Best Forward Observer Radio Podcasts (2025)

Send us a text We were writing about the confused state of political and economic affairs in June and wondered, like the Marvin Gaye song title, “What’s Going On?”. We marvelled at how the financial markets were ignoring any bad news in their haste to move ever upwards in price.By Canso Investment Counsel Ltd.

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The Far Left's Reaction to a Trump Win in November 45:08

Play Pause

7M ago45:08

45:08

By Forward Observer Radio

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Listen to the July 2024 Corporate Bond Newsletter 16:46

9M ago16:46

16:46

Send us a text We are starting to see more and more credit opportunities emerging. Even though default rates remain relatively low, the increase in distressed transactions points to increasing stress among highly levered companies as interest rates remain higher for longer.By Canso Investment Counsel Ltd.

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Listen to the July 2024 Market Observer 26:27

9M ago26:27

26:27

Send us a text "What’s Going On” was the plaintive refrain and title of Marvin Gaye’s 1971 hit song about the controversial Vietnam War and the resulting societal and political upset in the United States. His song of confusion and disappointment seems as relevant to us today. We look with trepidation on the political and social tumult around the wo…

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Disaster Intelligence [Tac Intel Tuesday] 39:22

10M ago39:22

39:22

By Forward Observer Radio

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Listen to the April 2024 Corporate Bond Newsletter 15:58

12M ago15:58

15:58

Send us a text Like George W. Bush standing on the deck of the USS Abraham Lincoln in May 2003, the market appears to have hoisted the “Mission Accomplished” banner on this monetary tightening cycle. Risk premiums have dropped, borrowers have renewed access to capital and the percentage of economists predicting a recession has dropped considerably …

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Listen to the April 2024 Market Observer 25:45

1y ago25:45

25:45

Send us a text The so-called experts who called for dismal markets in 2023 were nowhere to be found in the 2024 New Year prognostications. Happy days were here again, and nobody wanted to spoil the fortunes from soaring markets that had been handed to investors by saying anything remotely negative this time around.…

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Listen to the January 2024 Corporate Bond Newsletter 17:56

1+ y ago17:56

17:56

Send us a text Corporate bond markets raced higher in the fourth quarter as inflation continued to decline, labour market strength showed signs of moderating and Federal Reserve policymakers signaled their rate hiking efforts may be coming to an end.By Canso Investment Counsel Ltd.

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Listen to the January 2024 Market Observer 29:41

1+ y ago29:41

29:41

Send us a text Generations of finance students have been taught Efficient Markets theory, but we have always begged to differ. What happened in 2023 to the financial markets and the economy should give anyone pause about how efficient the financial markets really are.By Canso Investment Counsel Ltd.

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Listen to the October 2023 Corporate Bond Newsletter 15:03

1+ y ago15:03

15:03

Send us a text It was a cruel summer in the bond market as interest rates climbed swiftly higher. Yields across both Canadian and U.S. government curves jumped, hitting levels not seen since 2007.By Canso Investment Counsel Ltd.

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Listen to the October 2023 Market Observer 24:45

1+ y ago24:45

24:45

Send us a text The early 2023 “Will They, Won’t They” and “They Should” bond market consensus of lower interest rate prognostication morphed into a mid-year and more pleading “Why Won’t They??” lower interest rates. It has now grudgingly grown into a more accepting but fatalistic “They Probably Won’t” consensus.…

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Area Intelligence 101, Part 1 32:12

1+ y ago32:12

32:12

By Forward Observer Radio

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Listen to the July 2023 Corporate Bond Newsletter 14:23

1+ y ago14:23

14:23

Send us a text 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 Newsletter…

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Listen to the July 2023 Market Observer 27:35

2y ago27:35

27:35

Send us a text 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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Listen to the April 2023 Market Observer 31:15

2y ago31:15

31:15

Send us a text 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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#116 - Dying of Money, Part One 29:37

2y ago29:37

29:37

By Forward Observer Radio

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Listen to the April 2023 Corporate Bond Newsletter 17:35

2y ago17:35

17:35

Send us a text 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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Listen to the March 2023 Market Observer 32:20

2y ago32:20

32:20

Send us a text 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…

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

2y ago50:17

50:17

By Forward Observer Radio

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#114 - Area Study Webinar 49:41

2y ago49:41

49:41

By Forward Observer Radio

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

2y ago21:46

21:46

By Forward Observer Radio

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Listen to the January 2023 Corporate Bond Newsletter 14:21

2+ y ago14:21

14:21

Send us a text 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 nowhe…

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Listen to the December 2022 Market Observer 20:08

2+ y ago20:08

20:08

Send us a text 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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Listen to the October 2022 Corporate Bond Newsletter 14:17

2+ y ago14:17

14:17

Send us a text 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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Listen to the September 2022 Position Report 45:28

2+ y ago45:28

45:28

Send us a textBy Canso Investment Counsel Ltd.

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

2+ y ago46:05

46:05

By Forward Observer Radio

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

2+ y ago59:16

59:16

By Forward Observer Radio

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

2+ y ago10:28

10:28

By Forward Observer Radio

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

2+ y ago46:34

46:34

By Forward Observer Radio

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Listen to the July 2022 Corporate Bond Newsletter 12:19

3y ago12:19

12:19

Send us a text 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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#108 Open Line Friday - 22 JUL 22 41:59

3y ago41:59

41:59

By Forward Observer Radio

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#107 Open Line Friday - 15 JUL 22 30:53

3y ago30:53

30:53

By Forward Observer Radio

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Out Front #106: People's War 41:44

3y ago41:44

41:44

By Forward Observer Radio

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Out Front #105: Welcome Back! 32:53

3y ago32:53

32:53

By Forward Observer Radio

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Listen to the July 2022 Market Observer 16:31

3y ago16:31

16:31

Send us a text 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.…