Lighthouse Outlook

About Lighthouse Outlook

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.

Publisher

MacNicol and Associates Asset Management

Category

business

Language

en

Explicit

No

First episode

21 May 2024

Latest episode

16 Oct 2026

Latest episodes

90 episodes in the feed.

1. 

   16 Oct 2026

   The AI Trade Is Propping Up Markets—but the Breadth Is Weakening MAAM Weekly Research Meeting Ep. 90

   The team breaks down how hot inflation data, rising yields, and concentrated AI-driven earnings are shaping the markets. They also discuss election risks, bond-market signals, energy, gold, and what could be next for stocks. This discussion is for informational purposes only and does not constitute investment advice. To learn more go to http://www.MAAM.ca (http://www.MAAM.ca) or http://MacNicol.com (http://MacNicol.com) You can also follow us on X @MacNicol_Asset and Instagram @MacnicolAsset Tags #inflation #cpi #realestate #concentration #investing Keywords: market analysis, economic indicators, AI impact, sector performance, investment strategies

2. 

   9 Oct 2026

   Rates Are Rising, Breadth Is Fading — MAAM Weekly Research Meeting Ep. 89

   Rising yields are reshaping the outlook for bonds, while gold’s correction and a narrow, AI-led rally raise questions about the market’s underlying strength. The team examines market breadth, shifting rate expectations, and what these trends could mean across equities and other asset classes. This discussion is for informational purposes only and does not constitute investment advice. To learn more go to http://www.MAAM.ca (http://www.MAAM.ca) or http://MacNicol.com (http://MacNicol.com) You can also follow us on X @MacNicol_Asset and Instagram @MacnicolAsset Keywords: market trends, investment strategies, stock indices, commodities, currencies, geopolitical impacts, economic shifts Hashtags: #interestrates #bonds #treasuries #energy #mergers #canada #inflation #energy

3. 

   2 Oct 2026

   The Hidden Risk in Markets: Everything Depends on a Few Stocks - MAAM Weekly Research Meeting Ep. 88

   In this market update, the team examines why strong headline index performance may be masking broader market weakness. They discuss AI company valuations and deal activity, narrowing market breadth, the influence of mega-cap stocks, rising Treasury yields, a stronger U.S. dollar, and the outlook for bonds, gold, oil, and crypto. This discussion is for informational purposes only and does not constitute investment advice. To learn more go to http://www.MAAM.ca (http://www.MAAM.ca) or http://MacNicol.com (http://MacNicol.com) You can also follow us on X @MacNicol_Asset and Instagram @MacnicolAsset Keywords: market outlook, investing, macroeconomics, AI stocks, Nvidia, Meta, S&P 500, market breadth, market concentration, interest rates, bond yields, inflation, US dollar, Canadian dollar, Bitcoin, gold, portfolio hedging, equity correction Hashtags: #MarketOutlook #Investing #Macroeconomics #AIStocks #Nvidia #SP500 #InterestRates #MarketBreadth #Bitcoin #Gold

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

YouTube views

7,637

Score snapshot 15 Sept 2025

Spotify

5.0 / 5

3 ratings

Podcast Authority Score: 39 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

51

Social presence

0

YouTube

68

Engagement

0