In this episode, Founder & CIO of IceCap Asset Management and host of The Loonie Hour podcast Keith Dicker breaks down why global markets now depend on constant stimulus, why Canada looks fragile as the U.S. strengthens, and how fiscal expansion and bond-market stress could shape the future of macro. Enjoy!

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Timestamps:

(00:00) Introduction

(02:23) Everything Revolves Around U.S. Macro

(06:17) Repeat of Powell Repo Pivot?

(13:15) Grayscale Ad

(13:55) Fed QE: Past vs Present

(18:30) Did We Bypass Recession?

(23:21) Canada’s Comeback & Global Markets

(26:30) Unpacking Canada’s Bullish MOU

(29:37) Grayscale Ad

(30:23) Fixed Income vs Growing Debt Burden

(38:21) Precious Metals & Commodities

(40:44) Hedging Tail Risks

(43:09) Final Thoughts

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Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

#Macro #Investing #Markets #ForwardGuidance

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