『Lighthouse Outlook』のカバーアート

Lighthouse Outlook

Lighthouse Outlook

著者： MacNicol and Associates Asset Management
無料で聴く

概要
 Join us on Lighthouse Outlook, where the experts at MacNicol & Associates Asset Management guide you through the turbulent waters of investing. Each episode shines a light on strategies to secure your financial future, offering insights and advice to help you navigate towards safe harbour investments. Whether you’re a seasoned financial planner or just starting, our discussions provide the knowledge you need to make informed decisions.2025 MacNicol and Associates Asset Management 個人ファイナンス 経済学
エピソード
  • Big Tech Sells Off and AI Spending Raises Alarms - MAAM Weekly Research Meeting Ep. 92

    Big Tech Sells Off and AI Spending Raises Alarms - MAAM Weekly Research Meeting Ep. 92
    2026/11/02

    A weekly market call on the October rotation into defensive sectors, AI funding concerns, central bank decisions, and updates on land banking investments.

    This discussion is for informational purposes only and does not constitute investment advice.

    To learn more, go to http://www.MAAM.ca or http://MacNicol.com

    You can also follow us on
    X @MacNicol_Asset and
    Instagram @MacnicolAsset


    Keywords: market update, sector rotation, flight to safety, tech sell-off, AI spending, central banks, interest rates, land banking, Bitcoin, gold

    Hashtags: #MarketUpdate #Investing #SectorRotation #AI #InterestRates #WealthManagement
    続きを読む 一部表示
    46 分
  • Why Markets Still Feel Safe Even as Credit Stress Builds — MAAM Weekly Research Meeting Ep. 91

    Why Markets Still Feel Safe Even as Credit Stress Builds — MAAM Weekly Research Meeting Ep. 91
    2026/10/23

    Stocks look resilient, but warning signs are emerging beneath the surface. Shaun and the team unpack rising credit stress, market breadth, interest rates, oil, housing, and what these signals could mean for investors.

    This discussion is for informational purposes only and does not constitute investment advice.

    To learn more, go to http://www.MAAM.ca or http://MacNicol.com

    You can also follow us on
    X @MacNicol_Asset and
    Instagram @MacnicolAsset


    Keywords: market update, economic indicators, investment strategies, energy land, credit default swaps, housing starts, energy sector, market analysis, macroeconomic trends

    Hashtags: #MarketUpdate #MacroMarkets #InvestingInsights #FinanceTalk #MacroMonday
    続きを読む 一部表示
    37 分
  • The AI Trade Is Propping Up Markets—but the Breadth Is Weakening MAAM Weekly Research Meeting Ep. 90

    The AI Trade Is Propping Up Markets—but the Breadth Is Weakening MAAM Weekly Research Meeting Ep. 90
    2026/10/16

    The team breaks down how hot inflation data, rising yields, and concentrated AI-driven earnings are shaping the markets. They also discuss election risks, bond-market signals, energy, gold, and what could be next for stocks.

    This discussion is for informational purposes only and does not constitute investment advice.

    To learn more go to http://www.MAAM.ca or http://MacNicol.com

    You can also follow us on
    X @MacNicol_Asset and
    Instagram @MacnicolAsset

    Tags

    #inflation #cpi #realestate #concentration #investing

    Keywords: market analysis, economic indicators, AI impact, sector performance, investment strategies
    続きを読む 一部表示
    46 分
adbl_web_anon_alc_button_suppression_t1
まだレビューはありません