Episode 42: December Monthly Market Update
18
12, 2025
12
12, 2025
The Monthly Commentary – December 2025
risk, FED, interest rates, Bank of Japan, Nvidia, Microsoft, Jerome Powell, Trump
11
12, 2025
Episode 41: The AI Trade – Risks & Rewards
The conversation covers a comprehensive overview of the current market landscape, focusing on asset class performance, particularly in light of Nvidia’s recent earnings report. The discussion delves into economic indicators, central bank policies, and the impact of technology and AI on market trends. The speakers also explore future investment strategies and the potential [...]
11
12, 2025
11
12, 2025
The Weekly Beacon December 12, 2025
Warner Bros, Paramount-CBS, Netflix, M&A, Streaming industry, China, trump, Trade wars, Semiconductor chips, Nvidia, TSX companies, Transcontinental, Spin off, FED, Interest rates, Chairman Jerome Powell, Bank of Canada, Oracle earnings
4
12, 2025
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
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, [...]
