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

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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Follow Martin: https://twitter.com/MPelletierCIO
Follow Joseph: https://twitter.com/FedGuy12
Follow Jack on Twitter https://twitter.com/JackFarley96
Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance
Follow Blockworks on Twitter https://twitter.com/Blockworks_

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter:
https://rb.gy/5weeyw

Market commentary, charts, degen trade ideas, governance updates, token performance, can’t-miss-tweets and more. Subscribe to the Blockworks Research “Daily Debrief” Newsletter: https://rb.gy/feusos
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Use code GUIDANCE10 to get 10% off Permissionless 2023 in Austin:
https://blockworks.co/event/permissionless-2023
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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.

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!

--

Follow Martin: https://twitter.com/MPelletierCIO

Follow Joseph: https://twitter.com/FedGuy12

Follow Jack on Twitter https://twitter.com/JackFarley96

Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance

Follow Blockworks on Twitter https://twitter.com/Blockworks_

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter:

https://rb.gy/5weeyw

Market commentary, charts, degen trade ideas, governance updates, token performance, can’t-miss-tweets and more. Subscribe to the Blockworks Research “Daily Debrief” Newsletter: https://rb.gy/feusos

--

Use code GUIDANCE10 to get 10% off Permissionless 2023 in Austin:

https://blockworks.co/event/permissionless-2023

--

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

--

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.