Episodes
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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Published 11/16/24
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...
Published 11/16/24
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...
Published 11/16/24
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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Published 11/09/24
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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Published 11/09/24
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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Published 11/02/24
Tony Greer joins Mike to discuss the market implications of the U.S. presidential election. They explore tactical trading strategies, the impact of inflation, and the Fed's rate cuts. Tony shares insights on various sectors, including technology, commodities, gold, silver, and copper, providing a comprehensive overview of current market dynamics and investment strategies for both short-term traders and long-term investors.
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Published 11/02/24
Martin Armstrong, the legendary and always controversial analyst and forecaster, joins Mike for a wide-ranging discussion ahead of the Armstrong Economics Conference in Orlando. Aaron Dunn shares some dividend stock picks, the impact of the Bank of Canada's rate reduction, and much more.
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Published 10/26/24
War, gold and an important distinction on interest rates. Martin Armstrong is highly controversial. He rubs the Establishment the wrong way, but you can't deny his model's outstanding track record.
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Published 10/26/24
Mike and James Thorne discuss the importance of a solid track record in investing, the implications of political changes on market strategies, and the potential for economic growth through deregulation. They compare the performance of the US and Canadian economies, emphasizing the need for a more robust economic policy in Canada. The discussion also touches on the future of energy markets and investment strategies, particularly in light of potential changes in government and economic...
Published 10/19/24
Mike explains why he's changed his top election issue. Jim Thorne of Wellington Altus puts his stellar record on the line and says whether you like it or not a Trump victory paves the way for an S&P at 15,000. Ozzie on the avalanche of real estate taxes that expose politicians' hollow concerns about affordability, a shocking stat, goofy and more.
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Published 10/19/24
Dr. Judith Curry remains a major target for climate activists, as she continues to bring rationality, data and quality research to the conversation. Join Mike and Judith for a fascinating peek into the world of climate science. Stock trading superstar Tyler Bollhorn on why the market will always “Trump” the media. Brendan O’Neill’s quote of the week, a crazy Goofy award, and much more.
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Published 10/12/24
Mike interviews Dr. Judith Curry, a prominent climate scientist, about her views on climate change, the politicization of climate science, and the challenges of transitioning to renewable energy. Dr. Curry discusses the importance of acknowledging uncertainty in climate science, critiques the behavior of activist scientists, and emphasizes the need for a balanced approach to energy solutions that includes fossil fuels and nuclear power. She also highlights the ethical implications of energy...
Published 10/12/24
Author Robert Bryce joins Mike to discuss the Dystopian Energy policies being pursued in the Western world that could create an unprecedented crisis. The folly of Net Zero, the Iron Law of Electricity, the Copper Conundrum and much more. A dive into China's wildly volatile markets with Victor, a great Goofy plus a Shocking Stat.
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Published 10/05/24
Robert Bryce joins Mike to discuss the complexities of energy production, focusing on the iron law of electricity, the challenges and progress in nuclear energy, and the opposition to wind and solar projects. He emphasizes the impracticality of relying solely on alternative energy sources and highlights the increasing demand for copper in the energy transition. Bryce critiques current energy policies and the political landscape, warning of the potential social and economic consequences of...
Published 10/05/24
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
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.
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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.
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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.
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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.
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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.
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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.
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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.
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Published 08/31/24