'Shorting Canadian Asset Managers'

Dan Lloyd, a portfolio manager, discusses market greed, potential policy risks, and investment strategies. He highlights concerns about CIBC's exposure to the Canadian housing market and challenges in the asset management sector. Lloyd also shares insights on gold and energy investments, emphasizing specific opportunities in Cabot and pipeline developments.

What is the significance of insider selling in CI Investments?

What factors led to a net long positioning for Dan Lloyd's fund?

What makes Cabot a notable investment opportunity according to the text?