All Episodes

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