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
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.”
Open the episode · High Yields To Pull Asset Prices Down | Danielle ParkListen at 0:57
Canadian housing prices will continue declining.
“I don't think we're ended yet”
Open the episode · High Yields To Pull Asset Prices Down | Danielle ParkListen at 4:51
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.”
Open the episode · High Yields To Pull Asset Prices Down | Danielle ParkListen at 4:54
Dividend yields will rise significantly in the higher-rate environment.
“dividend yields should be coming up significantly in this environment.”
Open the episode · High Yields To Pull Asset Prices Down | Danielle ParkListen at 7:58
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.”
Open the episode · High Yields To Pull Asset Prices Down | Danielle ParkListen at 8:07
Higher rates have restored meaningful compensation for capital.
“now we're in a period where math matters and compensation for capital is back”
Open the episode · High Yields To Pull Asset Prices Down | Danielle ParkListen at 8:56
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.”
Open the episode · High Yields To Pull Asset Prices Down | Danielle ParkListen at 11:48
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”
Open the episode · High Yields To Pull Asset Prices Down | Danielle ParkListen at 17:52
Higher rates force greater fiscal discipline.
“higher rates good? Because they force better behavior, right? They force more fiscal discipline”
Open the episode · High Yields To Pull Asset Prices Down | Danielle ParkListen at 21:52
Canadian housing prices will decline further despite future rate cuts.
“I still think price has more work to the downside here”
Open the episode · High Yields To Pull Asset Prices Down | Danielle ParkListen at 29:30
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.”
Open the episode · High Yields To Pull Asset Prices Down | Danielle ParkListen at 38:32
Lower rents and shelter costs will reduce inflation.
“These things coming down will ultimately be disinflationary, and that's a very positive thing.”
Open the episode · High Yields To Pull Asset Prices Down | Danielle ParkListen at 41:06
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”
Open the episode · High Yields To Pull Asset Prices Down | Danielle ParkListen at 44:18
Concentration in technology stocks is historically negative for market stability.
“I think that that concentration historically has also been a negative thing.”
Open the episode · High Yields To Pull Asset Prices Down | Danielle ParkListen at 45:15
Bitcoin is weakening during the recent risk-asset sell-off.
“I think that it's weak again in the recent sell-off.”
Open the episode · High Yields To Pull Asset Prices Down | Danielle ParkListen at 48:13
Canadian financial stocks are excessively optimistic relative to fundamentals.
“I think that the canadian financials have really overdone the optimism in this respect”
Open the episode · High Yields To Pull Asset Prices Down | Danielle ParkListen at 50:32
The TSX is vulnerable to a market decline.
“I think the TSX is kind of vulnerable at this point.”
Open the episode · High Yields To Pull Asset Prices Down | Danielle ParkListen at 51:25
The U.S. dollar could significantly underperform after a major deleveraging.
“we could very easily see the US dollar begin to underperform significantly there.”
Open the episode · High Yields To Pull Asset Prices Down | Danielle ParkListen at 53:48
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”
Open the episode · High Yields To Pull Asset Prices Down | Danielle ParkListen at 57:38
Stocks are overdue for a correction by every metric.
“they're way overdue by every metric they're overdue”
Open the episode · High Yields To Pull Asset Prices Down | Danielle ParkListen at 1:11:21
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”
Open the episode · High Yields To Pull Asset Prices Down | Danielle ParkListen at 1:12:25
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”
Open the episode · High Yields To Pull Asset Prices Down | Danielle ParkListen at 1:12:36
Dividend-paying stocks will become attractive after the correction.
“dividend paying stocks at that point are really attractive.”
Open the episode · High Yields To Pull Asset Prices Down | Danielle ParkListen at 1:13:16
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.”
Open the episode · High Yields To Pull Asset Prices Down | Danielle ParkListen at 1:14:17
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”
Open the episode · High Yields To Pull Asset Prices Down | Danielle ParkListen at 1:15:03
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.”
Open the episode · High Yields To Pull Asset Prices Down | Danielle ParkListen at 1:15:43
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.