Épisodes

  • Paul Beattie on MoneyTalks
    Nov 25 2024

    One of Canada's top fund managers on some great values in Canada but says to wait until "this" happens to pull the trigger.

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    18 min
  • November 23 Episode
    Nov 23 2024

    Mike and Paul Beattie of BT Global Growth discuss stock picks and his Canadian dollar short. Mike on political polarization and contrasting priorities between climate change and the economic reality, and a Goofy on Swedish battery manufacturer Northvolt that illustrates the hazards of government subsidies.

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    1 h et 7 min
  • Lance Roberts on MoneyTalks
    Nov 16 2024

    Mike and Lance Roberts discuss the market's reaction to Donald Trump's victory, the implications for economic policies, and the challenges of government spending and lobbying. They explore the potential drivers for market growth, including corporate tax policies and earnings expectations, while also addressing the complexities of government reform. The discussion also delves into market valuations and the dynamics of the gold market, providing insights into future investment strategies.

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    22 min
  • Eric Lombardi on Canada's Soft Corruption
    Nov 16 2024

    Mike and Eric Lombardi discuss the ongoing issues with infrastructure projects in Canada, highlighting the phenomenon of 'soft corruption' that leads to significant cost overruns and delays. They explore the inefficiencies in the building permit process, the lack of political accountability, and the impact of subsidies on economic development. The discussion emphasizes the need for transparency and better management of public resources to improve infrastructure delivery and overall public good.

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    14 min
  • November 16 Episode
    Nov 16 2024

    Eric Lombardi joins Mike to discuss Canada’s soft corruption and the challenges of getting major infrastructure projects built in a timely and fiscally responsible manner. Considering Trump’s decisive victory in the U.S. presidential election, immigration policies on both sides of the border are once again rising to the forefront of public debate. Lance Roberts drops by to talk the market's reaction to the election results, the implications for economic policies, and the challenges of government spending and lobbying. Plus, Ozzie, Victor, a Goofy and much more.

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    1 h et 9 min
  • A Catalyst for Change
    Nov 9 2024

    Join Mike and Peter Grandich for a discussion on the financial implications of a Trump presidency, including its impact on the stock market and investment strategies. They explore the role of Elon Musk in promoting free speech and its connection to economic prosperity. The discussion also covers insights into the gold market, predictions for the future, and the challenges facing junior mining stocks, emphasizing the importance of management and permitting in the industry.

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    22 min
  • November 9 Episode
    Nov 9 2024

    The original Wall Street Whiz Kid Peter Grandich joins Michael to share how he's playing the gold market including physical, senior stocks and juniors. Andrew Ruhland on the post-US election landscape, Victor Adair on the week's trading opportunities, a truly Shocking Stat and much more.

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    1 h et 5 min
  • November 2 Episode
    Nov 2 2024

    Join Mike and TG Macro’s Tony Greer for election talk and market predictions. The Canadian dollar is plumbing four-year lows, which means reduced purchasing power and more expenses for you. Where does it go from here? Mike on the important distinction between sustainable public spending and actual cuts. Plus, Ozzie, Michael Levy, Victor Adair, and much more.

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    1 h et 4 min