Suggested:

Chart Sources

Economic & Geopolitical Outlook

  • 8:13 – 8:53: advisorperspectives.com
  • 8:54 – 9:16: world inequality database (2024) CC BY
  • 9:31 – 9:56: US International Trade Commission
  • 9:57 – 10:36: Data compiled by Bloomberg
  • 12:06 – 12:27: Institute on Taxation and Economic Policy, October 2024
  • 14:32 – 14:57: RBC Capital Markets
  • 15:42 – 16:14: RBC Capital Markets
  • 17:36 – 18:04:Statistics Canada
  • 19:35 – 19:48: IEA World Energy Outlook 2024
  • 19:49 – 20:02: IEA World Energy Outlook 2024
  • 20:07 – 20:21: IEA World Energy Outlook 2024
  • 20:31 – 21:05: 2016 Zeihan on Geopolitics
  • 21:33 – 22:04: The Green Solutions.net
  • 22:19 – 22:52: News18 Creative & Visual Capitalist
  • 22:58 – 23:50: No source available
  • 24:22 – 24:38: Global SWF Data Platform, December 2023
  • 28:32 – 29:17 & 29:26 – 29:32: Cape Shiller 10-year PE (peaks)
  • 30:08 – 30:33: Capital Investment Advisors Using Bloomberg Terminal Software
  • 30:45 – 31:05: Pitchbook North American Private Equity Index
  • 32:04 – 32:39: The National Bureau of Economic Research (NBER)
  • 33:07 – 33:54: Morningstar

Public Assets

  • 46:52 – 47:12: Nicola Wealth
  • 48:30 – 48:43: RBC Capital Markets Quantitative Research & Nicola Wealth
  • 48:44 – 48:50: RBC Capital Markets Quantitative Research & Nicola Wealth
  • 49:18 – 49:50: Morgan Stanley
  • 50:11 – 50:43: Nicola Wealth & Bloomberg
  • 51:16 – 52:00: Bureau of Labor Statistics
  • 52:19 – 52:52: Nicola Wealth

Private Capital

  • 1:00:38 – 1:01:10: AIMCo percentages as of June 30, 2023

BCI percentages as of March 31, 2024

CDPQ percentages as of Q4 2023

CPP IB percentages as of Q1 2024

HOOP percentages as of Q4 2023

OMERS percentage as of Q2 2024

OTPP percentage as of June 30 2024

PSP percentage as of March 31, 2024