Mike's Spotlight
Greg Weldon joins Michael to discuss what he refers to as “the market’s dis-connect from reality” as asset prices soar on inflation, and the bond and currency markets fail to respond as expected. Mike shares his thoughts on the goofy lack of self-awareness by attendees at the COP26 summit, a detailed discussion of the gold market with Robert Levy, and much much more.
Right here starting at 8:30am pacific time on Saturday, Nov 6th.
One senior Liberal is quoted as calling Steven Guibeault’s selection as Environment Minister “vandalizing the economy.” Plus ace oil analyst, Eric Nuttall on the surprising future of oil, and the Prime Minister’s thoughts on the impact of a vaccine mandate…made last January in the quote of the week. Plus inflation, interest rates and the assault on your wallet.
Eric Nuttall, senior portfolio manager of the Ninepoint Energy Fund and National Post columnist, joins Michael to share his thoughts on the “generational” opportunities in the Canadian energy sector – despite the impact of ESG and Canadian green policy decisions. Plus Victor on the dramatic impact of even small interest rate rises on the markets, a Shocking Stat and, of course, Michael’s famous weekly Goofy Award.
All right here starting at 8:30am pacific October 30th and available anytime afterwards.
Get the poison pens ready for Mike’s editorial on COP26. Kyle Green on mortgage moves as rates rise. Keystone’s Aaron Dunn recommends 3 stocks. Note: his top recommendation from his last appearance in Feb is up 51%. Plus two central bankers on why you should be worried about inflation, and the ugliest secret in Canadian business in the Goofy.
We’re diving into the implications of interest rate hikes – to your mortgage, your portfolio and the economy. One report from Scotiabank projects EIGHT hikes in the next two years. Plus some ideas for income and dividend stocks from Aaron Dunn – also likely to be impacted by rising rates. A Goofy, a wild Shocking Stat and much more. All starting right here at 8:30am pacific Saturday Oct 23rd.