Michael Campbell’s MoneyTalks – Complete Show
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.Follow the podcast:
0:46 – 05:19 – Michael’s Editorial: “Just about everything that is wrong with Big Government is on full display in Ontario”. Michael Campbell June 17th/2017. Michael points out that despite the worst debt position of any government in North America, the Kathleen Wynne Liberals are already setting out to buy more votes for the upcoming election a year away. It wouldn’t be as bad if they weren’t doing it with their childrens money! Some of the expenditures are so brazen and relentless you’ll find yourself shaking your head.
06:37 – 14:23 – Michael Levy on the huge story this week where Amazon bought out Whole Foods at a 27% premium ushersing in a wholesale change in they way we shop for food. Another story where technology is allowing customers to walking into a store, pick their food, put it in a bag and walk out without going through a checkout line! Winding up the latest on the Canadian Dollar and the Bank of Canada.
15.01 -18:34 – Michaeel asks Eamonn Percy, author of the 1% solution , a book that gives the actions in recipe form that a person graduating from high school or university must take in order to build the entreprenuerial mindset required to get employment security in the changing economy. The 1% Solution solves one of life’s biggest problems; how to overcome a lifetime of obstacles fast enough in order to make a significant impact in the limited time we have or, more precisely, how to become a 20-year overnight success!
Money Talks Complete 2nd Hour June 17th 2017
0:00 – 2:16 – Michael’s Quote of the Week surrounds the heart breaking story of Christine Archibald who died in the London Bridge attack
2:17 – 19:19 – A +30% Return Without Lifting a Finger – That’s how much you would have made listening to John Johnston, Chief Strategist of Davis Rea at the Money Talks conference in 2013 and switched a portion of your portfolio to $US denominated assets. In this interview Michael ask John Johnston what’s next, with what is still one of the best money-making predictions of the last decade in the currency world, as well as some of the secrets behind his index beating Davis Rea Equity Fund, and the even more remarkable returns on his Fixed Income Fund.
21:09 – 23:22 – Mike’s Shocking Stat: Holy smokes, the devastating numbers of getting on the wrong side of a technological revolution illustrated by the impact of UBER on traditional taxi service. In some places the traditional taxi business has shrunk over 90%, City council’s selling taxi medalions are not happy!
24:06 – 31:41 – Ozzie Jurock’s Hot Properties takes a look at the sudden drop in Toronto Real Estate after Premier Kathleen Wynn’s 16 point plan was implemented. Also a peek at BC’s real estate and of course Ozzie’s hot properties
31:59 – 35:45 Victor Adair’s Live From The Trading Desk. Anticipated risks from the Comey testimony, the UK election and the ECB meeting all on Thursday were not a “big worry” and the major US stock market indices rallied to New All Time Highs Friday while volatility across markets dropped to new lows. Plus Victor has done a complete 180 and gone long the US Dollar!
36:02 – 37:40 – Mike’s Goofy gives an dramatic example of the NY Times publishing “Fake News” as according to FBI Director James Comey
0:30 – 06:18 – Michael’s Editorial: We are in a long term trend, an anti-establishment movement where increasingly in so many new areas things are taken to extremes. You can see it in the demand that there should be absolutely no discussion, no questions allowed on global warming, pipelines or for that matter the whole progressive adgenda. The assault on free-speech is increasing, and it will increase until society in general is dramatically changed. Michael issues another warning, that they’re coming after your money too.
07:31 – 13:58 – Mike asks Michael Levy about a good news story along with another two stories smart people are talkng about.
14:27 – 18:22 – Mike’s Big Fat Idea covers Eamonn Percy’s book the 1% Solution, something every single graduate from High School should take to heart.
> Build the character traits necessary to overcome any obstacle.
> Achieve big, important goals and bounce back from any failure.
> Manage time better so you can be more effective and get more done.
> Become a leader, make decisions and communicate those decisions.
> Get things done and stay motivated during tough times.
> Achieve financial success and leave a legacy to those you care about.
There is no need to struggle by yourself.
0:00 – 5:01: Michael Campbell’s Editorial: Protecting listeners from the fallout from the most dramatic historical change in generations that Michael sees coming. As JP Morgan said ” You can ignore economics and finance, the scary part is they won’t ignore you”
5:35 – 12:22 – Michael Levy on the Top 3 Stories Smart People Are Talking About. One shocker, how low the Royal Bank sees the CDN Dollar dropping dramtically against the US Dollar by the end of the year!
13:14 – 17:45 – In this Week’s Big Fat Idea has a special interview with Eamon Percy and his book: The book is The 1% Solution – How Small Daily Improvement Produce Massive Long Term Results.
0:00 – 18:03 – Michael’s featured Guest: Joseph Schachter, Money Talks oil and gas expert who has been so accurate on the major Oil swings in the last 2 years. Michael’s asks Joseph how to time the energy market and the critical question of when we can expect the next bottom in Oil. Also which clues will tell us the trend has turned – and most important, which companies to consider adding to your portfolio at the turn. A must-listen too interview given the state of the oil market right now.
19:44 – 21:13 – Michael’s Shocking Stat: Whoa, taxpayers are going to foot the bill for this Government spending mystery! No explanation why a 26 Billion dollar expenditure exploded to 65 Billion since 2008!!
23:58 – 30:27 – Hot Properties: Ozzie on the change in Government in BC and what it might mean for real estate, not just in BC but also in Alberta.
30:54 – 34:02 – Live From The Trading Desk: Victor’s opinion on Joseph Schacther’s take on the oil market (hint, Victor thinks Joseph is brilliant). Also what to do with the stock markets of the world blasting to new all time highs, the US Dollar that just closed with a weekly key reversal down. Victor thinks the US Dollar is sitting on a knife edge and that its next move is going to effect a lot of markets.
34:25 – 35:36 – Michael’s Goofy: This week’s Goofy answers 3 questions, 1. What institution is the leader of the pro-life movement? 2. Who is the world leader of the Global pro-llfe movement?. 3. the answer to this question is the Goofy
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I know Mike is a very solid investor and respect his opinions very much. So if he says pay attention to this or that - I will.
~ Dale G.
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I've started managing my own investments so view Michael's site as a one-stop shop from which to get information and perspectives.
~ Dave E.
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Michael offers easy reading, honest, common sense information that anyone can use in a practical manner.
~ der_al.
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A sane voice in a scrambled investment world.
~ Ed R.
Inside Edge Pro Contributors
Greg Weldon
Josef Schachter
Tyler Bollhorn
Ryan Irvine
Paul Beattie
Martin Straith
Patrick Ceresna
Mark Leibovit
James Thorne
Victor Adair