 25, 2021 30:27


    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 still Cypto King with Alex Tapscott

    Play Episode Listen Later Oct 19, 2021 26:09


    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

    Play Episode Listen Later Oct 13, 2021 27:01


    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 with Jeff Sayer

    Play Episode Listen Later Aug 13, 2021 22:29


    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.

    The Fog of Energy Ignorance with Eric Nuttall

    Play Episode Listen Later Jul 15, 2021 18:14


    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.

    Cannabis Peer Pressure with Charles Taerk

    Play Episode Listen Later Jul 9, 2021 26:52


    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?

    The Future of Money with Alex Tapscott

    Play Episode Listen Later Mar 26, 2021 25:42


    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.

    The Investment Case for Bitcoin with Alex Tapscott

    Play Episode Listen Later Mar 1, 2021 24:37


    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.

    Solving the Income Problem in a Low Yield World

    Play Episode Listen Later Jan 13, 2021 26:58


    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.

    Investing in Growth Stage SMEs

    Play Episode Listen Later Sep 25, 2020 36:45


    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.

    The Liquidity Myth with Ramesh Kashyap

    Play Episode Listen Later Sep 25, 2020 24:58


    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. 

    The Fear of Running Out of Money with John Wilson

    Play Episode Listen Later Sep 25, 2020 28:13


    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.

    Trailer for the Alt Thinking Podcast with Michael Hainsworth

    Play Episode Listen Later Sep 25, 2020 1:07


    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.

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