Best Forward Observer Radio Podcasts (2023)

Canadians rejoiced the dramatic victory of Nick Taylor who became the first Canuck to win the Canadian Open since 1954. Meanwhile, Canadian bond investors are celebrating a victory of their own, with the return of positive real bond yields. Listen more in the July 2023 Corporate Bond NewsletterBy Canso Investment Counsel Ltd.

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Canso Radio

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Listen to the December 2022 Market Observer 20:08

2M ago20:08

20:08

After vanquishing the Evil Inflator and banishing him to the far regions of the Yield Universe over 40 years ago, the Interest Rate League has been called back into action! Listen more in the December Market Observer.By Canso Investment Counsel Ltd.

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Canso Radio

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Listen to the October 2022 Corporate Bond Newsletter 14:17

2M ago14:17

14:17

Looking at the financial market returns for the third quarter and year-to-date 2022, there was no obvious place to hide as all asset classes suffered. The carnage in fixed income markets is the worst seen in most of our lifetimes.By Canso Investment Counsel Ltd.

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Canso Radio

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Listen to the July 2022 Market Observer 16:31

2M ago16:31

16:31

Central banks have created far more money than necessary for actual economic activity and the result is the highest inflation in 40 years. Interest rates are up, and the financial markets have shuddered, shattered and fallen precipitously in price. Listen here in the July Market Observer.By Canso Investment Counsel Ltd.

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Canso Radio

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Listen to the April 2022 Corporate Bond Newsletter 13:22

2M ago13:22

13:22

History books will show the official end of emergency monetary policy accommodation to offset the Covid-19 pandemic came on March 2nd and 16th when the BOC and the Fed raised overnight rates. In reality, the recalibration of bond markets started well beforehand, in response to inflation, and in anticipation of central bank action.…

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Canso Radio

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Listen to the April 2022 Market Observer 32:40

2M ago32:40

32:40

The global bond market is experiencing the violence of sharply rising yields. Loose fiscal policy and pandemic government income supports combined increasing demand with reduced supply. Prices are soaring to levels not seen in the over 40 years since the high inflation 1970s.By Canso Investment Counsel Ltd.

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Canso Radio

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Listen to the July 2023 Market Observer 27:35

2M ago27:35

27:35

Is 4% a better target than 2%? This debate should prove interesting. We have always said that more money is much more popular than less money.By Canso Investment Counsel Ltd.

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Canso Radio

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Listen to the April 2023 Market Observer 31:15

5M ago31:15

31:15

Have central bankers done enough to get inflation under control? We believe that monetary policy and the credit cycle are powerful forces, but we suspect that things on the inflation front will be a lot more difficult than the fashionable market crowd suspects.By Canso Investment Counsel Ltd.

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Out Front with Mike Shelby

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#116 - Dying of Money, Part One 29:37

5M ago29:37

29:37

By Forward Observer Radio

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Canso Radio

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Listen to the April 2023 Corporate Bond Newsletter 17:35

5M ago17:35

17:35

The year began with swift optimism. Equity markets quickstepped higher, while credit spreads swung tighter. Buyers lined up to purchase new bonds from both investment grade and non-investment grade issuers. In sequence, investors who were knocked down by one of the worst years of their careers bounced back up and danced.…

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Canso Radio

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Listen to the March 2023 Market Observer 32:20

6M ago32:20

32:20

We continue to see that inflation hopes are springing eternal in the world’s bond markets in the Spring of 2023. The bond market is moving manically between elation that nagging inflation has finally been vanquished, and fears that it has not. It depends on the day, the hour, or even the minute after an “important number” is released, but bond trad…

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Out Front with Mike Shelby

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#115 - Gio from Opfor Consultation on Mututal Assistance Groups 50:17

6M ago50:17

50:17

By Forward Observer Radio

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Out Front with Mike Shelby

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#114 - Area Study Webinar 49:41

6M ago49:41

49:41

By Forward Observer Radio

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Out Front with Mike Shelby

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#113 - Area Study Night and How to Move Past Mere Sustainment 21:46

7M ago21:46

21:46

By Forward Observer Radio

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Canso Radio

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Listen to the January 2023 Corporate Bond Newsletter 14:21

9M ago14:21

14:21

The recent rise in Canadian bond market yields is something that bond investors have seldom seen in their professional lifetimes, and never for a sustained period. After hitting generational lows from 2010 to 2020 when central bankers became enamoured with ZIRP (Zero Interest Rate Policy) and QE (Quantitative Easing), there was nowhere to go but up…

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Out Front with Mike Shelby

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#112 Open Line Friday - Fri, 09 SEP 22 46:05

1y ago46:05

46:05

By Forward Observer Radio

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Out Front with Mike Shelby

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#111 Open Line Friday - Fri, 02 SEP 22 59:16

1y ago59:16

59:16

By Forward Observer Radio

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Out Front with Mike Shelby

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#110 The First Step in Winning Low Intensity Conflict 10:28

1y ago10:28

10:28

By Forward Observer Radio

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Out Front with Mike Shelby

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#109 Open Line Friday - 19 AUG 22 46:34

1y ago46:34

46:34

By Forward Observer Radio

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Canso Radio

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Listen to the July 2022 Corporate Bond Newsletter 12:19

1y ago12:19

12:19

The first quarter financial market bruising exploded into full blown carnage by mid-year as second quarter returns pushed deeper into negative territory. Several markets recorded double digit losses, as investors fled the riskiest assets.By Canso Investment Counsel Ltd.

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Out Front with Mike Shelby