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The conversation covers various aspects of market performance, focusing on Talmax’s sales updates, market penetration, economic indicators, and sector performance. It discusses the implications of earnings reports, valuation trends, and the divergence in the tech sector. Insights into the gold and commodity markets, as well as the current state of the crypto market, are also provided, highlighting investment opportunities and potential risks.
DAVID MACNICOL
B. Eng. Sci, CIM, FCSI
Founder & President, MacNicol & Associates Asset Management
David established MacNicol & Associates Asset Management Inc. in 2001, after an extensive 20-year career in the investment management business, working for Canada Trust, Cassels Blaikie / Citibank, Connor Clark and Cumberland Asset Management.
JOE POCHODYNIAK
CFA, Senior Portfolio Manager, MacNicol & Associates Asset Management
Joseph is a Senior Portfolio Manager at MacNicol & Associates focused on Real Estate, Private Equity, Hedge Funds and alternative asset class strategies. Joseph has over fifteen years of professional experience in asset management and private investment counseling.
KEN REID
CIM, Associate Portfolio Manager, MacNicol & Associates Asset Management
Ken is an Associate Portfolio Manager at MacNicol focusing on North American mid and large cap equities. Ken previously was a public equity research associate at MAAM.
