Barometer Readings Webcast: January 7th, 2025

0:00 - Market Overview for the New Year and Key Risks
4:03 - Global Market Performance
7:04 - Inflation Concerns, Stock vs. Bond Performance
12:32 - Market Participants Buying Inflation-Protecting Assets
13:29 - US Dollar Strength vs. Global Currencies
16:03 - Canadian Dollar Trends and Political Sentiment
19:01 - Importance of Caution When Market Breadth Weakens
24:40 - Financial Regulation Trends: Biden vs. Trump
25:04 - Credit Investors’ Confidence in Financial Sector
26:01 - World Bank of Canada: Strong Relative Strength
27:09 - Industrial Sector: Key Trends and Future Expectations
30:27 - Metals & Miners: Struggles with US Dollar Strength and China Weakness
32:34 - Canadian Energy Sector: Performance and Natural Gas Stocks
33:53 - Data Center Energy Consumption: Global and US Trends
36:17 - Energy Sector Outlook: WTI Oil Prices and Canadian Gas Stocks
37:01 - ARC's LNG exposure and impact on free cash flow
42:42 - Nvidia’s growth in data centers and AI dominance
47:06 - Underperformance of utilities, real estate, and consumer staples sectors
51:04 - Market validation of deregulation and favorable economic environment
52:31 - Discussion on tariffs and the impact on Canadian energy
55:05 - Overview of portfolio positioning and impact of potential tariffs
59:05 - Viewer Questions

[henkkhrr]

Happy New Year to you and your staff. I really appreciate the amount of time all of you must put into this considering the scope of the video. To produce this 1 hour video takes a lot of behind the scenes time. Thank you.

[macd]

Great insight as always David, happy new year🎉