Episodes
Victor Adair interviews Jeff Olin from Vision Capital, focusing on real estate investing strategies, market conditions, and specific sectors of interest. Jeff discusses his top-down and bottom-up investment approach, the importance of risk management, and the current state of the real estate market, particularly in relation to interest rates and REITs. He highlights opportunities in senior housing, industrial sectors, and grocery-anchored shopping centres, while also addressing concerns about...
Published 09/28/24
Published 09/28/24
Mike lays bare the dysfunction of our health care system. Jeff Olin, fund manager at Vision Capital joins Victor to share his picks and pans in the REIT markets, a Quote of the Week for the ages, our first anti-Goofy award and the latest market analysis with Rob Levy.  See omnystudio.com/listener for privacy information.
Published 09/28/24
Joseph Schachter discusses the current trends in the energy markets, highlighting the fluctuations in oil prices and the factors influencing demand. He emphasizes the potential for a long-term energy super cycle driven by emerging markets and the increasing consumption of energy resources. Schachter also addresses the growing interest in Canadian energy exports, particularly natural gas, and the upcoming energy conference that aims to connect investors with industry leaders. He shares...
Published 09/26/24
Have we hit the low in the energy sector? Is it time to load up on cash rich companies trading below true market value? Josef Schachter joins guest host Victor Adair to let us know if he has any “table pounding buys.” Plus the latest attempt by the federal government to goose the sagging real estate market, a warning about the Chinese economy’s drag on global markets, an “inconvenient” Goofy Award and much more. See omnystudio.com/listener for privacy information.
Published 09/21/24
Lobo Tiggre of the Independent Speculator joins guest host Victor Adair to share his thoughts on investing in the precious metals and critical minerals spheres. Neil McIver on his newly launched hedge fund, the Vancouver Growth Portfolio, Ozzie on slowing real estate, and Rob Levy with a deep dive into gold markets.  See omnystudio.com/listener for privacy information.
Published 09/14/24
Mike is joined by Patrick Condon, author of Broken City: Land Speculation, Inequality and Urban Crisis – and yes, all three levels of government are doing the exact wrong thing to fix it. What can be done to fix it? Plus a very personal comment from Mike on the state of Canadian health care, Victor Adair on this week’s market correction, a terrific Goofy Award and much more.  See omnystudio.com/listener for privacy information.
Published 09/07/24
Mike is joined by Patrick Condon, author of Broken City: Land Speculation, Inequality and Urban Crisis – and yes, all three levels of government are doing the exact wrong thing to fix it. Tune in hear what could be done to fix it.  See omnystudio.com/listener for privacy information.
Published 09/07/24
Mike says forget the political BS and virtue signaling. In a grown-up world, finance and economics are black and white. One of Canada's top journalists, Jonathan Manthorpe on Chinese interference, Canada's fading democracy and what the heck happened to the media. Plus, Rob Levy joins Mike to discuss gold and the factors driving retail demand. See omnystudio.com/listener for privacy information.
Published 08/31/24
One of Canada's top journalists, Jonathan Manthorpe, on Chinese interference, Canada's fading democracy and what the heck happened to the media.  See omnystudio.com/listener for privacy information.
Published 08/31/24
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Published 08/24/24
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Published 08/24/24
Ryan Irvine of Keystone Financial is back with a bevy of small cap stock recommendations. Dr. Robert Wolanski, head of the BC Dental Association, on the new federal dental care plan. Kamala Harris's economic policy platform, and watch out, Canada's NDP-Liberals are taking notes.  See omnystudio.com/listener for privacy information.
Published 08/24/24
Dr. Anna Sylwestrowicz with a candid take on a crisis-ridden Canadian heath care system. See omnystudio.com/listener for privacy information.
Published 08/19/24
The assault on free speech has just ramped up. Mike says pay attention before it's too late. Former UBC prof Dr. Anna Sylwestrowicz with a candid take on a crisis-ridden Canadian heath care system. Plus, Paul Beattie of Montreal’s BT Global Growth has a stock he thinks you should know about.  See omnystudio.com/listener for privacy information.
Published 08/17/24
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Published 08/10/24
Mike on the Finance Minister's taking the party in a very different direction, with a very different style from previous Liberal Finance Ministers. Rick Rule on market volatility, gold, stocks, and what's coming. Plus, a Shocking Stat on immigration and the dramatic 2019 changes to the system most don't know about. See omnystudio.com/listener for privacy information.
Published 08/10/24
Mike expresses disappointment by the Olympic mockery of the Last Supper. What does this mean for religious tolerance and broader Western values in general? Canada reaches for athletic excellence at the games, so why doesn’t this worldview also apply to striving for excellence in Canadian public institutions? The Wall Street Whiz Kid himself, Peter Grandich, drops by to discuss major concerns in the global economy, including record debt, immigration, the political paralysis, and how you can...
Published 08/03/24
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Published 08/03/24
The most requested interviews of the year: Auditor General Karen Hogan, Terry Glavin and Doomberg. Mike calls on some of the biggest names in the history of investments, you know them all, as they elaborate on the key characteristic that is the foundation of great decisions. Plus, Mike on the most important quality for successful decision making. Sadly, it is the antithesis of political decisions.  See omnystudio.com/listener for privacy information.
Published 07/27/24
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Published 07/21/24
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Published 07/21/24
Mike says, "stop believing, it has already cost us too much." Luke Gromen on gold, sovereign debt and central banks in a "no win" situation. Ozzie on the shocking drop in housing starts. Is anyone surprised? The Goofy asks if Chrystia Freeland doesn't understand interest rates or does she think we don't. See omnystudio.com/listener for privacy information.
Published 07/20/24
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Published 07/13/24
The University of Waterloo's Mikal Skuterud, Canada's top expert on the economics of migration, brings a damning assessment of a chaotic immigration system that was once the envy of the world.  See omnystudio.com/listener for privacy information.
Published 07/13/24