Lighthouse Outlook

MacNicol and Associates Asset Management
  • 4.7 (3)
  • INVESTING
  • UPDATED BIWEEKLY

Join us on Lighthouse Outlook, where the experts at MacNicol & Associates Asset Management guide you through the turbulent waters of investing. Each episode shines a light on strategies to secure your financial future, offering insights and advice to help you navigate towards safe harbour investments. Whether you’re a seasoned financial planner or just starting, our discussions provide the knowledge you need to make informed decisions.

  1. 3D AGO

    Should You Believe The Bounce? A Look At Markets After This Week's Sell-Off (And Recovery)

    In this week's weekly investment research meeting, the team reviews the stellar performance of our alternative assets, including a 10x exit announcement by Alt PM Joseph Pochodyniak. We take a look at the current technical posture of the market, what happened this week, and what are the major economic indicators telling us. Topics include the S&P 500 (SPY), NASDAQ 100 (NDX, QQQ), Canadian stocks, along with a 30,000 foot view of gold and silver after the recent sell-off, copper, energy, natural gas and more. We look at the ongoing capital rotation towards defensive stocks, stretched valuations, the odd behaviour of market breadth, and geopolitical implications in 2026. Additional topics include crypto and the massive bitcoin sell-off, commodities, rates, and other areas. This discussion is for informational purposes only and does not constitute investment advice.

    1h 22m

  2. FEB 4

    Market Resilience A Mask? What Gold Is Telling Investors Right Now

    In this week's weekly investment research meeting, the team reviews the stellar performance of the alternative assets, asks if it's time for gold and silver to take a breather, and looks at some interesting opportunities on the horizon. We cover technical and macro signals, including the S&P 500 (SPY), NASDAQ 100 (QQQ), Canadian stocks, along with deep dives into gold, silver, copper, energy, and natural gas. We also examine capital rotation towards defensive assets, stretched valuations, weakening market breadth risks, and the implications of geopolitical, fiscal pressures, and monetary policy for 2026.Additional topics include crypto and bitcoin, commodities, emerging market opportunities, and where the team sees asymmetric opportunities--and vulnerabilities developing. This discussion is for informational purposes only and does not constitute investment advice.

    35 min

  3. JAN 22

    Investment Strategies and Market Analysis: A Deep Dive | MacNicol Weekly Research

    In this episode, the speakers provide a comprehensive update on the performance and activities of various investment funds, particularly focusing on the 13th Floor LPs. They discuss the capital activity of Fund 3, which has shown positive returns since its inception, and delve into the ongoing investment strategies of Fund 4 and Fund 5. The conversation shifts to market trends, including the performance of the S&P 500, NASDAQ, and other indices, highlighting the current state of financials and consumer staples. The speakers also touch on the implications of recent economic indicators, such as inflation and commodity prices, and explore the potential for investment opportunities in emerging markets, particularly in Latin America and the energy sector.

    40 min

  4. JAN 15

    Market Trends and Predictions for 2026 | MacNicol Weekly Research

    The conversation provides a comprehensive overview of the current market landscape, highlighting key performance metrics, sector analyses, and the implications of geopolitical risks on economic stability. The discussion also delves into investment strategies, emerging trends in technology and commodities, and the potential impact of midterm elections on market volatility. Overall, the dialogue emphasizes the importance of understanding market dynamics and preparing for future uncertainties.

    1h 3m

  5. JAN 8

    Maximizing Your RRSP for 2026 | MacNicol Weekly Research

    In this podcast, Joseph Pochodyniak discusses various investment strategies and opportunities for 2026, focusing on maximizing RRSP contributions, understanding tax-free savings accounts, and the importance of investing in education through RESPs. He also highlights the significance of timely tax filing and provides an overview of market performance, introducing the Safe Harbor Fund as a risk mitigation strategy for investors.

    15 min

  6. JAN 1

    The Future of Smart Living: Insights from Grata | MacNicol Podcast

    In this podcast episode, Joe Pachydinak interviews Troy Crema, CEO of Grata, a smart living platform for multifamily apartment communities. Troy discusses the evolution of Grata, its innovative technology solutions, and the significant revenue growth the company has experienced. He highlights the importance of the Grata Plus Marketplace in enhancing marketing opportunities for property managers and the challenges and strategies involved in retrofitting older buildings. The conversation also touches on the future potential of Grata in the multifamily housing market.

    29 min

  7. 2025-12-18

    Navigating Financial Landscapes: A Monthly Update | MacNicol Podcast

    This conversation provides a comprehensive update on various financial topics, including the performance of a retail asset in Jacksonville, insights into public markets, currency trends, gold market analysis, and the implications of AI investments. The speakers discuss the current state of the economy, market fluctuations, and the potential future of technology investments, emphasizing the importance of tangible returns in the face of rising expenditures.

    14 min

  8. 2025-12-11

    The AI Trade: Risks & Rewards | MacNicol Weekly Research

    The conversation covers a comprehensive overview of the current market landscape, focusing on asset class performance, particularly in light of Nvidia's recent earnings report. The discussion delves into economic indicators, central bank policies, and the impact of technology and AI on market trends. The speakers also explore future investment strategies and the potential implications of current market dynamics.

    47 min
See All (47)

Ratings & Reviews

4.7
out of 5
3 Ratings

About

Join us on Lighthouse Outlook, where the experts at MacNicol & Associates Asset Management guide you through the turbulent waters of investing. Each episode shines a light on strategies to secure your financial future, offering insights and advice to help you navigate towards safe harbour investments. Whether you’re a seasoned financial planner or just starting, our discussions provide the knowledge you need to make informed decisions.

Information

  • Creator
    MacNicol and Associates Asset Management
  • Years Active
    2024 - 2026
  • Episodes
    47
  • Rating
    Clean
  • Copyright
    © 2025 MacNicol and Associates Asset Management
  • Show Website
    Lighthouse Outlook