The Weekly Beacon December 5, 2025
OpenAI, DeepSeek, Alphabet, Microsoft and Oracle woes, Bank earnings, Bank stocks, Canadian banks, Scotiabank, RBC, Bitcoin, Crypto, Carry Trade, Japan yields, Sovereign debt
4
12, 2025
4
12, 2025
Episode 40: The Future of Alternative Assets: Music Royalties
In this podcast episode, Michael Baker from ICM Asset Management discusses the intriguing world of alternative assets, focusing specifically on music royalties. He explains the evolution of the music industry, the financial mechanics behind music royalties, and how they serve as a resilient investment strategy. The conversation delves into the importance of [...]
27
11, 2025
The Weekly Beacon November 28, 2025
China, Trade, President Xi, Trump, MicroStrategy, Michael Saylor, Bitcoin, ATD stock, ADI stock, Earnings
20
11, 2025
The Weekly Beacon November 21, 2025
AI trades, Leverage in AI, Semiconductors, Energy policy, Natural gas pipelines, Oil, Clean energy, Silver, Precious metals, Silver investors, Nvidia, OpenAI, Microsoft, AI partnerships, K-shape economy, Bitcoin, Crypto
20
11, 2025
Episode 39: Talmax Surge, Tech Divergence & the Global Market Outlook
The conversation covers various aspects of market performance, focusing on Talmax's sales updates, market penetration, economic indicators, and sector performance. It discusses the implications of earnings reports, valuation trends, and the divergence in the tech sector. Insights into the gold and commodity markets, as well as the current state of the crypto market, [...]
19
11, 2025
Our Alternative Asset Trust just turned 15 years old
Our Alternative Asset Trust just turned 15 years old — a milestone we’re proud to celebrate. The Trust gives clients access to unique alternative investments not typically available to individual investors. It’s one of the ways we help build tailored portfolios that protect and grow wealth over time. For more information about our alternative investments [...]
13
11, 2025
The Monthly Commentary – November 2025
Mining, Periodic table, Critical minerals, China, U.S. Trade, Tariffs, Trump vs. Xi, Job revisions, Unemployment, BLS, Elon Musk and DOGE
13
11, 2025
The Weekly Beacon November 14, 2025
Texas, Coinbase, Elon Musk, Texas stock exchanges, AI, AI spending, Capex, Leverage in AI, CoreWeave, Meta, Oracle, Nvidia, Housing market, Affordability, 50 year mortgage, Loblaws, Consumer staple earnings, TSX earnings
6
11, 2025
Episode 38: Q3 Performance & The Global Investment Landscape: Grata’s Path Forward
This conversation provides a comprehensive update on Grata's Q3 2025 performance, highlighting significant growth in contracted revenues and annual recurring revenue. The discussion transitions into broader market trends, focusing on stock performance, economic indicators, and trade relations, particularly between the US and emerging markets. The conversation also delves into sector-specific analyses, including energy, [...]
6
11, 2025
The Weekly Beacon November 7, 2025
Earnings, Fast food restaurants, Gold, Silver, Precious metals, Governments, Monetary policy, BRICS, Tariffs, CPI, Yum Brands, P/E ratios
