Outlook 2024 | Roundtable Economic and Financial Discussion

Welcome to a special episode of the podcast, Outlook 2024 is a collaborative effort between us and our founding company, Wealth Stewards Inc..

Our lineup of experts panelists include: 

Bill Chinery FSA, FCIA, ICD.D - Retired Chairman of Ontario Teachers Pension Plan’s Investment Committee
Topic - Recent Economic and Investment Trends

Sasha Cucuz - CEO Greybrook Securities Inc. & Partner of Greybrook Capital
Topic - Ontario Real Estate

Prathna Ramesh - Vice President of Operations FutureSight
Topic - Artificial Intelligence Trends in the Economy

Today's questions of interest:

3:21 How do you anticipate equity market changes over the next 12 months?

5:33 Should we be watching the short or long terms rates?

7:27 Do you see a recession?

8:04 Does the Fed watch the equity markets?

9:08 Do you see a reversion back to the real low rates that we saw during COVID? 

11:02 Looking inside the market, where should we be focusing our attention?

12:06 Should we be looking at healthcare as an opportunity, with an aging baby boomer 
economy?

13:10 With North America's large millennial group, will we see more manufacturing happening here?

14:29 Should we diversify nationally or internationally?

16:59 What is your view on the state of Canadian Real Estate?

18:17 Could you address your thoughts on immigration, especially during recent changes in real estate?

19:36 If you compare Canadian immigration rates to U. S. immigration rates, how do they compare?

20:47 So although it's concentrated, what we're seeing especially in the GTA is that boundaries are expanding?

21:55 With constant changing, what is has been happening with permits and approvals? 
Where do they stand?

23:43 With Ontario having the best farmland in the world, what do you think about the expansion of agriculture?

25:38 Could you talk about single family communities and condo market opportunities available to investors?

27:37 How has rate shifts affected the market, developers’ perspectives and plans of action for private equity firms in real estate?

31:18 Can you please give us some insights into your view of the current landscape of AI technologies?

36:41 Are we going to see the large, multi-national companies become major players in this area of AI?

39:29 Could you touch upon the negative and positive aspects of technological advancements in AI?

43:13 For sites like ChatGPT, could you explain the advantages of using these tools?

44:33 Could you give your insights when it comes to AI and real estate?

46:54 Can you comment on any trends in institutional towards private debt and equity versus public market investment?

49:48 With housing valuation metrics, is it sustainable, with evergreen's collapse and the highlights of highly concentration of real estate in individual holdings?

54:40 As AI evolves, how can financial professionals and investors stay informed on the changing landscape? 

57:51 The private investor, the individual investor hasn't really kept up with the shift to private markets. What's your view on that?  

59:44 What is your viewpoint on the buzz around AI and the teacher’s position on this?

If you enjoyed this episode, please subscribe and visit our website at https://www.privatedebtandequity.ca/ for any questions or to learn more!