Date: Wednesday, April 5, 2023
Time: 7:00pm, Pacific Time
Duration: Projected 90 minutes.
Where: Zoom (Registration)
Frequently Asked Questions:
Q: What are you doing?
A: Quarterly review, economic thoughts (the crystal ball is clearing up somewhat), and time permitting, Q+A. Please feel free to ask them on the zoom registration if any questions.
** LATE ADDITION (March 31, 2023): SPECIAL GUEST! I will be interviewing a professional in the GTA/Canadian commercial (retail/office/industrial/multi-family) real estate investment/development industry for a guest interview! This probably means the whole episode will go over 60 minutes. (April 4, 2023: Sadly he got sick and we can no longer do this interview).
Q: How do I register?
A: Zoom link is here. I’ll need your city/province or state and country, and if you have any questions in advance just add it to the “Questions and Comments” part of the form. You’ll instantly receive the login to the Zoom channel.
Q: Are you trying to spam me, try to sell me garbage, etc. if I register?
A: If you register for this, I will not harvest your email or send you any solicitations. Also I am not using this to pump and dump any securities to you, although I will certainly offer opinions on what I see.
Q: Why do I have to register? I just want to be anonymous.
A: I’m curious who you are as well.
Q: If I register and don’t show up, will you be mad at me?
A: No.
Q: Will you (Sacha) be on video (i.e. this isn’t just an audio-only stream)?
A: Yes. You’ll get to see me, but the majority will be on “screen share” mode with MS-Word / Browser / PDFs as I explain what’s going on in my mind as I present.
Q: Will I need to be on video?
A: I’d prefer it, dress code is pajamas and upwards.
Q: Can I be a silent participant?
A: Yes.
Q: Is there an archive of the video I can watch later if I can’t make it?
A: No.
Q: Will there be a summary of the video?
A: A short summary will get added to the comments of this posting after the video.
Q: Will there be some other video presentation in the future?
A: Most likely, yes.
Looking forward to your view on federal budget (specifically, the so-called investment piece re hydrogen tax credits)
About 22 signed up, and 12 or 13 attended.
Agenda:
· Amusement of the day
· Q1 Portfolio Review
· Office REITs getting murdered
· The course of QT, the Bank of Canada’s negative equity and M2
· Federal Budget 2023
· Q&A
Other items discussed:
Got used to you having these calls on Thursdays and scheduled it accordingly…
Sacha, do you have a recording by any chance? 🙂
Sorry, I don’t record these.