Episode Details

The world is undergoing a seismic shift, and according to Daniel Dreyfus, Chief Investment Officer at Bornite Capital, we are in the midst of a major regime change that will redefine economies, industries, and financial markets. In this conversation, Dan explains why a new era of tariffs will be massively inflationary and why buying infrastructure and critical commodities will be the best way to protect your money. He says commodities are set to benefit, and suggests the price of gold could go as high as $4000 per ounce. 

Dan explains how investors can position themselves before the market fully adjusts to this fundamental transformation and offers specific stocks to buy in order to get ahead, including names like Cheniere Energy, Talen Energy and Ivanhoe Mines. 

This isn’t just another market cycle—this is a massive structural change. Don’t miss out on the opportunity to find out how you can profit.

Timestamps 

00:00 Show intro 

02:45 Dan on starting his fund in 2020
05:15 Dan says we’re entering a massive global regime change of tariffs and austerity and explains what can protect your money
11:15 Dan says gold could hit $4000
16:50 Why Dan views gold as a currency not a commodity- and why he thinks it’s the best one 

19:45 ITM Mailbag: Does it make sense to buy, sell or hold South Bow Corp (SOBO.TO)?
29:00 What is holding Barrick Gold (ABX.TO) back?
36:15 Dan’s favourite gold stock (SKE.TO)
40:25 Dan’s thoughts on copper and does he like Teck Resources (TECK.B.TO)
46:30 Why Dan likes GFL Environmental (GFL.TO)
51:55 Dan’s Pro Picks 

Sponsors
This episode is sponsored by BMO InvestorLine. If you’re a “Do It Yourself" investor, BMO InvestorLine Self-Directed is the perfect platform for you. With powerful tools and commission-free trading on over 100 ETFs, you’ll have everything you need to take control of your investments and build a portfolio that’s right for you. Learn more at https://bmo.com/InvestorLine?ecid=pr-2886232INV1-JNBMO14

For over 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit https://raymondjames.ca today to discover how you can live a life well planned.

Pro Picks is brought to you by ATB Financial. With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. Visit https://ATB.com/inthemoney for more information.

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DISCLAIMERS 

The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice.The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company.The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before m