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  • Investment Strategies and Market Analysis: A Deep Dive | MacNicol Weekly Research
    2026/01/22

    In this episode, the speakers provide a comprehensive update on the performance and activities of various investment funds, particularly focusing on the 13th Floor LPs. They discuss the capital activity of Fund 3, which has shown positive returns since its inception, and delve into the ongoing investment strategies of Fund 4 and Fund 5. The conversation shifts to market trends, including the performance of the S&P 500, NASDAQ, and other indices, highlighting the current state of financials and consumer staples. The speakers also touch on the implications of recent economic indicators, such as inflation and commodity prices, and explore the potential for investment opportunities in emerging markets, particularly in Latin America and the energy sector.

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    40 分
  • Market Trends and Predictions for 2026 | MacNicol Weekly Research
    2026/01/15

    The conversation provides a comprehensive overview of the current market landscape, highlighting key performance metrics, sector analyses, and the implications of geopolitical risks on economic stability. The discussion also delves into investment strategies, emerging trends in technology and commodities, and the potential impact of midterm elections on market volatility. Overall, the dialogue emphasizes the importance of understanding market dynamics and preparing for future uncertainties.

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    1 時間 3 分
  • Maximizing Your RRSP for 2026 | MacNicol Weekly Research
    2026/01/08

    In this podcast, Joseph Pochodyniak discusses various investment strategies and opportunities for 2026, focusing on maximizing RRSP contributions, understanding tax-free savings accounts, and the importance of investing in education through RESPs. He also highlights the significance of timely tax filing and provides an overview of market performance, introducing the Safe Harbor Fund as a risk mitigation strategy for investors.

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    15 分
  • Navigating Financial Landscapes: A Monthly Update | MacNicol Podcast
    2025/12/18

    This conversation provides a comprehensive update on various financial topics, including the performance of a retail asset in Jacksonville, insights into public markets, currency trends, gold market analysis, and the implications of AI investments. The speakers discuss the current state of the economy, market fluctuations, and the potential future of technology investments, emphasizing the importance of tangible returns in the face of rising expenditures.

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    14 分
  • The Future of Smart Living: Insights from Grata | MacNicol Podcast
    2026/01/01

    In this podcast episode, Joe Pachydinak interviews Troy Crema, CEO of Grata, a smart living platform for multifamily apartment communities. Troy discusses the evolution of Grata, its innovative technology solutions, and the significant revenue growth the company has experienced. He highlights the importance of the Grata Plus Marketplace in enhancing marketing opportunities for property managers and the challenges and strategies involved in retrofitting older buildings. The conversation also touches on the future potential of Grata in the multifamily housing market.

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    29 分
  • The AI Trade: Risks & Rewards | MacNicol Weekly Research
    2025/12/11

    The conversation covers a comprehensive overview of the current market landscape, focusing on asset class performance, particularly in light of Nvidia's recent earnings report. The discussion delves into economic indicators, central bank policies, and the impact of technology and AI on market trends. The speakers also explore future investment strategies and the potential implications of current market dynamics.

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    47 分
  • The Future of Alternative Assets: Music Royalties | MacNicol Podcast
    2025/12/04

    In this podcast episode, Michael Baker from ICM Asset Management discusses the intriguing world of alternative assets, focusing specifically on music royalties. He explains the evolution of the music industry, the financial mechanics behind music royalties, and how they serve as a resilient investment strategy. The conversation delves into the importance of diversification in artist catalogs, the impact of streaming on revenue, and the legal frameworks that govern music licensing. Baker emphasizes the unique characteristics of music royalties as an asset class, including their stability and independence from traditional economic cycles.

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    32 分
  • The Dollar Dilemma: Insights from Economist Dr. Woody Brock
    2025/07/24

    In this conversation, Dr. Brock discusses the complexities of the dollar's value in relation to trade deficits, the evolution of currency pricing, and the global demand for dollars. He emphasizes the importance of the rule of law in economic stability and explores the implications of the U.S. transitioning to a service economy. The discussion also touches on the future of the dollar amidst changing global dynamics and the potential for insolvency.

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    43 分