Episode 57 – Profiles in Credit – Ben Rabidoux
November 26, 2020

Episode 57 – Profiles in Credit – Ben Rabidoux

Geoff Castle chats with Ben Rabidoux, President of North Cove Advisors.

Subtitle: “One of the truly independent voices in the Canadian capital markets.”

In this episode Geoff Castle, Fixed Income Portfolio Manager, chats with Ben Rabidoux, President of North Cove Advisors. They discuss Ben’s background and his role at North Cove Advisors, how to navigate the Canadian real estate sector as well as the broader Canadian economy.

Additional Resources: Canadian Credit Trends – October 2020

Key Takeaways

[01:43] Ben’s background and the work he does at North Cove Advisors.
[06:58] Housing and the Canadian economy, and what was missed back in 2010-2011.
[10:16] Residential real estate as a market sector in the Canadian economy; how it compares to other countries and its role in the Canadian economy.
[16:18] Classifying the good and the not so good - real estate investments and what investors should look out for in this sector.
[21:36] Ben’s outlook for the banking sector.
[25:47] A look at the broader Canadian economy and how it has been shaped by the events of this year.
[29:13] Ben’s view on Modern Monetary Theory and the sustainability of large deficits.
[36:24] A book recommendation from Ben.

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