Best Cyclical Trading Podcasts (2024)

1
BCE Sells a Prime Asset and FedEx’s Bearish Guidance 47:43

26m ago47:43

47:43

In this episode, we dive into BCE's surprising decision to sell its 37.5% stake in MLSE to Rogers, giving Rogers a dominant position in sports ownership. We break down why Simon thinks this is a missed opportunity for BCE and how they could have avoided it by cutting their dividend to manage debt and overall leverage. We also discuss the U.S. Feder…

1
Hot Stock Tips & 2024’s Best Performing Sectors 47:32

4d ago47:32

47:32

In this episode, we answer a listener’s question about what to do when you get a hot stock tip. We discuss our approach when hearing about hot stock opportunities and the key financial metrics we use to decide whether a company is worth researching further. Plus, we revisit the concept of "luck" in investing, explore how to position yourself for go…

1
23/09/24: Rate cuts, inflation & market reactions 4:49

4d ago4:49

4:49

In this week's episode of the Monday Espresso podcast, Scott Truter and Sarah Todino discuss rate cuts, inflation and market reactions. Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds. These are the investment manager’s views at the time of reco…

1
Gold ETF Inflows Increase and Canada Makes Major Mortgage Changes 52:52

1h ago52:52

52:52

In this episode of The Canadian Investor Podcast, we dive into the latest Canadian CPI data as inflation finally hits the Bank of Canada’s 2% target for the first time in a while. Plus, we discuss the federal government’s recent changes to mortgage policies, including raising the CMHC insured mortgage cap and extending amortization periods, and how…

1
Real Estate Debt, Distress and, Dare We Say, Hope? 24:19

11h ago24:19

24:19

Rate hikes from central banks around the world may offer a glimmer of hope to commercial real estate (CRE) investors, but will it be the panacea they're looking for? We discuss the state of the CRE debt market and the potential path for portfolios.By MSCI Inc

1
Can Insects Provide Sustainable Fishfeed? Alessandro Romano, Founder, Ittinsect 41:06

10d ago41:06

41:06

Send us a text Innovative Fish Feeds: Reducing Aquaculture's Environmental Footprint In this episode of the Happy Planet podcast, I speak to Alessandra Romano, the entrepreneur behind Ittinsect. Allessandro discusses his novel aquaculture feed supplements derived from insect proteins, which aim to accelerate fish growth with lower environmental imp…

1
Demystifying Capital Solutions Strategies 37:50

7d ago37:50

37:50

Michael Searles, Head of North America – Capital Solutions, explains why capital solutions strategies are garnering increased interest from institutional investors looking to diversify their private credit allocations and gain access to potentially uncorrelated returns. Episode Segments: (05:42) – How Barings defines Capital Solutions strategies (0…

1
Corporate Venture Bets and an All-Weather Retirement Portfolio 50:14

3h ago50:14

50:14

In this episode, we dive into the world of big company moonshots, like Google’s Waymo, and how corporate venture capital (CVC) strategies are evolving in a post-free money environment. We discuss Waymo’s autonomous taxi service and its partnership with Uber, exploring how major companies are making strategic bets on the future. Additionally, Simon …

1
16/09/24: Market volatility, global rate cuts & Japan's economic outlook 5:16

2h ago5:16

5:16

In this week's episode of the Monday Espresso podcast, Sheldon MacDonald and Scott Truter discuss market volatility, global rate cuts & Japan's economic outlook. Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds. These are the investment manager’s…

1
Ep 459. Interest Rates, Recessions, Customer Behavior, and Themes vs. Individual Ideas 1:15:18

11d ago1:15:18

1:15:18

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompoun…

1
Same Economic Outcomes Decades Apart: 1970s & 2020s 15:14

5d ago15:14

15:14

In preparing for my September 2024 Forbes article, I stumbled upon a shocking set of nearly identical, devastating economic statistics regarding the U.S. economy. Graphs and data referenced in this episode comparing the periods of 1975 to 1980 versus 2019 to 2024 can be found at: https://www.alignewealth.com/blog/research-highlights-09-04-2024 For …

1
Subprime Lending Skyrockets as Cyclical Stocks Face Challenges 54:59

1d ago54:59

54:59

In this episode, we dive into the Bank of Canada's recent 25bps rate cut and its implications for the Canadian economy. With inflationary pressures persisting in shelter costs, we discuss whether the central bank’s decision could reignite the housing market while balancing economic slowdown. We also analyze Couche-Tard's ambitious bid to acquire 7/…

1
Mark Bergman: Navigating Political Turbulence 32:29

17d ago32:29

32:29

In this month’s episode of the Future in Sound we discuss the intersections of politics, technology, and ESG strategy with Mark Bergman, a seasoned legal expert and strategic advisor. Mark has spent decades at the nexus of global policy and sustainability efforts, offering a unique perspective on navigating the complexities of modern governance and…

1
Where to Park Your Cash and Why Canadian Savings Rates Are Surging 52:20

20d ago52:20

52:20

In this episode, Simon answers a listener’s question about cash allocation strategies in today’s unpredictable market environment. We explore key questions you should ask when deciding how to allocate cash, such as your liquidity needs and time horizons. But that’s not all. We shift focus to what's been working in 2024 so far, with a rundown of com…

1
09/09/24: Market cyclicality, US job data & Europe's outlook 6:21

4d ago6:21

6:21

In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Sarah Todino discuss market cyclicality, US job data & Europe's outlook. Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds. These are the investment manager’s views at the t…

1
Betting on Canada is Working for These Canadian Banks 54:13

17d ago54:13

54:13

In this episode, we go over the recent development surrounding BCE as Moody's downgrades its credit rating to the brink of junk status. We explore what this means for shareholders, especially in light of the company's rising debt costs and questionable financial strategies. We also dissect Lululemon's latest earnings, highlighting the contrast betw…

1
The Future of Energy 36:04

23d ago36:04

36:04

One of the key aspects of controlling or limiting climate change is the energy transition. That is, the global energy sector's shift from fossil-based systems of energy production and consumption - including oil, natural gas and coal - to renewable energy sources like wind and solar, as well as lithium-ion batteries. To discuss where things stand i…

1
Can Probiotics Save our Coral Reefs? Benjamin Alva, Azul Bio 38:44

24d ago38:44

38:44

Send us a text In this podcast episode, Abigail interviews Benjamin, founder of Azul Bio and participant in the Ocean Pitch Contest by the Sustainable Ocean Alliance. The discussion focuses on Benjamin's startup, which aims to save coral reefs from extinction caused by ocean warming. Benjamin explains the importance of coral reefs for ocean life an…

1
Two Stocks on Our Watchlist and Tracking the Right Metrics 47:29

27d ago47:29

47:29

In this episode of the Canadian Investor Podcast, we dive deep into portfolio management and how to achieve a state of zen when it comes to tracking your investments. Braden shares his personal approach to monitoring the key metrics that matter most for the companies in his portfolio, including how I simplify the process to keep things stress-free.…

1
02/09/24: Nvidia's earnings, market volatility & inflation data 6:28

26d ago6:28

6:28

In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Scott Truter discuss Nvidia's earnings, market volatility and inflation data. Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds. These are the investment manager’s views at …

1
Canadian Banks Set More Aside for Bad loans 51:26

1M ago51:26

51:26

In this episode of The Canadian Investor, we look at the latest Canadian CPI data and discuss the Fed's recent shift in focus from inflation to labor market concerns, shedding light on what this could mean for future policy. We also discuss Algonquin Power's decision to sell its renewable power business, and we dissect the lackluster earnings repor…

1
The Best 30 Canadian Compounders Ranked 55:20

1M ago55:20

55:20

Braden hops on the mic for a solo episode discussing 30 Canadian Compounders that have had great returns over the last 10 years. From garbage collection to real estate services, there have been some TSX listed stocks that have been favourable to shareholders. Braden goes through some stats and a hot take on each one moving forward. See omnystudio.c…

1
26/08/24: US economic signals, Jackson Hole Symposium & rate cut speculation 5:28

1M ago5:28

5:28

In this week's episode of the Monday Espresso podcast, Sheldon MacDonald and Raj Manon discuss US economic signals, Jackson Hole Symposium and rate cut speculation. Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds. These are the investment manage…

1
Ep 458. Capital Allocation Returns (AAP vs. AZO), Family Entertainment Stocks, Supplier Concentration, and Customer Behavior 1:39:12

1M ago1:39:12

1:39:12

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompoun…

1
3 Under the Radar Canadian ETFs 48:04

1M ago48:04

48:04

In this episode, we explain the Japanese Yen carry trade and why it had such an impact on markets earlier this month. We then talk about the new Ethereum ETFs that have been launched and what type of inflows they have had so far. Dan then goes over 3 lesser known ETFs that are worth a closer look for investors. Tickers of Stocks & ETF discussed: HX…

1
Berkshire’s Record Cash Pile and Retirement Income Accounts 50:09

1M ago50:09

50:09

In this episode, we start by talking about Berkshire Hathaway's record cash holdings which have now reached 277B. Simon then goes over the mechanics of RRIFs and LIFs, offering a detailed breakdown of how these retirement income funds work. He also shares learnings following the conversion of his parent’s investments to RIFs and LIFs. We also revis…

1
19/08/24: Market resilience, moderating inflation & profit margins 6:58

1M ago6:58

6:58

In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Scott Truter discuss market resilience, moderating inflation & profit margins. Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds. These are the investment manager’s views at…

1
Ep 457. First 12 Hours on a Stock, 13-Fs, NKE/SBUX/ULTA, and Questions from X 1:39:37

27d ago1:39:37

1:39:37

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompoun…

1
Consumers are Cutting Back and Companies are Feeling the Pinch 54:28

1M ago54:28

54:28

In this episode of The Canadian Investor we start with Tourmaline’s $1.3B acquisition of Crew Energy, an all-stock deal that skyrocketed Crew Energy's shares by 76%. We discuss what impact the acquisition will have on Tourmaline’s business going forward. Next, we turn to Starbucks’ surprising CEO shakeup, bringing in Chipotle’s Brian Niccol to lead…

1
Are Stocks Cheap Yet? Refer To The Cyclically Adjusted Earnings Yield For Perspective 10:22

1M ago10:22

10:22

As discussed in detail last summer (see Research Highlights and Forbes article), comparing the Earnings Yield on stocks (using the S&P 500 Cyclically Adjusted Earnings Yield [CAEY]) to the Risk-Free Yields on U.S. Treasury Bonds can have an elucidating effect on an investor's favor towards equities or away from them. Recall that Earnings Yield is e…

1
High Yield Bonds: Assessing the Landscape Today 45:43

2M ago45:43

45:43

Kelly Burton sheds light on the technical and fundamental picture for high yield bonds today as investors grapple with an increasingly noisy macroeconomic and political backdrop. Episode Segments: 02:30 – Kelly’s background and role at Barings 05:18 – What market technicals are telling us about high yield 09:26 – Assessing issuer fundamentals again…

1
Lisen Wirén & Pia Heidenmark Cook: Embedding Sustainability 54:47

1M ago54:47

54:47

In the latest episode of the Future in Sound podcast we speak to sustainability experts Lisen Wirén and Pia Heidenmark Cook, co-authors of "Embedding Sustainability." Pia is a senior sustainability leader with over 25 years of global industry experience including having served as Chief Sustainability Officer for IKEA. Today she's a non executive di…

1
12/08/24: Japan's market turbulence, US economic data & upcoming data points 4:49

2M ago4:49

4:49

In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Andrew Shaw discuss Japan's market turbulence, US economic data & upcoming data points. Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds. These are the investment manager’s…

1
Should You Buy, Hold or Sell during Market Sell-offs? 43:42

2M ago43:42

43:42

In this episode of The Canadian Investor Podcast, we dive into the mindset of buying during market sell-off and why it can be a smart move for long-term investors. Braden discusses a purchase he made during the holiday Monday sell-off. We discuss how market corrections can offer a good opportunity for investors to re-evaluate their plans based on t…

1
Ep 456. Yen Carry Trade, Buffett's AAPL Sales, and MCS vs. CNK Price Divergence 58:24

1M ago58:24

58:24

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompoun…

1
Volatile Markets and Trouble at BCE and Starbucks 58:58

2M ago58:58

58:58

In this episode of The Canadian Investor Podcast, we start by talking about the recent volatility. We look at the recent downturn of US stocks led by the large tech companies and how the TSX is now inching closer to matching the returns of those indices in 2024. We also discuss the recent Fed rate decision. We also look at the recently released job…

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Cyclical Trading Podcasts

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