Mark Meldrum

12 VIDEOS

07-13-25

Market Outlook for July 13, 2025 - Canada eh!

The Canadian Comeback and the Copper Conundrum A powerful pro-growth shift in Canadian policy is setting the stage for the natio...

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07-09-25

Q&A for the Market Outlook from July 6 2025

Mark Meldrum's July 2025 Outlook: Navigating AI Hype and Unseen Market Dislocations In a market captivated by the AI euphoria, t...

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07-06-25

Market Outlook for July 6, 2025 - The Hype Cycle

Market Outlook: Navigating the Dawn of the AI Hype Cycle The market is increasingly ignoring deteriorating economic fundamentals...

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06-18-25

Q&A for the Market Outlook from June 15, 2025

Market Outlook Q&A: Unpacking AI's Deflationary Wave and Shifting Valuations Current market narratives may be obscuring fundamen...

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06-15-25

Market Outlook for June 15, 2025 - Duration and Beta are both wrong

Market Outlook: Conventional Wisdom on Duration and Beta is Flawed **Mark Meldrum** argues that prevailing market narratives hav...

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06-08-25

Market Outlook for June 8, 2025 - what job strength?

Market Outlook for June 8, 2025: Unmasking Job Market Fragility and AI's Looming Shadow The latest market rally, fueled by osten...

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06-04-25

Q&A for the Market Outlook from June 1, 2025

Market Outlook Q&A: Navigating AI Disruption, Deflationary Tides, and Debt Dilemmas In this June 1, 2025 market outlook Q&A, **M...

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06-01-25

Market Outlook for June 1, 2025 - AI is really just CDE

Market Outlook for June 1, 2025: AI's True Identity as "CDE" and the Looming Economic Crossroads **The speaker in "Market Outloo...

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05-25-25

Market Outlook for May 25, 2025 - Holiday Extravaganza

Mark Meldrum's Market Outlook: Navigating a Debt-Laden, AI-Driven Future Mark Meldrum's "Market Outlook for May 25, 2025 - Holid...

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05-22-25

Q&A for the Market Outlook from May 18 2025

Mark Meldrum - Q&A May 22nd, 2025 - AI Deflation >> Tarriff Inflation

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04-02-25

Q&A for the Market Outlook from March 31 2025

Market Outlook Q&A Summary Economic Impact of Tariffs Tariff Announcements and Market Expectations - **Tariff uncertainty** i...

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03-26-25

Q&A for the Market Outlook for March 23, 2025

Market Q&A Summary Federal Reserve Policy Perception Hawkish vs Dovish - The recent Fed statements and press conference were ...

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