Podcasts · The Canadian Investor
Are Canadian Banks in a Bubble?
· 48 min · Episode 625
Episode Are Canadian Banks in a Bubble?
In this episode of The Canadian Investor Podcast, we look at whether Canadian bank stocks have become too expensive after their big run. We discuss David Rosenberg’s recent Globe and Mail article, the valuation of the big banks, why earnings growth may not be as strong as it looks, and whether investors should consider trimming or simply holding.
We then revisit bonds and fixed income. After one of the worst stretches ever for long-duration bonds, do they still deserve a place in investor portfolios? We look at why the traditional 60/40 portfolio worked so well for decades, what changed after 2020, and why shorter-term Treasury bills may be more attractive than long-term bonds in the current environment.
Tickers discussed: RY.TO, TD.TO, BNS.TO, BMO.TO, CM.TO, NA.TO, ZEB.TO, JPM, BAC, C, WFC, TLT, BIL
Subscribe to our Our New Youtube Channel!
Check out our portfolio by going to Jointci.com
• Our Website • Our New Youtube Channel! • Canadian Investor Podcast Network Twitter: @cdn_investing • Simon’s twitter: @Fiat_Iceberg • Braden’s twitter: @BradoCapital • Dan’s Twitter: @stocktrades_ca
Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!
Apple Podcast - The Canadian Real Estate Investor
Spotify - The Canadian Real Estate Investor
Web player - The Canadian Real Estate Investor
Asset Allocation ETFs | BMO Global Asset Management
Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools.
Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.
See omnystudio.com/listener for privacy information.
Links in the notes 12
- https://www.youtube.com/@TCIPodcastNetwork
- https://thecanadianinvestorpodcast.com/
- https://twitter.com/cdn_investing
- https://twitter.com/Fiat_Iceberg
- https://twitter.com/BradoCapital
- https://twitter.com/StockTrades_CA
- https://podcasts.apple.com/ca/podcast/the-canadian-real-estate-investor/id1634197127
- https://open.spotify.com/show/6wcDGtXn8Pa7K02l2Ujd3g?si=1299096c533f4894
- https://thecanadianinvestorpodcast.com/podcast/the-canadian-real-estate-investor
- https://bmogam.com/ca-en/products/exchange-traded-funds/asset-allocation-etfs
- https://www.eqbank.ca/?utm_source=TCI&utm_medium=podcast&utm_content=desc
- https://omnystudio.com/listener
Shows are listed from Apple Podcasts' charts and directory, and Podcast Index where it is used. Every show and episode belongs to its publisher and plays from the publisher's own feed; this site hosts none of them. Explicit shows are for adult profiles only, and children’s profiles hear only children’s shows. More about this list.