The Jay Martin Show, Released on 7/27/24

In this episode of The Jay Martin Show, host Jay Martin sits down with Danielle Park of Venable Park Investment Counsel to explore the current state of the Canadian real estate and bond markets. Danielle provides in-depth insights into how negative yields have driven the Canadian home price bubble, the lagging effects of recent rate hikes on the real economy, and the shifting dynamics of the S&P 500 and small-cap stocks. The discussion also delves into the impact of high mortgage rates on housing affordability, the financialization of gold, and liquidity constraints affecting private equity and commercial real estate.

0:00 Intro
1:13 Key aspects of the Canadian bond market for investors
3:14 The effect of rate cuts on the tech bubble and the housing market
10:14 How negative yield has influenced the Canadian home price bubble
14:46 Analysis of the rise and fall of the S&P 500 and its top tech stocks
20:25 The implications of the small-cap stock frenzy
25:15 The impact of high mortgage rates on the Canadian housing market
39:34 The financialization of gold and its market implications
47:31 Future outlook for the Canadian housing market
54:24 Comparisons between the US and Canadian housing markets and financial behaviors
1:00:47 Liquidity constraints in private equity and commercial real estate

Portfolio Manager, attorney, finance author, a regular guest on North American media. Danielle Park is the author of the best selling myth-busting book “Juggling Dynamite: An insider’s wisdom on money management, markets and wealth that lasts,” as well as a popular daily financial blog: www.jugglingdynamite.com. Danielle worked as an attorney until 1997 when she was recruited to work for an international securities firm. A Chartered Financial Analyst (CFA), she now helps to manage millions for some of North America’s wealthiest families as a Portfolio Manager and analyst at the independent investment counsel firm she co-founded Venable Park Investment Counsel Inc. www.venablepark.com. Over the last decade, Danielle has been writing, speaking and educating industry professionals and investors on the risks and realities of financial behaviors. A member of the internationally recognized CFA Institute, Toronto Society of Financial Analysts, and the Law Society of Upper Canada. Danielle is also an avid health and fitness buff.

  canada, danielle park, real estate