Michael Campbell’s MoneyTalks – Complete Show
0:47 – 6:56
Experience the Future: This week McDonalds announced it is going to replace 2500 cashiers with self-ordering kiosks. Last week Amazon’s new “Just Walk Out Technology” eliminates cashiers, sales people, shelf stockers and other low wage jobs. Obviously the future is here now, and if we don’t massively re-think how we educate our children, not many of them are going to be able to get a job. Sadly our educational establishment are ignoring the necessity to change at a time when change is happening faster than any other time in human history. Bottom line, if we don’t change how we educate our children we are inviting social unrest.
7:09 – 14-46 – Michael Levy on Amazon vs Walmart and the Bank of Canada, with the sudden fall in oil and poor inflation numbers will their be a rate hike?
15:14 – 18:51 Critical advice for high school and college graduates is delivered by Eamonn Percy, author of the 1% Solution. Eamonn tells Mike that students are being taught industrial age solutions to handle our new age of entrepreneurialism which is defined as starting new businesses, or getting involved with new ventures or ideas.
For the Entire Money Talks 2nd Hour June 24th 2017 HERE
0:22 – 1:08 Michael’s quote of the Week – a quote from P.J. O’Rourke’s book Parliament of Whores that isn’t going to make environmentalists very happy
1:08 – 17:40 – Featured guest Paul Beatty of BT Global whose fund since inception in 2006 has more than doubled the return of the TSX. Last time Paul was on in November 2016 he recommended two specific energy service stocks Calfrac Well Services (CFW) at $2.75 and TriCan Well Services (TCW) at $2.97 which both soared to over $5..00 in the next 60 and 90 days respectively. Another big winner from Paul was Trevali Resources up from below 35 cents in March 2016 to a high of $1.57 in Feb 2017. Trevali Resources traded to a close of $1.05 on friday.
Paul answers Michael’s questions on interest rates, the economy, the Canadian Dollar, real estate. Paul sent us a note last week saying it might be time to look at gold stocks, so Michael grills him to list his exceptional picks in that area.
20:15 – 23:22 This weeks Shocking Stat comes down hard on the comglomerate of despots, tyrants, kleptocrats and sprinkling of democracies that is the United Nations. Listen to this list of corruption if you can stomach it.
23:55 – 30.15 Ozzie’s Hot Properties: With a big week ahead with the Bank of Canada possibly raising interest rates sooner than expected, Michael asks Ozzie what the impact on the real estate market is going to be if the BOC does raise rates, but especially if it raises rates more than everyone expects. A slowdown or a 30% correction?
30.50 – 33:45 – In this weeks Live From the Trading Desk Victor Adair on the key events this week, the Bank of Canada signaling a change in interest rate policy, the more “hawkish” Federal Reserve, the bad news Oil was hit with and the CRB commodity index dropping to a 14 month low, down 9% from 2017 highs even as the USD fell 7%
34:00 – 36.27 This weeks Goofy Award Winner – Last week Michael talked about the increasing acceptance of extremism. This week is another example emanating from Britain, not a big stretch from Canada
Money Talks 1st 1/2 Hour June 17th 2017
0:46 – 05:19 – Michael’s Editorial: “Just about everything that is wrong with Big Government is on full display in Ontario”. Michael Campbell June 17th/2017. Michael points out that despite the worst debt position of any government in North America, the Kathleen Wynne Liberals are already setting out to buy more votes for the upcoming election a year away. It wouldn’t be as bad if they weren’t doing it with their childrens money! Some of the expenditures are so brazen and relentless you’ll find yourself shaking your head.
06:37 – 14:23 – Michael Levy on the huge story this week where Amazon bought out Whole Foods at a 27% premium ushersing in a wholesale change in they way we shop for food. Another story where technology is allowing customers to walking into a store, pick their food, put it in a bag and walk out without going through a checkout line! Winding up the latest on the Canadian Dollar and the Bank of Canada.
15.01 -18:34 – Michaeel asks Eamonn Percy, author of the 1% solution , a book that gives the actions in recipe form that a person graduating from high school or university must take in order to build the entreprenuerial mindset required to get employment security in the changing economy. The 1% Solution solves one of life’s biggest problems; how to overcome a lifetime of obstacles fast enough in order to make a significant impact in the limited time we have or, more precisely, how to become a 20-year overnight success!
Money Talks Complete 2nd Hour June 17th 2017
0:00 – 2:16 – Michael’s Quote of the Week surrounds the heart breaking story of Christine Archibald who died in the London Bridge attack
2:17 – 19:19 – A +30% Return Without Lifting a Finger – That’s how much you would have made listening to John Johnston, Chief Strategist of Davis Rea at the Money Talks conference in 2013 and switched a portion of your portfolio to $US denominated assets. In this interview Michael ask John Johnston what’s next, with what is still one of the best money-making predictions of the last decade in the currency world, as well as some of the secrets behind his index beating Davis Rea Equity Fund, and the even more remarkable returns on his Fixed Income Fund.
21:09 – 23:22 – Mike’s Shocking Stat: Holy smokes, the devastating numbers of getting on the wrong side of a technological revolution illustrated by the impact of UBER on traditional taxi service. In some places the traditional taxi business has shrunk over 90%, City council’s selling taxi medalions are not happy!
24:06 – 31:41 – Ozzie Jurock’s Hot Properties takes a look at the sudden drop in Toronto Real Estate after Premier Kathleen Wynn’s 16 point plan was implemented. Also a peek at BC’s real estate and of course Ozzie’s hot properties
31:59 – 35:45 Victor Adair’s Live From The Trading Desk. Anticipated risks from the Comey testimony, the UK election and the ECB meeting all on Thursday were not a “big worry” and the major US stock market indices rallied to New All Time Highs Friday while volatility across markets dropped to new lows. Plus Victor has done a complete 180 and gone long the US Dollar!
36:02 – 37:40 – Mike’s Goofy gives an dramatic example of the NY Times publishing “Fake News” as according to FBI Director James Comey
0:30 – 06:18 – Michael’s Editorial: We are in a long term trend, an anti-establishment movement where increasingly in so many new areas things are taken to extremes. You can see it in the demand that there should be absolutely no discussion, no questions allowed on global warming, pipelines or for that matter the whole progressive adgenda. The assault on free-speech is increasing, and it will increase until society in general is dramatically changed. Michael issues another warning, that they’re coming after your money too.
07:31 – 13:58 – Mike asks Michael Levy about a good news story along with another two stories smart people are talkng about.
14:27 – 18:22 – Mike’s Big Fat Idea covers Eamonn Percy’s book the 1% Solution, something every single graduate from High School should take to heart.
> Build the character traits necessary to overcome any obstacle.
> Achieve big, important goals and bounce back from any failure.
> Manage time better so you can be more effective and get more done.
> Become a leader, make decisions and communicate those decisions.
> Get things done and stay motivated during tough times.
> Achieve financial success and leave a legacy to those you care about.
There is no need to struggle by yourself.