Podcast Episodes
Back to Search
Bonds in 2026: Duration Risk, the Mortgage Disconnect, and Why Japan's Bond Market Should Worry You
In 2022, bonds lost 13%. The long bond ETF dropped 31%. The "safe" part of your portfolio got hit harder than most stock crashes.
Now in 2026, bonds a…
7 months ago
Why Equities Win Long Term (And What the Data Actually Shows)
Most people own stocks but don’t actually understand why they work.
In this episode I break down equities from the ground up - why businesses compound…
7 months, 1 week ago
3 Industries Canada Could Dominate
Canada exports $60 billion in minerals a year and doesn’t make a single smartphone. We have the richest uranium on the planet. And the Godfathers of …
7 months, 1 week ago