The Alt Thinking Podcast by Ninepoint Partners Michael Hainsworth

Bitcoin as the new gold? With the cost of living’s “transitory” COVID-related spike looking more long-term, Ninepoint’s Alex Tapscott tells us that cryptocurrencies have a role in hedging against inflation.

Ninepoint’s Eric Nuttall says energy ignorance is shaping government policy decisions and leaving investors with the perception that Canada’s energy sector is a sunset industry. But it’s a new morning in the oil patch and Q3 earnings are shining bright.

As we see light at the end of the COVID tunnel, the growth of Cannabis consumption in Canada is slowing. Faircourt’s Charles Taerk tells @hainsworthtv the shift away from Work From Home and the rising cost of living under COVID get the blame. But what’s next?

In this low interest rate world, investor needs are evolving, and so is the investment landscape. Generating alpha while controlling beta is increasingly difficult, particularly as we come out on the other side of COVID-19 and the massive debt loads the world has taken to weather the storm. Ninepoint founding principal and co-CEO John Wilson tells the Alt Thinking Podcast that has investors diversifying into alternative asset strategies – with effective oversight.

Bitcoin is on its way to revisiting all-time highs. What will it take to get it to $100K? Alex Tapscott tells Michael Hainsworth that a combination of institutional backing and acceptance by government show there’s more room to grow.

The oil party has just begun. And with earnings season right around the corner, Ninepoint Partners’ Eric Nuttall tells the Alt Thinking Podcast that valuations are set to soar.