Michael Campbell's Money Talks

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 also touches on the future of energy markets and investment strategies, particularly in light of potential changes in government and economic policies.See omnystudio.com/listener for privacy information.

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.See omnystudio.com/listener for privacy information.

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 week, a crazy Goofy award, and much more. See omnystudio.com/listener for privacy information.

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 for a balanced approach to energy solutions that includes fossil fuels and nuclear power. She also highlights the ethical implications of energy access for developing nations and advocates for a bottom-up approach to climate solutions.See omnystudio.com/listener for privacy information.

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/listener for privacy information.

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 energy transition. Bryce critiques current energy policies and the political landscape, warning of the potential social and economic consequences of misguided energy agendas.See omnystudio.com/listener for privacy information.

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 REITs. He highlights opportunities in senior housing, industrial sectors, and grocery-anchored shopping centres, while also addressing concerns about distress in commercial real estate. The discussion emphasizes the unique nature of Vision Capital's investment strategy and the alignment of interests between firm and investors.See omnystudio.com/listener for privacy information.

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.

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 energy exports, particularly natural gas, and the upcoming energy conference that aims to connect investors with industry leaders. He shares insights on investment strategies within the energy sector and the impact of geopolitical risks on oil prices, concluding with a positive outlook for the future of energy investments.See omnystudio.com/listener for privacy information.

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 drag on global markets, an “inconvenient” Goofy Award and much more.See omnystudio.com/listener for privacy information.