Deep Dive into Global Economic and Market Outlook, and AI's Role with Joaquin Kritz Lara
Release Date: 12/07/2023
Insight is Capital™ Podcast
In this episode, our conversation with Aubrey Basdeo, Head of Fixed Income at Guardian Capital LP, we focus on the fixed income landscape and the outlook for interest rates in the US and Canada, the Federal Reserve's approach to inflation and interest rate cuts, as well as the differences between the US and Canadian economies, the impact of mortgage rates on consumer spending and the potential for rate cuts by the Bank of Canada. Overall, the conversation highlights the importance of maximizing optionality
info_outline Doomberg Decodes: Pumpamentals, Market Riddles, Energy, Gold/China, Uranium & CanadaInsight is Capital™ Podcast
In this conversation, Doomberg (https://doomberg.substack.com/) joins Pierre and Mike to discuss various topics including Bitcoin, the parallel between Michael Saylor and Hugo Stinnes, speculative mania, the parallels in the borrowing strategy of Hugo Stinnes and Michael Saylor, pumpamentals driving distortions in the market and the flywheel effect, the geopolitical implications of the Russia-Ukraine conflict, the dangers of do-gooders and climate newspeak, and t
info_outline Bill Bamber, BMO GAM CEO: "A generational shift in accessing structured investment payoffs"Insight is Capital™ Podcast
This is one of the trickiest times in investing history marked by heightened uncertainty, distorted valuations, regime change and increased volatility in both equity and bond markets. For good reason, advisors have increasingly turned to shifting parts of the portfolios they manage away from traditional equity and bond assets in return for exposure to structured note and investment strategies that provide structured investing outcomes from those same asset categories.
info_outline Vanguard's Mario Cianfarani: Three Challenges for 2024Insight is Capital™ Podcast
This episode with guest Mario Cianfarani, Head of Distribution at Vanguard Canada kicks off delving into 2024's First Challenge: Bond yields and the importance of re-positioning cash for the long term given the likelihood of central banks shifting towards rate cuts in 2024.
info_outline Fidelity's Ilan Kolet – 11 Questions for 2024Insight is Capital™ Podcast
Ilan Kolet, Institutional Portfolio manager in Fidelity's Global Asset Allocation Team, joins us to discuss the most important questions he and his team mates, David Wolf and David Tulk have been fielding at the start of 2024. We delve into the unexpected shifts in monetary policy led by the Federal Reserve and mull over the repercussions of potential rate cuts on inflation volatility, weaving through the intricacies of the Fed's data-driven stance and 'pivot' toward a less restrictive monetary environment.
info_outline John De Goey - Investing ahead of unknown market risksInsight is Capital™ Podcast
John De Goey, Portfolio Manager and Investment Advisor at Designed Wealth Management joins us to discuss and explore the current investment landscape and the choices available to investors. He highlights the importance of managing risk and staying on the short end of the yield curve, for time being where fixed income is concerned. We also delve into the topics of optimism and pessimism, with a focus on the potential challenges and uncertainties in the market. We talk about the shifts in real estate markets,
info_outline Fidelity's Ilan Kolet: 2024 Macro and Investment OutlookInsight is Capital™ Podcast
Join us for this enlightening conversation with Ilan Kolet, Institutional Portfolio Manager, Global Asset Allocation Team, at Fidelity Investments, as we delve into the economic outlook for 2024. Kolet provides invaluable insight into the Canadian and US economies, the housing market, investment strategies, and inflation protection. We explore the impact of interest rates, consumer spending, and central bank policies on investments. Kolet's expe
info_outline Dino Bourdos: Is the yield on your covered call fund too good?Insight is Capital™ Podcast
In this insightful discussion, Dino Bourdos, Portfolio Manager & Head of Investment Solutions at Guardian Capital LP delves into the intricacies of investment strategies, particularly focusing on the use of derivatives, covered call strategies, and the impact of market dynamics on investment decisions. With his extensive experience in the field, Bourdos offers valuable insights into the challenges and opportunities in the current economic landscape, making this a must-watch for investors and financial p
info_outline Deep Dive into Global Economic and Market Outlook, and AI's Role with Joaquin Kritz LaraInsight is Capital™ Podcast
Join us in conversation with Joaquin Kritz Lara, Chief Economist at Numera Analytics, as we explore the intricate world of global economics and financial markets. Hosted by Pierre Daillie and Richard Laterman, the discussion delves into the nuances of macroeconometrics, the dynamics of inflation, and the complexities of investment strategies in today's volatile market.
info_outline Michael Robbins: Ever seen a bad backtest?Insight is Capital™ Podcast
Join us in conversation with Joaquin Kritz Lara, Chief Economist at Numera Analytics, as we explore the intricate world of global economics and financial markets. Hosted by Pierre Daillie and Richard Laterman, the discussion delves into the nuances of macroeconometrics, the dynamics of inflation, and the complexities of investment strategies in today's volatile market.
Joaquin brings his extensive experience in macroeconomic analysis and model building, offering unique insights into the causal relationships between economic variables and their impact on financial markets. The conversation also touches on the rigidity of Europe's job markets, the influence of geopolitical events, and the critical role of domain knowledge in leveraging AI tools like ChatGPT for economic analysis.
===========================
Timestamped Highlights
===========================
[00:01:16] Introduction of Joaquin Kritz Lara, emphasizing his role and expertise in the financial sector.
[00:07:23] Discussion on macroeconomic dynamics and Fed policy impacts on financial markets, identifying a late-cycle stage in G10 countries.
[00:22:59] Analysis of the lag between real interest rate changes and consumption growth in developed markets, indicating a late-cycle economic stage.
[00:25:30] Examination of the slow-moving banking crisis and its effects on the international demand for U.S. Treasuries and term premiums.
[00:34:00] Conversation about the final stage of an economic expansion phase and the determination of optimal asset allocation weights for different investors.
[00:50:10] Discussion on complementing stock-bond portfolios in light of paradigm shifts, focusing on asset class correlations and regime shifts.
[01:29:49] Discussion on the limitations of AI tools like ChatGPT in financial analysis, highlighting the importance of domain knowledge.
[01:31:51] Conclusion of the discussion, expressing appreciation for Joaquin Kritz Lara's insights and mentioning the sharing of research for further queries.
===========================
Where to find Joaquin Kritz Lara
===========================
Joaquin Kritz Lara on Linkedin
===========================
Quoted Research
===========================
Numera Analytics - US Asset Allocation - October 2023
Numera Analytics - Global Asset Allocation - October 2023
Numera Analytics - Top Conviction Calls - Week 42 - October 2023
Copyright © AdvisorAnalyst.com