Stocks under pressure, US regional banks fail to impress, ditto with Taiwan Semi, Penske goes private, Bird Construction downgraded
▶ WATCH THE FULL EPISODE Canada is on the cusp of what could be a generational investment opportunity. After years of underinvestment, billions of dollars are flowing toward infrastructure, defence, energy and data centres—and some of the biggest beneficiaries may still be overlooked by investors. Andrey Omelchak, President, CEO & CIO at LionGuard Capital, believes […]
Stocks drop on hot CPI, Bank of America misses, Morgan Stanley mixed, BlackRock beats, Fairfax gets Indian bank
▶ brand new EPISODE Cole Smead got Canadian energy right when few investors wanted anything to do with the sector. Now, after some of his biggest stock picks have delivered enormous returns, is there still money to be made? Cole was one of the top-performing stock pickers in our mid-year review, claiming both the number […]
Tech under pressure, banks underwealm, UnitedHealth recovery, BCE upgraded/Aritzia downgraded, Bumble bought out
▶ brand new EPISODE Cole Smead got Canadian energy right when few investors wanted anything to do with the sector. Now, after some of his biggest stock picks have delivered enormous returns, is there still money to be made? Cole was one of the top-performing stock pickers in our mid-year review, claiming both the number […]
Canada’s huge job losses, SpaceX pushes into telco territory, Aritzia knock-out quarter, Delta profit warning, MTY abandons sale process
▶ STEVE EISMAN EPISODE Steve Eisman made his name betting against the housing market before the Global Financial Crisis—a trade immortalized in The Big Short. So when he sees risk building in the market, investors pay attention. But this time, Eisman isn’t predicting another crash. In fact, he’s net long. Looking to invest in high-quality […]
Stocks under pressure, Pepsi pops, Costco sales growth, Palantir upgrade, Levi’s disappoints
▶ STEVE EISMAN EPISODE Steve Eisman made his name betting against the housing market before the Global Financial Crisis—a trade immortalized in The Big Short. So when he sees risk building in the market, investors pay attention. But this time, Eisman isn’t predicting another crash. In fact, he’s net long. Looking to invest in high-quality […]
Stocks sink after record, SpaceX seeks debt, Under Armour activist, Constellation Brands disappoints, TD upgrades Canadian Utilities + ATCO
▶ WATCH THE FULL EPISODE Mike Vinokur thinks a market washout could be just two to four weeks away—and that may be the time to buy. The Portfolio Manager & Senior Wealth Advisor at Propellus Wealth Partners with iA Private Wealth has raised cash to nearly 30% in his growth portfolio as the S&P 500’s […]
Futures higher, Emera buys Canadian Utilities, Toronto home prices fall, Constellation Energy inks Google deal, Nike cut to sell (again)
▶ WATCH THE FULL EPISODE Mike Vinokur thinks a market washout could be just two to four weeks away—and that may be the time to buy. The Portfolio Manager & Senior Wealth Advisor at Propellus Wealth Partners with iA Private Wealth has raised cash to nearly 30% in his growth portfolio as the S&P 500’s […]
Stocks wonder about neutral rate, Cenovus buys Athabasca, Suncor sells offshore assets, Brazil equities surge, Vistra gets a cheque
▶ WATCH THE FULL EPISODE Rising interest rates have punished real estate stocks and left investors wondering: Is real estate dead money? Jeff Olin, President & CEO and Portfolio Manager at Vision Capital Corporation, says absolutely not. While higher rates matter, he argues that supply and demand ultimately matter more—and that today’s disconnect between public […]
Stocks bounce on inflation data, Conagra pops, AgGrowth gets breathing room, US pot stocks lower, Carney takes aim at Cleveland-Cliffs
▶ WATCH THE FULL EPISODE The energy trade has already delivered big gains—but David Szybunka says the cycle is far from over. The opportunity is simply changing. David Szybunka, Senior Portfolio Manager & Managing Director of the Energy Team at Canoe Financial, joins Amber Kanwar to explain why he believes energy has entered the “optimism” […]
Stocks higher, LNG expansion, Canadian GDP, AMD’s big deal, Anthropic IPO details
▶ WATCH THE FULL EPISODE The energy trade has already delivered big gains—but David Szybunka says the cycle is far from over. The opportunity is simply changing. David Szybunka, Senior Portfolio Manager & Managing Director of the Energy Team at Canoe Financial, joins Amber Kanwar to explain why he believes energy has entered the “optimism” […]