New on INK Ultra Money: Jim Grant Series looks at a big risk to US Financials (free)

Here is what's new today on INK Ultra Money. All Canadian Insider users have access to free videos and audio, while Canadian Insider Club Ultra members have access to premium videos from Real Vision and INK Research.

1 Seeking Shelter through the Storm - Real Vision (free video)

In a market dominated by algorithms and stampeding crowds, how do you find an edge - especially at the end of a cycle? This week, Drew breaks down the conversation between Jim Grant and Sy Jacobs and reveals a leeward port for your portfolio.

The list of US Financials stocks at risk if Warren wins is long

2. True North Commercial REIT primed for an inflation explosion - INK Research (free audio, Ultra member video)

Unlike the government bond market, Canadian REITs may be already bracing for an upside inflation surprise. INK Research looks at True North Commercial REIT (TNT) as an example.

Insiders aren't fretting over the REITs high yield

An audio download is also available below.

3. Charting the Correlation: The Business Cycle & Equities - Real Vision (Ultra members only)

Nick Reece, senior financial analyst and portfolio manager at Mark Investments, joins Real Vision to discuss the intersection of the business cycle and equity markets. Reece reveals his indicators and explains where data for the business cycle and equities diverge. Then he details his thesis that, despite heightened odds of recession, equity markets might still soar higher from here. Filmed on November 21, 2019 in New York.

Watch>>

Get access to all Real Vision videos. Join the Canadian Insider Club as an Ultra member today on Cyber Monday and receive a $99 discount on your membership (new Club subscriptions and Ad-free upgrades only). It's a discount you get to keep until you cancel your annual subscription (easy to do via your Membership Status tab).