Michael Campbell’s MoneyTalks – Complete Show

Michael Campbell’s Money Talks

Michael Campbell’s Money Talks

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.
 

Get Ready – An Earth Shattering Sea Change is Coming

 

00:38 – 01:15 This Quote of the Week from the great Humorist P.J. O’Rourke, an American political satirist and journalist on dividing the economic “pizza” pie.

01:16 – 16:42 – Star analyst, Jack Crooks warns that you better be on the look out for a massive change in the investment environment that will impact every one of us. 

19:51 -22.25 This Week’s Shocking Stat brings you a number so big it will make your head spin. A number that is so vitally important it will effect everyone’s economic health.

25:10 – 32:15 Hot Properties – Ozzie Jurock lets Michael know about one of the indicators he uses to find good real estate values. An indicator that reveals a very attractive city with “Glorious” real estate values. Also areas to buy where people live the longest and of course Ozzie’s Hot Properties. 

32:56 – 36:24 Live From the Trading Desk – Victor continues to warn that Central Banks are back and having a big impact on markets. The key thing is the dvergence between the Central Banks positioning to raise rates and the Markets not believing it will happen. The big risk is if the markets are wrong, the Central Banks do raise rates…. the whole market complex changes dramatically.

 

36:33 – 38:13 This Week’s Goofy Award Winner is the person who chose the headline act at the $500 million Parliament Hill extravaganza. Perhaps its just very Canadian eh?

Click Here to Listen to the first full half hour of Moneytalks Canada Day Weekend Show. 

how-to-overcome-massive-change-lessons-from-synchrony-financial-990x396

Unknown

Mike’s Unique Solution To Ending All The Confrontation and Discord

 

00:41 – 05:40 Michael’s Editorial – Hate speech, threats and confrontation are increasingly the norm in our public discourse – and it’s getting worse. Mike has an interesting suggestion that would bring back harmony. 

06:40 – 12.38 – Michael Levy on Bank of Canada Stephen Polos latest comments and the two Canadian Banks that have passed a stringent stress test that measures whether they will be able to stand up to a major economic shock.

13:07 – 18:30 Mike’s Big Fat Idea from Andrew Ruhland of Integrated Wealth Mgmt. with a strategy that is defensive on one hand and patient on the other. Andrew is related to the US Stock Market, a big upcoming opportunity in energy and the effect Trump will have on both areas. 

 

Click Here to Listen to the full second hour of the Moneytalks Canada Day Weekend Show

2703B3B200000578-3012739-image-a-22 1427376204695

The Man Who Made a Fortune in Cannabis Stocks

 

0:33 – 1:28 Quote of the Week: Since the immediate response to those advocating change is that all hell will break loose. More government required. Ha……Mike digs up one of his favorite quotes by H.L. Mencken to address that response.

1:29 – 18:20 Mark Leibovit is this weeks featured guest. Mark is famous for his Home Runs on Marijuana Stocks. Mark was in well before the market took off, he recommended  GW Pharmaceuticals at $50. at the World Outlook Conference in January 2014. Two months later it was trading at $90 and this past March it traded as high as $137.50. That was just the beginning, his call on a Canadian cannabis stock Canopy Growth has had similar returns. Mark was also one of the first to predict a post-Trump US stock market run (up 20% since his recommendation), he recommended the BitCoin Trust at under $100 (closed today at $438.30). Mark identified some great opportunities in Canadian solar stocks and he is bullish Gold & Silver. Mark updates all of his successful trades and spells out some new ones in this interview. *NOTE: late entry from Mike: Who Are The Top 5 Lobby Groups Fighting Legal Cannabis?

22:10 – 24:58 This weeks Shocking Stat concerns whats going to become the biggest financial story in coming years, the financial earthquake that is the pension shortfalls that are occurring. They will be the biggest driver of the loss in confidence in Government and the biggest catalyst for social unrest. Just listen to these numbers for General Electric!!!! Yikes!

25:34 – Hot Properties: Ozzie on how to save money on renovations of properties you want to sell (hint, no landscaping or carpeting, don’t spend money on bedrooms, do spend on kitchens….). Vancouver is still a hot market, single family dwellings going up $35K a month. Plus Ozzies hot properties. 

31:32 – 35:16 Live From The Trading Desk – Mike asks Victor for his opinion on the recent fall in Oil to 10 month lows, the major US stock market indices hitting new All Time Highs (again), the US Treasury bond yields hitting their lowest levels since the November election and the new 14 month low in the the CRB commodity index. Victor went bullish Gold this last week and also he set out to “top pick” the Stock Market taking a postion in puts. 

35:31 – 37:15 – This weeks Goofy focuses on a celebration of hate. Calls for death included!

Money Talks 1st 1/2 Hour June 24th 2017 HERE

michaelcampbell

 

 

One Thing Your Kids Have To Know

 

0:47 – 6:56

Experience the Future: This week McDonalds announced it is going to replace 2500 cashiers with self-ordering kiosks. Last week Amazon’s new “Just Walk Out Technology” eliminates cashiers, sales people, shelf stockers and other low wage jobs. Obviously the future is here now, and if we don’t massively re-think how we educate our children, not many of them are going to be able to get a job. Sadly our educational establishment are ignoring the necessity to change at a time when change is happening faster than any other time in human history. Bottom line, if we don’t change how we educate our children we are inviting social unrest.

7:09 – 14-46 – Michael Levy on Amazon vs Walmart and the Bank of Canada, with the sudden fall in oil and poor inflation numbers will their be a rate hike?

15:14 – 18:51 Critical advice for high school and college graduates is delivered by Eamonn Percy, author of the 1% Solution. Eamonn tells Mike that students are being taught industrial age solutions to handle our new age of entrepreneurialism which is defined as starting new businesses, or getting involved with new ventures or ideas.

For the Entire Money Talks 2nd Hour June 24th 2017 HERE

indian-entrepreneurs0909-620x354

 

0:22 – 1:08 Michael’s quote of the Week – a quote from P.J. O’Rourke’s book Parliament of Whores that isn’t going to make environmentalists very happy

1:08 – 17:40 – Featured guest Paul Beatty of BT Global whose fund since inception in 2006 has more than doubled the return of the TSX. Last time Paul was on in November 2016 he recommended two specific energy service stocks Calfrac Well Services (CFW) at $2.75 and TriCan Well Services (TCW) at $2.97 which both soared to over $5..00 in the next 60 and 90 days respectively. Another big winner from Paul was Trevali Resources up from below 35 cents in March 2016 to a high of $1.57 in Feb 2017. Trevali Resources traded to a close of $1.05 on friday.

Paul answers Michael’s questions on interest rates, the economy, the Canadian Dollar, real estate. Paul sent us a note last week saying it might be time to look at gold stocks, so Michael grills him to list his exceptional picks in that area. 

20:15 – 23:22 This weeks Shocking Stat comes down hard on the comglomerate of despots, tyrants, kleptocrats and sprinkling of democracies that is the United Nations. Listen to this list of corruption if you can stomach it.

23:55 – 30.15 Ozzie’s Hot Properties: With a big week ahead with the Bank of Canada possibly raising interest rates sooner than expected, Michael asks Ozzie what the impact on the real estate market is going to be if the BOC does raise rates, but especially if it raises rates more than everyone expects. A slowdown or a 30% correction? 

30.50 – 33:45 – In this weeks Live From the Trading Desk Victor Adair on the key events this week,  the Bank of Canada signaling a change in interest rate policy, the more “hawkish” Federal Reserve, the bad news Oil was hit with and the CRB commodity index dropping to a 14 month low, down 9% from 2017 highs even as the USD fell 7%

34:00 – 36.27 This weeks Goofy Award Winner – Last week Michael talked about the increasing acceptance of extremism. This week is another example emanating from Britain, not a big stretch from Canada

Money Talks 1st 1/2 Hour June 17th 2017