Listen to a podcast, please open Podcast Republic app. Available on Google Play Store and Apple App Store.
| Episode | Date |
|---|---|
|
Ep 138: Grocery costs now stress 53% of Americans, opening a window for Canadian investors to…
|
Aug 15, 2026 |
|
Ep 137: Wealthsimple’s prediction markets test could give Canadian investors a new way to hedge…
|
Aug 14, 2026 |
|
Ep 136: Canadian investors holding materials and financials exposure are seeing the TSX extend its…
|
Aug 13, 2026 |
|
Ep 135: TSX investors sitting on record highs can lock in tax-efficient compounding by targeting…
|
Aug 12, 2026 |
|
Ep 134: Oil-driven TSX record at 36,458 gives TFSA holders a concrete way to tilt toward energy…
|
Aug 11, 2026 |
|
Ep 133: TSX energy investors gain a concrete signal as International Petroleum launches fresh…
|
Aug 10, 2026 |
|
Ep 132: Canadian TFSA investors can target energy exposure via CNQ as its 294% run persists while…
|
Aug 09, 2026 |
|
Ep 131: Canadian income investors can lock in higher monthly cash flow by targeting REITs raising…
|
Aug 08, 2026 |
|
Ep 130: Canadian TFSA investors eyeing AI infrastructure can target memory suppliers after Jim…
|
Aug 07, 2026 |
|
Ep 129: Fed speakers are flagging a possible larger policy shift if disinflation stalls, which…
|
Aug 06, 2026 |
|
Ep 128: Canadian investors holding TSX positions after yesterday’s record close should watch how…
|
Aug 05, 2026 |
|
Ep 127: Oil price gains after the Hormuz vessel incident could tighten margins for energy holdings…
|
Aug 04, 2026 |
|
Ep 126: USD exposure in your TFSA could face volatility as U.S. intervention lifts the yen to ¥157…
|
Aug 03, 2026 |
|
Ep 125: Mortgage rates at one-year highs mean Canadian homeowners eyeing a refinance should…
|
Aug 02, 2026 |
|
Ep 124: Canadian investors holding U.S. rate-sensitive assets should note Fed President Warsh’s…
|
Aug 01, 2026 |
|
Ep 123: Canadian investors holding rate-sensitive financials should watch for any fresh signals on…
|
Jul 31, 2026 |
|
Ep 122: Energy holdings could tighten as oil prices rise on geopolitical tensions while AI names…
|
Jul 30, 2026 |
|
Ep 121: Earnings beats and misses are moving pre-market prices sharply in healthcare and…
|
Jul 29, 2026 |
|
Ep 120: Canadian TFSA holders eyeing fintech names should watch PayPal's post-earnings momentum after its strong Q2 beat, as it could signal broader sector resilience.
|
Jul 28, 2026 |
|
Ep 119: Oil prices dropping nearly 7% on diplomatic progress between the U.S. and Iran gives Canadian energy investors a narrow window to reassess exposure before any rebound from shipping disruptions locks in higher costs.
|
Jul 27, 2026 |
|
Ep 118: Canadian exporters shipping 20% of output to the U.S. now face renewed tariff uncertainty that could compress margins and force portfolio rebalancing away from exposed consumer names.
|
Jul 26, 2026 |
|
Ep 117: Canadian investors eyeing energy exposure should note Ukraine's push for a 30-year LNG pact with Canada, potentially boosting domestic producers.
|
Jul 25, 2026 |
|
Ep 116: Canadian investors in dividend stocks should track the Fed's uncertain July meeting for any rate-shift signals that could move yields.
|
Jul 24, 2026 |
|
Ep 115: Lockheed Martin's earnings beat offers a concrete test case for whether defense names can deliver excess return when momentum positioning is already stretched.
|
Jul 23, 2026 |
|
Ep 114: Canadian TFSA holders eyeing energy exposure should note oil's premarket lift as U.S. futures point to mixed open ahead of Big Tech earnings.
|
Jul 22, 2026 |
|
Ep 113: Tariff threats are forcing Canadian premiers to accelerate domestic trade deals, opening a window for TFSA investors to rotate into interprovincial supply-chain names before broader market pricing catches up.
|
Jul 21, 2026 |
|
Ep 112: Canadian investors holding energy exposure could see margin pressure tighten as U.S. gas prices return to $4 amid renewed U.S.-Iran clashes.
|
Jul 20, 2026 |
|
Ep 111: Energy supply risks rise as a drone strike halts Caspian loadings, giving Canadian investors reason to review oil exposure in TFSA accounts today.
|
Jul 19, 2026 |
|
Ep 110: Oil supply risks are rising as U.S. strikes on Iran disrupt Gulf shipping, potentially lifting energy holdings in your TFSA.
|
Jul 18, 2026 |
|
Ep 109: Canadian TFSA holders holding AI-related names face immediate downside pressure after Tokyo’s Nikkei dropped more than 4% on chipmaker selling, highlighting the need to size positions against sector rotation risk.
|
Jul 17, 2026 |
|
Ep 108: UnitedHealth’s earnings beat and raised 2026 forecast highlight healthcare cost-control plays that could fit a TFSA rotation away from volatile tech.
|
Jul 16, 2026 |
|
Ep 107: A reported $53 billion joint bid for PayPal by Stripe and Advent could compress fintech valuations and create entry points for investors screening payments names on takeover premiums.
|
Jul 15, 2026 |
|
Ep 106: Oil above $80 opens a narrow window for Canadian energy exposure even as shipping-fee risks mount in the Strait of Hormuz.
|
Jul 14, 2026 |
|
Ep 105: Energy and mining allocations in Canadian portfolios could see renewed interest as global nuclear demand and a sharp oil spike align on the same day.
|
Jul 13, 2026 |
|
Ep 104: Canadian TFSA holders eyeing energy exposure should watch Chevron closely as its GE Vernova joint venture targets AI data-center power demand that could lift free cash flow starting in 2027.
|
Jul 12, 2026 |
|
Ep 103: BCE’s dividend spotlight creates a TFSA income entry point for Canadians before further Bank of Canada cuts.
|
Jul 11, 2026 |
|
Ep 102: Delta's record revenue despite record fuel costs gives Canadian investors a concrete screen for transport names resilient to commodity spikes.
|
Jul 10, 2026 |
|
Ep 101: Costco’s strong June sales give Canadian TFSA investors a concrete signal to watch consumer staples for relative stability amid geopolitical noise.
|
Jul 09, 2026 |
|
Ep 100: Oil prices surging nearly 6% on the Iran ceasefire breakdown gives Canadian energy investors a narrow window to reassess exposure before broader equity futures slide deepens.
|
Jul 08, 2026 |
|
Ep 99: Canadian manufacturers facing new U.S. tariffs could accelerate relocation plans, creating selective opportunities in cross-border supply-chain names while pressuring domestic industrial exposure.
|
Jul 07, 2026 |
|
Ep 98: Bank-stock outperformance this quarter gives TFSA holders a rotation signal into financials with volume confirmation required first.
|
Jul 06, 2026 |
|
Ep 97: Aritzia earnings this week give TFSA holders a direct read on Canadian consumer spending strength before deciding on retail exposure.
|
Jul 05, 2026 |
|
Ep 96: Defensive energy exposure could stabilize Canadian TFSA yields as Morgan Stanley rotates into names like Galp amid geopolitical oil stock pressure.
|
Jul 04, 2026 |
|
Ep 95: Canadian investors in travel-related holdings may see fuel-cost relief ahead as jet fuel prices ease while summer demand keeps fares elevated.
|
Jul 03, 2026 |
|
Ep 94: Retailers front-loading imports ahead of tariffs are pushing shipping rates higher — consider exposure to logistics ETFs in your TFSA.
|
Jul 02, 2026 |
|
Ep 93: International tech's first-half outperformance gives Canadian TFSA holders a concrete reason to add global equity exposure beyond U.S. names.
|
Jul 01, 2026 |
|
Ep 92: Medicare coverage starting tomorrow for obesity drugs opens a direct path for Canadian investors to add healthcare exposure inside a TFSA without U.S. withholding tax drag on growth names.
|
Jun 30, 2026 |
|
Ep 91: Tech debt issuance is accelerating as AI infrastructure costs climb, giving Canadian investors in TFSA accounts a chance to tilt toward investment-grade corporate bonds from U.S. tech names rather than chasing equity volatility.
|
Jun 29, 2026 |
|
Ep 90: The week's biggest developments, pulled together — what actually moved, why it matters, and what to watch next.
|
Jun 28, 2026 |
|
Ep 89: UnitedHealth’s quiet 80% climb off lows shows healthcare can still deliver defensive alpha when broader indices stall.
|
Jun 27, 2026 |
|
Ep 88: Tech outflows hit a three-month high as AI infrastructure cost concerns trigger $2.9 billion in fund redemptions, giving TFSA holders a chance to reassess concentration in names like SoftBank and Apple before next week’s open.
|
Jun 26, 2026 |
|
Ep 87: Micron’s AI-driven surge is lifting Nasdaq futures 2 percent, giving Canadian TFSA investors a potential entry signal into semiconductor exposure ahead of any sector rotation.
|
Jun 25, 2026 |
|
Ep 86: Tech rebound signals after the $1.3 trillion AI-driven rout could create entry points for disciplined Canadian TFSA investors rotating into oversold semiconductor names.
|
Jun 24, 2026 |
|
Ep 85: Oil price weakness from easing Iran tensions gives Canadian energy investors a chance to reassess exposure before next BoC decision.
|
Jun 23, 2026 |
|
Ep 84: Canadian TFSA holders face higher borrowing costs as May inflation hit 3.2% on gas prices, keeping rate-cut odds lower than expected.
|
Jun 22, 2026 |
|
Ep 83: The week's biggest developments, pulled together — what actually moved, why it matters, and what to watch next.
|
Jun 21, 2026 |
|
Ep 82: Quantum computing funding from the CHIPS Act creates a fresh satellite entry point for tech exposure in registered accounts.
|
Jun 20, 2026 |
|
Ep 81: Canadian investors holding growth names should watch MDA Space’s $874 million acquisition of Blue Canyon Technologies, as it signals accelerating consolidation in the satellite sector that could lift related TSX and NASDAQ holdings.
|
Jun 19, 2026 |
|
Ep 80: Intel shares are surging in premarket on a Trump post about an Apple partnership, giving Canadian investors in the TFSA a narrow window to reassess semiconductor exposure before U.S. open.
|
Jun 18, 2026 |
|
Ep 79: CUSMA extension deadline approaches — review any U.S.-listed holdings in your RRSP now to manage potential tariff exposure.
|
Jun 17, 2026 |
|
Ep 78: Canadian investors with energy exposure should watch oil price moderation closely as the U.S.-Iran deal heads toward formal signing, with the Strait of Hormuz reopening timeline still uncertain.
|
Jun 16, 2026 |
|
Ep 77: The Iran ceasefire deal is lifting equities while pressuring oil, giving Canadian TFSA holders a window to rotate into tech names with acquisition catalysts rather than energy.
|
Jun 15, 2026 |
|
Ep 76: The week's biggest developments, pulled together — what actually moved, why it matters, and what to watch next.
|
Jun 14, 2026 |
|
Ep 75: PPI at +6.5% makes defensive consumer staples like Coca-Cola worth adding to TFSA watchlists for inflation protection.
|
Jun 13, 2026 |
|
Ep 74: Bank stocks stand to gain trading revenue from SpaceX and other mega-IPOs, creating a rotation opportunity inside TFSA accounts today.
|
Jun 12, 2026 |
|
Ep 73: Bank of Canada holding at 2.25% means Canadian mortgage shoppers and TFSA dividend investors face the same steady-rate environment for at least another six weeks.
|
Jun 11, 2026 |
|
Ep 72: Canadian investors holding energy or rate-sensitive holdings face direct pressure today as U.S. inflation hit a three-year high on gas prices, coinciding with the Bank of Canada’s expected hold.
|
Jun 10, 2026 |
|
Ep 71: Canadian investors holding housing-related assets should reassess exposure after insolvency volumes hit their highest level since 2009.
|
Jun 09, 2026 |
|
Ep 70: AI-exposed TFSA holdings could rebound faster than broad indexes as chip and software names recover Monday's premarket losses.
|
Jun 08, 2026 |
|
Ep 69: Looking back at 7 episodes from 2026-06-01 to 2026-06-07 — the stories that mattered, what we learned, and what to watch next.
|
Jun 07, 2026 |
|
Ep 68: Canadian investors holding U.S. index exposure just saw the S&P 500 post its worst day of 2026, so re-checking stop levels and sector weights before Monday’s open is the immediate priority.
|
Jun 06, 2026 |
|
Ep 67: Stronger-than-expected U.S. hiring data raises the odds that rate-cut hopes fade, so Canadian investors holding rate-sensitive dividend payers in TFSAs should review duration exposure this week.
|
Jun 05, 2026 |
|
Ep 66: Rising U.S. jobless claims to 225K signal potential Fed easing that could lift Canadian dividend payers in your RRSP this quarter.
|
Jun 04, 2026 |
|
Ep 65: Canadian investors holding energy names face renewed pressure as oil climbs toward $100 amid fresh tariff and supply disruption risks.
|
Jun 03, 2026 |
|
Ep 64: American buyers are flooding Canadian real estate searches, creating a potential tailwind for TFSA holders eyeing cross-border property exposure.
|
Jun 03, 2026 |
|
Ep 63: Canadian investors holding healthcare platforms now have a concrete acquisition catalyst to evaluate after Hims & Hers closed its Eucalyptus deal, accelerating generic semaglutide access and whole-body care offerings north of the border.
|
Jun 02, 2026 |
|
Ep 62: Canadian steel names could see fresh defense demand after Hanwha selected Algoma material for armoured vehicles built in Canada.
|
Jun 01, 2026 |
|
Ep 61: Looking back at 8 episodes from 2026-05-25 to 2026-05-31 — the stories that mattered, what we learned, and what to watch next.
|
May 31, 2026 |
|
Ep 60: SpaceX filed its S-1 on May 20 targeting a June 12 Nasdaq listing at roughly $1.8 trillion valuation; this episode gives retail investors a concrete plan across three time horizons.
|
May 30, 2026 |
|
Ep 59: SpaceX has no announced IPO, yet the mechanics of how retail investors actually access or approach any future listing are worth mastering now.
|
May 30, 2026 |
|
Ep 58: Record 10-day Bitcoin ETF outflows totaling nearly $3 billion create a potential contrarian entry point for crypto allocation inside a TFSA.
|
May 30, 2026 |
|
Ep 57: Canada’s Q1 stall into technical recession tightens the lens on consumer discretionary names already guiding lower, while AI infrastructure demand keeps select tech names in focus for Canadian investors seeking growth outside broad indices.
|
May 29, 2026 |
|
Ep 56: Oil prices jumping over 2% on renewed Iran tensions means Canadian energy exposure in a TFSA could face sudden volatility this week.
|
May 28, 2026 |
|
Ep 55: Rising US inflation and energy costs from Iran tensions could pressure consumer discretionary names, making selective bank dividend plays worth screening in TFSA accounts today.
|
May 28, 2026 |
|
Ep 54: Canadian investors holding bank stocks got a double signal today as BMO and Scotiabank both raised dividends after beating earnings, highlighting capital-markets strength that could support further sector rotation into financials.
|
May 27, 2026 |
|
Ep 53: Oil price drops could ease energy costs for Canadian portfolios as U.S.-Iran talks progress toward reopening the Strait of Hormuz.
|
May 25, 2026 |
|
Ep 52: Looking back at 6 episodes from 2026-05-18 to 2026-05-24 — the stories that mattered, what we learned, and what to watch next.
|
May 24, 2026 |
|
Ep 51: Bitcoin index options are coming to Nasdaq, giving Canadian investors in TFSA accounts a new listed vehicle to express views on crypto without holding the underlying coins directly.
|
May 23, 2026 |
|
Ep 50: Canadian investors holding rail or dividend-growth names should watch CNR closely after its lengthy bear-market slump created an unusually attractive entry point for long-term compounding.
|
May 22, 2026 |
|
Ep 49: Nvidia topping expectations hands Canadian TFSA holders in AI names a potential re-entry window, but only if volume confirms the move before broader rotation hits.
|
May 21, 2026 |
|
Ep 48: Canadian investors holding heavy TFSA positions in growth names should watch the 10-year Treasury yield at 4.69% because it is already repricing long-duration assets faster than earnings can offset.
|
May 20, 2026 |
|
Ep 47: Oil shocks and today's StatCan inflation print could lift input costs for consumer names, giving TFSA holders a narrow window to rotate into names with pricing power before margins compress further.
|
May 19, 2026 |
|
Ep 46: Canadian TFSA holders eyeing healthcare innovation now have fresh catalyst data to evaluate after Design Therapeutics reported positive trial results that could shift sector rotation away from pure AI names.
|
May 18, 2026 |
|
Ep 45: Looking back at 6 episodes from 2026-05-11 to 2026-05-17 — the stories that mattered, what we learned, and what to watch next.
|
May 17, 2026 |
|
Ep 44: Canadian investors holding U.S. financials should review exposure to private-credit names like Apollo after the stock hit 15x earnings amid sticky insurance float that generated $3.4 billion in spread-related earnings last year.
|
May 16, 2026 |
|
Ep 43: Bill Ackman’s new Microsoft stake highlights a barbell approach that pairs AI infrastructure growth with defensive holdings, giving TFSA investors a template for balancing momentum and stability this quarter.
|
May 15, 2026 |
|
Ep 42: Canadian investors holding auto suppliers should reassess exposure after Honda indefinitely suspended its $15B Ontario EV plant to prioritize hybrids.
|
May 14, 2026 |
|
Ep 41: Mortgage rates just hit their highest level in five weeks, yet applications stayed positive — Canadian investors should review how rate-sensitive REITs and MICs fit inside RRSPs and TFSAs right now.
|
May 13, 2026 |
|
Ep 40: Surging oil prices from Iran war tensions could raise costs across shipping and energy holdings in Canadian portfolios, forcing a fresh look at exposure before any further escalation.
|
May 12, 2026 |
|
Ep 39: Energy holdings could tighten as oil jumps more than 2% after President Trump rejects Iran's latest ceasefire response, giving Canadian investors in the sector a clear geopolitical premium signal to evaluate today.
|
May 11, 2026 |
|
Ep 38: Earnings from AtkinsRealis and Manulife this week give Canadian investors in financials and industrials a clear window to position ahead of results that could shift sector rotation.
|
May 10, 2026 |
|
Ep 37: U.S. sanctions on 11 entities and three individuals in Iran, China, Belarus and UAE target supply chains that could ripple into energy and materials pricing.
|
May 09, 2026 |
|
Ep 36: Fed's 2019 repo experience shows balance sheet tightening can spike rates even without active QT, complicating 2026 rate-cut math.
|
May 08, 2026 |
|
Ep 35: AMD's 15% surge after data center revenue and guidance beat shows AI infrastructure demand remains a powerful driver worth watching for tech allocation.
|
May 06, 2026 |
|
Ep 34: US companies have announced $665 billion in share buybacks year-to-date, offering a potential support level for equities amid geopolitical cross-currents.
|
May 05, 2026 |
|
Ep 33: Oil prices rise on Middle East conflict news while Berkshire Hathaway holds a record $397 billion in cash.
|
May 04, 2026 |
|
Ep 32: Clorox cuts profit forecast on weak demand while oil prices hold gains amid Iran tensions and yen intervention.
|
May 01, 2026 |
|
Ep 31: Oil topped $126 on Iran tensions yet equities stayed mixed, signaling the war is accelerating the shift to renewables.
|
Apr 30, 2026 |
|
Ep 30: Big Tech earnings and Powell’s final FOMC tomorrow loom as stagflation concerns weigh on private credit and energy supply chains.
|
Apr 29, 2026 |
|
Ep 29: Oil tops $110 on stalled Iran talks while clean power eyes records despite policy risks — two signals demanding disciplined positioning.
|
Apr 28, 2026 |
|
Ep 28: Stalled Iran talks lift oil $2.50 while global shares gain — value strategies offer Canadian investors a practical edge right now.
|
Apr 27, 2026 |
|
Ep 27: Fed faces stagflation trap as Hormuz closure removes 20% of global oil supply, with no painless policy option available.
|
Apr 24, 2026 |
|
Ep 26: Canada Growth Fund acquires 22% of Nouveau Monde Graphite, triggering investor interest in Canadian critical minerals.
|
Apr 23, 2026 |
|
Ep 25: Adobe is staking roughly 25% of its market value on AI complementing rather than destroying its SaaS business model.
|
Apr 22, 2026 |
|
Ep 24: J.P. Morgan lifts S&P 500 target to 7,600 on AI earnings strength and potential Iran ceasefire.
|
Apr 21, 2026 |
|
Ep 23: Narrow earnings revisions are powering S&P records while commercial vacancies drop for the first time since 2020.
|
Apr 20, 2026 |
|
Ep 22: Hopes of an Israel-Lebanon ceasefire are supporting stocks near record highs while oil stays below $100, but insider moves and diversification gaps offer clearer portfolio actions today.
|
Apr 17, 2026 |
|
Ep 21: S&P 500 hits fresh record highs while TSMC raises full-year outlook on unrelenting AI demand.
|
Apr 16, 2026 |
|
Ep 20: TSX hits six-week high at 34,102.36 as Middle East de-escalation hopes lift tech and financials while energy lags on softer oil.
|
Apr 15, 2026 |
|
Ep 19: Stocks climb as investors price in US-Iran diplomatic progress despite shaky ceasefire and elevated oil.
|
Apr 14, 2026 |
|
Ep 18: German €1.6B fuel relief and Philippines tax cuts signal broad input-cost easing that could widen margins for European and Asian consumer-exposed names.
|
Apr 13, 2026 |
|
Ep 17: StatCan March jobs data lands today after Canada’s labour market stumbled in early 2026, creating fresh signals for rate-sensitive sectors.
|
Apr 10, 2026 |
|
Ep 16: Surging fuel prices and fragile Middle East ceasefire are creating divergent winners in Canadian agriculture, EVs, and gold miners.
|
Apr 09, 2026 |
|
Ep 15: Iran ceasefire triggers 15% oil plunge, unwinding the geopolitical premium and shifting capital across energy, currencies, and defensives.
|
Apr 08, 2026 |
|
Ep 14: Samsung forecasts 8-fold Q1 profit jump on AI memory chip demand while oil surges above $110 on Iran deadline tension.
|
Apr 07, 2026 |
|
Ep 13: Global equity funds saw their second straight weekly inflow as investors price in Mideast ceasefire hopes, lifting futures and Bitcoin.
|
Apr 06, 2026 |
|
Ep 12: Norwegian Cruise Line dropped 24% in March after disappointing earnings and Iran-related travel fears — a reminder that external shocks can override fundamentals fast.
|
Apr 03, 2026 |
|
Ep 11: Alberta’s potential US$1T lithium resource meets geopolitical oil shock — creating a rare Canadian critical-minerals catalyst.
|
Apr 02, 2026 |
|
Ep 10: World stocks rocket higher on optimism the Iran war could end soon, lifting S&P 500 futures +2.9%.
|
Apr 01, 2026 |
|
Ep 9: Geopolitical energy shock sends S&P 500 toward its worst quarter since 2022 while pushing Eurozone inflation to 2.5%.
|
Mar 31, 2026 |
|
Modern Investing Techniques - Episode 8 - March 30, 2026
|
Mar 30, 2026 |
|
Ep 7: Oil prices climb as Trump notes Iran allowed 10 tankers through the Strait of Hormuz, creating fresh energy-sector volatility.
|
Mar 27, 2026 |
|
Ep 6: Canada hits the NATO 2% GDP defence target, opening fresh capital-flow opportunities in Canadian aerospace and defence names.
|
Mar 26, 2026 |
|
Ep 5: Short sellers piling into SoFi while XRP gets positive SEC clarity — two clear signals worth dissecting for your portfolio.
|
Mar 26, 2026 |
|
Ep 4: Brookfield and La Caisse’s $37.25/share takeover of Boralex creates a textbook Canadian M&A premium play worth dissecting.
|
Mar 25, 2026 |
|
Ep 3: Estée Lauder confirms a potential merger suitor yet its stock still struggles — a textbook lesson in market skepticism versus headline optimism.
|
Mar 24, 2026 |
|
Ep 2: Stocks jump and oil eases after Trump says Iran is talking with the U.S., despite Tehran’s denials.
|
Mar 23, 2026 |
|
Modern Investing Techniques - Episode 1 - March 20, 2026
|
Mar 20, 2026 |