Canadian Banks: "The Anchor that Drags Your Whole Portfolio Down"

Kevin Muir, editor of the Macro Tourist newsletter, sits down with Real Vision’s Ed Harrison to discuss why he believes interest rates and inflation, long tempered by dovish monetary policy, will rise once again. He sees Treasury Inflation-Protected Securities (TIPS) as a good way to hedge against the U.S. dollar’s inflationary risk and recommends shorting both the Canadian dollar and Canadian banks. He also explains his bullish thesis on energy stocks, which he argues is a bargain at current prices. Filmed on January 13, 2020, in Toronto.

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