Tower Talk: Navigating Markets

Tower Talk: Navigating Markets

By Tarek WilliamsBusinessInvesting
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Tower Talk: Navigating Markets episodes

  • Economic Indicators

    An economic indicator is a piece of economic data used to understand current and future economic activity.

    They're used to judge the overall health of an economy.
    In this episode Mark and Tarek discuss some of their favorite economic indicators and what they mean for the larger economy.
    What are Purchasing Managers expecting for the economy?
    Who is Dr. Copper and how is he so good at predicting where the economy is going?
    What do Big Macs have to do with the Canadian Dollar vs US Dollar?
    And is Taylor Swift's Eras Tour single handedly preventing a recession?
    Check out the episode to find out!
    If you have questions, topic ideas or want to discuss your own investments please reach out, we'd love to hear from you.
    17 min
  • Q2 2023 - Quarter in Review

    In this episode we look back at Q2 2023 and examine the major factors at play.

    The US stock market is officially a bull market with the S&P 500 gaining more than 20% after the lows of 2022. A quick look at which companies are leading this rally show may not be as broad as it appears.

    We also discuss inflation and interest rates, with Prime being the highest its been in 22 years here in Canada. Are the rate hikes done? Inflation is trending down, but what does that mean? Tune in to find out our thoughts.
    If you have questions, topic ideas or want to discuss your own investments please reach out, we'd love to hear from you.
    14 min
  • Q1 2023 - Quarter in Review

    In this video, we dive into the current state of the capital markets in Q1 of 2023. We'll be taking a closer look at some of the most pressing issues facing the financial industry today, including the banking crisis, interest rates, and inflation.

    We also discuss the financial press in general and how there are always reasons not to invest.
    Finally, we look at the returns for our strategies and how they compared to the overall market. *spoiler alert* one strategy substantially outperforms.
    If you have any additional questions about the market or your portfolio specifically, feel free to reach out via email.

    13 min
  • 2022 Year in Review - Part Two

    In Part Two of this quarterly update Tarek and Mark outline the strategies employed at Tower and how they are expected to navigate the current economic environment.

    They also look at how the the various Tower portfolio performed in comparison the market.
    Finally, they discuss the upcoming year and some of the challenges as well as opportunities.


    Part One: https://spotifyanchor-web.app.link/e/M7PDPzl3Zyb


    5 min
  • 2022 Year in Review

    In Part One of this quarterly update Mark and Tarek discuss how capital markets have performed in 2022.
    They also look at how the the various Tower portfolios performed in comparison to the market.
    Finally, they discuss the upcoming year and some of the challenges as well as opportunities.
    Part Two - In the second part of this quarterly update Tarek and Mark outline the strategies employed at Tower and how they are expected to navigate the current economic environment.


    Part Two: https://spotifyanchor-web.app.link/e/RzZ6Zyj3Zyb

    8 min

About Tower Talk: Navigating Markets

From the publisher's feed

Show hosts Tarek Williams and Mark Maxwell use their knowledge and years of experience in portfolio management to discuss and dissect various trends and topics in the world of finance and economics.