Canada in the Crosshairs: Hard Markets, High Rates, and Hidden Opportunities
About this episode
Matthew Barasch discusses the current investment landscape in Canada, highlighting opportunities amidst market challenges.
In this episode of the Global Thinking Podcast, host Rob Duncan sits down with Matthew Barasch, Senior Portfolio Manager at RBC Dominion Securities, for a candid, wide-ranging look at the realities of investing in today's market environment. Barasch calls this one of the toughest years of his 25-year career — a market defined by narrow leadership, stubborn inflation, and a handful of tech and gold names carrying the load while everything else fights to keep up. But beneath the volatility, Barasch sees a shift taking shape. He argues the worst may be behind Canada, pointing to improving job data, a more pro-growth federal budget, and the long-term lift from the country's massive immigration wave. With potential growth now outpacing the U.S., Canada may be better positioned than investors think. The conversation digs into the Bank of Canada's rate-cut trajectory, the pressure cooker inside the U.S. Federal Reserve, and the implications for housing, consumers, and credit markets. Barasch spotlights high-quality Canadian names being overlooked, and offers a clear-eyed take on the gold market — a volatile but increasingly relevant refuge in a world drowning in debt. Smart, direct, and…
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