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! -- 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_

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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.