← Danielle Park

What podcasts say about Danielle Park

Every statement, with the speaker, the exact quote and the moment it was said.

What Danielle Park has said on podcasts

26 statements · 11 positive · 15 negative

  1. Higher rates will increase disinflationary pressure and ultimately help the economy.

    “the fact that rates have come back up means that we're likely to see some more disinflationary pressure, deflation in some things, disinflation in others, and ultimately that will be helpful.”

    Listen at 0:57

    Open the episode · High Yields To Pull Asset Prices Down | Danielle Park
  2. on Canadian housing pricesNegativeOct 11, 2026· Thoughtful Money with Adam Taggart

    Canadian housing prices will continue declining.

    “I don't think we're ended yet”

    Listen at 4:51

    Open the episode · High Yields To Pull Asset Prices Down | Danielle Park
  3. on Interest-rate yieldsPositiveOct 11, 2026· Thoughtful Money with Adam Taggart

    Yields at 20-to-25-year highs will benefit the economy.

    “I love the fact that we've got yields back at 20, almost 25-year highs here. I think that will do us a power of good.”

    Listen at 4:54

    Open the episode · High Yields To Pull Asset Prices Down | Danielle Park
  4. on Dividend yieldsPositiveOct 11, 2026· Thoughtful Money with Adam Taggart

    Dividend yields will rise significantly in the higher-rate environment.

    “dividend yields should be coming up significantly in this environment.”

    Listen at 7:58

    Open the episode · High Yields To Pull Asset Prices Down | Danielle Park
  5. on Canadian home pricesNegativeOct 11, 2026· Thoughtful Money with Adam Taggart

    Home prices will continue falling in major Canadian centers.

    “Prices have come down sharply because rates are higher. And I think that will continue in major centers in a lot of areas.”

    Listen at 8:07

    Open the episode · High Yields To Pull Asset Prices Down | Danielle Park
  6. Higher rates have restored meaningful compensation for capital.

    “now we're in a period where math matters and compensation for capital is back”

    Listen at 8:56

    Open the episode · High Yields To Pull Asset Prices Down | Danielle Park
  7. on Financial deleveragingNegativeOct 11, 2026· Thoughtful Money with Adam Taggart

    Deleveraging by leveraged investors can spread losses into the economy and cause job losses.

    “when the tide goes out, it affects everybody that's swimming with those people. And it bleeds through to the economy often as well, which is also a negative and job loss is possible.”

    Listen at 11:48

    Open the episode · High Yields To Pull Asset Prices Down | Danielle Park
  8. on Risk assetsNegativeOct 11, 2026· Thoughtful Money with Adam Taggart

    A risk-correction phase has begun and still has substantial room to run.

    “the risk correction phase um that i believe has started um this time as well but we are you know still have a long way to go”

    Listen at 17:52

    Open the episode · High Yields To Pull Asset Prices Down | Danielle Park
  9. Higher rates force greater fiscal discipline.

    “higher rates good? Because they force better behavior, right? They force more fiscal discipline”

    Listen at 21:52

    Open the episode · High Yields To Pull Asset Prices Down | Danielle Park
  10. on Canadian housing pricesNegativeOct 11, 2026· Thoughtful Money with Adam Taggart

    Canadian housing prices will decline further despite future rate cuts.

    “I still think price has more work to the downside here”

    Listen at 29:30

    Open the episode · High Yields To Pull Asset Prices Down | Danielle Park
  11. on Housing supplyPositiveOct 11, 2026· Thoughtful Money with Adam Taggart

    Aging and higher carrying costs will increase housing supply.

    “I think that that's happening naturally by the respect of aging, never mind the fact that rates have gone up and utilities have gone up.”

    Listen at 38:32

    Open the episode · High Yields To Pull Asset Prices Down | Danielle Park
  12. on Shelter costsPositiveOct 11, 2026· Thoughtful Money with Adam Taggart

    Lower rents and shelter costs will reduce inflation.

    “These things coming down will ultimately be disinflationary, and that's a very positive thing.”

    Listen at 41:06

    Open the episode · High Yields To Pull Asset Prices Down | Danielle Park
  13. Higher unemployment will increase pressure to downsize properties.

    “if we start to see a pickup in unemployment, I think it is really going to magnify the urge to downsize properties”

    Listen at 44:18

    Open the episode · High Yields To Pull Asset Prices Down | Danielle Park
  14. on Technology-stock concentrationNegativeOct 11, 2026· Thoughtful Money with Adam Taggart

    Concentration in technology stocks is historically negative for market stability.

    “I think that that concentration historically has also been a negative thing.”

    Listen at 45:15

    Open the episode · High Yields To Pull Asset Prices Down | Danielle Park
  15. Bitcoin is weakening during the recent risk-asset sell-off.

    “I think that it's weak again in the recent sell-off.”

    Listen at 48:13

    Open the episode · High Yields To Pull Asset Prices Down | Danielle Park
  16. on Canadian financial stocksNegativeOct 11, 2026· Thoughtful Money with Adam Taggart

    Canadian financial stocks are excessively optimistic relative to fundamentals.

    “I think that the canadian financials have really overdone the optimism in this respect”

    Listen at 50:32

    Open the episode · High Yields To Pull Asset Prices Down | Danielle Park
  17. on TSXNegativeOct 11, 2026· Thoughtful Money with Adam Taggart

    The TSX is vulnerable to a market decline.

    “I think the TSX is kind of vulnerable at this point.”

    Listen at 51:25

    Open the episode · High Yields To Pull Asset Prices Down | Danielle Park
  18. The U.S. dollar could significantly underperform after a major deleveraging.

    “we could very easily see the US dollar begin to underperform significantly there.”

    Listen at 53:48

    Open the episode · High Yields To Pull Asset Prices Down | Danielle Park
  19. Higher rates will redirect capital toward income-producing assets.

    “I think that as that tide comes back into things that actually pay and compound interest over time”

    Listen at 57:38

    Open the episode · High Yields To Pull Asset Prices Down | Danielle Park
  20. Stocks are overdue for a correction by every metric.

    “they're way overdue by every metric they're overdue”

    Listen at 1:11:21

    Open the episode · High Yields To Pull Asset Prices Down | Danielle Park
  21. on Bond durationPositiveOct 11, 2026· Thoughtful Money with Adam Taggart

    Three-to-five-year bond duration is currently the portfolio sweet spot.

    “our portfolios the average duration is sort of in the middle sort of three three to five in there is is i think the sweet spot at this point”

    Listen at 1:12:25

    Open the episode · High Yields To Pull Asset Prices Down | Danielle Park
  22. on Corporate debtPositiveOct 11, 2026· Thoughtful Money with Adam Taggart

    Corporate debt will offer attractive opportunities after repricing.

    “i would actually like to buy the corporate debt side and add that to our bond holdings because i think once it reprices there will be great opportunity there”

    Listen at 1:12:36

    Open the episode · High Yields To Pull Asset Prices Down | Danielle Park
  23. on Dividend-paying stocksPositiveOct 11, 2026· Thoughtful Money with Adam Taggart

    Dividend-paying stocks will become attractive after the correction.

    “dividend paying stocks at that point are really attractive.”

    Listen at 1:13:16

    Open the episode · High Yields To Pull Asset Prices Down | Danielle Park
  24. on Canadian and American real estateNegativeOct 11, 2026· Thoughtful Money with Adam Taggart

    The real-estate adjustment will continue in Canada and America for years.

    “that process probably continues certainly in Canada and America for the next couple of years is my sort of guess.”

    Listen at 1:14:17

    Open the episode · High Yields To Pull Asset Prices Down | Danielle Park
  25. on Positive real interest ratesNegativeOct 11, 2026· Thoughtful Money with Adam Taggart

    Positive real rates will weigh on equities and speculation.

    “if rates can stay in the at least real rate positive category, that's going to be a headwind for equities and speculating”

    Listen at 1:15:03

    Open the episode · High Yields To Pull Asset Prices Down | Danielle Park
  26. Equity investors may experience negative returns over three to ten years.

    “you're likely going to have negative returns. And that could be, like I say, over three. It could be over 10 years from here.”

    Listen at 1:15:43

    Open the episode · High Yields To Pull Asset Prices Down | Danielle Park

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.