The Alt Thinking Podcast by Ninepoint Partners

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.

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.

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?

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.

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.

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.

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.

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.

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.

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.