While the Fed navigates a soft landing for the U.S. economy and stock valuations remain high, how can investors navigate the risks and rewards of a surprisingly strong equity market?
Jul 2021
Q2 earnings season: How big, and is it a turning point?
<p class="MsoNormal">In this episode, Financial Orbit’s Chris Bailey speaks about the big sectors to watch, with markets pricing in some good numbers. The context is rising inflation, lower bond yields, Covid-19 and the record high equity markets. Does the second quarter have the ... Show More
18m 52s
Oct 2023
20VC Roundtable: Are IPOs Back? Is Growth Dead? What Does it Take to Raise a Growth Round Today? How Do VCs Solve The Liquidity Challenge? Will We See a Massive Resetting of Valuations? AI Hype Growth Rounds?
<p><!-- wp:paragraph --></p> <p><a href="https://twitter.com/djparekh">Deven Parekh</a> is a Managing Director at <a href= "https://www.insightpartners.com/">Insight Partners</a>, one of the leading investing franchises of the last 25 years. Deven has made more than 90 investment ... Show More
50m 42s
Apr 2023
Consumer Staples Check-Up, a U.S. Credit Crunch, and Closing Out the Trading Week 04/21/23
<p>Procter & Gamble is kicking off a lineup of earnings for consumer staples stocks as investors look for insight into spending trends. Goldman Sachs' Jason English lays out the sector's trade. Plus, Citigroup says it's premature to rule out the potential for a credit crunch in t ... Show More
45m 16s
Jul 2023
Jobs report: labour market softens, but not yet weak
Canada’s unemployment rate rose in June, despite a significant increase in the number of jobs. What impact will this mixed data have on the Bank of Canada as it gives its latest decision on interest rates? This episode, Chief Economist Eric Lascelles discusses what’s new in Canad ... Show More
30m 22s