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Rich Diaz

πŸ‘€ Speaker
934 total appearances

Appearances Over Time

Podcast Appearances

The Loonie Hour
A New Cold War Is Reshaping the World- w/guest Michael Nicolteos

The U.S.

The Loonie Hour
A New Cold War Is Reshaping the World- w/guest Michael Nicolteos

just has better growth numbers for various different reasons.

The Loonie Hour
A New Cold War Is Reshaping the World- w/guest Michael Nicolteos

And you're seeing core actually start to tick higher.

The Loonie Hour
A New Cold War Is Reshaping the World- w/guest Michael Nicolteos

So those are the differences.

The Loonie Hour
A New Cold War Is Reshaping the World- w/guest Michael Nicolteos

But yeah, that's it, Keith.

The Loonie Hour
A New Cold War Is Reshaping the World- w/guest Michael Nicolteos

That's for me.

The Loonie Hour
A New Cold War Is Reshaping the World- w/guest Michael Nicolteos

There's an interesting... Keith, go ahead.

The Loonie Hour
A New Cold War Is Reshaping the World- w/guest Michael Nicolteos

And the reason just, I think, both, again, we talked about energy and food.

The Loonie Hour
A New Cold War Is Reshaping the World- w/guest Michael Nicolteos

Um, but also if you look at, and the reason I think it's going to go higher and up, but it's just, it's, it's being priced in.

The Loonie Hour
A New Cold War Is Reshaping the World- w/guest Michael Nicolteos

Like, I think none of this is surprising anybody.

The Loonie Hour
A New Cold War Is Reshaping the World- w/guest Michael Nicolteos

I know, you know, you mentioned the four being a psychological barrier, which I think is a hundred percent true.

The Loonie Hour
A New Cold War Is Reshaping the World- w/guest Michael Nicolteos

But if you look at like all the models, like whether you look ISM services, PMI prices paid goods prices paid, um, you know, just across the board, it's just suggesting that inflation is going higher.

The Loonie Hour
A New Cold War Is Reshaping the World- w/guest Michael Nicolteos

And I think that I continue to believe it's going to happen in Canada too.

The Loonie Hour
A New Cold War Is Reshaping the World- w/guest Michael Nicolteos

There's just one tiny thing I thought was really interesting.

The Loonie Hour
A New Cold War Is Reshaping the World- w/guest Michael Nicolteos

And the reason everyone seems to be feeling a little bit of pain across the board is because it's true.

The Loonie Hour
A New Cold War Is Reshaping the World- w/guest Michael Nicolteos

Everyone...

The Loonie Hour
A New Cold War Is Reshaping the World- w/guest Michael Nicolteos

feeling it.

The Loonie Hour
A New Cold War Is Reshaping the World- w/guest Michael Nicolteos

I have thousands of charts, obviously, because I have no friends.

The Loonie Hour
A New Cold War Is Reshaping the World- w/guest Michael Nicolteos

Tens of thousands, Rich.

The Loonie Hour
A New Cold War Is Reshaping the World- w/guest Michael Nicolteos

One of my charts is global asset returns month to date.