Sign up to save your podcasts
Or
Share Lighthouse Outlook
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Lighthouse Outlook episodes
- Big Tech Sells Off and AI Spending Raises Alarms - MAAM Weekly Research Meeting Ep. 92
A weekly market call on the October rotation into defensive sectors, AI funding concerns, central bank decisions, and updates on land banking investments.
This discussion is for informational purposes only and does not constitute investment advice.
To learn more, go to http://www.MAAM.ca or http://MacNicol.com
You can also follow us on
X @MacNicol_Asset and
Instagram @MacnicolAsset
Keywords: market update, sector rotation, flight to safety, tech sell-off, AI spending, central banks, interest rates, land banking, Bitcoin, gold
Hashtags: #MarketUpdate #Investing #SectorRotation #AI #InterestRates #WealthManagement47 min - Why Markets Still Feel Safe Even as Credit Stress Builds — MAAM Weekly Research Meeting Ep. 91
Stocks look resilient, but warning signs are emerging beneath the surface. Shaun and the team unpack rising credit stress, market breadth, interest rates, oil, housing, and what these signals could mean for investors.
This discussion is for informational purposes only and does not constitute investment advice.
To learn more, go to http://www.MAAM.ca or http://MacNicol.com
You can also follow us on
X @MacNicol_Asset and
Instagram @MacnicolAsset
Keywords: market update, economic indicators, investment strategies, energy land, credit default swaps, housing starts, energy sector, market analysis, macroeconomic trends
Hashtags: #MarketUpdate #MacroMarkets #InvestingInsights #FinanceTalk #MacroMonday37 min - The AI Trade Is Propping Up Markets—but the Breadth Is Weakening MAAM Weekly Research Meeting Ep. 90
The team breaks down how hot inflation data, rising yields, and concentrated AI-driven earnings are shaping the markets. They also discuss election risks, bond-market signals, energy, gold, and what could be next for stocks.
This discussion is for informational purposes only and does not constitute investment advice.
To learn more go to http://www.MAAM.ca or http://MacNicol.com
You can also follow us on
X @MacNicol_Asset and
Instagram @MacnicolAsset
Tags
#inflation #cpi #realestate #concentration #investing
Keywords: market analysis, economic indicators, AI impact, sector performance, investment strategies46 min - Rates Are Rising, Breadth Is Fading — MAAM Weekly Research Meeting Ep. 89
Rising yields are reshaping the outlook for bonds, while gold’s correction and a narrow, AI-led rally raise questions about the market’s underlying strength. The team examines market breadth, shifting rate expectations, and what these trends could mean across equities and other asset classes.
This discussion is for informational purposes only and does not constitute investment advice.
To learn more go to http://www.MAAM.ca or http://MacNicol.com
You can also follow us on
X @MacNicol_Asset and
Instagram @MacnicolAsset
Keywords: market trends, investment strategies, stock indices, commodities, currencies, geopolitical impacts, economic shifts
Hashtags: #interestrates #bonds #treasuries #energy #mergers #canada #inflation #energy43 min - The Hidden Risk in Markets: Everything Depends on a Few Stocks - MAAM Weekly Research Meeting Ep. 88
In this market update, the team examines why strong headline index performance may be masking broader market weakness. They discuss AI company valuations and deal activity, narrowing market breadth, the influence of mega-cap stocks, rising Treasury yields, a stronger U.S. dollar, and the outlook for bonds, gold, oil, and crypto.
This discussion is for informational purposes only and does not constitute investment advice.
To learn more go to http://www.MAAM.ca or http://MacNicol.com
You can also follow us on
X @MacNicol_Asset and
Instagram @MacnicolAsset
Keywords: market outlook, investing, macroeconomics, AI stocks, Nvidia, Meta, S&P 500, market breadth, market concentration, interest rates, bond yields, inflation, US dollar, Canadian dollar, Bitcoin, gold, portfolio hedging, equity correction
Hashtags: #MarketOutlook #Investing #Macroeconomics #AIStocks #Nvidia #SP500 #InterestRates #MarketBreadth #Bitcoin #Gold25 min - Hedge Fund Update, Emerging Markets & Debt Fund Preview - MAAM Weekly Research Meeting (Episode 87)
In this episode, we provide an update on our hedge fund, discuss the outlook for emerging markets, and preview our new debt fund. Join us for a focused conversation on these key areas and the developments informing our current perspective.
This discussion is for informational purposes only and does not constitute investment advice.
To learn more go to http://www.MAAM.ca or http://MacNicol.com
You can also follow us on
X @MacNicol_Asset and
Instagram @MacnicolAsset
Keywords:
market analysis, macroeconomics, investment strategies, US markets, Canadian markets, commodities, geopolitical risk, emerging markets, tech stocks, private credit
Tags:
#yields #creditmarkets #hedgefunds #emergingmarkets #miners #copper #privatecredit40 min - Big things brewing in private markets - MAAM Weekly Research Meeting (Episode 86)
This episode covers the latest market updates, economic indicators, and insights into the Federal Reserve's actions.
This discussion is for informational purposes only and does not constitute investment advice.
To learn more go to http://www.MAAM.ca or http://MacNicol.com
You can also follow us on
X @MacNicol_Asset and
Instagram @MacnicolAsset
Keywords:
market update, Federal Reserve, economic indicators, investing, stocks, bonds, crypto, interest rates, inflation, market analysis
Tags:
#fed #interestrates #yields #privateequity #gold #markets #investing20 min - What $100 Oil Means for Inflation, Elections, and Stocks - MAAM Weekly Research Meeting (Episode 85)
In this episode, we explore macroeconomic trends, market signals, and investment strategies amid current globaal uncertainties. Our experts discuss the impact of geopolitical events, interest rates, and sector rotations on investment decisions.
This discussion is for informational purposes only and does not constitute investment advice.
To learn more go to http://www.MAAM.ca or http://MacNicol.com
You can also follow us on
X @MacNicol_Asset and
Instagram @MacnicolAsset
Keywords:
market analysis, macroeconomics, investment strategies, geopolitical risks, sector rotation, interest rates, commodities, AI, gold, oil
Tags:
#alternativeassets #privateequity #water #gold #oil #markets #investing30 min - Rising global yields and what they mean - MAAM Weekly Research Meeting (Episode 84)
This meeting covers a comprehensive overview of current market conditions, hedge fund strategies, economic indicators, and geopolitical impacts, providing valuable insights for investors and financial professionals.
This discussion is for informational purposes only and does not constitute investment advice.
To learn more go to http://www.MAAM.ca or http://MacNicol.com
You can also follow us on
X @MacNicol_Asset and
Instagram @MacnicolAsset
Keywords:
market analysis, hedge funds, economic indicators, geopolitical risks, investment strategies
Tags
#yields #interestrates #markets #investing #hedgefunds36 min - Why Bitcoin’s Breakout Looks Real This Time – MAAM Weekly Research Meeting (Episode 83)
This comprehensive market update covers the latest in cryptocurrencies, bonds, equities, commodities, and macroeconomic trends, providing valuable insights for investors navigating current financial conditions.
This discussion is for informational purposes only and does not constitute investment advice.
To learn more go to http://www.MAAM.ca or http://MacNicol.com
You can also follow us on
X @MacNicol_Asset and
Instagram @MacnicolAsset35 min
About Lighthouse Outlook
From the publisher's feed
Join us on Lighthouse Outlook, where the experts at MacNicol & Associates Asset Management guide you through the turbulent waters of investing.
Each episode shines a light on strategies to secure your financial future, offering insights and advice to help you navigate towards safe harbour investments. Whether you’re a seasoned financial planner or just starting, our discussions provide the knowledge you need to make informed decisions.