Mar 31, 2021
E1: Fieldpoint Private. Rebounding Growth and the Inflating Bubble ft. Johnny Gibson and Cameron Dawson
Play • 39 min

On the back of a sharp anticipated rebound in global growth, our inaugural podcast tackles the potential headwinds investors may face due to excessive risk-taking, bullishness, full valuations, increasing inflation expectations, and more. Our guests Johnny and Cameron, Chief Investment Strategist and Chief Market Strategist at Fieldpoint Private, will provide listeners with their opinions to help make sense of how these influences are driving markets.

Hear our guests' views on:

  • Lessons learned over the past year as we surpass the 1-year anniversary for the pandemic-induced market bottom
  • Implications of a 40-year bond bull market and their recent sell-off, are we at the end of an era? 
  • Potential headwinds in global markets and investor positioning under rapidly changing boom and bust cycle
  • The Perils and Opportunities of Frothy Markets - Goldilocks & The Frost

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