Just Some Musings

This week Markus has a tale to tell about how his credit card was compromised. Conversation shifts to cybersecurity and then delves into some recent developments in AI-related stocks. At the end, some pre-closure on the Alberta election (as it had not yet passed when we recorded on May 26th).

Justin & Markus discuss international diversification, looking at how a variety of international markets did since the October 2022 lows, why it's important to diversify internationally and to not base your investment decisions on the news, and not chase past returns. In the second half we go over some tax promises form the two political parties in Alberta.

Justin & Markus talk AGMs, earnings calls, "Veblen goods", and [shudder] a sales tax in Alberta.

Justin just got back from South Korea and shares some of his experiences. We talk emerging markets investing in general, and how South Korea is kind of punching above its weight economically and culturally. Toward the end we touch on the upcoming Alberta election just a bit.

Justin and Markus discuss some items of interest in the recent federal budget.

This week Justin & Markus look at what some trendy hot stocks did since the depths of the Covid-crash exactly 3 years ago. Coincidentally Markus has Covid while recording this but doesn't know yet. Then, a discussion on "knowing your client", why it's important in the investing world as well as the banking world.

Justin and Markus discuss continuing developments with Silicon Valley Bank, and the importance of diversification.

Justin and Markus discuss developments of the biggest bank default in the U.S. since the Great Financial Crisis, along with mortgage issues in Canada.

Justin & Markus talk about the RRSP deadline that just passed, what it means, how RRSPs work, and then a bit on the recently announced Alberta budget.