The Overlooked Way to Play the Commodity Cycl...

Everything in commodities over the past few years has been driven by geopolitics. So today we're going deep on it with one of the best in the business: Jacob Shapiro.The Inflation Reduction Act, the US-China trade war, Washington taking a stake in MP Materials, Argentina reopenin ...  Show more

We spent the week pulling apart Canyon Resources, and what came out is the sort of story that should worry anyone who has ever held a minority stake in a single asset developer. A billion tonne bauxite project in Cameroon, a fully funded announcement, and then $170m of equity at ...  Show more

In this release of the Canadian Investor Podcast, we discuss the following topics: 

New winners in the AI datacenter buildout. The Fast Money traders discuss Coinbase as a play on digital assets and trading infrastructure, Vertiv as a picks-and-shovels bet on AI data center growth, drone maker Anduril as a speculative moonshot tied to military contracts and t ...

We consider whether the launch of a few tokenized funds amounts to an interesting experiment on the blockchain or the beginning of a powerful secular trend.

If you'd like to learn more about the democratization of private equity, I recommend you listen to our interviews ...

Listen to our traders take you behind the money...how to play the volatility...pops and drops and the movers you missed.

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