Épisodes

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

    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 min
  • Market Trends and Predictions for 2026 | MacNicol Weekly Research
    Jan 15 2026

    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 h et 3 min
  • Maximizing Your RRSP for 2026 | MacNicol Weekly Research
    Jan 8 2026

    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 min
  • Navigating Financial Landscapes: A Monthly Update | MacNicol Podcast
    Dec 18 2025

    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 min
  • The Future of Smart Living: Insights from Grata | MacNicol Podcast
    Jan 1 2026

    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 min
  • The AI Trade: Risks & Rewards | MacNicol Weekly Research
    Dec 11 2025

    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 min
  • The Future of Alternative Assets: Music Royalties | MacNicol Podcast
    Dec 4 2025

    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 min
  • Navigating Inflation, Leadership, and Global Risks | With Dr. Horace "Woody" Brock
    Nov 28 2024

    In this conversation, Woody Brock discusses the complexities of inflation, the role of the Federal Reserve, and the impact of technology on economic trends. He emphasizes that inflation is primarily driven by changes in the prices of goods and services on Main Street, rather than monetary policy alone. Brock also explores the implications of the Trump presidency on domestic and global policies, particularly concerning tariffs and trade. He argues that while rising interest rates may affect certain demographics, the overall economy remains resilient. The discussion highlights the interplay between technological advancements, labor markets, and government spending in shaping future economic landscapes. The conversation delves into the implications of leadership choices, particularly focusing on Trump's appointments and policies. It discusses the economic consequences of tariffs and inflation, the influence of media on political perspectives, and the importance of competent government appointments. Cultural shifts and public discontent with elite governance are highlighted, alongside the need for strong international alliances in a complex global landscape. The discussion also touches on economic stability, market predictions, and the viability of cryptocurrencies as a future currency.

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    1 h et 3 min