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Navigating A "Structural Shift" In Markets | Joseph Wang & Martin Pelletier



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Martin Pelletier, Senior Portfolio Manage at TriVest Wealth joins 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.

With 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!
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Timestamps:

00:00 Introduction
00:48 Managing Money During 2022
04:43 Markets Are Signalling A New "Turning Point"
10:19 2008 Signalled A "Structural Shift" In Canadian Asset Management
15:41 The Bank of Canada... Follows The Fed
17:55 Energy Is The Most Hated Trade Out There
24:11 Natural Gas & Energy Producers
30:24 Permissionless Plug
31:26 Housing & Interest Rates In Canada
37:50 Are We Heading For A Recession?
40:06 2020 Marked A "Structural Shift"
44:30 The Labor Market Remains Strong
52:46 The Anguish of Central Banking
57:42 The Role of Structured Notes In A Portfolio
01:07:30 The Path Ahead For 2023
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Disclaimer: 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.
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Management
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