The Allan Small Financial Show

Do you have a question about investing? Feel free to call me at 416-332-3863 or email me at [email protected] I am happy to answer your questions on air on my next show.

Bond yields keep climbing, key jobs and inflation data is days away, and we're heading into the weakest month of the year for the S&P 500. Here are the top three things to consider before you make your next investment decision. Allan breaks down why the 10-year Treasury pushing toward 5% matters for mortgages, borrowing and stock valuations, why US debt crossing $40 trillion is part of the story, and how the Middle East conflict is feeding straight through oil prices into inflation. He also looks ahead to jobs numbers from the US and Canada this Friday, US CPI on September 11th and Canadian CPI on the 14th, plus whether the Fed moves at its September 16th meeting. Finally, the September seasonality question: since 1950, September is the only month the S&P 500 has finished higher less than half the time. Do you have a question about investing? Feel free to call me at 416-332-3863 or email me at [email protected]

Listen to the full show as I discussed the latest stock market action, provided my insight on the markets, and the overall economy. Do you have a question about investing? Feel free to call me at 416-332-3863 or email me at [email protected]

Canada walked away from the negotiating table with the United States — and the economic stakes could not be higher. Ian Lee, Associate Professor of Management at the Sprott School of Business, Carleton University, joins Allan Small to explain why he believes that was a mistake, why retaliatory tariffs hurt Canadians more than Americans, and what has to change if Canada wants to avoid a deep recession. Ian argues that Canada's vulnerabilities were built over six decades, not six months: interprovincial trade barriers the IMF ties to roughly $200 billion in lost output, decades of underdeveloped resource capacity, heavy regulation, and an export economy where roughly three-quarters of everything we sell goes to a single customer. He also makes the case that the ten premiers — not just Washington — are standing in the way of a stronger Canadian economy. We cover tariffs and who actually pays them, whether the Prime Minister's hands are really tied, supply management and the 250% dairy tariff, the OECD's long-term GDP per capita warning, and what a realistic path back to the bargaining table looks like.

Check out my Sunday Money Show podcast (August 30, 2026) where I interviewed Ian Lee, Associate Professor, Management, at the Sprott School of Business, Carleton University, about the latest events pertaining to trade between Canada and the US. I also discussed the latest earnings from Nvidia and our largest Canadian banks, inflation data, and a whole lot more. Do you have a question about investing? Feel free to call me at 416-332-3863 or email me at [email protected] I am happy to answer your questions on air on my next show.

Why 30-year yields are spiking, whether Canadian banks are overvalued into earnings, and what Nvidia and Middle East oil mean for your portfolio. Do you have a question about investing? Feel free to call me at 416-332-3863 or email me at [email protected]

Listen to the full show as I discussed the latest stock market action, provided my insight on the markets, and the overall economy. Do you have a question about investing? Feel free to call me at 416-332-3863 or email me at [email protected]

Check out my Sunday Money Show podcast (August 16, 2026) where I discussed the Canada/US trade deal, the latest inflation readings, and how the market continues to be affected by the conflict in the Middle East. Do you have a question about investing? Feel free to call me at 416-332-3863 or email me at [email protected] I am happy to answer your questions on air on my next show.

The most popular part of the show — the three things I want individual investors focused on before making decisions over the next couple of weeks. First, the US-Iran conflict and oil. Talk of a deal keeps moving crude, but the real question is whether any deal holds. I look at Brent versus WTI, US gasoline at $4.09 a gallon, Canadian pump prices, and OPEC+ approving another 188,000 barrels per day from September — which effectively unwinds the 1.65 million barrel cut agreed to back in 2023. My view is that fair value for WTI sits closer to $50-$60 than $90-$100, and that's exactly why I'd only own an oil stock that pays a dividend. Second, jobs and inflation. Canadian and US employment numbers land Friday, August 7th, with CPI and PPI following on August 12th and 13th. US job creation has been slowing each month, expectations are for just 57,000, and three of Canada's last six months have been negative. Headline CPI at 3.5% and core at 2.6% are still well above the 2% target. Third, and to me the biggest question of this earnings season: is the tech spend justified? The four largest data centre players have now committed $2.4 trillion — more than their free cash flow. Meta and Alphabet were punished hard for it despite excellent earnings and 82% cloud growth at Google, while Amazon and Microsoft were rewarded for very similar spending. The difference may come down to how well each one explained the return on investment.

Listen to the full show as I discussed the latest stock market action, provided my insight on the markets, and the overall economy. Do you have a question about investing? Feel free to call me at 416-332-3863 or email me at [email protected]

Check out my latest Sunday Money Show podcast (August 2, 2026) as I discussed the latest stock market action, interest rates, technology stocks, and the overall economy. Do you have a question about investing? Feel free to call me at 416-332-3863 or email me at [email protected] I am happy to answer your questions on air on my next show.

Canada's stock market is at record highs while the economy underneath it is barely growing. Chief Economist Pedro Antunes of Signal49 Research (formerly The Conference Board of Canada) joins Allan Small to explain the disconnect — and why the recovery isn't as close as the headlines suggest. We cover whether Canada is already in a technical recession, the productivity gap that has Canadian businesses investing 11% of GDP against 15% in the United States, why the Bank of Canada is unlikely to cut rates again soon, what's really driving mortgage and lending rates, and where the CUSMA renegotiation stands.

Oil is climbing again, some of the best earnings reports of the year are being met with falling share prices, and the second half of the year may be bumpier than the first. Allan Small walks through the Top 3 Things to consider before you make your next investment decision. With the Middle East conflict escalating again, WTI is back above $87 and Brent crude above $90. Strait of Hormuz vessel traffic has collapsed from 77 ships at the end of June to the single digits, the U.S. Strategic Petroleum Reserve has fallen to its lowest level since 1983, and gas prices in Toronto are pushing $1.80/L. What that means for CPI, core inflation and central bank policy is the question every investor should be asking. Then a look at the expectations problem: Samsung Electronics posted preliminary results on July 7 that rivalled the last two years combined — and the stock fell. Taiwan Semiconductor reported outstanding earnings and sold off. Nvidia has gone essentially nowhere for a year despite mid-70s margins and 80% earnings growth. Apple heads into earnings on a big run-up, while Microsoft sits well below its highs. Are the names you're buying cheap, or priced to perfection? Finally, three reasons to expect more volatility in the second half: September seasonality, midterm election year underperformance, and the Middle East. Not a reason to panic — a reason to be prepared.

Listen to the full show as I discussed the latest stock market action, provided my insight on the markets, and the overall economy. Do you have a question about investing? Feel free to call me at 416-332-3863 or email me at [email protected]

Check out my latest Sunday Money Show podcast (July 19, 2026) as I discussed the recent sell off in the tech sector. Are expectations for company earnings getting too ahead of themselves? I also spoke to Pedro Antunes – Chief Economist at Signal49 Research and discussed the state of the Canadian economy and what we can do as a country to improve growth. Do you have a question about investing? Feel free to call me at 416-332-3863 or email me at [email protected] I am happy to answer your questions on air on my next show.

Before you make your next investment decision, Allan Small breaks down the three things individual investors should be focused on right now. First, US big bank and tech earnings season kicks off — JPMorgan, Bank of America, Goldman Sachs, Taiwan Semiconductor and Netflix all report, and many of these stocks are running into their numbers at or near all-time highs. Second, a heavy week of economic data: Canadian jobs, US CPI and PPI inflation, and a Bank of Canada rate decision. And third, why the producers of AI — the chipmakers and memory companies — have been dramatically outperforming the hyperscalers that use it, and what that means for how you build a portfolio. For informational and educational purposes only. Not investment advice.

Allan Small sits down with Heather Exner-Pirot, Senior Fellow and Director of Natural Resources, Energy & Environment at the Macdonald-Laurier Institute, to unpack one of the biggest questions facing our country: can Canada finally turn its vast oil and critical minerals wealth into real global influence? They dig into why Canada struggles to get its resources to world markets, the recent flurry of pipeline announcements, global oil demand and pricing, and whether Canada can move fast enough on critical minerals to compete — including the permitting reform and Indigenous partnerships that will make or break it. Do you have a question about investing? Feel free to call me at 416-332-3863 or email me at [email protected]

Listen to the full show as I discussed the latest stock market action, provided my insight on the markets, and the overall economy. Do you have a question about investing? Feel free to call me at 416-332-3863 or email me at [email protected]

Check out my latest Sunday Money Show podcast (July 5, 2026) as I discussed the latest jobs data, Canadian GDP, oil prices and more. Also, I interviewed Heather Exner-Pirot - Director of Energy, Natural Resources and Environment program at the Macdonald-Laurier Institute. Do you have a question about investing? Feel free to call me at 416-332-3863 or email me at [email protected] I am happy to answer your questions on air on my next show.

Welcome to the most popular part of the show: the top three things individual investors should be focused on before making their next move. This week: a key U.S. inflation reading, relentless market volatility, and a surging U.S. dollar that's pushing the Canadian dollar lower. Do you have a question about investing? Feel free to call me at 416-332-3863 or email me at [email protected]

Listen to the full show as I discussed the latest stock market action, provided my insight on the markets, and the overall economy. Do you have a question about investing? Feel free to call me at 416-332-3863 or email me at [email protected]

Check out my latest Sunday Money Show podcast (June 21, 2026) as I discussed the latest headlines out of the Middle East & how it affects the markets, SpaceX IPO and how quickly the markets react to the latest headlines or data. Do you have a question about investing? Feel free to call me at 416-332-3863 or email me at [email protected] I am happy to answer your questions on air on my next show.

The biggest IPO in history is hitting the market this Friday — and it's just one of three things every investor needs to watch this week. Here's the full breakdown with charts, context, and what each story means for your portfolio. Do you have a question about investing? Feel free to call me at 416-332-3863 or email me at [email protected]

Listen to the full show as I discussed the latest stock market action, provided my insight on the markets, and the overall economy. Do you have a question about investing? Feel free to call me at 416-332-3863 or email me at [email protected]

Check out my latest Sunday Money Show podcast (June 7, 2026) as I discussed the potential for higher interest rates, the latest job numbers from both the U.S. and Canada, the recent fluctuations in the stock market, and more. Do you have a question about investing? Feel free to call me at 416-332-3863 or email me at [email protected] I am happy to answer your questions on air on my next show.

Markets are at all-time highs — but smart investors know that's exactly when discipline matters most. This week's breakdown covers the three things every individual investor needs to understand before making their next move. Do you have a question about investing? Feel free to call me at 416-332-3863 or email me at [email protected]

Listen to the full show as I discussed the latest stock market action, provided my insight on the markets, and the overall economy. Do you have a question about investing? Feel free to call me at 416-332-3863 or email me at [email protected]

Check out my latest Sunday Money Show podcast (May 24, 2026) as I discussed the latest on the conflict in the Middle East & the effects on the stock market, how to protect profits, and what investments are driving growth & had good earnings this past quarter. Do you have a question about investing? Feel free to call me at 416-332-3863 or email me at [email protected] I am happy to answer your questions on air on my next show.

Listen to the full show as I discussed the latest stock market action, provided my insight on the markets, and the overall economy. Do you have a question about investing? Feel free to call me at 416-332-3863 or email me at [email protected]

Ontario's Minister of Economic Development, Job Creation and Trade, the Honourable Vic Fedeli, returns to the show to break down how Ontario attracted $35 billion in new investment and 750 companies in a single year — and where the province is heading in 2026. Do you have a question about investing? Feel free to call me at 416-332-3863 or email me at [email protected]

Three things individual investors need to focus on before making their next investment decision — broken down with charts, context, and what to watch for. Do you have a question about investing? Feel free to call me at 416-332-3863 or email me at [email protected] I am happy to answer your questions on air on my next show.

Check out my latest Sunday Money Show podcast (May 10, 2026) with my in-depth conversation with the Honourable Vic Fedeli, Minister of Economic Development, Job Creation, and Trade. We discussed how Ontario is successfully attracting new investment despite the U.S. trade dispute, the conflict in the Middle East, and the disruptions caused by AI. Do you have a question about investing? Feel free to call me at 416-332-3863 or email me at [email protected] I am happy to answer your questions on air on my next show.

Listen to the full show as I discussed the latest stock market action, provided my insight on the markets, and the overall economy. Do you have a question about investing? Feel free to call me at 416-332-3863 or email me at [email protected]

In this episode, Allan Small outlines the three most important factors investors need to focus on right now—and how they could impact markets in the coming weeks. First, Big Tech earnings take center stage. The so-called Magnificent Seven—including Apple, Microsoft, Amazon, Alphabet, Meta, Nvidia, and Tesla—continue to dominate market performance and investor sentiment. Next, key economic data is on the horizon. Inflation, GDP, and jobs reports will provide critical insight into where the economy is heading—and what central banks like the Federal Reserve and the Bank of Canada may do next. Finally, ongoing geopolitical tensions in the Middle East remain a major risk factor. Disruptions around the Strait of Hormuz are impacting global energy markets, supply chains, and economic growth expectations worldwide.

Check out my latest Sunday Money Show podcast (April 26, 2026) as I discussed the reasons behind the latest surge in the markets, the next week's corporate earnings schedule, and should investors continue to buy oil and gold. Do you have a question about investing? Feel free to call me at 416-332-3863 or email me at [email protected] I am happy to answer your questions on air on my next show.

Is Canada falling behind economically, and is our tax system to blame? In this in-depth conversation, leading tax policy expert Jack Mintz breaks down why Canada's growth has lagged behind other G7 nations and what needs to change. We cover: • Why Canada's tax system may be holding back economic growth • The case for "big bang" tax reform • Are high income taxes driving investment out of Canada? • The truth about wealth taxes and who really pays • Could a flat tax ever work in Canada? • Why governments may resist meaningful tax reform With real data, global comparisons, and decades of policy experience, this is a must-watch for investors, business owners, and anyone concerned about Canada's economic future. Do you have a question about investing? Feel free to call me at 416-332-3863 or email me at [email protected]

What should investors be focusing on right now? In this episode, we break down the three most important factors driving the market today — and what they mean for your investment decisions. From the impact of oil prices on global markets to the start of earnings season and rising market valuations, this is a practical, no-nonsense update for investors navigating volatility. Topics covered: • Why oil prices continue to drive market direction • What to watch during earnings season (banks, tech & AI stocks) • Are stocks getting expensive again? Understanding valuations • Key names to watch: JPMorgan Chase, Citigroup, Netflix, Microsoft, Taiwan Semiconductor Manufacturing Company If you're investing in today's market, these are the signals you can't afford to ignore. Thank you for watching. Please check out the full show on my YouTube channel. Do you have a question about investing? Feel free to call me at 416-332-3863 or email me at [email protected]

Listen to the full show as I discussed the latest stock market action, provided my insight on the markets, and the overall economy. Do you have a question about investing? Feel free to call me at 416-332-3863 or email me at [email protected]

Check out my latest Sunday Money Show podcast (April 12, 2026) featuring Dr. Jack Mintz, President's Fellow at the School of Public Policy, University of Calgary. We discussed several important topics, including the state of the Canadian economy, big bang tax reform, a wealth & flat tax, and more.  Do you have a question about investing? Feel free to call me at 416-332-3863 or email me at [email protected] I am happy to answer your questions on air on my next show.

What should investors be focusing on right now? In this segment, Allan Small breaks down the top 3 things every investor needs to watch in today's volatile market environment. From rising oil prices to economic uncertainty and key data releases, these factors are driving market movement—and understanding them can help you make smarter investment decisions. Markets are moving fast, and reacting emotionally can be costly. The key is staying focused on the right signals and thinking several steps ahead. Thank you for watching. Please check out the full show on my YouTube channel. Don't forget to click the subscribe button and notification bell to get notified on my latest YouTube videos. Do you have a question about investing? Feel free to call me at 416-332-3863 or email me at [email protected]

Listen to the full show as I discussed the latest stock market action, provided my insight on the markets, and the overall economy. Do you have a question about investing? Feel free to call me at 416-332-3863 or email me at [email protected]

Listen to my Sunday Money Show podcast (March 29, 2026) as I discuss how market volatility continues due mainly to the conflict in the Middle East and how to navigate the volatility. Do you have a question about investing? Feel free to call me at 416-332-3863 or email me at [email protected] I am happy to answer your questions on air on my next show.

What should investors be paying attention to right now? In this episode, Allan Small breaks down the top 3 most important market trends shaping the current investment landscape. From interest rates and inflation to broader economic signals, this is a clear and practical look at what's driving markets today—and what could come next. If you're trying to cut through the noise and focus on what actually matters for your portfolio, this is a must-watch. Do you have a question about investing? Feel free to call me at 416-332-3863 or email me at [email protected]

What's really driving market volatility right now? Is it geopolitics, oil prices, or something deeper? In this episode, Allan Small sits down with Ian Lee (Carleton University) to break down the real forces behind today's economic uncertainty. From the Strait of Hormuz to global energy dependency, this conversation explores why markets are reacting the way they are—and what it means for investors. Ian explains why oil and natural gas still dominate the global economy, why the Middle East conflict matters more than headlines suggest, and how Canada could emerge as a major beneficiary in the shifting energy landscape. If you're an investor trying to make sense of volatility, inflation, and global risk, this is a must-watch discussion. Do you have a question about investing? Feel free to call me at 416-332-3863 or email me at [email protected]

Listen to the full show as I discussed the latest stock market action, provided my insight on the markets, and the overall economy. Do you have a question about investing? Feel free to call me at 416-332-3863 or email me at [email protected]

Check out my latest Sunday Money Show podcast (March 15, 2026) featuring Ian Lee, Associate Professor, Management, at the Sprott School of Business, Carleton University. We discussed the economy and effects of the Middle East conflict on the stock market. Do you have a question about investing? Feel free to call me at 416-332-3863 or email me at [email protected] I am happy to answer your questions on air on my next show.

How do markets react during geopolitical conflict? In this episode of the Allan Small Financial Show, we break down the Top 3 things investors should focus on right now, including how wars impact markets, which sectors benefit, and which ones struggle. Topics covered include: Investments that surge or fall during wartime – oil, gold, defense stocks, airlines, and tech Economic indicators investors must watch – U.S. jobs data, CPI inflation, and Canadian employment numbers The law of large numbers in markets – why large point drops in the Dow or S&P 500 may not be as dramatic as they seem Understanding how geopolitical events and economic data influence markets can help investors make smarter portfolio decisions. Do you have a question about investing? Feel free to call me at 416-332-3863 or email me at [email protected]

Listen to the full show as I discussed the latest stock market action, provided my insight on the markets, and the overall economy. Do you have a question about investing? Feel free to call me at 416-332-3863 or email me at [email protected]

Listen to my Sunday Money Show podcast (March 1, 2026), where I discussed how the markets are affected with the latest events from the Middle East, the state of the Canadian and American economies, and how the markets performed in the month of February. Do you have a question about investing? Feel free to call me at 416-332-3863 or email me at [email protected] I am happy to answer your questions on air on my next show.

What's really happening in Canada's auto industry right now? In this episode, Allan Small sits down with Flavio Volpe, President of the Automotive Parts Manufacturing Association (APMA), to break down: 🚗 The impact of U.S. tariffs and trade tensions 🇨🇦 Why USMCA negotiations are critical for Canada 📉 How auto production dropped from 2.3M to 1.3M vehicles ⚡ The truth about EV mandates vs carbon targets 🏭 Why Magna, Linamar, and smaller suppliers are feeling pressure 💼 The 10 million North American jobs tied to auto manufacturing 🔋 Canada's opportunity in lithium, battery chemistry & critical minerals Flavio explains why "repatriating" the auto industry isn't realistic, how tariffs could cost automakers billions, and why reopening U.S. market access is crucial for Canadian jobs. If you care about Canadian manufacturing, EV strategy, USMCA, or the future of the Detroit Three, this is a must-watch conversation. Do you have a question about investing? Feel free to call me at 416-332-3863 or email me at [email protected]