TD Wealth's Noonoo Pinsler Donato Family Wealth Management – Burning questions and hot takes from our first fireside chat - May 2023
2:23 - What are some of the big issue topics that keeps us up at night?
7:54 - What is our outlook on interest rates?
10:09 - What are the risks for credit markets and consumers due to higher rates?
11:37 - How to navigate a bond portfolio in 2023
14:59 - What are the risks and opportunities for real estate?
18:18 - Are Alternative Investments a viable asset class?
20:01 - What is de-dollarization and the outlook for the USD$
29:19 - What are some arguments for inflation to remain sticky?
31:47 - What is our view on energy markets?
34:32 - What are our thoughts on gold?
37:02 - How has innovation and technology impacted sports and our everyday lives?
39:47 - What are some potential disruptors for Artificial Intelligence?
44:57 - What are the arguments for investing in the equity markets today?
48:30 - Thoughts on this years' lack of market breadth and mega cap technology stocks
51:45 - Dividend growth rates as a market beating strategy
54:25 - Our outlook for Canadian banks
59:39 - Reflections on our 25th anniversary of working together
1:02:46 - Hot seat
7:54 - What is our outlook on interest rates?
10:09 - What are the risks for credit markets and consumers due to higher rates?
11:37 - How to navigate a bond portfolio in 2023
14:59 - What are the risks and opportunities for real estate?
18:18 - Are Alternative Investments a viable asset class?
20:01 - What is de-dollarization and the outlook for the USD$
29:19 - What are some arguments for inflation to remain sticky?
31:47 - What is our view on energy markets?
34:32 - What are our thoughts on gold?
37:02 - How has innovation and technology impacted sports and our everyday lives?
39:47 - What are some potential disruptors for Artificial Intelligence?
44:57 - What are the arguments for investing in the equity markets today?
48:30 - Thoughts on this years' lack of market breadth and mega cap technology stocks
51:45 - Dividend growth rates as a market beating strategy
54:25 - Our outlook for Canadian banks
59:39 - Reflections on our 25th anniversary of working together
1:02:46 - Hot seat