Michael Campbell’s MoneyTalks – Complete Show
00:50 – 08:14 Michael’s Weekend Editorial “Defying Common Sense”
09:14 – 14:42 Top Business Stories with Michael Levy
15:17 – 18:55 – Mike’s Big Fat Idea with Ethan Dang, CFA, MBA Portfolio Manager McIver Capital Management
01:04 – 02:04 – Quote of the Week on the movie Dunkirk
02:05 – 19:14 – Featured guest is Eric Coffin who notes that there is usually a couple of periods a year when precious metals are positive and we are just beginning the stronger of the two that will run into this fall. Eric also notes that the committments of Traders (COT) was as bullish two weeks ago as it was in late 2015 just prior to the $329 rise in Gold thru the first half of 2016. Eric explains why he recommends San Marco Resources Inc. (SMN.V) and Vendetta Mining Corp. (VTT.V)
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20:20 – 22:18 – Talk about a hot product in this weeks Shocking Stat
24:40 – 31:30 With so much talk on Foreign buying in real estate, Michael & Ozzie offer a startling idea of where a large portion foreign buying of US Real Estate is coming from. Also what the new Government in BC is likely to do in the real estate market. Also a waterfront condo for $205,000.
32:25 – 36:04 – Victor on the USD index which had its lowest weekly close in 15 months, down 10.5% from the 14 year highs made in December when bullish sentiment was at its peak on Trump’s “Make America Great Again”. While Victor thinks the US Dollar is near a turn higher, he has taken a position in Gold Calls and is also short the Canadian Dollar.
36:25 – 38:14 This weeks Goofy is just so wrong!
– Michael’s Editorial
– Two Big Stories via Michael Levy
– Solid Growth & Dividend Income in this week’s Big Fat Idea
0:26 – 01:07 Quote of the Week
01:08 – 17:40 – Don Vialoux addressses Seasonal market patterns have been around since the first crops were traded. Michael gets the latest update on how to profit from those seasonal patterns from Don, founder of www.timingthemarket.ca. Key in on summer trends that can juice your portfolio performance during the dog days of summer. Special focus on movements in precious metals.
21:30 – 25:14 – This weeks shocking Stat. No make that fascinating stats!!!!
25:41 – 31:29 – Ozzie on yet more changes to mortgage eligibility rules.
32:46 – 36:54 – Victor on the US Dollar Index has fallen ~10% from January’s 14 year highs. This week’s close was the lowest in 15 months. The USD made its highs on enthusiasm that Trump was going to make America Great Again and as the Fed was tightening monetary policy while other central banks were not. The USD has been falling since January as Trump’s plans appear to be increasingly bogged down in “Political Turmoil” and, not coincidentally, as the Fed seems less inclined to tighten further while other CB’s appear willing to do so.

Also this week we had a wonderful example of the relative impact of “Political Turmoil” when Draghi sounded more dovish than expected following the ECB meeting. But the Euro didn’t drop, as you might have expected, it rallied due to Special Prosecutor Muller “expanding his investigation” into Trump and family. The Euro ended the week at 2 year highs.
Sentiment plays a big role in the currency markets and right now sentiment is very negative the USD, just as sentiment was very bullish the USD as it was making 14 year highs in December.
37:16 – 39:24 – This weeks Goofy could be a peak in media fawning towards Justin Trudeau.
Following the first rate hike in Canada in 7 years, Kyle joins Michael to share some ideas on how to protect yourself – and some of the unforseen pitfalls of the mortgage world.
First Half Hour
Second Hour
Greg Weldon – “You have to wonder if Central Banks are letting the genie out of the bottle – Terminating holding interest rates at artificial record lows now, after they’ve fueled a decade long Stock Market rise, sent debt and debt servicing to record highs and a near collapse in commodities markets going on.
Greg discusses with Michael the Hugely Important Breakout of Canadian Bond Yield! How you can benefit and protect yourself from this long-term trend.
Greg is riding a great record of MoneyTalks calls in the last year. Bullish US stock calls in August 2016 and again in January 2017. Greg also timed the gold market perfectly going bullish on the show in Jan 2016 and bearish again in July of last year.
One of The Most Divisive Decisions in Recent Memory – Michael’s Editorial





