Welcome to the Michael Campbell podcast, where amazing things happen.
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Money Talks tackles everything to do with investing, markets, the economy and your money. How to make it, how to spend it, how to grow it, and how to avoid letting it get away. Well-connected, articulate and knowledgeable, Michael Campbell is one of Canada’s most respected business analysts. From real estate to the stock market, from interest rates to currencies - plus a dash of current affairs and the odd critique of economically illiterate and illiberal governments.
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Mike asks why don't we care if our tax dollars are wasted when cost of living is a top concern. Check out Tim Cestnick's year-end tax savings checklist. Contra the Heard's Phil MacKellar has two hot stock picks, and the overlooked problem with the GST/cheque giveaway in the Goofy. Plus Ozzie, Victor, a Shocking Stat and more. See omnystudio.com/lis…
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Contrarian Investing with Philip MacKeller
17:04
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Mike and Philip MacKellar discuss the principles of contrarian investing, focusing on identifying undervalued companies and navigating market conditions. Philip shares insights on tax loss selling opportunities and the current state of the gold and silver markets. He also highlights potential investment picks for the future, emphasizing the importa…
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Mike and Tim Cestnick discuss essential year-end tax strategies for Canadians, focusing on investment losses, charitable donations, income splitting, and the Home Buyers Plan. They emphasize the importance of planning ahead for potential tax changes in the coming years and provide actionable tips to minimize tax liabilities before the year ends. Se…
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Dr. Chris Keefer, President of Canadians for Nuclear Energy, drops by to discuss the evolving landscape of nuclear energy in Canada. Mike on the current economic climate, government policy failures in energy and immigration, the challenges of border security, and the upcoming World Outlook Financial Conference in February. Plus Rob Levy on gold, Vi…
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Dr. Chris Keefer on Canada's Nuclear Future
29:19
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Mike and Dr. Chris Keefer of Canadians for Nuclear Energy discuss the evolving landscape of nuclear energy in Canada. Dr. Keefer shares his journey into nuclear advocacy, the challenges faced in the global nuclear sector, and the potential for Canada to lead in nuclear technology and uranium production. They explore the implications of energy polic…
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One of Canada's top fund managers on some great values in Canada but says to wait until "this" happens to pull the trigger. See omnystudio.com/listener for privacy information.بقلم HPC Inc.
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Mike and Paul Beattie of BT Global Growth discuss stock picks and his Canadian dollar short. Mike on political polarization and contrasting priorities between climate change and the economic reality, and a Goofy on Swedish battery manufacturer Northvolt that illustrates the hazards of government subsidies. See omnystudio.com/listener for privacy in…
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Mike and Lance Roberts discuss the market's reaction to Donald Trump's victory, the implications for economic policies, and the challenges of government spending and lobbying. They explore the potential drivers for market growth, including corporate tax policies and earnings expectations, while also addressing the complexities of government reform.…
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Eric Lombardi on Canada's Soft Corruption
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Mike and Eric Lombardi discuss the ongoing issues with infrastructure projects in Canada, highlighting the phenomenon of 'soft corruption' that leads to significant cost overruns and delays. They explore the inefficiencies in the building permit process, the lack of political accountability, and the impact of subsidies on economic development. The …
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Eric Lombardi joins Mike to discuss Canada’s soft corruption and the challenges of getting major infrastructure projects built in a timely and fiscally responsible manner. Considering Trump’s decisive victory in the U.S. presidential election, immigration policies on both sides of the border are once again rising to the forefront of public debate. …
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Join Mike and Peter Grandich for a discussion on the financial implications of a Trump presidency, including its impact on the stock market and investment strategies. They explore the role of Elon Musk in promoting free speech and its connection to economic prosperity. The discussion also covers insights into the gold market, predictions for the fu…
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The original Wall Street Whiz Kid Peter Grandich joins Michael to share how he's playing the gold market including physical, senior stocks and juniors. Andrew Ruhland on the post-US election landscape, Victor Adair on the week's trading opportunities, a truly Shocking Stat and much more. See omnystudio.com/listener for privacy information.…
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Join Mike and TG Macro’s Tony Greer for election talk and market predictions. The Canadian dollar is plumbing four-year lows, which means reduced purchasing power and more expenses for you. Where does it go from here? Mike on the important distinction between sustainable public spending and actual cuts. Plus, Ozzie, Michael Levy, Victor Adair, and …
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Tony Greer joins Mike to discuss the market implications of the U.S. presidential election. They explore tactical trading strategies, the impact of inflation, and the Fed's rate cuts. Tony shares insights on various sectors, including technology, commodities, gold, silver, and copper, providing a comprehensive overview of current market dynamics an…
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Martin Armstrong, the legendary and always controversial analyst and forecaster, joins Mike for a wide-ranging discussion ahead of the Armstrong Economics Conference in Orlando. Aaron Dunn shares some dividend stock picks, the impact of the Bank of Canada's rate reduction, and much more. See omnystudio.com/listener for privacy information.…
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The Forecaster Returns: Martin Armstrong on MoneyTalks
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War, gold and an important distinction on interest rates. Martin Armstrong is highly controversial. He rubs the Establishment the wrong way, but you can't deny his model's outstanding track record. See omnystudio.com/listener for privacy information.بقلم HPC Inc.
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Mike and James Thorne discuss the importance of a solid track record in investing, the implications of political changes on market strategies, and the potential for economic growth through deregulation. They compare the performance of the US and Canadian economies, emphasizing the need for a more robust economic policy in Canada. The discussion als…
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Mike explains why he's changed his top election issue. Jim Thorne of Wellington Altus puts his stellar record on the line and says whether you like it or not a Trump victory paves the way for an S&P at 15,000. Ozzie on the avalanche of real estate taxes that expose politicians' hollow concerns about affordability, a shocking stat, goofy and more. S…
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Dr. Judith Curry remains a major target for climate activists, as she continues to bring rationality, data and quality research to the conversation. Join Mike and Judith for a fascinating peek into the world of climate science. Stock trading superstar Tyler Bollhorn on why the market will always “Trump” the media. Brendan O’Neill’s quote of the wee…
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The Politics of Climate Change with Judith Curry
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Mike interviews Dr. Judith Curry, a prominent climate scientist, about her views on climate change, the politicization of climate science, and the challenges of transitioning to renewable energy. Dr. Curry discusses the importance of acknowledging uncertainty in climate science, critiques the behavior of activist scientists, and emphasizes the need…
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Author Robert Bryce joins Mike to discuss the Dystopian Energy policies being pursued in the Western world that could create an unprecedented crisis. The folly of Net Zero, the Iron Law of Electricity, the Copper Conundrum and much more. A dive into China's wildly volatile markets with Victor, a great Goofy plus a Shocking Stat. See omnystudio.com/…
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The High Cost of Net Zero with Robert Bryce
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Robert Bryce joins Mike to discuss the complexities of energy production, focusing on the iron law of electricity, the challenges and progress in nuclear energy, and the opposition to wind and solar projects. He emphasizes the impracticality of relying solely on alternative energy sources and highlights the increasing demand for copper in the energ…
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Understanding Value Investing in Real Estate
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Victor Adair interviews Jeff Olin from Vision Capital, focusing on real estate investing strategies, market conditions, and specific sectors of interest. Jeff discusses his top-down and bottom-up investment approach, the importance of risk management, and the current state of the real estate market, particularly in relation to interest rates and RE…
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Mike lays bare the dysfunction of our health care system. Jeff Olin, fund manager at Vision Capital joins Victor to share his picks and pans in the REIT markets, a Quote of the Week for the ages, our first anti-Goofy award and the latest market analysis with Rob Levy. See omnystudio.com/listener for privacy information.…
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Joseph Schachter discusses the current trends in the energy markets, highlighting the fluctuations in oil prices and the factors influencing demand. He emphasizes the potential for a long-term energy super cycle driven by emerging markets and the increasing consumption of energy resources. Schachter also addresses the growing interest in Canadian e…
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Have we hit the low in the energy sector? Is it time to load up on cash rich companies trading below true market value? Josef Schachter joins guest host Victor Adair to let us know if he has any “table pounding buys.” Plus the latest attempt by the federal government to goose the sagging real estate market, a warning about the Chinese economy’s dra…
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Lobo Tiggre of the Independent Speculator joins guest host Victor Adair to share his thoughts on investing in the precious metals and critical minerals spheres. Neil McIver on his newly launched hedge fund, the Vancouver Growth Portfolio, Ozzie on slowing real estate, and Rob Levy with a deep dive into gold markets. See omnystudio.com/listener for …
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Mike is joined by Patrick Condon, author of Broken City: Land Speculation, Inequality and Urban Crisis – and yes, all three levels of government are doing the exact wrong thing to fix it. What can be done to fix it? Plus a very personal comment from Mike on the state of Canadian health care, Victor Adair on this week’s market correction, a terrific…
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Pricey Housing and Potential Solutions
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Mike is joined by Patrick Condon, author of Broken City: Land Speculation, Inequality and Urban Crisis – and yes, all three levels of government are doing the exact wrong thing to fix it. Tune in hear what could be done to fix it. See omnystudio.com/listener for privacy information.بقلم HPC Inc.
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Mike says forget the political BS and virtue signaling. In a grown-up world, finance and economics are black and white. One of Canada's top journalists, Jonathan Manthorpe on Chinese interference, Canada's fading democracy and what the heck happened to the media. Plus, Rob Levy joins Mike to discuss gold and the factors driving retail demand. See o…
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One of Canada's top journalists, Jonathan Manthorpe, on Chinese interference, Canada's fading democracy and what the heck happened to the media. See omnystudio.com/listener for privacy information.بقلم HPC Inc.
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See omnystudio.com/listener for privacy information.بقلم HPC Inc.
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See omnystudio.com/listener for privacy information.بقلم HPC Inc.
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Ryan Irvine of Keystone Financial is back with a bevy of small cap stock recommendations. Dr. Robert Wolanski, head of the BC Dental Association, on the new federal dental care plan. Kamala Harris's economic policy platform, and watch out, Canada's NDP-Liberals are taking notes. See omnystudio.com/listener for privacy information.…
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The Front Line on Health Care with Dr. Anna
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Dr. Anna Sylwestrowicz with a candid take on a crisis-ridden Canadian heath care system. See omnystudio.com/listener for privacy information.بقلم HPC Inc.
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The assault on free speech has just ramped up. Mike says pay attention before it's too late. Former UBC prof Dr. Anna Sylwestrowicz with a candid take on a crisis-ridden Canadian heath care system. Plus, Paul Beattie of Montreal’s BT Global Growth has a stock he thinks you should know about. See omnystudio.com/listener for privacy information.…
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See omnystudio.com/listener for privacy information.بقلم HPC Inc.
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Mike on the Finance Minister's taking the party in a very different direction, with a very different style from previous Liberal Finance Ministers. Rick Rule on market volatility, gold, stocks, and what's coming. Plus, a Shocking Stat on immigration and the dramatic 2019 changes to the system most don't know about. See omnystudio.com/listener for p…
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Mike expresses disappointment by the Olympic mockery of the Last Supper. What does this mean for religious tolerance and broader Western values in general? Canada reaches for athletic excellence at the games, so why doesn’t this worldview also apply to striving for excellence in Canadian public institutions? The Wall Street Whiz Kid himself, Peter …
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Peter Grandich: Is This The Worst We've Seen?
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See omnystudio.com/listener for privacy information.بقلم HPC Inc.
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The most requested interviews of the year: Auditor General Karen Hogan, Terry Glavin and Doomberg. Mike calls on some of the biggest names in the history of investments, you know them all, as they elaborate on the key characteristic that is the foundation of great decisions. Plus, Mike on the most important quality for successful decision making. S…
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See omnystudio.com/listener for privacy information.بقلم HPC Inc.
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Ali Hakimzadeh of Sequoia Partners Inc. on MoneyTalks
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See omnystudio.com/listener for privacy information.بقلم HPC Inc.
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Mike says, "stop believing, it has already cost us too much." Luke Gromen on gold, sovereign debt and central banks in a "no win" situation. Ozzie on the shocking drop in housing starts. Is anyone surprised? The Goofy asks if Chrystia Freeland doesn't understand interest rates or does she think we don't. See omnystudio.com/listener for privacy info…
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Easy-Invest's Ralph van der Walle on MoneyTalks
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See omnystudio.com/listener for privacy information.بقلم HPC Inc.
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The University of Waterloo's Mikal Skuterud, Canada's top expert on the economics of migration, brings a damning assessment of a chaotic immigration system that was once the envy of the world. See omnystudio.com/listener for privacy information.بقلم HPC Inc.
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The University of Waterloo's Mikal Skuterud, Canada's top expert on the economics of migration, brings a damning assessment of an immigration system that was once the envy of the world. Mike on the inescapable consequences of the push for higher taxes, and a Shocking Stat that illustrates the biggest threat to your financial future. See omnystudio.…
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Mike says "please, not another word about fairness for every generation." Ozzie says you'd be forgiven for thinking that with another list of new regulations, the government wants to discourage real estate investment. Contra the Heard's Benj Gallander recommends three stocks to MoneyTalks listeners, and Mike on missing the point in the UK election …
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See omnystudio.com/listener for privacy information.بقلم HPC Inc.
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Silver North's Jason Weber on MoneyTalks
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See omnystudio.com/listener for privacy information.بقلم HPC Inc.
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