Sabia es cauteloso sobre duración de entorno Goldilocks

The video discusses the current economic and market conditions, highlighting synchronous global growth, low interest rates, and rising wages. It emphasizes the importance of being cautious due to high valuations and political risks, particularly in trade. The discussion shifts to NAFTA, stressing its significance for the Canadian economy and the need for a strong negotiation stance. Finally, it addresses the challenge of competing with abundant cheap capital by focusing on investing in the real economy and thinking like a builder.

What strategies does the speaker suggest for competing in a market with abundant liquidity?

What does the speaker mean by 'thinking like a builder' in investment?

How does the speaker define the role of an investor in the real economy?