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Markets and the economy. Not seeing synchronized global growth. Fed will taper bond buying, but rates will remain low in US and Canada. We'll see global bond tapering. We're also seeing inflation, but hard to determine if it's temporary. He thinks it is. At the beginning of the year, analysts were predicting roaring 20s type growth, but this has vanished. We'll have lower growth, lower inflation, and higher savings rates, so best to focus on technology, healthcare, and consumer discretionary like COST and AMZN. These companies depend less on economic growth. Commodities and related areas grow when there's strong economic growth. The economy is still very fragile. As rates go up at the long end of the curve, that will benefit financial services in the long run, so that's a good place to be whether US or Canadian banks.

PANW vs. CRWD He owns CHKP instead. It's a bit cheaper and has a suite of new products that will accelerate their revenue growth. Cybersecurity is a very strong growth area that you have to be in. People working outside the office creates a lot of issues. Owning any of them will benefit you.

CRWD vs. PANW He owns CHKP instead. It's a bit cheaper and has a suite of new products that will accelerate their revenue growth. Cybersecurity is a very strong growth area that you have to be in. People working outside the office creates a lot of issues. Owning any of them will benefit you.

He owns CHKP instead of PANW or CRWD. It's a bit cheaper and has a suite of new products that will accelerate their revenue growth. Cybersecurity is a very strong growth area globally that you have to be in. People working outside the office creates a lot of issues. Owning any of them will benefit you.

Rather than owning individual companies, an ETF would be an acceptable way to participate in the cybersecurity area. It's a sector investors need to be in.

Asset managers. Asset managers tend to involve alternative assets, mostly private equity, and it's all debt-related. They have huge amounts of money to spend. When it's really great for them is a situation like March 2020. PEs are substantially higher today. Good to own at the right time, which is not now. Wait until the interest cycle changes.

Asset managers tend to involve alternative assets, mostly private equity, and it's all debt-related. They have huge amounts of money to spend. When it's really great for them is a situation like March 2020. PEs are substantially higher today. Good to own at the right time, which is not now. Wait until the interest cycle changes.

Asset managers tend to involve alternative assets, mostly private equity, and it's all debt-related. They have huge amounts of money to spend. When it's really great for them is a situation like March 2020. PEs are substantially higher today. Good to own at the right time, which is not now. Wait until the interest cycle changes.

Asset managers tend to involve alternative assets, mostly private equity, and it's all debt-related. They have huge amounts of money to spend. When it's really great for them is a situation like March 2020. PEs are substantially higher today. Good to own at the right time, which is not now. Wait until the interest cycle changes.

CNR vs. CP Rail industry is a great area to be in. Limited competition, strong barriers to entry, environmentally friendly, pricing power, got rid of non-core assets. Continue to own them, even on the dips. As the economy gets better, they'll do well. The KSU deal will make CP more competitive with CNR. Two of the best companies in the sector in NA. Own one or both.