Navigating A "Structural Shift" In Markets | Joseph Wang & Martin Pelletier
Martin Pelletier, Senior Portfolio Manage at TriVest Wealth\xa0joins Forward Guidance to discuss the "structural shift" that has occurred in markets due to rising inflation throughout 2021 & 2022, and how to navigate this new turning point.\n\nWith Martin's background running a long only energy hedge fund, we go on to discuss the energy trade and if the underinvestment in the industry has created the perfect catalyst for a sustained bull market, or not? We also discuss Joseph & Martin's thought on the labor market, the outlook for global central banks and the path ahead for 2023. To hear all this and more, you'll have to tune in!\n--\nFollow Martin: https://twitter.com/MPelletierCIO\nFollow Joseph: https://twitter.com/FedGuy12\nFollow Jack on Twitter https://twitter.com/JackFarley96\nFollow Forward Guidance on Twitter https://twitter.com/ForwardGuidance\nFollow Blockworks on Twitter https://twitter.com/Blockworks_\n\nGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter:\nhttps://rb.gy/5weeyw\n\nMarket commentary, charts, degen trade ideas, governance updates, token performance, can\u2019t-miss-tweets and more. Subscribe to the Blockworks Research \u201cDaily Debrief\u201d Newsletter: https://rb.gy/feusos\n--\nUse code GUIDANCE10 to get 10% off Permissionless 2023 in Austin:\nhttps://blockworks.co/event/permissionless-2023\n--\nTimestamps:\n\n(00:00) Introduction\n(00:48) Managing Money During 2022\n(04:43) Markets Are Signalling A New "Turning Point"\n(10:19) 2008 Signalled A "Structural Shift" In Canadian Asset Management\n(15:41) The Bank of Canada... Follows The Fed\n(17:55) Energy Is The Most Hated Trade Out There\n(24:11) Natural Gas & Energy Producers\n(30:24) Permissionless Plug\n(31:26) Housing & Interest Rates In Canada\n(37:50) Are We Heading For A Recession?\n(40:06) 2020 Marked A "Structural Shift"\n(44:30) The Labor Market Remains Strong\n(52:46) The Anguish of Central Banking\n(57:42) The Role of Structured Notes In A Portfolio\n(01:07:30) The Path Ahead For 2023\n--\nDisclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.