Reformed Millennials - Growth Investing Canada
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This podcast covers growth investing in Canada and is dedicated to identifying the latest trends in technology and discussing ways Millennials can leverage them to better invest their time and money.
Reformed Millennials - Growth Investing Canada
3w ago
Listen in podcast app and follow below for the podcast topic arc.
* Joel’s unconventional career path
* How to start a business in your early years
* How to approach the ever changing technology market
* How to think about buying your first house
* Tips and tricks to networking
* Recommendations and Links
Listen on Apple, Spotify, or Google Podcasts.
Happy Easter weekend, everyone.
This weeks episode is a little bit different than our typical show. Part 1 of 2.
Joel is interviewed by Omid from the Second Floor Podcast.
It’s a wide ranging conversation about networking, investing ..read more
Reformed Millennials - Growth Investing Canada
1M ago
?Alberta Budget Highlights?
Welcome back.
This weeks podcast has a special guest: Melissa Caouette founder of Pocket Lobbyist and MC Consulting.
from her political newsletter:
On Thursday, February 29, 2024, Alberta’s Minister of Finance and President of the Treasury Board, Hon. Nate Horner, tabled the Government of Alberta 2024-27 Fiscal Plan: A Responsible Plan for a Growing Province.
TL;DR: Budget 2024 includes a modest $367 million surplus with revenues projected to be $73.5 billion. A relatively positive economic position when considered in the context of global uncertainty with  ..read more
Reformed Millennials - Growth Investing Canada
2M ago
Listen in podcast app and follow below for the podcast topic arc.
* Good Good tournament with Grass Clippings
* Market update
* Canada betting too much on USA trade
* American exports
* Recommendations and Links
Listen on Apple, Spotify, or Google Podcasts.
Market Update??
Welcome back.
Last Wednesday the Dow, S&P500 and Nasdaq100 all closed at new all-time highs.
But the number of stocks on the NYSE that actually made new highs was a fraction of what it was last week…
Breadth is weak.
The indexes make new highs. The headlines focus only on that.
But then the actual new high ..read more
Reformed Millennials - Growth Investing Canada
2M ago
Listen in podcast app and follow below for the podcast topic arc.
* Sports business update (Netflix $5B Deal with WWE)
* Inflation news and jobs data
* Market update
* META earnings
* AMZN earnings
* Vision Pro impacting culture
* Recommendations and Links
Listen on Apple, Spotify, or Google Podcasts.
Market Update??
Welcome back.
We had a very exciting week in markets. There was some important US data that was released. QRA & RRP, FOMC and Big Tech earnings.
QRA - There was a net funding for US treasury and bills, which was a surprise and would be considered a headwind for ..read more
Reformed Millennials - Growth Investing Canada
2M ago
Listen in podcast app and follow below for the podcast topic arc.
* Sports recap
* Market update
* MSFT Co-pilot launches and surpasses APPL in market cap
* Amazon bails out regional sports networks
* Benson Boone Soft Launches his hit single Beautiful things
* Recommendations and Links
Listen on Apple, Spotify, or Google Podcasts.
Market Update??
Welcome back.
Lets quickly start with interest rates and the Fed/Bank of Canada:
The Fed/BofC dot plot assumes 3 cuts in 2024.
3 factors drive that assumption
* Inflation falling
* Real GDP falling
* Monetary policy
Lately the market a ..read more
Reformed Millennials - Growth Investing Canada
2M ago
Listen in podcast app and follow below for the podcast topic arc.
* Sports roundup
* NFL success
* Market update
* Bitcoin ETF
* Tiger and Nike part ways
* Recommendations and Links
Listen on Apple, Spotify, or Google Podcasts.
Market Update??
Lets start with what happened last week.
Bonds traded down and equities traded slightly up.
But what matters to participants is the short end of the yield curve. And how interest rates are going to move as we trade through the year.
“If inflation falls towards target, unless they ease, they will be tight.” - Jerome Powell
What the market i ..read more
Reformed Millennials - Growth Investing Canada
2M ago
Listen in podcast app and follow below for the podcast topic arc.
* Introduction - Dan Belostotsky
* Where does Honestdoor fit in the Real Estate sector?
* Process of using Honestdoor
* Realtor.ca Court Case
* Real Estate startups
* Hypothetical Buying Agent : Selling Agent scenrio
Listen on Apple, Spotify, or Google Podcasts.
Market Update??
2023 was a year of relief.
Kurt Vonnegut once correctly pondered: "The truth is, we know so little about life, we don’t really know what the good news is and what the bad news is." While 2022 was humbling and bewildering at times for many o ..read more
Reformed Millennials - Growth Investing Canada
2M ago
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* Netflix is Cable and Cable is Netlfix
* Amazon will bundle sports and news
* Market update
* 2024 outlook
* Plans for the holidays
* Recommendations and Links
Listen on Apple, Spotify, or Google Podcasts.
Market Update??
Merry Chrysler Everyone!
After one of the biggest rallys in stock market history, we think its fair for the podcast to take a break.
In doing that, we want to provide everyone with all the reading and listening we’ll be tackling as we head into the Christmas break.
Twitter links from the pod ..read more
Reformed Millennials - Growth Investing Canada
2M ago
Listen in podcast app and follow below for the podcast topic arc.
* Ohtani Contract
* Liv Golf
* Jerome Powell FOMC meeting recap
* Market Update
* Canadian Mortgages
* Recommendations and Links
Listen on Apple, Spotify, or Google Podcasts.
Market Update??
Some thoughts…
Markets are inherently pro cyclical. Liquidity attracts liquidity. Momentum attracts momentum. Sentiment is contagious. The best summary of this is the Minsky Hypothesis.
Minsky had three phases:
Cash Flow Investing Phase: Investors initially focus on investments based on cash flows and fundamental values, drivi ..read more