Ep. 384: Real Economy VS Stock Market Economy...

In this week’s podcast, we're unpacking what some are calling “Trump’s carbon tax” — exploring how Donald Trump’s escalation with Iran is driving oil prices higher, why those energy shocks act like an implicit tax on consumers and businesses, and what this tightening energy backd ...  Show more

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, looks at what a U.S.–Iran ceasefire really means for markets — even if tensions remain unresolved. We explore how a fragile pause in the conflict could affect oil prices, inflation expectations, sa ...  Show more

ETFs are at the center of how investors are navigating today’s rapidly changing markets. From active ETFs to thematic strategies around megaforces like artificial intelligence and infrastructure, innovation in exchange-traded funds is reshaping how portfolios are bui ...

In this episode of Market Mondays, we tackle key investment topics, starting with the recent movements in SMCI stock and whether Palantir could become the next NVDA. We explore strategies for easing family members into investing, making it approachable without overwhelming them. ...  Show more

Today's conversation is with Rishi Renjen, the Founder and Chief Investment Officer of ROAM Global Management. Before founding ROAM Global, he was a Managing Director and Sector Head at Maverick Capital, a Partner at TPG-Axon Capital, and a Senior Analyst at Glenview Capital. ...

Today we are breaking down the publicly traded investment company 3i. You may think if you've seen one publicly traded investment vehicle, you've seen them all. Yet, 3i is an investment vehicle where one business, Dutch retailer, Action, represents well north of 50% of their net ...  Show more