MacNicol and Associates Asset Management

Lighthouse Outlook

Business EN ↓ 69 episodes

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.

Author

MacNicol and Associates Asset Management

Category

Business

Podcast website

macnicolasset.com

Latest episode

Jul 6, 2026

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Episodes

Which Way Will The Market Go? - MAAM Weekly Research Meeting 06.07.2026

Markets continue to consolidate at the current range over the last month. Our panel looks at the technical posture, and other developments in this week's research meeting. This discussion is for informational purposes only and does not constitute investment advice. To learn more go to http://www. MAAM.ca or http://MacNicol.com You can also follow us on X @MacNicol_Asset and Instagram @MacnicolAsse...

More Volatility?! - MAAM Weekly Research Meeting 29.06.2026

Marketing continue to experience volatility. Our panel looks at the technical posture, and other developments in this week's research meeting. This discussion is for informational purposes only and does not constitute investment advice. To learn more go to http://www. MAAM.ca or http://MacNicol.com You can also follow us on X @MacNicol_Asset and Instagram @MacnicolAsset

New Fed Chair Debut - MAAM Weekly Research Meeting 22.06.2026

New Fed Chair Warsh had his first meeting and set the tone with a hawkish press conference. Our panel looks at that, and other developments in this week's research meeting. This discussion is for informational purposes only and does not constitute investment advice. To learn more go to http://www. MAAM.ca or http://MacNicol.com You can also follow us on X @MacNicol_Asset and Instagram @MacnicolAss...

Pullback Over? - MAAM Weekly Research Meeting (Episode 72) 15.06.2026

With markets appearing to have found a near-term low, we take a broader look this week to see what is driving recent market action. Our experts provide key insights into the market and perspectives on current investment strategies. We also took a look at the continued volatility in crypto. This discussion is for informational purposes only and does not constitute investment advice. To learn more g...

Markets on EDGE! - MAAM Weekly Research Meeting 08.06.2026

As volatility rises, we take a broader look this week to see what is driving recent market action. Our experts provide key insights into the market and perspectives on current investment strategies. We also took a look at the continued volatility in crypto. This discussion is for informational purposes only and does not constitute investment advice. To learn more go to http://www. MAAM.ca or http:...

Markets Moving Higher - MAAM Weekly Research Meeting 01.06.2026

As markets move higher after last week's pause, we take a broader look this week to see what is driving recent market action. Our experts provide key insights into the market and perspectives on current investment strategies. We also took a look at the continued volatility in crypto. This discussion is for informational purposes only and does not constitute investment advice. To learn more go to h...

Markets Take a Breather - MAAM Weekly Research Meeting 25.05.2026

As markets take a breath, we take a broader look this week to see what is driving recent market action. Our experts provide key insights into the market and perspectives on current investment strategies. We also took a look at the continued volatility in crypto. This discussion is for informational purposes only and does not constitute investment advice. To learn more go to http://www. MAAM.ca or...

Market At Extremes - MAAM Weekly Research Meeting 18.05.2026

With markets pushing technical extremes, we take a broader look this week to see what is driving recent market action. Our experts provide key insights into the market and perspectives on current investment strategies. We also took a look at the continued volatility in crypto. This discussion is for informational purposes only and does not constitute investment advice. To learn more go to http://w...

Full Steam Ahead? - MAAM Weekly Research Meeting 11.05.2026

With markets pushing even higher again, we take a broader look this week to see what is driving recent market action. Our experts provide key insights into the market and perspectives on current investment strategies. We also took a look at the continued volatility in crypto. This discussion is for informational purposes only and does not constitute investment advice. To learn more go to http://ww...

New Risks Emerging? - MAAM Weekly Research Meeting 05.05.2026

With markets breaking to new all time highs again, we take a broader look this week to see what is driving recent market action. Our experts provide key insights into the market and perspectives on current investment strategies. We also took a look at the continued volatility in crypto. This discussion is for informational purposes only and does not constitute investment advice. To learn more go t...

Connor Investments Fireside Chat - Lighthouse Outlook Podcast 04.05.2026

In this detailed interview, Paul Connor of Connor Investment Real Estate shares insights into Texas real estate markets, land banking strategies, infrastructure development, and the impact of regulatory and transportation factors on property development. Discover how their innovative approaches and macroeconomic trends shape investment opportunities in Houston and beyond. To learn more go to http:...

New All Time Highs; What Next? -- MAAM Weekly Research Meeting 27.04.2026

With markets breaking to new all time highs, we take a broader look this week to see what is driving recent market action. Our experts provide key insights into the market and perspectives on current investment strategies. We also took a look at the continued volatility in crypto. This discussion is for informational purposes only and does not constitute investment advice. To learn more go to http...

Can We Believe The Bounce? MAAM Weekly Research Meeting 13.04.2026

As the markets appear to have rebounded, we take a broader look this week to see what is driving recent market action. Our experts provide key insights into the market and perspectives on current investment strategies. We also took a look at the continued volatility in crypto. This discussion is for informational purposes only and does not constitute investment advice. To learn more go to http://w...

Mixed Market Signals? MAAM Weekly Research Meeting 06.04.2026

As the markets appear to have stabilized, we take a broader look this week to see what is driving recent market action. Our experts provide key insights into the market and perspectives on current investment strategies. We also took a look at the continued volatility in crypto. This discussion is for informational purposes only and does not constitute investment advice.

What Comes Next? MAAM Research Meeting 30.03.2026

As the market pullback continues, we take a broader look this week to see what is driving the sell-off, and what could stop it. Our experts provide key insights into the market and perspectives on current investment strategies. We also took a look at the continued volatility in crypto. This discussion is for informational purposes only and does not constitute investment advice.

Markets On Edge: MAAM Weekly Research Meeting 23.03.2026

With more weakness in the market over the past week, we take a look at the technicals and fundamentals that are giving market signals right now. We look to see what is driving stocks, bonds, commodities and more. Our experts provide key insights into the market and perspectives on current investment strategies. We also took a look at the continued volatility in crypto. This discussion is for infor...

Get Ready For What's Next: MAAM Weekly Research Meeting 16.03.2026

As the market pulls back, we take a look under the hood this week to see what is driving stocks, bonds, commodities and more. Our experts provide key insights into the market and perspectives on current investment strategies. We also took a look at the continued volatility in crypto. This discussion is for informational purposes only and does not constitute investment advice.

The Next Phase of the Market: MAAM Weekly Research Meeting 09.03.2026

This comprehensive meeting covers asset management updates, market analysis, energy, commodities, outlook, and macroeconomic insights. Our experts provide key insights into the market and perspectives on current investment strategies. We also took a look at the continued volatility in crypto. This discussion is for informational purposes only and does not constitute investment advice.

This Is Where The Market Goes Next: MAAM Research Meeting 02.03.2026

This comprehensive meeting covers asset management updates, market analysis, energy, commodities, outlook, and macroeconomic insights. Our experts provide key insights into the market and perspectives on current investment strategies. We also took a look at the continued volatility in crypto. This discussion is for informational purposes only and does not constitute investment advice.

Markets Can't Make Up Their Mind: MAAM Research Meeting 23.02.2026

This week the team takes a comprehensive look during our research meeting to cover market analysis, sector rotations, macroeconomic indicators, and investment strategies, providing valuable insights for investors navigating 2026's financial landscape. We talk gold, silver, platinum, crypto and much more.

Where Does The Market Go From Here? Stock Trader's Almanac's Jeff Hirsch Joins David MacNicol 18.02.2026

In this conversation, Dave MacNicol interviews John Ing, a seasoned expert in gold and precious metals. They discuss the current state of gold as an investment, its historical significance, and the dynamics of supply and demand in the gold market. John emphasizes gold's role as an insurance policy against economic uncertainty and inflation, while also exploring the challenges faced by gold mining...

Market Volatility Rising: MAAM Research Roundtable (Episode 50) 16.02.2026

In this week's investment research meeting, the team reviews various topics including Maison Capital's quant fund and impressive sharp ratio, AI's impact on various industries, particularly software and finance, the ongoing rotation out of growth and into defensives, commodities, rates, the dollar, and crypto. This discussion is for informational purposes only and does not constitute investment ad...

Should You Believe The Bounce? A Look At Markets After This Week's Sell-Off (And Recovery) 09.02.2026

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 stoc...

Market Resilience A Mask? What Gold Is Telling Investors Right Now 04.02.2026

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,...

Investment Strategies and Market Analysis: A Deep Dive | MacNicol Weekly Research 22.01.2026

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 perfo...

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