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The Alt Thinking Podcast by Ninepoint Partners
Insights into the world of alternative investing from Ninepoint Partners
Dec 15, 2021
2021 and the Year of the Internet of Value
2021 marked the start of a digital asset revolution and the creation of Web 3.0. Its foundation is being built on the blockchain. The Blockchain Research Institute’s Alex Tapscott tells us this past year was huge for the future of Bay Street: Decentralized Finance.
Dec 6, 2021
Inflation Nation with John Wilson
With the cost of living at levels not seen in 20 years, and the shine coming off gold, how should investors hedge against inflation? Ninepoint Partners co-CEO John Wilson says alternative asset classes in the age of negative rate returns will pay dividends for investors.
Nov 15, 2021
Crypto as a hedge against inflation with Alex Tapscott
Bitcoin as the new gold? With the cost of living’s “transitory” COVID-related spike looking more long-term, Ninepoint’s Alex Tapscott tells us that cryptocurrencies have a role in hedging against inflation.
Nov 8, 2021
Q3 Energy Earnings and the Fear of Missing Out with Eric Nuttall
Ninepoint’s Eric Nuttall says energy ignorance is shaping government policy decisions and leaving investors with the perception that Canada’s energy sector is a sunset industry. But it’s a new morning in the oil patch and Q3 earnings are shining bright.
Nov 1, 2021
Cannabis and the end of WFH with Charles Taerk
As we see light at the end of the COVID tunnel, the growth of Cannabis consumption in Canada is slowing. Faircourt’s Charles Taerk tells @hainsworthtv the shift away from Work From Home and the rising cost of living under COVID get the blame. But what’s next?
Oct 25, 2021
Arming Your Portfolio with Effective Oversight
In this low interest rate world, investor needs are evolving, and so is the investment landscape. Generating alpha while controlling beta is increasingly difficult, particularly as we come out on the other side of COVID-19 and the massive debt loads the world has taken to weather the storm. Ninepoint founding principal and co-CEO John Wilson tells the Alt Thinking Podcast that has investors diversifying into alternative asset strategies – with effective oversight.
Oct 19, 2021
Bitcoin is still Cypto King with Alex Tapscott
Bitcoin is on its way to revisiting all-time highs. What will it take to get it to $100K? Alex Tapscott tells Michael Hainsworth that a combination of institutional backing and acceptance by government show there’s more room to grow.
Oct 13, 2021
The Oil Party has Just Begun
The oil party has just begun. And with earnings season right around the corner, Ninepoint Partners’ Eric Nuttall tells the Alt Thinking Podcast that valuations are set to soar.
Aug 13, 2021
Real Asset Strategies with Jeff Sayer
Real asset strategies are not bond proxies. And as interest rates rise to fight a generational high in inflation, Ninepoint’s Jeff Sayer says infrastructure and real estate investments can outperform.
Jul 15, 2021
The Fog of Energy Ignorance with Eric Nuttall
Like Sun Tzu’s “fog of war”, a fog of “ignorance” has settled over the oil market. Ninepoint partner and senior portfolio manager Eric Nuttall tells Michael Hainsworth why the fear of peak oil demand has led to peak supply, how investors in Canadian producers could benefit, and where the price of crude goes from here.
Jul 9, 2021
Cannabis Peer Pressure with Charles Taerk
New York State legalizing Cannabis is a sign of “peer pressure” at the State level. But while 40% of Americans now have access to legal weed, Faircourt Asset Management’s Charles Taerk doesn’t see federal legalization any time soon. So how will 2021 play out? And why should Canadian producers tread carefully if they enter the U.S. market?
Mar 26, 2021
The Future of Money with Alex Tapscott
Money evolves about every 100 years. With Bitcoin at new all-time highs, what’s the future of money? Alex Tapscott says the U.S. Federal Reserve won’t back the cryptocurrency, but it doesn’t have to. But he tells Michael Hainsworth that there are forces on a collision course with the future.
Mar 1, 2021
The Investment Case for Bitcoin with Alex Tapscott
Bitcoin is one of the most important human innovations of the last hundred years. And while the mainstream headlines may focus primarily on the fluctuating price of a coin, the investment case is actually very strong. Alex Tapscott makes the investment case for the cryptocurrency to host Michael Hainsworth.
Jan 13, 2021
Solving the Income Problem in a Low Yield World
Are investors getting adequately compensated for the risk they are taking in traditional fixed income funds? With lower yields and higher risk, many investors are looking for a solution to this fixed income problem. Mark Wisniewski tells veteran financial journalist Michael Hainsworth that the solution to the income problem in a low-yield world is active management. To start.
Sep 25, 2020
Investing in Growth Stage SMEs
Many small businesses have trouble getting financing while institutional and high-net-worth investors have difficulty finding an investment similar to fixed income that provides a high return in a low interest rate environment. Fortunately, they can both benefit from private debt.
Sep 25, 2020
The Liquidity Myth with Ramesh Kashyap
Ramesh Kashyap explains why not all invested assets need to be liquid. Retail investors could be leaving returns on the table and potentially exposing themselves to sharp drops in public equities by failing to consider alternative investments as a key part of their portfolio.
Sep 25, 2020
The Fear of Running Out of Money with John Wilson
If you’ve spoken to an investor who retired immediately before the Great Financial Crisis, the first thing they might tell you is that the retirement lifestyle they had banked on through decades of saving and investing disappeared almost overnight. Portfolio losses hurt in the accumulation phase when you are contributing funds, but they are downright deadly when you are also withdrawing funds.
Sep 25, 2020
Trailer for the Alt Thinking Podcast with Michael Hainsworth
Subscribe to the Alt Thinking Podcast by Ninepoint Partners for insight into your retirement future. From private markets to real assets to liquid Alts, we're asking questions and bringing you answers from the experts.