Cover of Just Some Musings

Just Some Musings

Just Some Musings

By: Markus Muhs
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Summary
 Justin Lee and Markus Muhs, wealth advisors at CG Wealth Management, discuss the markets, investing, personal finance and life in Alberta. Past episodes, charts, and other links discussed during any episode can be found at www.muhs.ca/podcast.Markus Muhs Economics Personal Finance
Episodes
  • 4.06 - These Precedented Times

    4.06 - These Precedented Times
    27 Oct 2026

    October has a scary reputation in the markets, and this year the headlines are delivering: diesel prices, AI stock wobbles, rising bond yields, a U.S. midterm election and a separation referendum at home. Markus and Justin sort through the doom, find the boring good news nobody headlines, and ask a simple question: when exactly were times ever "precedented"?

    They dig into why investors keep fighting the last war. After 2008, nobody wanted more than a balanced portfolio. Today, bonds and the 60/40 are written off and everyone wants all-equities. Neither was right. Plus: what Alberta's referendum result means for uncertainty, the closure of Edmonton's legendary BioWare studio, and the growing reach of private equity into everything from game studios to plumbers, farmland and even financial advisory practices.

    Find a summary, transcript and more at www.muhs.ca/jsm406


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    47 min
  • 4.04 - Different Pockets: Leveraged ETFs, Mental Accounting, and the Limits of Short-Term Thinking

    4.04 - Different Pockets: Leveraged ETFs, Mental Accounting, and the Limits of Short-Term Thinking
    5 Aug 2026

    In episode 4.04 of the Just Some Musings podcast, Markus and Justin circle one idea from three different directions: people don't experience their money, or their weather, the way the math does.Find show notes and charts at www.muhs.ca/jsm404


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    39 min
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