Podcasts about Canaccord Genuity

Wolfgang and Jack are joined by: Rob McEwen : Rob is Chairman and Chief Owner of McEwen Inc. The company has three producing gold and silver mines throughout the Americas—in the state of Nevada (USA), the province of Ontario (Canada), and the province of Santa Cruz (Argentina) —and holds a 46% interest in Los Azules, one of the world's ten largest undeveloped copper deposits, located in the province of San Juan, Argentina.  Rob owns 15% of McEwen Inc. and 13% of McEwen Copper.  His investment in the companies is US$205 million and his salary is $1/yr.   Jeremy Hoy – Vice President, Metals and Mining Research at Canaccord Genuity.

Making Cents of the Markets Time for Making Cents of the Markets with Lori Pinkowski.  Lori Pinkowski is a Senior Portfolio Manager at Canaccord Genuity. You can contact The Pinkowski Wealth Management team directly at 604-695-LORI or visit their website at Pinkowski.ca Learn more about your ad choices. Visit megaphone.fm/adchoices

Making Cents of the Markets for Jul 15, 2025 Time for Making Cents of the Markets with Lori Pinkowski.  Lori Pinkowski is a Senior Portfolio Manager at Canaccord Genuity. You can contact The Pinkowski Wealth Management team directly at 604-695-LORI or visit their website at Pinkowski.ca Learn more about your ad choices. Visit megaphone.fm/adchoices

Wolfgang and Jack are joined by: Yuri Lynk,  MSc, CFA - Managing Director, Capital Goods Research at Canaccord Genuity   Robert Young, MBA - Managing Director, Head of Canadian Research at Canaccord Genuity

Making Cents of the Markets for July 09, 2025 Time for Making Cents of the Markets with Lori Pinkowski.  Lori Pinkowski is a Senior Portfolio Manager at Canaccord Genuity. You can contact The Pinkowski Wealth Management team directly at 604-695-LORI or visit their website at Pinkowski.ca Learn more about your ad choices. Visit megaphone.fm/adchoices

Don Vialoux, Co-Founder of Tech Talk, is a past president of the Canadian Society of Technical Analysts (CSTA). Mr. Vialoux has 45 years of experience in the investment industry, including prominent positions held at Richardson Greenshields and RBC Investments. He is the author of a daily letter on equity markets, which is available free at TimingTheMarket.ca. The Web site has recently received an average of 1.6 million hits per month from 130 countries. He holds the designation of Chartered Market Technician (CMT). Joseph Vafi, CFA – Managing Director of Research, covering FinTech and Digital Assets at Canaccord Genuity.

“We're making cents of the Markets with Lori Pinkowski, A Senior Portfolio Manager at Canaccord Genuity. - you can contact her team at 604-695-LORI or visit their website at PINKOWSKI.CA” Call Lori and her team today at 604-695-L-O-R-I with any questions you have about investing or retirement! Or visit their website at PINKOWSKI.CA Guest: Lori Pinkowski, A Senior Portfolio Manager at Canaccord Genuity Learn more about your ad choices. Visit megaphone.fm/adchoices

Making Cents of the Markets for June 25, 2025 Time for Making Cents of the Markets with Lori Pinkowski.  Lori Pinkowski is a Senior Portfolio Manager at Canaccord Genuity. You can contact The Pinkowski Wealth Management team directly at 604-695-LORI or visit their website at Pinkowski.ca Learn more about your ad choices. Visit megaphone.fm/adchoices

Making Cents of the Markets for June 18, 2025 Time for Making Cents of the Markets with Lori Pinkowski.  Lori Pinkowski is a Senior Portfolio Manager at Canaccord Genuity. You can contact The Pinkowski Wealth Management team directly at 604-695-LORI or visit their website at Pinkowski.ca Learn more about your ad choices. Visit megaphone.fm/adchoices

Wolfgang and Jack are joined by : Michael Hainsworth – IDC Contributing Editor and Host of Where's My Jetpack. Matthew Lee, Director of Equity Research – Financials and Industrials at Canaccord Genuity.

Making Cents of the Markets for June 11, 2025 Time for Making Cents of the Markets with Lori Pinkowski.  Lori Pinkowski is a Senior Portfolio Manager at Canaccord Genuity. You can contact The Pinkowski Wealth Management team directly at 604-695-LORI or visit their website at Pinkowski.ca Learn more about your ad choices. Visit megaphone.fm/adchoices

“We're making cents of the Markets with Lori Pinkowski, A Senior Portfolio Manager at Canaccord Genuity. - you can contact her team at 604-695-LORI or visit their website at PINKOWSKI.CA” Call Lori and her team today at 604-695-L-O-R-I with any questions you have about investing or retirement! Or visit their website at PINKOWSKI.CA Guest: Lori Pinkowski - A Senior Portfolio Manager at Canaccord Genuity Learn more about your ad choices. Visit megaphone.fm/adchoices

Wolfgang and Jack are joined by : Glenn Crouther -Traveling lifestyle/ski reporter, nationally syndicated feature ski writer for Toronto Sun, weekly ski/lifestyle reporter 640 Toronto. Martin Roberge, MSc, CFA – Managing Director and North American Portfolio Strategist at Canaccord Genuity.

This week's episode features Cam Currie, senior investment advisor at Canaccord Genuity, in conversation with host Adrian Pocobelli on why precious metals remain vital in today's market. Currie explains how mounting sovereign debt is eroding confidence in fiat currencies and bond markets, creating a favorable environment for gold. He also explores the WTO's initiative to tokenize gold through blockchain and highlights the types of gold stocks he believes are best positioned right now. This week's Spotlight features Dan Dickson, CEO of Endeavour Silver, who discusses the company's silver projects in Mexico and Peru. Dickson offers insights into their development strategy, resource potential, and what differentiates these assets in the current silver market. Learn more at: https://www.edrsilver.com All this and more with host Adrian Pocobelli. Music Credits “Rattlesnake Railroad”, “Big Western Sky”, “Western Adventure” and “Battle on the Western Frontier” by Brett Van Donsel (⁠www.incompetech.com⁠). Licensed under Creative Commons: By Attribution 4.0 License ⁠creativecommons.org/licenses/by/4.0⁠ Apple Podcasts:⁠ https://podcasts.apple.com/ca/podcast/the-northern-miner-podcast/id1099281201⁠ Spotify:⁠ https://open.spotify.com/show/78lyjMTRlRwZxQwz2fwQ4K⁠ YouTube:⁠ https://www.youtube.com/@NorthernMiner⁠ Soundcloud:⁠ https://soundcloud.com/northern-miner

Bay Street Titan David Kassie talks about his McGill basketball career, his first job out of Western MBA at Wood Gundy, his ‘culturally controversial' business pairings at CIBC, launching Genuity Capital Markets from an office over his garage, monetizing Genuity via the merger that became Canaccord Genuity, his acceptance of algorithmic-guided investment strategies at Outcome (leveraging the ‘magic of compounding'), his recent hobnobbing at the Sundance Film Festival & the Academy Awards, becoming friendly with Habs legend Ken Dryden, and why dinner with British PM Margaret Thatcher was a VERY formal affair! Follow David on Linked In at https://www.linkedin.com/in/david-kassie-7890a878/ TORONTO LEGENDS is hosted by Andrew Applebaum at andrew.applebaum@gmail.com All episodes available at https://www.torontolegends.ca/episodes/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Time for Making Cents of the Markets with Lori Pinkowski.  Lori Pinkowski is a Senior Portfolio Manager at Canaccord Genuity. You can contact The Pinkowski Wealth Management team directly at 604-695-LORI or visit their website at Pinkowski.ca Learn more about your ad choices. Visit megaphone.fm/adchoices

Making Cents of the Markets for ##, 2025 Time for Making Cents of the Markets with Lori Pinkowski.  Lori Pinkowski is a Senior Portfolio Manager at Canaccord Genuity. You can contact The Pinkowski Wealth Management team directly at 604-695-LORI or visit their website at Pinkowski.ca Guest: Marko Ferenc, a Senior Investment Advisor and Associate Portfolio Manager on the Pinkowski Wealth Management team! Learn more about your ad choices. Visit megaphone.fm/adchoices

Making Cents of the Markets for ##, 2025 Time for Making Cents of the Markets with Lori Pinkowski.  Lori Pinkowski is a Senior Portfolio Manager at Canaccord Genuity. You can contact The Pinkowski Wealth Management team directly at 604-695-LORI or visit their website at Pinkowski.ca Learn more about your ad choices. Visit megaphone.fm/adchoices

Host Wolfgang and Jack are joined by : David Milosevic, Managing Partner at Milosevic and Associates Rod Phillips, Canadian businessman and politician, Vice Chair working within Canaccord Genuity's Canadian business.

Welcome to the CRE podcast. 100% Canadian, 100% commercial real estate. In this episode of the Commercial Real Estate Podcast, hosts Aaron Cameron and Adam Powadiuk welcome Mark Rothschild, Analyst at Canaccord Genuity, for a deep dive into Canada's evolving REIT market. Covering everything from industrial sector pressures and the fallout of Hudson Bay Company's... The post From Retail Shakeups to Industrial Strains: 2025 REIT Outlook with Mark Rothschild, Canaccord Genuity appeared first on Commercial Real Estate Podcast.

Today, we're speaking with Chris Ritchie, President of SilverCrest Metals. Chris Ritchie is a financial markets professional with 15 years of experience in resource-based capital markets, including investment banking, marketing, corporate strategy, network and risk management.  Mr. Ritchie earned a B.A from Miami University (Ohio) in 1997 and an MBA in finance from Dalhousie University in 2000.  Mr. Ritchie spent just under three years in risk management at Marsh & McLennan and Liberty International before he moved into trading and institutional equity sales at UBS, Canaccord Financial and National Bank Financial.  During the past eight years, Mr. Ritchie (through National Bank Financial and Canaccord Genuity) has been a key financial advisor and partner to the previous and current SilverCrest teams through the development of Santa Elena, the sale of the SilverCrest Mines to First Majestic Silver Corp. and the three financings for SilverCrest Metals.  Chris is an avid sportsman, holding national titles in tennis and was a member of the Canadian National Australian Rules Football team. 

Making Cents of the Markets for Apr 30, 2025 Time for Making Cents of the Markets with Lori Pinkowski.  Lori Pinkowski is a Senior Portfolio Manager at Canaccord Genuity. You can contact The Pinkowski Wealth Management team directly at 604-695-LORI or visit their website at Pinkowski.ca Learn more about your ad choices. Visit megaphone.fm/adchoices

What does it take to build a thriving international finance career—and still make time to give back? In this episode of Leaders of Tomorrow, Chris Thomson sits down with Neil Johnson, a proud Student Works alumnus who went from summer painting manager to CEO of Duke Capital, a publicly traded firm based in England.Neil shares the pivotal lessons from his early Student Works days—leading a team of 200 at just 22 years old, burning out after his first summer, and learning to work smarter the second time around. He reflects on how those experiences shaped his approach to leadership, culture-building, and risk-taking in high-stakes finance roles at Canaccord Genuity and beyond.You'll also hear the story behind how Neil launched Duke Capital from his home office, the unique business model that set them apart, and how long-standing relationships fueled their growth. Plus, he opens up about his work with the Terry Fox Run in London and how giving back has become a new source of purpose.This is a powerful conversation about resilience, mentorship, and building something meaningful—from both a business and human perspective. Enjoy!In This Episode You'll Learn:Why early entrepreneurial experiences can shape your entire careerHow to turn burnout into long-term growthWhat it takes to build and maintain a strong business cultureWhy inspiring others is at the core of effective leadershipHow trusting relationships fuel long-term business successWhy giving back can become your biggest motivatorAnd much more...Resources:Student Works Neil's LinkedInDukeCapital.com

Time for Making Cents of the Markets with Lori Pinkowski.  Lori Pinkowski is a Senior Portfolio Manager at Canaccord Genuity. You can contact The Pinkowski Wealth Management team directly at 604-695-LORI or visit their website at Pinkowski.ca Learn more about your ad choices. Visit megaphone.fm/adchoices

Making Cents of the Markets Time for Making Cents of the Markets with Lori Pinkowski.  Lori Pinkowski is a Senior Portfolio Manager at Canaccord Genuity. You can contact The Pinkowski Wealth Management team directly at 604-695-LORI or visit their website at Pinkowski.ca Learn more about your ad choices. Visit megaphone.fm/adchoices

Making Cents of the Markets for Apr 09, 2025 Time for Making Cents of the Markets with Lori Pinkowski.  Lori Pinkowski is a Senior Portfolio Manager at Canaccord Genuity. You can contact The Pinkowski Wealth Management team directly at 604-695-LORI or visit their website at Pinkowski.ca Learn more about your ad choices. Visit megaphone.fm/adchoices

This week's episode features Canaccord Genuity senior investment advisor Cam Currie in conversation with host Adrian Pocobelli on the outlook for gold stocks. Currie shares his insights on gold and gold equities within the broader macroeconomic landscape and highlights where he sees the most value in the sector. He also offers his perspectives on streaming and royalty companies, as well as opportunities in copper and silver stocks. In this week's Spotlight, Oroco Resource president Ian Graham discusses the company's Santa Tomas copper project in Mexico. To learn more, visit: https://orocoresourcecorp.com/ All this and more with host Adrian Pocobelli. Music Credits “Rattlesnake Railroad”, “Big Western Sky”, “Western Adventure” and “Battle on the Western Frontier” by Brett Van Donsel (⁠www.incompetech.com⁠). Licensed under Creative Commons: By Attribution 4.0 License ⁠creativecommons.org/licenses/by/4.0⁠ Apple Podcasts:⁠ https://podcasts.apple.com/ca/podcast/the-northern-miner-podcast/id1099281201⁠ Spotify:⁠ https://open.spotify.com/show/78lyjMTRlRwZxQwz2fwQ4K⁠ YouTube:⁠ https://www.youtube.com/@NorthernMiner⁠ Soundcloud:⁠ https://soundcloud.com/northern-miner

Making Cents of the Markets for Apr 2, 2025 Time for Making Cents of the Markets with Lori Pinkowski.  Lori Pinkowski is a Senior Portfolio Manager at Canaccord Genuity. You can contact The Pinkowski Wealth Management team directly at 604-695-LORI or visit their website at Pinkowski.ca Learn more about your ad choices. Visit megaphone.fm/adchoices

Time for Making Cents of the Markets with Lori Pinkowski.  Lori Pinkowski is a Senior Portfolio Manager at Canaccord Genuity. You can contact The Pinkowski Wealth Management team directly at 604-695-LORI or visit their website at Pinkowski.ca Learn more about your ad choices. Visit megaphone.fm/adchoices

Paul Hickey of Bespoke Investment Group and Jose Rasco of HSBC break down the latest market trends. Rockefeller International Chairman Ruchir Sharma discusses his latest Financial Times piece on the decline of American exceptionalism. Informatica CEO Amit Walia weighs in on cloud, AI, and macro uncertainty. Canaccord Genuity's George Gianarikas analyzes Tesla's outlook and its run higher in the past week. Plus, CNBC's exclusive Global CFO Survey reveals top concerns on inflation, Trump policies, and the Fed's impact.

Making Cents of the Markets for Mar 19, 2025 Time for Making Cents of the Markets with Lori Pinkowski.  Lori Pinkowski is a Senior Portfolio Manager at Canaccord Genuity. You can contact The Pinkowski Wealth Management team directly at 604-695-LORI or visit their website at Pinkowski.ca Learn more about your ad choices. Visit megaphone.fm/adchoices

Time for Making Cents of the Markets with Lori Pinkowski. Lori Pinkowski is a Senior Portfolio Manager at Canaccord Genuity. You can contact The Pinkowski Wealth Management team directly at 604-695-LORI or visit their website at Pinkowski.ca Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode at PDAC 2025, we interact with Power Metals' Chairman Johnathan More, CEO Haydn Daxter and Winsome Resources' Managing Director, Chris Evans. The discussion covers Power Metals' recent high-grade cesium discoveries, significant market growth from a 40 million to 200 million market cap, and its impact on the cesium market dominated by China. Johnathan and Haydn also address the strategic initiatives, potential for billion-dollar valuation, and plans for North American cesium industry growth. Additionally, the episode delves into cesium applications, unique mineral properties, and partnerships, including with Canaccord Genuity, aimed at advancing the company's goals. The conversation highlights the collaborative efforts with the Ontario government, indigenous partners, the future path to production as well as Winsome's investment thesis in Power Metals. CHAPTERS

In this episode, we chat with Alex Langer, CEO of Sierra Madre, a Canadian listed junior miner with 2 metals projects in Mexico, with their flagship project, La Guitarra Mine in Mexico’s Silver Belt recently going into production. Alex is a successful public markets specialist with 20 years of experience, starting his career as an Investment Advisor with Canaccord Genuity, where he helped fund over 100 private and publicly listed companies including the IPOs for Endeavour Silver, Fortuna Silver, and Great Panther. He’s on the podcast to discuss the history of the company, now in production what’s next for the business, an update on the current silver market, and an update on the Mexican mining industry. KEY TAKEAWAYS Sierra Madre has successfully transitioned into full commercial production at its flagship LaGuitarra mine in Mexico, which was previously on care and maintenance. This achievement marks a significant milestone for the company, allowing it to generate cash flows. The LaGuitarra mine covers approximately 28,000 hectares and has a rich history of silver and gold production. The company plans to allocate around $3 million for exploration to drill key areas, particularly the East District, which includes historically significant mines with high-grade material. Current high prices for gold and silver are beneficial for Sierra Madre, providing significant revenue opportunities. The company has structured its operations to maintain low costs, which allows it to be resilient in fluctuating market conditions. Recent changes in the Mexican government have led to a more favorable regulatory environment for mining, with new permits being issued and a renewed focus on the importance of the mining sector for the economy. This shift is expected to bolster confidence in mining projects within the country. BEST MOMENTS "We really wanted something that was fully permitted. And so we were quite fortunate that La Guitarra was fully permitted. First Majestic did an amazing job in terms of their community relations and environmental permitting." "We have now actually identified over 60 kilometres of vein material at surface. This area used to be one of the most prolific and historic producers of silver gold from the 16th, 17th, 1800s." "Every dollar a silver price goes up is really significant to our bottom line. It's straight revenue, which is wonderful." "We feel quite confident we can increase production relatively quickly and hopefully out of cash flows." VALUABLE RESOURCES Mail: rob@mining-international.org LinkedIn: https://www.linkedin.com/in/rob-tyson-3a26a68/ X: https://twitter.com/MiningRobTyson YouTube: https://www.youtube.com/c/DigDeepTheMiningPodcast Web: http://www.mining-international.org This episode is sponsored by Hawcroft, leaders in property risk management since 1992. They offer: Insurance risk surveys recognised as an industry standard Construction risk reviews Asset criticality assessments and more Working across over 600 sites globally, Hawcroft supports mining, processing, smelting, power, refining, ports, and rail operations. For bespoke property risk management services, visit www.hawcroft.com GUEST SOCIALS https://sierramadregoldandsilver.com/contact https://x.com/sierramadresm investor@sierramadregoldandsilver.com https://www.youtube.com/channel/UCERWQNg-1wABjaexIj_U6yA https://www.linkedin.com/company/sierramadre/ ABOUT THE HOST Rob Tyson is the Founder and Director of Mining International Ltd, a leading global recruitment and headhunting consultancy based in the UK specialising in all areas of mining across the globe from first-world to third-world countries from Africa, Europe, the Middle East, Asia, and Australia. We source, headhunt, and discover new and top talent through a targeted approach and search methodology and have a proven track record in sourcing and positioning exceptional candidates into our clients' organisations in any mining discipline or level. Mining International provides a transparent, informative, and trusted consultancy service to our candidates and clients to help them develop their careers and business goals and objectives in this ever-changing marketplace. CONTACT METHOD rob@mining-international.org https://www.linkedin.com/in/rob-tyson-3a26a68/ Podcast Description Rob Tyson is an established recruiter in the mining and quarrying sector and decided to produce the “Dig Deep” The Mining Podcast to provide valuable and informative content around the mining industry. He has a passion and desire to promote the industry and the podcast aims to offer the mining community an insight into people’s experiences and careers covering any mining discipline, giving the listeners helpful advice and guidance on industry topics.

Making Cents of the Markets for Mar 05, 2025 Time for Making Cents of the Markets with Lori Pinkowski. Lori Pinkowski is a Senior Portfolio Manager at Canaccord Genuity. You can contact The Pinkowski Wealth Management team directly at 604-695-LORI or visit their website at Pinkowski.ca Learn more about your ad choices. Visit megaphone.fm/adchoices

Making Cents of the Markets for February 26, 2025 Time for Making Cents of the Markets with Lori Pinkowski.  Lori Pinkowski is a Senior Portfolio Manager at Canaccord Genuity. You can contact The Pinkowski Wealth Management team directly at 604-695-LORI or visit their website at Pinkowski.ca Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode in our Lessons with Legends series, on The Unlimited Podcast, we welcome David Kassie, Chairman of Outcome Asset Management and Chairman Emeritus of Canaccord Genuity. Brian and David discuss David's journey to becoming Chairman and CEO of CIBC World Markets, the founding of Genuity, some of his most significant deals, and more.David Kassie has held key leadership roles in the financial industry for decades. He served as Chairman or Executive Chairman of Canaccord Genuity Group Inc. since May 2010 and was Chairman and CEO from April to October 2015. Previously, he was Principal, Chairman, and CEO of Genuity Capital Markets from November 2004 to May 2010, leading the firm until its acquisition by Canaccord Financial. Before that, he served as Chairman and CEO of CIBC World Markets and Vice Chairman of CIBC from 1979 to 2004.With extensive experience as an advisor, underwriter, and principal, David has played a crucial role in major financial transactions and serves on multiple corporate boards. Beyond finance, he is deeply committed to community and charitable initiatives. He is a Director and former Chairman of Baycrest Health Sciences, where he also led its commercialization efforts. He has previously served on the boards of the Toronto International Film Festival Group, the Hospital for Sick Children, and Ivey Business School.David holds a B.Comm. (Honours) in Economics from McGill University (1977) and an MBA from the University of Western Ontario (1979).Timestamps0:00 Disclaimer and Intro3:43 Investment Banking & Merchant Banks10:28 Outcome's history & performance15:55 Banking in the 80s and 90s20:14 Leading bankers26:46 Building the team at Genuity34:13 Markers of success in interviews37:33 David's transformative deals41:01 David's angel investing44:04 Thoughts on Canadian leadership & trade49:11 David's best career advice51:36 If David could do anything, what would it be?53:48 Outro

“We're making cents of the Markets with Lori Pinkowski, A Senior Portfolio Manager at Canaccord Genuity. - you can contact her team at 604-695-LORI or visit their website at PINKOWSKI.CA” Call Lori and her team today at 604-695-L-O-R-I with any questions you have about investing or retirement! Or visit their website at PINKOWSKI.CA Guest: Marko Ferenc - Analyst for Pinkowski Wealth Management and an Associate Portfolio Manager Learn more about your ad choices. Visit megaphone.fm/adchoices

"We're making cents of the Markets with Lori Pinkowski, A Senior Portfolio Manager at Canaccord Genuity. - you can contact her team at 604-695-LORI or visit their website at PINKOWSKI.CA” Call Lori and her team today at 604-695-L-O-R-I with any questions you have about investing or retirement! Or visit their website at PINKOWSKI.CA Guest: Lori Pinkowski - A Senior Portfolio Manager at Canaccord Genuity Learn more about your ad choices. Visit megaphone.fm/adchoices

What is the Minister of Internal Trade going to do about Trump's tariffs? Why is Vancouver using city-owned land for market rentals? How to kill a fireworm Scott's thoughts: Just For Laughs comedy festival coming to Vancouver How AutismBC is responding to the police shooting of an autistic teen. We're making cents of the Markets with Lori Pinkowski, A Senior Portfolio Manager at Canaccord Genuity! Learn more about your ad choices. Visit megaphone.fm/adchoices

“We're making cents of the Markets with Lori Pinkowski, A Senior Portfolio Manager at Canaccord Genuity. - you can contact her team at 604-695-LORI or visit their website at PINKOWSKI.CA” Call Lori and her team today at 604-695-L-O-R-I with any questions you have about investing or retirement! Or visit their website at PINKOWSKI.CA Guest: Lori Pinkowski - A Senior Portfolio Manager at Canaccord Genuity Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode on Palisades Gold Radio, Tom Bodrovics welcomes back Jaime Carrasco. Jaime is Senior Portfolio Manager & Senior Investment Advisor at Harbourfront Wealth Management. They discuss the global economic landscape and the significance of gold in today's context. Carrasco expresses his belief that Trump's election and proposed policies could lead to a reset of debt and potential devaluation of US dollars held in treasuries around the world. He emphasizes the importance of understanding history, as previous periods saw significant increases in dividends from gold mining companies during times of monetary instability. Carrasco encourages investors to consider gold as a hedge against inflation, purchasing power loss, and political instability. He also recommends silver mining companies due to their current undervaluation compared to gold. Central banks are increasingly buying gold as a safe haven asset, and Trump's actions are aimed at rebuilding America for Americans, possibly necessitating a full reset. The location of US gold reserves and geopolitical issues like China's policy in Latin America, Europe's response to immigration, and the US-China-Russia alignment are significant sociological factors affecting the global economy. Despite the current uncertainty, Carrasco advocates for a decentralized world where nations can thrive and encourages investors to consider gold, silver, and Bitcoin as financial lifeboats. Talking Points From This Episode0:00 - Introduction0:42 - Current World State3:30 - S&P Bond Chart10:12 - Gold Bonds & Treasury15:45 - Free Cash Flow Chart19:23 - Hyper Financial World26:00 - Gold & Silver31:02 - Silver Volatility34:02 - Shelton & Blockchain36:20 - Resource Sec. Valuations38:13 - 40-Year Shift?42:22 - A Financial Reset?44:52 - Bonds in a Reset46:22 - PMs & Tariff Risks49:18 - A Double Edged Sword51:53 - Trump Implementation53:30 - European Problems56:00 - Negotiating Peace?1:02:09 - Surviving Inflation1:04:10 - Wrap Up Guest Links:Twitter: https://x.com/ijcarrascoLinkedIn: https://www.linkedin.com/in/carrasco1/Canaccord Genuity: https://www.canaccordgenuity.com/ Jaime Carrasco is portfolio manager at Canaccord Genuity Inc. in Toronto. From 2014-2018 he worked as Director of Wealth Management and Associate Portfolio Manager for ScotiaMcLeod. Before this, he worked for Macquarie Group, CIBC Wood Gundy, BMO Nesbitt Burns, Gordon Capital, and Merrill Lynch. Jaime is a leading Canadian investment professional with 25 years of experience providing wealth management and investment counsel to affluent families, businesses, and institutions. He has garnered a reputation for questioning and challenging the status quo and exploring the most innovative investment strategies. Jaime, whose mother tongue is Spanish, also speaks Italian and French. He completed a BA in political science and economics at the University of Toronto in 1988. While a student, he worked for CS Yacht, a company that built luxury sailboats, thus spending his summers as a skipper for the Canadian establishment members. Jaime credits this experience and having survived sailing through Hurricane Bob in 1991. This experience taught him lessons that have become a metaphor for his financial investment strategies. "Like one's financial wealth, sailing is not about controlling the wind, but rather about adjusting the sails."

“We're making cents of the Markets with Lori Pinkowski, A Senior Portfolio Manager at Canaccord Genuity. - you can contact her team at 604-695-LORI or visit their website at PINKOWSKI.CA” Call Lori and her team today at 604-695-L-O-R-I with any questions you have about investing or retirement! Or visit their website at PINKOWSKI.CA Guest: Lori Pinkowski - A Senior Portfolio Manager at Canaccord Genuity Learn more about your ad choices. Visit megaphone.fm/adchoices

Making Cents of the Markets for Jan 22, 2025 Time for Making Cents of the Markets with Lori Pinkowski. Lori Pinkowski is a Senior Portfolio Manager at Canaccord Genuity. You can contact The Pinkowski Wealth Management team directly at 604-695-LORI or visit their website at Pinkowski.ca Learn more about your ad choices. Visit megaphone.fm/adchoices

Time for Making Cents of the Markets with Lori Pinkowski. Lori Pinkowski is a Senior Portfolio Manager at Canaccord Genuity. You can contact The Pinkowski Wealth Management team directly at 604-695-LORI or visit their website at Pinkowski.ca Learn more about your ad choices. Visit megaphone.fm/adchoices

Time for Making Cents of the Markets with Lori Pinkowski.  Lori Pinkowski is a Senior Portfolio Manager at Canaccord Genuity. You can contact The Pinkowski Wealth Management team directly at 604-695-LORI or visit their website at Pinkowski.ca Learn more about your ad choices. Visit megaphone.fm/adchoices

In this week's episode, Cam Currie, Senior Investment Advisor at Canaccord Genuity and founder of Currie Metals and Mining Group, joins Adrian Pocobelli to analyze the performance of gold stocks in 2024 and share his outlook for 2025. Currie dives into the dynamics of investing in metals versus gold equities, the influence of interest rates on the U.S. Dollar, and why BRICS remains a powerful force in the ongoing trend of de-dollarization. All this and more with host Adrian Pocobelli. Music Credits “Rattlesnake Railroad”, “Big Western Sky”, “Western Adventure” and “Battle on the Western Frontier” by Brett Van Donsel (⁠www.incompetech.com⁠). Licensed under Creative Commons: By Attribution 4.0 License ⁠creativecommons.org/licenses/by/4.0⁠ Apple Podcasts:⁠ https://podcasts.apple.com/ca/podcast/the-northern-miner-podcast/id1099281201⁠ Spotify:⁠ https://open.spotify.com/show/78lyjMTRlRwZxQwz2fwQ4K⁠ YouTube:⁠ https://www.youtube.com/@NorthernMiner⁠ Soundcloud:⁠ https://soundcloud.com/northern-miner

Making Cents of the Markets Time for Making Cents of the Markets with Lori Pinkowski. Lori Pinkowski is a Senior Portfolio Manager at Canaccord Genuity. You can contact The Pinkowski Wealth Management team directly at 604-695-LORI or visit their website at Pinkowski.ca Learn more about your ad choices. Visit megaphone.fm/adchoices

Elements of the new Trump administration are coming into focus as announcements of key healthcare appointments and nominations provide indications for what the market can expect starting in January. To dissect the impact these changes might have, Wall Street Analyst Jeff Garro joined Keith Figlioli to wrap up a four-part series of episodes on election implications. Previous episodes featured conversations with JP Morgan's Lisa Gill, Canaccord Genuity's Richard Close, and Maverick Health Policy's Julie Barnes.Jeff Garro is Managing Director and an equity research analyst covering Healthcare IT for Stephens, a family of privately held, independent financial services firms founded in 1933 that's focused on building value for companies, state and local governments, institutions and high-net-worth investors. Prior to joining Stephens in September 2022 Jeff held research analyst roles at Piper Sandler and William Blair.During this conversation, Jeff discussed the policy changes and broader market signals he's watching to advise clients on investments in the healthcare IT market. Some of the topics he discussed with Keith include:Balance in management teams. When discussing elements he looks for in a good investment, Jeff talked about the lessons he's learned evaluating management teams. He says companies need leaders that are great storytellers who can convey their vision and bring more investors under the tent. But cautions to stay vigilant for executives who might believe in their own narrative a little too much and in turn, don't implement the right sets of checks and balances within their organization.Predictions by payer type. One way Jeff is assessing the market in light of pending regulatory and policy changes is by breaking it down by payer type. For example, he expects minimal change in employer-sponsored coverage and a more favorable environment for Medicare Advantage, when comparing the first Trump term to the last few years of the Biden administration. He says Medicaid markets will be harder to predict because potential for decreased federal funding could create market pressures, but could also create opportunities where technology can help. Lastly, he's considering the individual market and the potential for ACA subsidies to not be renewed.Public vs. private markets. While Jeff's primary role is analyzing public markets, he talked about how essential it is to understand innovation and activity occurring in private markets so he can ask the right questions and avoid being blindsided as new companies and technologies evolve. He also discussed the different mentalities of public versus private investors, and how those in private markets generally have the ability to be more patient – an advantage as we're waiting for the new administration's nominees to be appointed and confirmed.The post-COVID reset. There are a lot of problems to solve in healthcare – as there always have been – but Jeff also believes there are a lot of good companies, both public and private, positioned to solve them. He sees a favorable backdrop for healthcare investors following the challenging environment from the global pandemic, and is hopeful that the market has hit a reset from a performance perspective. He sees a shift from “growth at all costs” to a more reasonable approach to sustainable growth and healthy profit margins.To hear Jeff and Keith discuss these topics and more, listen to this episode of Healthcare is Hard: A

With the White House and Congress up for grabs this election, anticipation in the healthcare industry is high. Shifts in healthcare policy will influence how care is paid for and delivered, which will of course influence the flow of investment dollars in both public and private markets.During the first episode of a four-part series on election implications, beltway insider Julie Barnes laid out potential scenarios for the direction healthcare policy might take depending on election outcomes. With that background, Part 2 of the series zooms in on healthcare investing. For more than 20 years – and now six presidential election cycles – Richard Close has covered the healthcare space as a Wall Street analyst. He was one of the first analysts covering healthcare technology and as Managing Director, Digital and Tech-Enabled Health Equity Research at Canaccord Genuity, he focuses on introducing the investment community to disruptive and innovative companies that are leading the digital transformation in healthcare. In this episode of Healthcare is Hard, Richard talked to Keith Figlioli about the election and how it could impact investments in the healthcare sector. A few of the topics they discussed include:Predictions on priorities. Healthcare has not been a major focus this election cycle and Richard doesn't believe either candidate has shared many specifics about their plans for health policy. But he discussed general expectations like an increase in Medicare drug price negotiations under a Harris Administration, or giving states more control of Medicaid under a Trump Administration. Regardless of who takes the White House, he sees an increasing focus on addressing employer health costs, driven by forecasts for an 8% increase next year – the highest jump in more than a decade.Contrasts in public vs. private markets. Richard says healthcare investors in public markets tend to “paint with a broad brush” and are focused on the short-term. Because of this, he says struggles at large-cap managed care companies in recent years have influenced overall investor sentiment. Once these companies get beyond current challenges and start hitting their numbers, he believes it will open the market and drive improved valuation for smaller and mid-cap companies. On the other hand, Richard says investors in private markets look more deeply into sub-sectors and are placing bets for the long run. Optimism for health tech. With healthcare accounting for 20% of the economy and continuing to grow, Richard sees technology as a primary lever to help bend the cost curve. He's optimistic about the future opportunity for investors in both public and private markets, and sees an opportunity for the IPO window to potentially open up after the election. He says there are a handful of companies that are profitable and have been growing revenue that may be ready to test the IPO market in 2025.To hear Richard and Keith discuss these topics and more, listen to this episode of Healthcare is Hard: A Podcast for Insiders.