About this episode

The episode discusses the implications of the oil shock on stocks, gold, and interest rates with guest Bipan Rai.

In this episode of The Canadian Investor Podcast, we welcome back Bipan Rai from BMO ETFs to break down one of the biggest macro stories of the year: the oil shock triggered by the Iran conflict and what it could mean for inflation, central banks, and investors. We discuss why this environment may look very different from 2022, whether the Bank of Canada and Federal Reserve are likely to stay on hold, and why markets may be underestimating downside risks to economic growth. We also cover why gold has struggled despite geopolitical turmoil, rising bond yields, and the surge in the US dollar. Finally, we dive into private credit stress, whether contagion risks are overblown, and where Bipin sees opportunities today—including commodities, diversification, and equal-weight strategies.   Subscribe to our Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor…

People in this episode

Hosts: Simon Belanger, Braden Dennis

Guest: Bipan Rai

Topics covered

• oil shock
• inflation
• central banks
• economic growth
• gold
• bond yields
• private credit

Keywords

• oil shock
• inflation
• central banks
• gold
• bond yields
• economic growth
• private credit
• commodities
• diversification
• equal-weight strategies

Mentioned in this episode

Organizations: BMO ETFs, Bank of Canada, Federal Reserve, Canadian Investor Podcast Network, Fiscal.ai, EQ Bank

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