In this episode of The Jay Martin Show, host Jay Martin sits down with Danielle Park of Venable Park Investment Counsel to explore the current state of the Canadian real estate and bond markets. Danielle provides in-depth insights into how negative yields have driven the Canadian home price bubble, the lagging effects of recent rate hikes on the real economy, and the shifting dynamics of the S&P 500 and small-cap stocks. The discussion also delves into the impact of high mortgage rates on housing affordability, the financialization of gold, and liquidity constraints affecting private equity and commercial real estate.

Please note: This episode is very chart heavy; if you find yourself wondering what the conversation is referring to, please click the link to go to the video on YouTube: https://youtu.be/Q-ryOwyGmbY

More from Danielle:

venablepark.com

https://jugglingdynamite.com/

Jay Martin University: http://jaymartinuniversity.com/

Sign up for my free weekly newsletter at https://jaymartin.substack.com/subscribe

Be part of our online investment community:

https://cambridgehouse.com

https://twitter.com/JayMartinBC

https://www.instagram.com/jaymartinbc

https://www.facebook.com/TheJayMartinShow

https://www.linkedin.com/company/cambridge-house-international

Copyright © 2024 Cambridge House International Inc. All rights reserved.