Lighthouse Outlook

This comprehensive meeting covers asset management updates, market analysis, energy, commodities, outlook, and macroeconomic insights. Our experts provide key insights into the market and perspectives on current investment strategies. We also took a look at the continued volatility in crypto.

This discussion is for informational purposes only and does not constitute investment advice.

This comprehensive meeting covers asset management updates, market analysis, energy, commodities, outlook, and macroeconomic insights. Our experts provide key insights into the market and perspectives on current investment strategies. We also took a look at the continued volatility in crypto.

This discussion is for informational purposes only and does not constitute investment advice.

This week the team takes a comprehensive look during our research meeting to cover market analysis, sector rotations, macroeconomic indicators, and investment strategies, providing valuable insights for investors navigating 2026's financial landscape. We talk gold, silver, platinum, crypto and much more.

In this conversation, Dave MacNicol interviews John Ing, a seasoned expert in gold and precious metals. They discuss the current state of gold as an investment, its historical significance, and the dynamics of supply and demand in the gold market. John emphasizes gold's role as an insurance policy against economic uncertainty and inflation, while also exploring the challenges faced by gold mining companies. The conversation touches on geopolitical factors influencing gold prices, the American perspective on gold ownership, and the future of both junior and major gold companies. Additionally, they delve into the topic of rare earth metals and their processing challenges, concluding with insights on the broader market trends affecting precious and industrial metals.

This discussion is for informational purposes only and does not constitute investment advice.

In this week's investment research meeting, the team reviews various topics including Maison Capital's quant fund and impressive sharp ratio, AI's impact on various industries, particularly software and finance, the ongoing rotation out of growth and into defensives, commodities, rates, the dollar, and crypto.

This discussion is for informational purposes only and does not constitute investment advice.

In this week's weekly investment research meeting, the team reviews the stellar performance of our alternative assets, including a 10x exit announcement by Alt PM Joseph Pochodyniak.

We take a look at the current technical posture of the market, what happened this week, and what are the major economic indicators telling us. Topics include the S&P 500 (SPY), NASDAQ 100 (NDX, QQQ), Canadian stocks, along with a 30,000 foot view of gold and silver after the recent sell-off, copper, energy, natural gas and more. We look at the ongoing capital rotation towards defensive stocks, stretched valuations, the odd behaviour of market breadth, and geopolitical implications in 2026.

Additional topics include crypto and the massive bitcoin sell-off, commodities, rates, and other areas.

This discussion is for informational purposes only and does not constitute investment advice.

In this week's weekly investment research meeting, the team reviews the stellar performance of the alternative assets, asks if it's time for gold and silver to take a breather, and looks at some interesting opportunities on the horizon.

We cover technical and macro signals, including the S&P 500 (SPY), NASDAQ 100 (QQQ), Canadian stocks, along with deep dives into gold, silver, copper, energy, and natural gas. We also examine capital rotation towards defensive assets, stretched valuations, weakening market breadth risks, and the implications of geopolitical, fiscal pressures, and monetary policy for 2026.

Additional topics include crypto and bitcoin, commodities, emerging market opportunities, and where the team sees asymmetric opportunities--and vulnerabilities developing.

This discussion is for informational purposes only and does not constitute investment advice.

In this episode, the speakers provide a comprehensive update on the performance and activities of various investment funds, particularly focusing on the 13th Floor LPs. They discuss the capital activity of Fund 3, which has shown positive returns since its inception, and delve into the ongoing investment strategies of Fund 4 and Fund 5. The conversation shifts to market trends, including the performance of the S&P 500, NASDAQ, and other indices, highlighting the current state of financials and consumer staples. The speakers also touch on the implications of recent economic indicators, such as inflation and commodity prices, and explore the potential for investment opportunities in emerging markets, particularly in Latin America and the energy sector.

The conversation provides a comprehensive overview of the current market landscape, highlighting key performance metrics, sector analyses, and the implications of geopolitical risks on economic stability. The discussion also delves into investment strategies, emerging trends in technology and commodities, and the potential impact of midterm elections on market volatility. Overall, the dialogue emphasizes the importance of understanding market dynamics and preparing for future uncertainties.

In this podcast, Joseph Pochodyniak discusses various investment strategies and opportunities for 2026, focusing on maximizing RRSP contributions, understanding tax-free savings accounts, and the importance of investing in education through RESPs. He also highlights the significance of timely tax filing and provides an overview of market performance, introducing the Safe Harbor Fund as a risk mitigation strategy for investors.