Listen in podcast app and follow below for the podcast topic arc.
BOC Rate Hold
Market update
Earnings Season
AirBnB headwinds
Car Brands vs. Dealerships
Recommendations and Links
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Market Update📈📉
The battle between bonds cash and equities is heating back up as investors tussle with rising rates, bonds sellings off and equities retreating.
Its increasingly difficult to justify equity risk with government bonds and GIC’s giving us such a sweet yield.
BUT!
AI spend is real and should serve as a secular tailwind for the ecosystem from chips to electrical fans for server farms. What price to pay is largely determined on whether the optionality of future growth potential is realized (and largely unknown).(Contributed by Benjamin Lavine, CIO at 3D/L Capital).
Source: Bloomberg
Its also very hard to see an imminent recession with spending (consumer, business) so strong and fiscal tailwinds well into 2024.(Contributed by Benjamin Lavine, CIO at 3D/L Capital).
Source: Bloomberg
Twitter links from the pod:
Cardealership Guy talks about delinquency in the car industry
Fazeclan going public… was a great idea for them. Bad for the investors.
Podcast & YouTube Recommendations🎙
Bob Elliot on Investing Through War Economies:
Invest Like the Best - Aswath Damodaran
Zeihan Goes on Real Vision:
All In Talks About Diabetes Drugs and Terror Attacks In Israel :
Best Links of The Week🔮
How to make money by losing $300,000 a year on slot machines. Link
Morgan Housel writes about managing expectations. Link
In an annual letter written over a decade ago, Seth Klarman shared lessons from 2008. Link
Ten ways to create shareholder value by Al Rapaport. Link
"Apple is planning an end-to-end overhaul of its AirPods lineup, refreshing a product category that’s emerged as one of the company’s biggest sellers. The changes will include a revamped version of Apple’s entry-level AirPods in 2024 and a new Pro model the following year... The company is updating the products’ earbud design, the look of the cases and audio quality. A new version of the AirPods Max headphones are coming in 2024 as well." Bloomberg
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The Top Is In For Car Dealerships, What's Happening In Canada and How To Thing About Mortgage Rates