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Danielle Park

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Portfolio Manager and President of Venable Park Investment Counsel (www.venablepark.com) Ms Park is a financial analyst, attorney, finance author and regular guest on North American media. She is also the author of the best-selling myth-busting book "Juggling Dynamite: An insider's wisdom on money management, markets and wealth that lasts," and a popular daily financial blog: www.jugglingdynamite.com

Juggling Dynamite - As investors pour billions into artificial intelligence, warnings of a looming AI bubble are intensifying. Andrew Chang explains what’s fuelling those fears and breaks down key factors that could contribute to a burst bubble. Here is a direct video link. 

November 24th, 2025 | Happy Third Birthday, AI Mania

Juggling Dynamite - November marks the third anniversary of ChatGPT, OpenAI’s AI language model. Since the fall of 2022, competitor models have been released, including Claude (Anthropic), Gemini (Google), Copilot (Microsoft), Llama-based systems (Meta ecosystem), Mistral (Europe) and others. OpenAI and its partners have been pumping hundreds of billions of dollars into new data centers in the United […]

Juggling Dynamite - Levered financial bets take people down faster than emails with Epstein. And yet, there are nearly no limits on what our current system allows. Rogues and thieves being able to buy government policies in favour of predators and rampant gambling is a big part of the problem. Everyone is at greater risk when there are […]

Juggling Dynamite - I recently wrote Private Credit Winter about the daisy chain of creative accounting and subterfuge in the private credit and private equity (PE) space, and how the tentacles spread through highly leveraged public markets and retirement accounts. The segments below elaborate further. This is what happens when we let salespeople set risk management rules. Apollo Global Management […]

Juggling Dynamite - Boots (tires) on the ground… The freight industry has long been thought of the circulatory system of the economy. It’s how the things bought & sold through commerce get from point A to point B in the real world. Historically, when trucking freight loads diminish, it’s usually correlated with a weakening economy. And if it […]

November 17th, 2025 | Can The World Afford To Retire?

Juggling Dynamite - Four decades of policies that boosted spending and steadily reduced tax rates by papering over deficits with asset bubbles are moving toward inevitable restructuring. Investment horizons and risk tolerance steadily shrink with age. But thanks to another spate of irrational exuberance, Boomers, now aged 61 to 79, face capital risk that has rarely been higher, […]

Juggling Dynamite - Solving plastic pollution is near the top of today’s to-do list. Have We Finally Solved The Plastic Problem? What if every piece of plastic waste, like bottles, bags, even clothes, could be rebuilt from scratch, no sorting required? Not just melted and reshaped, but broken down to pure chemical building blocks and made new again. That’s […]

November 12th, 2025 | The Great Disconnect

Juggling Dynamite - US consumer sentiment tumbled in November to near the lowest level on record, as the government shutdown weighed on the economic outlook and financial strains soured views on personal finances. See, US Consumer Sentiment Declines to Near-Lowest on Record: The preliminary November sentiment index dropped 3.3 points to 50.3, just above a June 2022 reading of […]

Juggling Dynamite - Good overview of the legal issues in this segment. Has Congress given the U.S. president the power to impose sweeping tariffs through the International Emergency Economic Powers Act? The Supreme Court will make a decision in a ruling that could restrain the Trump administration’s primary economic and foreign policy tool. Andrew Chang breaks down the […]

Juggling Dynamite - Mortgage rates are lower than they were a year ago, and home prices have fallen in many areas. Still, home affordability remains the worst in decades (US ratio below since 2009). The culprits are high prices and operating costs, which skyrocketed in the aftermath of the pandemic. The median US home price (402K in Q1 […]

Juggling Dynamite - Here is a direct video link.

Juggling Dynamite - One of the currently underappreciated costs of the AI bubble is all of the resources and attention it is sucking away from other critical activities and investments. Gary Marcus, founder at Geometric Intelligence, joins BNN Bloomberg to discuss concerns around the AI bubble. Here is a direct video link. Craig Fuller, FreightWaves founder and CEO, joins […]

Juggling Dynamite - Located on the Gulf coast of Florida, Cape Coral has long been a haven for retirees, speculators and boom-bust real estate cycles.  In the 2002 to 2006 property boom, debt-flush buyers pushed median home prices in the greater Lee County up by 280% in just 4 years. Naturally, this made the area a leading foreclosure center when the bubble burst in 2007. As borrowers defaulted […]

Juggling Dynamite - According to Statistics Canada’s 2024 population estimates, there are roughly 9.3 million Baby Boomers in Canada (born 1946-1964), now aged 61 to 79, and comprising 23% of the population. The final 25% of the group (2.2–2.4 million, born 1961-1964) will be turning 65 over the next three years (2026-2029). Similar ratios apply in America, where […]

October 31st, 2025 | How Will AI Pay Our Bills?

Juggling Dynamite - The US central bank cut its policy rate on Wednesday, and US mortgage rates rose. Layoffs are surging, and loan delinquencies are driving a repo boom not seen since the 2009 recession. See, We Spent the Night Shift With the Repo Man, Who Is Busier Than Ever: An estimated 1.73 million vehicles were repossessed last year, the […]

Juggling Dynamite - Nearly 2 million Americans have been unemployed for 27 weeks or more, according to recent federal data, and layoffs are growing daily as companies look to slash overhead. Amazon said this week it would cut 14,000 corporate jobs, with plans to eliminate up to 10% of its white-collar workforce. United Parcel Service said it had […]

October 28th, 2025 | Private Credit Winter

Juggling Dynamite - As banks blew up in 2008, they pulled back from high-risk lending. Private equity (PE) funds filled the void, raising capital from investors to buy all manner of companies, while private credit funded the companies that were acquired. Today, some 70–80% of private credit loans are to PE-sponsored companies. Both PE and private credit raise capital […]

October 27th, 2025 | TM: Every Bubble Bursts

Juggling Dynamite - Tough to get a word in edge-wise with David, but this segment is rich in economic insight. It’s easy to feel confused these days. With the stock market at all-time highs, some analysts predict this bull market has a lot longer to run as the business-friendly policies of the new Administration start adding tailwinds to […]

October 24th, 2025 | Another Word To The Gold Bugs

Juggling Dynamite - Investment sales Hoorang can be hard to resist, but self-preservation requires that we do. Never more than amid today’s everything bubble, where mania has ballooned the pricing of many assets all at once, from stocks to high-yield credit, private equity, credit funds, real estate, crypto, and precious metals. I have long said that people should […]

Juggling Dynamite - The financial system is sending out a major distress signal. While stocks hover near all-time highs, former Federal Reserve insider Danielle DiMartino Booth warns that a systemic liquidity crisis is already here, and it will force the Fed to abandon its inflation fight. In this interview, the CEO of QI Research tells Kitco News’ Jeremy […]

October 22nd, 2025 | Record Capital Risk

Juggling Dynamite - Most retirement accounts and investment portfolios are designed to track broad stock indices like the S&P 500, but under the hood, there’s much less diversification than imagined. One chip company, Nvidia, accounts for 7.3% of the S&P 500 market capitalization; the three most expensive companies—Nvidia, Microsoft, and Apple—comprise an unprecedented 21% of the index (chart […]

Juggling Dynamite - Renewable energy systems keep gaining market share, because there are many different solutions for different applications and they keep getting cheaper and cheaper as well as being cleaner, more efficient, safer and smarter than traditional sources. Good news! Read Inside the deal that’s making geothermal heat go mainstream in Toronto. Here’s a taste: “We can get […]

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October 17th, 2025 | Some Historical Context

Juggling Dynamite - This video offers a worthwhile summary of current conditions and parallels with the past. The more things change, the more human behaviour stays the same.  

Juggling Dynamite - A couple of must-read articles from the Globe this week examine Canada’s policy errors around immigration and housing–two tangential, interconnected themes with far-reaching impacts for our economy, present and future. See, How Canada got immigration right for so long–and then got it very, very wrong: Canada conducted a decade-long experiment. The experiment’s principal investigator was the […]
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