The Alt Thinking Podcast by Ninepoint Partners

Insights into the world of alternative investing from Ninepoint Partners

Interest Rates & Infrastructure Investments

As interest rates stabilize, infrastructure stands out as a sector ripe with opportunities. Ninepoint Partners portfolio manager Jeffrey Sayer is bullish on both oil & gas and clean energy infrastructure investments as we come to the end of the Fed tightening cycle.  

10-11
20:53

Debunking ETF Myths with Warren Steinwall

ETFs are growing faster than Mutual Funds. And while they've been around since New Kids on the Block, there are still some myths surrounding this popular investment vehicle. Ninepoint's Warren Steinwall tells Michael Hainsworth that there are a few ways to get the most out of this low cost form of investing.

09-15
20:42

Recession Worries in the Oil Patch with Eric Nuttall

One of the world's top energy analysts sees a disconnect in the oil market between recessionary perceptions and the reality of market fundamentals. Eric Nuttall tells Michael Hainsworth that this is creating an opportunity during the summer driving season.

07-14
25:43

Investing in Web3 with Alex Tapscott, Part 2

How do we invest in Web3? Alex Tapscott returns to explain why he believes we need to look beyond the companies building the next generation Internet and include those dipping their toes in the water, from luxury pursemakers to coffee companies.

07-06
27:15

Private Credit, an Opportunity to Seize with Dayna Kleinman

As an investment, private credit is just hitting its stride. Monroe Capital's Dayna Kleinman believes it's not too late to for Canadians to catch up to world investors and include this alternative asset class in a well diversified portfolio.

06-16
21:45

Investing in Web3 with Alex Tapscott, Part 1

As investors, it's possible to get in on the ground floor of the next generation Internet. Like Web 1 created a wide world of information and Web 2.0 launched social media and mobile phones, Web3 could change our relationship with anything of value. If "data is the new oil", Web 3 could be its barrels. 

05-31
24:09

Gifts from the Bond Market with Mark Wisniewski

The Bond Market is giving us gifts right now. That's what Ninepoint's Mark Wisniewski is seeing. He's also predicting a recession. How is he adjusting his fixed income approach? He offers three strategies.

05-23
20:41

Yields are back, diversification still needs work

While yields may be back for the bond component to your portfolio, alternative assets still have a place. Ninepoint's John Wilson tells Michael Hainsworth how he's helping clients weather the economic and geopolitical uncertainty in 2023.

05-08
23:14

The Bond Market in 2023 with Mark Wisniewski

After back to back negative years for fixed income, we learn why Ninepoint's bond fund manager Mark Wisniewski believes 2023 will be a turn-around year for the sector.

11-28
19:00

The Fear of Running Out of Money: 2022 Update with John Wilson

As we look toward a likely recession in 2023, the fear of running out of money in a bear market is growing. How is Ninepoint's John Wilson viewing the year ahead and how is he avoiding that fear himself?

11-20
25:16

Making Sense of the Real Estate Market with RiverRock MIC CEO Nick Kyprianou

With predictions that interest rates will continue to climb and the housing market will fall 30%, what is an investor in the mortgage market to think? RiverRock MIC's Nick Kyprianou offers his insight into the numbers and explains why he's staying the course.

11-11
23:21

Silver Lining to Rising Interest Rates with Monroe Capital's Theodore L. Koenig

Interest rates are expected to continue to soar. How do you hedge against the increased cost of borrowing? Monroe Capital's Chairman and CEO Theodore L. Koenig tells Michael Hainsworth that for some investors, Private Debt is a solution going into a potential recession in 2023.

10-18
26:22

Updated! Private Debt is more than just lending with Arif Bhalwani

New! 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.

10-17
19:15

War, Recession, and Oil Supply with Eric Nuttall

As a recession looms in 2023, energy investments are being hit by fears of a drop in demand. But as Eric Nuttall tells us, the markets aren't considering the other side of the equation: supply.

10-10
22:17

Carbon Credits and the Russian Invasion of Ukraine with John Wilson

Russia's invasion of Ukraine has taken the carbon credit markets on a wild ride. But for Ninepoint's John wilson, the investment thesis is only getting stronger. 

04-12
23:15

Investing in Real Estate in a Rising Interest Rate Environment with Nick Kyprianou

Rising interest rates are an opportunity for investors in residential mortgages. RiverRock's Nick Kyprianou tells Michael Hainsworth that it means less business for the banks and more business for Mortgage Investment Corporations like his.

04-04
23:22

The End of Energy Ignorance with Eric Nuttall

Are the clouds of energy ignorance lifting? Eric Nuttall tells Michael Hainsworth that high gas prices aren't going away once the Ukraine-Russia war is over, and the political class needs to understand the solutions.

03-15
26:37

Super Bowl Sunday goes Crypto with Alex Tapscott

Crypto advertising was everywhere during Super Bowl 56. But was it a winning night for the technology? Ninepoint's Alex Tapscott tells Michael Hainsworth it's a sign the asset class has a strong future, even if Larry David thinks it's just as big a fad as "the wheel".

02-21
26:56

Investing in the $850B Carbon Market with Anop Pandey of Clearblue

Investing in carbon credits is a more than US$850B market. COVID-19 failed to curtail demand in a market that rose 164% in 2021. So what is a carbon market and how can we invest in the Energy Transition Economy? ClearBlue Market's Anop Pandey joins Michael Hainsworth to look at the opportunities in going green.

02-15
25:23

Michael Turek

Cypto ?

10-21 Reply

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