Clarity Amid the Chaos - April 10, 2025 (35 minutes)

No Pain, No Gain - March 2025

Foot Notes:

  • Minute 6:35: it should say “340 million people”
  • Minute 11:54: Earnings S&P 500 Q4 slide – Source “LGSE DataStream March 14th 2025”
  • Minute 12:51: Stock spelling should be “NVIDIA”
  • Minute 14:17: Stock spelling should be “NVIDIA”
  • Minute 19:58: US 10 Treasury slide – Source “Facset Interest Rates March 10th 2024”
  • Minute 25:35: US Debt Maturity - Source “ Eikon Refinitive”
  • Minute 27:52: Country Us Treasury Debt Holdings 2020-2024 – Source “US department of Treasury – Preliminary Report on Foreign holdings on US Securities June 2024”
  • Minute 29:04: Numeric ($) Change in Country US Treasure Debt Holdings 2020-2024 - Source “US department of Treasury – Preliminary Report on Foreign holdings on US Securities June 2024”

Market Update with Dilk  - August 2024

Market and Economic commentary from Dilk

Interview with Darcy Briggs, Senior Vice President & Portfolio Manager, Franklin Templeton - November 2023

Interview with Matthew Strauss, Senior Vice President and Portfolio Manager, CI Global Asset Management - August 2023

Interview with Vishal Patel Vice President & Portfolio Manager Dynamic Funds - August 2023

Vishal Discusses his Investment Process, Large Cap Technology and AI (24 Mins Length)

Podcasts discussed in this video:

Wealth Talk with Dilk - May 2023

Market and Economic commentary from Dilk (40 mins length)