Why Trade Wars Could Correct Equity Markets

The video discusses current investing trends, highlighting the popularity of passive investing and the enduring relevance of value investing. It explores market dynamics, potential risks, and the shift from active to passive investing. The discussion includes potential market catalysts like trade wars and tax changes, and how these could impact investment strategies. The speaker also emphasizes the importance of sector concentration and downside risk. Finally, the video highlights Canadian investments, focusing on companies like Absolute Software and BSM Technologies.

What factors contribute to the perception of value in the current market?

What are the potential risks associated with the shift from active to passive investing?

What are the implications of a market decline on investment strategies?

How might trade wars act as a catalyst for market valuation corrections?

In what ways can a company's management decisions impact its stock performance?