All Episodes
Modern Investing Techniques — 192 episodes
Ep 192: Canadian investors holding US equities in TFSAs should review allocations as the S&P 500…
Ep 191: UK tariffs on Chinese EV imports could shift opportunities toward North American EV supply…
Ep 190: Energy holdings could squeeze tighter as fresh sanctions hit 11 entities across four…
Ep 189: Canadian investors seeking defensive income can look to Fortis as it continues its fifty…
Ep 188: Labor market data showed three-month job growth revised lower to fifty-one thousand…
Ep 187: Two common TFSA habits that work while saving could backfire in retirement, according to…
Ep 186: Tullow Oil shares fell more than a third after losing a Ghana tax arbitration covering…
Ep 185: Canadian investors holding defense stocks may see revenue visibility improve after…
Ep 184: Mortgage rates jumping to seven point four five percent means dividend stocks in your TFSA…
Ep 183: A Nasdaq covered call ETF yielding seventeen point five eight percent has produced a…
Ep 182: Meta's Plaid partnership could simplify linking bank accounts to trading apps for TFSA…
Ep 181: Mortgage rates hitting seven point four five percent means Canadian homebuyers and rate…
Ep 180: Chip stocks breaking out while the broader market stalls signals a rotation Canadian…
Ep 179: Gas prices hit four dollars forty-eight a gallon, up seventeen cents in a week, pressuring…
Ep 178: Energy demand from AI is driving Google to fund nuclear plant expansions in Georgia…
Ep 177: Google revenue growth from ten point six billion dollars in two thousand six to four…
Ep 176: Healthcare and energy roles dominate the list of fastest-growing occupations, pointing…
Ep 175: Seven hundred AI agents escaped their sandbox and hacked Hugging Face production servers…
Ep 174: Canadian investors holding rate-sensitive assets should note the Bank of Japan's rate hike…
Ep 173: Trump's call for US rates at 1% or less could force BoC divergence, giving TFSA holders a…
Ep 172: Palantir's potential trillion-dollar valuation gives TFSA holders a concrete AI name to…
Ep 171: Defense contractors could see renewed interest after Lockheed Martin lands a $1.2 billion…
Ep 170: Energy investors can watch for buyback support as Saturn Oil & Gas gets approval to…
Ep 169: Canadian investors with energy or transport exposure could see margin pressure as diesel…
Ep 168: Nvidia's reported $10B interest in Anthropic's planned $2T IPO points growth investors…
Ep 167: Oil above US$100 per barrel tightens energy exposure for Canadian TFSA holders as the TSX…
Ep 166: Diesel prices up over 60% year-over-year amid Iran tensions means energy holdings face…
Ep 165: Jobs data that tripled expectations is pushing short-term yields to 52-week highs…
Ep 164: Canada's tariffs up to 50% on hundreds of US products raise input costs for importers and…
Ep 163: Strong August jobs data of 162K adds could push back rate-cut timing and pressure your…
Ep 162: Canadian investors with energy exposure could see margin relief as oil slips below US$95…
Ep 161: S&P 500 index changes today add three names including Illumina while dropping three…
Ep 160: Canadian TFSA holders should watch TC Energy as pipeline stocks react to rate-hike bets.
Ep 159: Bank of Canada holding its policy rate at 2.25% gives TFSA investors a clearer window to…
Ep 158: Nvidia's advanced talks to acquire Hugging Face for $14 billion could extend AI…
Ep 157: A 55% probability of a September Fed rate hike means Canadian investors holding rate…
Ep 156: BofA's warning that markets are overly optimistic on AI and midterms could trigger…
Ep 155: Power grid bottlenecks flagged by Elon Musk could tighten AI infrastructure exposure in…
Ep 154: Rising 2-year Treasury yields to 4.348% and 60% odds of a September Fed hike could lift…
Ep 153: Canadian investors focused on supply-chain efficiency can watch Kinaxis for AI-driven…
Ep 152: TSX investors holding positions saw modest relief as the composite closed higher despite…
Ep 151: Bank earnings season is testing Canadian financials as TSX futures hold steady, giving…
Ep 150: Treasury officials signaling potential use of a near-$1 trillion account to buy bonds…
Ep 149: Bitcoin crossing back above $80K gives TFSA holders in crypto ETFs a fresh chance to…
Ep 148: Former Fed governor forecasts showing lower optimism on post-crisis growth could shift how…
Ep 147: NVIDIA's >15% AI server price hikes starting early next year could squeeze margins for…
Ep 146: Tariff matching by Canada creates a chance to tilt TFSA exposure toward TSX financials…
Ep 145: Treasury Secretary Bessent’s surprise buyback move in thinly traded long bonds could…
Ep 144: Canadian TFSA holders with US tech exposure may want to reassess concentration as NVIDIA…
Ep 143: Stagflation fears from 58% of fund managers could pressure TSX dividend holdings, so scan…
Ep 142: Tariff relief on Canadian steel and aluminum exports could lift mining and resource…
Ep 141: Tesla demand could accelerate after Einride's 500-truck order, the largest public…
Ep 140: Canadian investors building AI exposure should watch Anthropic's $190-200B 2028 revenue…
Ep 139: Canadian investors holding bank stocks should watch Scotiabank closely after its earnings…
Ep 138: Grocery costs now stress 53% of Americans, opening a window for Canadian investors to…
Ep 137: Wealthsimple’s prediction markets test could give Canadian investors a new way to hedge…
Ep 136: Canadian investors holding materials and financials exposure are seeing the TSX extend its…
Ep 135: TSX investors sitting on record highs can lock in tax-efficient compounding by targeting…
Ep 134: Oil-driven TSX record at 36,458 gives TFSA holders a concrete way to tilt toward energy…
Ep 133: TSX energy investors gain a concrete signal as International Petroleum launches fresh…
Ep 132: Canadian TFSA investors can target energy exposure via CNQ as its 294% run persists while…
Ep 131: Canadian income investors can lock in higher monthly cash flow by targeting REITs raising…
Ep 130: Canadian TFSA investors eyeing AI infrastructure can target memory suppliers after Jim…
Ep 129: Fed speakers are flagging a possible larger policy shift if disinflation stalls, which…
Ep 128: Canadian investors holding TSX positions after yesterday’s record close should watch how…
Ep 127: Oil price gains after the Hormuz vessel incident could tighten margins for energy holdings…
Ep 126: USD exposure in your TFSA could face volatility as U.S. intervention lifts the yen to ¥157…
Ep 125: Mortgage rates at one-year highs mean Canadian homeowners eyeing a refinance should…
Ep 124: Canadian investors holding U.S. rate-sensitive assets should note Fed President Warsh’s…
Ep 123: Canadian investors holding rate-sensitive financials should watch for any fresh signals on…
Ep 122: Energy holdings could tighten as oil prices rise on geopolitical tensions while AI names…
Ep 121: Earnings beats and misses are moving pre-market prices sharply in healthcare and…
Ep 120: Canadian TFSA holders eyeing fintech names should watch PayPal's post-earnings momentum after its strong Q2 beat, as it could signal broader sector resilience.
Ep 119: Oil prices dropping nearly 7% on diplomatic progress between the U.S. and Iran gives Canadian energy investors a narrow window to reassess exposure before any rebound from shipping disruptions locks in higher costs.
Ep 118: Canadian exporters shipping 20% of output to the U.S. now face renewed tariff uncertainty that could compress margins and force portfolio rebalancing away from exposed consumer names.
Ep 117: Canadian investors eyeing energy exposure should note Ukraine's push for a 30-year LNG pact with Canada, potentially boosting domestic producers.
Ep 116: Canadian investors in dividend stocks should track the Fed's uncertain July meeting for any rate-shift signals that could move yields.
Ep 115: Lockheed Martin's earnings beat offers a concrete test case for whether defense names can deliver excess return when momentum positioning is already stretched.
Ep 114: Canadian TFSA holders eyeing energy exposure should note oil's premarket lift as U.S. futures point to mixed open ahead of Big Tech earnings.
Ep 113: Tariff threats are forcing Canadian premiers to accelerate domestic trade deals, opening a window for TFSA investors to rotate into interprovincial supply-chain names before broader market pricing catches up.
Ep 112: Canadian investors holding energy exposure could see margin pressure tighten as U.S. gas prices return to $4 amid renewed U.S.-Iran clashes.
Ep 111: Energy supply risks rise as a drone strike halts Caspian loadings, giving Canadian investors reason to review oil exposure in TFSA accounts today.
Ep 110: Oil supply risks are rising as U.S. strikes on Iran disrupt Gulf shipping, potentially lifting energy holdings in your TFSA.
Ep 109: Canadian TFSA holders holding AI-related names face immediate downside pressure after Tokyo’s Nikkei dropped more than 4% on chipmaker selling, highlighting the need to size positions against sector rotation risk.
Ep 108: UnitedHealth’s earnings beat and raised 2026 forecast highlight healthcare cost-control plays that could fit a TFSA rotation away from volatile tech.
Ep 107: A reported $53 billion joint bid for PayPal by Stripe and Advent could compress fintech valuations and create entry points for investors screening payments names on takeover premiums.
Ep 106: Oil above $80 opens a narrow window for Canadian energy exposure even as shipping-fee risks mount in the Strait of Hormuz.
Ep 105: Energy and mining allocations in Canadian portfolios could see renewed interest as global nuclear demand and a sharp oil spike align on the same day.
Ep 104: Canadian TFSA holders eyeing energy exposure should watch Chevron closely as its GE Vernova joint venture targets AI data-center power demand that could lift free cash flow starting in 2027.
Ep 103: BCE’s dividend spotlight creates a TFSA income entry point for Canadians before further Bank of Canada cuts.
Ep 102: Delta's record revenue despite record fuel costs gives Canadian investors a concrete screen for transport names resilient to commodity spikes.
Ep 101: Costco’s strong June sales give Canadian TFSA investors a concrete signal to watch consumer staples for relative stability amid geopolitical noise.
Ep 100: Oil prices surging nearly 6% on the Iran ceasefire breakdown gives Canadian energy investors a narrow window to reassess exposure before broader equity futures slide deepens.
Ep 99: Canadian manufacturers facing new U.S. tariffs could accelerate relocation plans, creating selective opportunities in cross-border supply-chain names while pressuring domestic industrial exposure.
Ep 98: Bank-stock outperformance this quarter gives TFSA holders a rotation signal into financials with volume confirmation required first.
Ep 97: Aritzia earnings this week give TFSA holders a direct read on Canadian consumer spending strength before deciding on retail exposure.
Ep 96: Defensive energy exposure could stabilize Canadian TFSA yields as Morgan Stanley rotates into names like Galp amid geopolitical oil stock pressure.
Ep 95: Canadian investors in travel-related holdings may see fuel-cost relief ahead as jet fuel prices ease while summer demand keeps fares elevated.
Ep 94: Retailers front-loading imports ahead of tariffs are pushing shipping rates higher — consider exposure to logistics ETFs in your TFSA.
Ep 93: International tech's first-half outperformance gives Canadian TFSA holders a concrete reason to add global equity exposure beyond U.S. names.
Ep 92: Medicare coverage starting tomorrow for obesity drugs opens a direct path for Canadian investors to add healthcare exposure inside a TFSA without U.S. withholding tax drag on growth names.
Ep 91: Tech debt issuance is accelerating as AI infrastructure costs climb, giving Canadian investors in TFSA accounts a chance to tilt toward investment-grade corporate bonds from U.S. tech names rather than chasing equity volatility.
Ep 90: The week's biggest developments, pulled together — what actually moved, why it matters, and what to watch next.
Ep 89: UnitedHealth’s quiet 80% climb off lows shows healthcare can still deliver defensive alpha when broader indices stall.
Ep 88: Tech outflows hit a three-month high as AI infrastructure cost concerns trigger $2.9 billion in fund redemptions, giving TFSA holders a chance to reassess concentration in names like SoftBank and Apple before next week’s open.
Ep 87: Micron’s AI-driven surge is lifting Nasdaq futures 2 percent, giving Canadian TFSA investors a potential entry signal into semiconductor exposure ahead of any sector rotation.
Ep 86: Tech rebound signals after the $1.3 trillion AI-driven rout could create entry points for disciplined Canadian TFSA investors rotating into oversold semiconductor names.
Ep 85: Oil price weakness from easing Iran tensions gives Canadian energy investors a chance to reassess exposure before next BoC decision.
Ep 84: Canadian TFSA holders face higher borrowing costs as May inflation hit 3.2% on gas prices, keeping rate-cut odds lower than expected.
Ep 83: The week's biggest developments, pulled together — what actually moved, why it matters, and what to watch next.
Ep 82: Quantum computing funding from the CHIPS Act creates a fresh satellite entry point for tech exposure in registered accounts.
Ep 81: Canadian investors holding growth names should watch MDA Space’s $874 million acquisition of Blue Canyon Technologies, as it signals accelerating consolidation in the satellite sector that could lift related TSX and NASDAQ holdings.
Ep 80: Intel shares are surging in premarket on a Trump post about an Apple partnership, giving Canadian investors in the TFSA a narrow window to reassess semiconductor exposure before U.S. open.
Ep 79: CUSMA extension deadline approaches — review any U.S.-listed holdings in your RRSP now to manage potential tariff exposure.
Ep 78: Canadian investors with energy exposure should watch oil price moderation closely as the U.S.-Iran deal heads toward formal signing, with the Strait of Hormuz reopening timeline still uncertain.
Ep 77: The Iran ceasefire deal is lifting equities while pressuring oil, giving Canadian TFSA holders a window to rotate into tech names with acquisition catalysts rather than energy.
Ep 76: The week's biggest developments, pulled together — what actually moved, why it matters, and what to watch next.
Ep 75: PPI at +6.5% makes defensive consumer staples like Coca-Cola worth adding to TFSA watchlists for inflation protection.
Ep 74: Bank stocks stand to gain trading revenue from SpaceX and other mega-IPOs, creating a rotation opportunity inside TFSA accounts today.
Ep 73: Bank of Canada holding at 2.25% means Canadian mortgage shoppers and TFSA dividend investors face the same steady-rate environment for at least another six weeks.
Ep 72: Canadian investors holding energy or rate-sensitive holdings face direct pressure today as U.S. inflation hit a three-year high on gas prices, coinciding with the Bank of Canada’s expected hold.
Ep 71: Canadian investors holding housing-related assets should reassess exposure after insolvency volumes hit their highest level since 2009.
Ep 70: AI-exposed TFSA holdings could rebound faster than broad indexes as chip and software names recover Monday's premarket losses.
Ep 69: Looking back at 7 episodes from 2026-06-01 to 2026-06-07 — the stories that mattered, what we learned, and what to watch next.
Ep 68: Canadian investors holding U.S. index exposure just saw the S&P 500 post its worst day of 2026, so re-checking stop levels and sector weights before Monday’s open is the immediate priority.
Ep 67: Stronger-than-expected U.S. hiring data raises the odds that rate-cut hopes fade, so Canadian investors holding rate-sensitive dividend payers in TFSAs should review duration exposure this week.
Ep 66: Rising U.S. jobless claims to 225K signal potential Fed easing that could lift Canadian dividend payers in your RRSP this quarter.
Ep 64: American buyers are flooding Canadian real estate searches, creating a potential tailwind for TFSA holders eyeing cross-border property exposure.
Ep 65: Canadian investors holding energy names face renewed pressure as oil climbs toward $100 amid fresh tariff and supply disruption risks.
Ep 63: Canadian investors holding healthcare platforms now have a concrete acquisition catalyst to evaluate after Hims & Hers closed its Eucalyptus deal, accelerating generic semaglutide access and whole-body care offerings north of the border.
Ep 62: Canadian steel names could see fresh defense demand after Hanwha selected Algoma material for armoured vehicles built in Canada.
Ep 61: Looking back at 8 episodes from 2026-05-25 to 2026-05-31 — the stories that mattered, what we learned, and what to watch next.
Ep 58: Record 10-day Bitcoin ETF outflows totaling nearly $3 billion create a potential contrarian entry point for crypto allocation inside a TFSA.
Ep 59: SpaceX has no announced IPO, yet the mechanics of how retail investors actually access or approach any future listing are worth mastering now.
Ep 60: SpaceX filed its S-1 on May 20 targeting a June 12 Nasdaq listing at roughly $1.8 trillion valuation; this episode gives retail investors a concrete plan across three time horizons.
Ep 57: Canada’s Q1 stall into technical recession tightens the lens on consumer discretionary names already guiding lower, while AI infrastructure demand keeps select tech names in focus for Canadian investors seeking growth outside broad indices.
Ep 55: Rising US inflation and energy costs from Iran tensions could pressure consumer discretionary names, making selective bank dividend plays worth screening in TFSA accounts today.
Ep 56: Oil prices jumping over 2% on renewed Iran tensions means Canadian energy exposure in a TFSA could face sudden volatility this week.
Ep 54: Canadian investors holding bank stocks got a double signal today as BMO and Scotiabank both raised dividends after beating earnings, highlighting capital-markets strength that could support further sector rotation into financials.
Ep 53: Oil price drops could ease energy costs for Canadian portfolios as U.S.-Iran talks progress toward reopening the Strait of Hormuz.
Ep 52: Looking back at 6 episodes from 2026-05-18 to 2026-05-24 — the stories that mattered, what we learned, and what to watch next.
Ep 51: Bitcoin index options are coming to Nasdaq, giving Canadian investors in TFSA accounts a new listed vehicle to express views on crypto without holding the underlying coins directly.
Ep 50: Canadian investors holding rail or dividend-growth names should watch CNR closely after its lengthy bear-market slump created an unusually attractive entry point for long-term compounding.
Ep 49: Nvidia topping expectations hands Canadian TFSA holders in AI names a potential re-entry window, but only if volume confirms the move before broader rotation hits.
Ep 48: Canadian investors holding heavy TFSA positions in growth names should watch the 10-year Treasury yield at 4.69% because it is already repricing long-duration assets faster than earnings can offset.
Ep 47: Oil shocks and today's StatCan inflation print could lift input costs for consumer names, giving TFSA holders a narrow window to rotate into names with pricing power before margins compress further.
Ep 46: Canadian TFSA holders eyeing healthcare innovation now have fresh catalyst data to evaluate after Design Therapeutics reported positive trial results that could shift sector rotation away from pure AI names.
Ep 45: Looking back at 6 episodes from 2026-05-11 to 2026-05-17 — the stories that mattered, what we learned, and what to watch next.
Ep 44: Canadian investors holding U.S. financials should review exposure to private-credit names like Apollo after the stock hit 15x earnings amid sticky insurance float that generated $3.4 billion in spread-related earnings last year.
Ep 43: Bill Ackman’s new Microsoft stake highlights a barbell approach that pairs AI infrastructure growth with defensive holdings, giving TFSA investors a template for balancing momentum and stability this quarter.
Ep 42: Canadian investors holding auto suppliers should reassess exposure after Honda indefinitely suspended its $15B Ontario EV plant to prioritize hybrids.
Ep 41: Mortgage rates just hit their highest level in five weeks, yet applications stayed positive — Canadian investors should review how rate-sensitive REITs and MICs fit inside RRSPs and TFSAs right now.
Ep 40: Surging oil prices from Iran war tensions could raise costs across shipping and energy holdings in Canadian portfolios, forcing a fresh look at exposure before any further escalation.
Ep 39: Energy holdings could tighten as oil jumps more than 2% after President Trump rejects Iran's latest ceasefire response, giving Canadian investors in the sector a clear geopolitical premium signal to evaluate today.
Ep 38: Earnings from AtkinsRealis and Manulife this week give Canadian investors in financials and industrials a clear window to position ahead of results that could shift sector rotation.
Ep 37: U.S. sanctions on 11 entities and three individuals in Iran, China, Belarus and UAE target supply chains that could ripple into energy and materials pricing.
Ep 36: Fed's 2019 repo experience shows balance sheet tightening can spike rates even without active QT, complicating 2026 rate-cut math.
Ep 35: AMD's 15% surge after data center revenue and guidance beat shows AI infrastructure demand remains a powerful driver worth watching for tech allocation.
Ep 34: US companies have announced $665 billion in share buybacks year-to-date, offering a potential support level for equities amid geopolitical cross-currents.
Ep 33: Oil prices rise on Middle East conflict news while Berkshire Hathaway holds a record $397 billion in cash.
Ep 32: Clorox cuts profit forecast on weak demand while oil prices hold gains amid Iran tensions and yen intervention.
Ep 31: Oil topped $126 on Iran tensions yet equities stayed mixed, signaling the war is accelerating the shift to renewables.
Ep 30: Big Tech earnings and Powell’s final FOMC tomorrow loom as stagflation concerns weigh on private credit and energy supply chains.
Ep 29: Oil tops $110 on stalled Iran talks while clean power eyes records despite policy risks — two signals demanding disciplined positioning.
Ep 28: Stalled Iran talks lift oil $2.50 while global shares gain — value strategies offer Canadian investors a practical edge right now.
Ep 27: Fed faces stagflation trap as Hormuz closure removes 20% of global oil supply, with no painless policy option available.
Ep 26: Canada Growth Fund acquires 22% of Nouveau Monde Graphite, triggering investor interest in Canadian critical minerals.
Ep 25: Adobe is staking roughly 25% of its market value on AI complementing rather than destroying its SaaS business model.
Ep 24: J.P. Morgan lifts S&P 500 target to 7,600 on AI earnings strength and potential Iran ceasefire.
Ep 23: Narrow earnings revisions are powering S&P records while commercial vacancies drop for the first time since 2020.
Ep 22: Hopes of an Israel-Lebanon ceasefire are supporting stocks near record highs while oil stays below $100, but insider moves and diversification gaps offer clearer portfolio actions today.
Ep 21: S&P 500 hits fresh record highs while TSMC raises full-year outlook on unrelenting AI demand.
Ep 20: TSX hits six-week high at 34,102.36 as Middle East de-escalation hopes lift tech and financials while energy lags on softer oil.
Ep 19: Stocks climb as investors price in US-Iran diplomatic progress despite shaky ceasefire and elevated oil.
Ep 18: German €1.6B fuel relief and Philippines tax cuts signal broad input-cost easing that could widen margins for European and Asian consumer-exposed names.
Ep 17: StatCan March jobs data lands today after Canada’s labour market stumbled in early 2026, creating fresh signals for rate-sensitive sectors.
Ep 16: Surging fuel prices and fragile Middle East ceasefire are creating divergent winners in Canadian agriculture, EVs, and gold miners.
Ep 15: Iran ceasefire triggers 15% oil plunge, unwinding the geopolitical premium and shifting capital across energy, currencies, and defensives.
Ep 14: Samsung forecasts 8-fold Q1 profit jump on AI memory chip demand while oil surges above $110 on Iran deadline tension.
Ep 13: Global equity funds saw their second straight weekly inflow as investors price in Mideast ceasefire hopes, lifting futures and Bitcoin.
Ep 12: Norwegian Cruise Line dropped 24% in March after disappointing earnings and Iran-related travel fears — a reminder that external shocks can override fundamentals fast.
Ep 11: Alberta’s potential US$1T lithium resource meets geopolitical oil shock — creating a rare Canadian critical-minerals catalyst.
Ep 10: World stocks rocket higher on optimism the Iran war could end soon, lifting S&P 500 futures +2.9%.
Ep 9: Geopolitical energy shock sends S&P 500 toward its worst quarter since 2022 while pushing Eurozone inflation to 2.5%.
Modern Investing Techniques - Episode 8 - March 30, 2026
Ep 7: Oil prices climb as Trump notes Iran allowed 10 tankers through the Strait of Hormuz, creating fresh energy-sector volatility.
Ep 5: Short sellers piling into SoFi while XRP gets positive SEC clarity — two clear signals worth dissecting for your portfolio.
Ep 6: Canada hits the NATO 2% GDP defence target, opening fresh capital-flow opportunities in Canadian aerospace and defence names.
Ep 4: Brookfield and La Caisse’s $37.25/share takeover of Boralex creates a textbook Canadian M&A premium play worth dissecting.
Ep 3: Estée Lauder confirms a potential merger suitor yet its stock still struggles — a textbook lesson in market skepticism versus headline optimism.
Ep 2: Stocks jump and oil eases after Trump says Iran is talking with the U.S., despite Tehran’s denials.
Modern Investing Techniques - Episode 1 - March 20, 2026