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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.
Join Alex Tapscott and Michael Hainsworth as they engage in an in-depth conversation that explores what using Web3 technology will look like, early enterprise adopters, the impact of decentralization on government and governance, whether lawmakers will get regulation right, examples of successful first-mover companies, gaining exposure to the Web3 asset class, and more!
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.
Join Alex Tapscott and Michael Hainsworth as they engage in a high-level, beginner-friendly, and educational episode that breaks down Web3 in simple terms, discusses its applications and disruptive potential on financial markets, introduces the Ninepoint Web3 Innovators Fund (TSX: TKN; TKN.U), and more!
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.
Could the Bank of Canada seen the inflation beast coming? C.D. Howe Institute's Jeremy Kronick and Steve Ambler tell host Michael Hainsworth that the Institute saw several signs of it rearing its ugly head long before the Bank raised borrowing costs. But what about now?
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.
The economics of supply chain politics doesn't add up. C.D. Howe Institute Fellow-In-Residence Dan Ciuriak tells host Michael Hainsworth that meeting geopolitical goals by binding the invisible hand of the markets only ties it behind a country's back.
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.
You're at risk of running out of money in retirement. On episode eight of the C.D. Howe Institute Podcast, CEO Bill Robson tells host Michael Hainsworth why we need to change the rules regarding RRIFs today to ensure Canadians live long – and prosper.
Solar and wind won't get us all the way to Net Zero by 2050. On episode six of the C.D. Howe Institute Podcast, Simon Fraser University's John Richards and OPG's Gary Rose tell host Michael Hainsworth that Small Modular Reactors are the solution, and they're coming sooner than you think.
What does the collapse of Silicon Valley Bank in California mean for Canada? In episode five of the C.D. Howe Institute Podcast, Elevate Export Finance's Peter Hall tells host Michael Hainsworth that SVB can learn a lot from our financial expertise, and that Canadian banks may benefit from the need for capital in Silicon Valley.
What will 2023 bring for inflation, the housing market and healthcare? In episode one of the C.D. Howe Institute Podcast's fifth season, the Globe & Mail's Andrew Coyne joins host Michael Hainsworth for insight into the year ahead.
The patient wasn't in stable condition even before the pandemic hit. The prognosis for Canada's healthcare system isn't good – but there's a cure. C.D. Howe Institute Fellow-in-Residence and Queen's University Adjunct Professor Don Drummond joins registered nurse Jillian Gratton and host Michael Hainsworth to discuss.
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?
The Bank of Canada's balance sheet has ballooned under COVID-19. The C.D. Howe Institute's Jeremy Kronick and Steve Ambler join host Michael Hainsworth to discuss why, why it won't be coming down any time soon, and how taxpayers may be on the hook as interest rates skyrocket.
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.
When electricity was first invented, Victorians had to learn a lot about it. Blockchain is kind of like that. Eventually we won't care. But until then, here's a primer on what you need to know about this world-changing technology from Tracy Leparulo and Amber Healy.
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.
Star Wars holograms suck. Meet the man who's Proto technology has been used at concerts and awards shows, is being used by Wall Street schmucks, and may even be used by hospitals by remote doctors. David Nussbaum says the future is only 5 years away.
Ottawa wants to slash greenhouse gas emissions from Canadian home heating. But is the goal little more than hot air? The C.D. Howe Institute's Charles DeLand tells host Michael Hainsworth that cutting emissions to 0% by 2050 will cost more than $6 billion a year and we need to start renovating homes now.
COVID-19 has intensified the need for digital and STEM skills, but Canada lags in this area. Why? For insight into the solutions to a generational problem, Jayson Hilchie of the Entertainment Software Association of Canada joins C.D. Howe Institute CEO Bill Robson and host Michael Hainsworth to discuss the two paths Canada must take to remain competitive and fuel our economy.
Canada's Emissions Reduction Plan (ERP) is missing details required to make informed decisions about a way forward. And 2030 is right around the corner. But C.D. Howe Institute Fellow-in-Residence Kent Fellows tells host Michael Hainsworth he's optimistic Canada's oil patch will remain competitive for years to come even if the ERP doesn't factor it in.
The economic fall out of COVID-19 could be permanent for Canada's youth. The Institute's Parisa Mahboubi tells Michael Hainsworth they've been hit with a one two punch of diminished education and poorer job prospects.
COVID-19 has shone a spotlight on the continuing collapse of Canada's healthcare system. But the pandemic is only a symptom of an underlying problem. The C.D. Howe Institute's Rosalie Wyonch tells C.D. Howe Institute Podcast host Michael Hainsworth that bold changes are needed – and we can look to the Dutch model for inspiration.
Raising interest rates to cool inflation is only part of the solution. But as the C.D. Howe Institute's Bill Robson and Jeremy Kronick tell host Michael Hainsworth, fiscal policy that increases corporate Canada's productive capacity to meet demand isn't likely, leaving the central bank with the task of dousing the inflationary fire from 2 years of COVID-19 spending.
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.
With more than 100 days into the Russian Invasion of Ukraine, how do we avoid climate change from becoming just the latest casualty? RBC's Colin Guldimann, the Pembina Institute's Jan Gorski, and the The C.D. Howe Institute's Charles DeLand tell Michael Hainsworth how we can keep our goals on track.
Inflation is at a new 31 year high and the Bank of Canada is taking the unusual step of warning that interest rates are set to substantially rise. Former Bank of Canada governors David Dodge and Stephen Poloz sat down with Michael Hainsworth to discuss what's different this time around, and why fiscal policy needs to take the wheel when monetary policy has only one lever to pull.
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.
The economic consequences of the Ukraine-Russia War are in the trillions. What does it mean for Canada, energy security and climate change? Dan Ciuriak and Monica Gattinger of the University of Ottawa tell Michael Hainsworth the fall-out has only just begun.
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.
It's time to get serious about paying for COVID-19 and preparing for the next crisis. The C.D. Howe Institute's Bill Robson tells Michael Hainsworth it's time to talk about spending cuts and tax increases. #podcast #cdnpoi #caneco
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.
Alan Cross is a Canadian radio broadcaster and a writer on music. Based in Toronto, Ontario, he is best known nationally and internationally as host of the syndicated radio series The Ongoing History of New Music, The Secret History of Rock, and ExploreMusic. In 2013, he started the Geeks & Beats podcast with BNN's Michael Hainsworth.
A change is in the air for bands performing at concerts. Sennheiser is experimenting with 5G for its ultra-low latency at live audio productions. Dr. Jan Dürre tells our Michael Hainsworth why the future may be crystal clear for performing musicians, giving concertgoers a reason to get up out of their seats and cheer.
Smart telecom providers are embracing the concept of “cloud-native” when deploying 5G. But Nokia's Jitin Bhandari tells our Michael Hainsworth there's more to next generation wireless than moving to the cloud. Learn about what's needed beyond cloud-native, automation's four pillars and the capability to use any cloud.
The next “killer app” will run on a 5G network. Simon Buckingham of development house Nonvoice Agency tells Michael Hainsworth that developers need support — and possibly deep pockets — if they're going to leverage the high speed, low latency, and power of the Fourth Industrial Revolution. 5G is the playground for innovation: https://ftr.bz/5Gplayground/pod What investment in 5G today means for the world tomorrow: https://ftr.bz/5ginvestment/pod
Like the rest of the world, Latin America is adopting 5G. It's roll-out may not be as fast as we've seen in Asia and Europe, but Omdia's Wally Swain tells Michael Hainsworth, it's accelerating the region's evolution to Industry 4.0.
Business as usual will have to take a back seat for some time. But how does the move to remote working and 5G present an opportunity for the telecommunications industry? EY's Global Leader for Technology, Media, and Telecommunications, Greg Cudahy, tells Michael Hainsworth the future isn't predictable, but it will be brighter.
This episode was recorded LIVE on April 13th 2020. Michael is an independent financial commentator and the host of the C.D. Howe Institute Podcast. The Canadian broadcaster and journalist is one of the best in the biz. Michael Hainsworth was a household name on BNN and I've had the pleasure to speak with him on set many times throughout the years. The tables have turned and it's now my time to ask the questions.
5G wireless is about to change our world as the heavy lifting of crunching numbers for everything from augmented reality to video games will be done elsewhere. Nokia trend seeker Leslie Shannon joins Michael Hainsworth to talk about what “ambient computing” will mean for us, and the telecommunications industry. 5G and edge cloud will transform the world of gaming: https://ftr.bz/5Ggaming/pod OK smart speaker! Why should I trust you?: https://ftr.bz/trustspeaker/pod
Michael Hainsworth, Independent Financial Commentator joins ON Point to the reasons why some people are running into financial hardship