Money Talks tackles everything to do with investing, markets, the economy and your money. How to make it, how to spend it, how to grow it, and how to avoid letting it get away. Well-connected, articulate and knowledgeable, Michael Campbell is one of Canada’s most respected business analysts. From real estate to the stock market, from interest rates to currencies - plus a dash of current affairs and the odd critique of economically illiterate and illiberal governments.
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Hpc Inc Podcasts
China Inc by Bamboo Works discusses the latest developments on Chinese companies listed in Hong Kong and the United States to drive informed decision-making for investors and others interested in this dynamic group of companies.
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Cango to build on bitcoin mining foundation with HPC pivot
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25:46
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25:46Cango's public relations and investor relations director Juliet Ye details the company's strategic pivot to transform from a pure-play crypto miner into an integrated energy and high-performance computing (HPC) platform. The multi-phase strategy leverages Cango's existing energy and computing infrastructure as a foundation to build a more diverse b…
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Energy expert Joseph Schachter analyzes current oil and natural gas markets, and provides insights into price trends, investment strategies, and the future of Canadian energy production. Mike offers some solutions to Canada’s most pressing economic challenges. Ozzie on where we are in the real estate cycle, Victor's top trades of the week, a remind…
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China tech: virtualizing debt, AI for daters
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18:42
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18:42Linklogis has jumped on the crypto bandwagon in a new blockchain alliance with XRP Ledger, owner of the ripple cryptocurrency. What's the significance of this tie-up? And leading dating app operator Hello Group has added an AI function that suggests ice-breakers for young men to say to their dates. Will this help to get young people spending again?…
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World-renowned forecaster Martin Armstrong weighs in on the potential collapse of the EU and the growing threat of a two-front war. Neil McIver returns—his growth portfolio is up 25 per cent since April. What's next? Mike argues that discussions about Canada's debt often miss the bigger picture. Plus: Chrystia Freeland's most memorable moments in o…
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Dancing robots and K-pop diplomacy: China's economic and social gambits
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18:01Unitree plans to file for an IPO by year end, capitalizing on the recent popularity of its dancing humanoid robots. But are these products really ready for market? And China has quietly lifted a nearly decade-old ban on K-Pop. What's behind the sudden change of heart?By Bamboo Works
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Vision Capital’s Jeff Olin joins Mike to share more strategies for growing your wealth with real estate. From hidden value in REITs and data centers to grocery-anchored retail opportunities, discover where disciplined investors are finding returns. Kim Moody - tax expert and Financial Post contributor - drops by to talk CRA inefficiency, bloated la…
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China’s state-driven stocks, and its corporate wars abroad
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17:19
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17:19China's stock market rally is fast approaching its one-year mark, with the benchmark Hang Seng and Shanghai composite indexes both up around 40%. How much longer can it last, especially given the weak state of China's economy? And internet giants Meituan and DiDi have sued each other in Brazil, where they are competing in the takeout dining market.…
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Mike breaks down the consequences of government intervention in the economy, and which policies attract real investment. Insightful perspectives from Greg Weldon on recession fears, and the evolving roles of gold and crypto. David Morgan on potential further gains in silver and rare earth metals. Rob Levy of Border Gold drops by with some critical …
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China moves to end solar bloodbath, as East Buy chases warehouse club crown
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16:44China is floating yet another plan to rescue its oversupplied solar sector, including a mass shuttering of excess capacity. Will the government-led effort work this time? And a former online educator says it wants to become the new online Sam's Club of China. Does East Buy have what it takes to succeed?…
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The University of Toronto’s Joseph Steinberg takes a hard look at government policies that are failing everyday people. It’s a no-holds-barred look at the self-inflicted challenges weighing down Canadians—and what needs to change. Michael Levy unpacks the surprisingly strong performance of Canadian banks. Ozzie dives into the BC NDP’s ongoing blund…
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China plays defense on EV batteries, offense on hydrogen
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16:01China rolls out new rules restricting the export of cutting-edge technology for EV battery manufacturing. How will this affect Chinese battery makers setting up factories abroad? And hydrogen fuel cell maker Refire reports its revenue fell 10% in the first half of the year. What does this say about a Chinese sector that's getting huge government su…
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Mike shares a provocative take on the real forces behind Canadian politics. Mining industry veteran Jeff Stibbard weighs in on whether Prime Minister Mark Carney truly backs resource development. Ryan Irvine of Keystone Financial reveals fresh stock picks, and a Goofy Award highlighting the absurdity surrounding the Alberta by-election. See omnystu…
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China's changing tastes buffet western brands as Ant Group faces old headwinds
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17:06Burger King withdraws from Hong Kong, after facing similar issues on the Chinese Mainland. Why is life so difficult in China for this fast food giant? And Ant Group's purchase of a Hong Kong brokerage is getting extra scrutiny from Chinese regulators. Why is China so wary of this company? Text version: https://thebambooworks.com/chinas-fast-food-we…
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Mike highlights the alarming implications of the Cowichan Tribes v. Canada court case on private property rights, joined by former B.C. Chief Treaty Negotiator Robin Junger. Barry Penner, Chair of the Energy Futures Institute joins Mike to reveal the challenges and impracticalities of the current electric vehicle mandates. Plus, Canada's largest fi…
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JD.com flees China’s brutal retail wars for Europe, as Beijing fails to tame price-cutting at home
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18:25JD.com has purchased brick-and-mortar retail chains in Germany and Hong Kong. Why is the company taking this route instead of sticking to e-commerce? And car trader Autohome has reported a fourth consecutive quarter of revenue contraction, as its ad revenue plunged. When will price wars hobbling China's oversaturated car market finally end? Read mo…
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Mike discusses the consequences of emotional immaturity in response to the recent trade talks. Patrick Ceresna offers terrific insights on what investors should be doing in the markets right now. Garibaldi Capital Advisors CEO and tech expert Brent Holiday weighs in on who’s likely to win the AI race, while Rob Levy of Border Gold unpacks a major s…
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Apple's China puzzle and an African phone pioneer’s peril
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18:48
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18:48Apple returns to revenue growth in China, as it also closes its first store in the city of Dalian. What's next for the company in the world's largest smartphone market? And Transsion considers a Hong Kong IPO. Should investors buy into this biggest smartphone maker you've never heard of, banking on its status as Africa's top cellphone brand?…
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Aaron Dunn joins Mike to update some of his previous stock picks (tell me you bought Microsoft when he told us to in 2020!), as well as some brand new ideas on the riskier end of the spectrum. Victor Adair is making money at the Trading Desk in the dog days of summer, a George Orwell quote perfect for 2026, and Mike wonders if Carney voters are hap…
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From Delhi risks to a domestic dairy bust
24:36
24:36
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24:36Smartphone glass maker Biel is building up an Indian production base, while appliance giant Haier is selling half of its Indian business. What's driving these two very different moves by Chinese companies in the fast-evolving Indian market? And two dairy companies are reporting stagnating sales. Is China's dairy sector past its high-growth glory da…
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Mike poses a tough question: "Are we really ready to give up our independence to join the EU?" Dr. Chris Keefer of Canadians for Nuclear Energy explores Canada’s major opportunity in nuclear energy — will we seize it? Martin Straith of The Trend Letter shares that his stocks from the Outlook Conference are already up an impressive 44 per cent on av…
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China’s new investment playbook: VCs chase crypto as a travel upstart eyes New York
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24:57
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24:57Two mid-sized Chinese venture capital firms are moving in new directions, one embracing cryptocurrencies and the other diversifying beyond retail. What's driving these moves? And up-and-coming online travel agent Klook is eying a major New York IPO. Why isn't it following a more recent trend to list in Hong Kong, and is there room for yet another t…
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Mike asks: What exactly did Liberal supporters vote for? A compelling interview with Heather Exner-Pirot explores why more pipelines need to—and will—be built. In our Quote of the Week, Elon Musk gets a sharp reminder of political reality. The Goofy Award takes aim at Mark Carney’s disclosure statement. Plus, insights from Ozzie, Victor, Michael Le…
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Private healthcare's unclear road, and a surging cosmetic surgeon
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16:19
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16:19Private clinic operators for medical treatments like eye and dental care are facing a difficult path as Chinese consumers rein in their spending. What's ahead for this group? And cosmetic surgery services provider So-Young's shares have soared in recent weeks as investors embrace its shifting business model. Why are they suddenly so confident?…
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Mike says it's time to put an end to waste and inefficiency before the government takes on even more. Don Vialoux offers a roadmap for when to sell and when to buy. Mike Levy highlights top-performing investments, plus Ozzie, Victor, a Shocking Stat and more. See omnystudio.com/listener for privacy information.…
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Hong Kong: China’s IPO pipeline and crypto lab
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15:47
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15:47Companies raised $13.6 billion through Hong Kong IPOs in the first half of the year, giving the city the global fundraising title for that period. What's behind the sudden boom? And a growing number of Chinese companies are experimenting with cryptocurrencies in Hong Kong, even as such currencies are banned on the Mainland. What's driving such diff…
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Mike on the unspoken problem with Carney's energy power dreams. A fascinating talk with James Thorne on why he's bullish on Canada but not British Columbia. The Shocking Stat on a big reason Florida teams have been to the last 6 Stanley Cup finals. Plus much more. See omnystudio.com/listener for privacy information.…
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The Case for Canada? The MacroTourist Kevin Muir joins Mike and makes the case for a seismic shift away from US stocks and assets, and a return of capital to Canada. Mike calls out our self-inflicted rise in anti-Western values, Victor on the continuing bull market and Trump's latest tariff bomb. Ozzie on the opportunities in a market bottom, and m…
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Macao's end of an era, and a ghost ship in search of a business
18:35
18:35
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18:35An era has ended in Macao with the planned closure of the city's remaining "satellite casinos" by the end of the year. Does this represent the latest step in the corporatization of Macao? And former financier-turned-educator-turned -food seller Qudian has announced it's pulling out of its latest foray into last-mile delivery. What value for investo…
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Mike sounds the alarm on the dangers of buying into political fairytales. Lobo Tiggre—the due diligence guy—weighs in on uranium, gold, and silver. A Shocking Stat reveals the soaring taxpayer cost of asylum seekers. And the Goofy? The BC NDP’s jaw-dropping flip-flop on "Buy Canadian." See omnystudio.com/listener for privacy information.…
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An early edition toy based on the red-hot Labubu character has fetched a record $150,000 in a recent auction. What's driving the craze, and is it sustainable? And a high-profile tussle between two leading skincare brands has left one of them bruised, with its stock down 30%. How can investors steer clear of this kind of damage?…
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Mike questions whether the Liberal Party’s dedication to the global climate agenda could tear Canada apart. Lance Roberts highlights one unmissable investment opportunity. Meanwhile, 'The Goofy' showcases the most striking example of special interest politics in decades. This episode was pre-recorded on June 10. See omnystudio.com/listener for priv…
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WeRide's big share repurchase, and Huawei's PC Harmony
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26:45
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26:45Huawei has released a PC version of its Harmony operating system, as well as two models using the OS. How likely are other PC and smartphone makers to adopt this made-in-China OS? And WeRide has launched a $100 million share buyback less than a year after its IPO. What prompted the move, and is this the best use of its dwindling cash?…
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Mike on Mark Carney's silly budget idea. Peter Grandich has been on a hot streak and shares what he sees next for gold, silver, junior miners and more. Plus, Ozzie on the pre-sale fallout producing some outstanding bargains, Rob Levy, Victor Adair and more. See omnystudio.com/listener for privacy information.…
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Zeekr's Buyout Stalls, and Chagee's Returns Cool
26:23
26:23
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26:23A group of early investors in NEV maker Zeekr have protested a recent privatization bid for the company, saying it's too low. Will the buyer heed their complaints and raise its offer? And Chagee's maiden quarterly results show its revenue grew at just half the rate of its new store openings. What's behind the evaporting returns?…
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Mike sits down with Dr. Brian Day, author of My Fight for Canadian Healthcare, to examine the troubling state of our health care system, including shocking wait time statistics and gaps in patient care. Joey Temprile from the Canadian Bitcoiners podcast joins to explore the growing institutional grip on crypto, and Rob Levy of Border Gold offers in…
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Russia's Chinese Car Indigestion, and the Fall of a Chinese Chip Magnate
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18:45
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18:45After zooming over the last few years, China's car exports to Russia skidded by 44% in the first quarter. What put on the brakes? And former microchip superstar Zhao Guowei has been sentenced to death for waste and corruption. What led to his downfall?By Bamboo Works
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Mike takes a deep dive into the soaring cost of living in Canada, highlighting the mounting challenges younger generations face—from unaffordable housing and strained health care to an increasingly heavy tax burden. Sylvain Charlebois, Director of Dalhousie’s Food Analytics Lab, stops by to unpack the steep jump in food prices over the past two mon…
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Starbucks Seeks a China Partner, and Vaping Looks to Diversify
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16:57
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16:57Starbucks has reportedly sent invitations to several parties interested in buying part of its struggling China operations. What kind of partner is the U.S. coffee giant likely to choose? And vaping companies are scrambling to diversify production away from China over concerns about Donald Trump's tariffs. Where are they going, and will they escape …
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Mike and fund manager Paul Beattie discuss the current state of the market and explore the challenges of attracting capital investment in Canada. Victor Adair on the world leading recovery of stock markets in Canada and Germany, the implications of fiscal stimulus, and the relationship between the Canadian dollar and stock market performance. Plus,…
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Uber's Chinese Robotaxi Romance, and Webull's Strong Debut
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16:43
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16:43Uber has signed new alliances with Chinese robotaxi operators Momenta and Pony AI, and fortified an existing partnership with WeRide. Why the sudden embrace of Chinese robotaxis? And Webull's stock has charged from the gate with massive gains following its SPAC listing. What's driving this company, which is an unusual hybrid of a U.S.-based busines…
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Oil prices, real estate, gold, and the biggest federal election swindle. Mike speaks with Doug Bartoli of InPlay Oil, who argues that President Trump’s desired $50 oil price is not realistic for US producers. Vision Capital’s Jeff Olin on real estate opportunities amid Trump’s tariffs, and Rob Levy of Border Gold covers the recent volatility in gol…
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Mike's relieved the campaign BS barrage is over...for now. Doomberg predicted PM Carney's ascension to power before he was on Polymarket's radar. He tells us what's next. Plus, the election's biggest loser in the Goofy. See omnystudio.com/listener for privacy information.By HPC Inc.
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A Bagel Success Story, and a Red Bull Slayer
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16:58
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16:58Tim Hortons is tasting some new success in China with a bagel formula. Will this mark the start of a turnaround for the struggling chain? And a Red Bull killer named Eastroc has filed to list in Hong Kong. What’s the secret to its success, and will it attract investors to its story?By Bamboo Works
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Top investigative journalist Sam Cooper exposes alarming details of Chinese Communist Party interference in Canadian politics, organized crime, and drug trafficking. Mike and Greg Weldon unpack how global geopolitics and economic stressors are shaping the precious metals market, while Neil McIver of McIver Capital Management breaks down market vola…
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Delisting Speculation, and a New Tea Listing
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14:20
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14:20Speculation is growing on a potential delisting of Chinese shares from New York in the growing US-China trade war. Could such a mass delisting really happen? And a purist premium tea maker named Chagee raises $400 million in a Nasdaq IPO. What sets this company apart from its many rivals?By Bamboo Works
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In this episode of MoneyTalks, Mike breaks down Canada’s economic outlook, the impact of government policy, and the values divide ahead of the federal election. Rick Rule joins to discuss tariffs and protecting wealth amid a weakening currency. Plus, insights from Michael Levy, Victor Adair’s Live From the Trading Desk, Ozzie Jurock, and tax tips w…
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Fintech lenders are entering a new golden era, with Jiayin reporting 46% growth for its core consumer lending business in last year's fourth quarter and forecasting similar gains this year. What's driving this rebound? And hotelier H World is still trying to fix a German acquisition from 2019 that wiped out its profit in the fourth quarter of last …
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Edward Markus, founder and chief economist at ECR Research, joins Victor Adair to provide in-depth macroeconomic insights into the global financial markets—offering a must-hear analysis from a European perspective. Joseph Schachter also stops by to break down the current state of the energy market, with a focus on crude oil and natural gas. Plus, O…
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TikTok's plan to sell its US operation runs into resistance from Beijing after Trump's new tariffs. Does this spell the end for this deal? And Xiaomi enters crisis mode after a fiery crash of one of its EVs leaves three students dead. Will this put the brakes on Xiaomi's stock?By Bamboo Works
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Victor Adair interviews JJ (jj745.substack.com), a seasoned trader with extensive experience in the commodities market. They discuss the historical context of trading on the COMEX and the current state of the gold market. JJ shares insights into the challenges faced in trading gold and silver, the impact of regulations, and the dynamics of supply a…
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