Smokin' Bulls

Welcome to another inspiring episode of Smoke and Bulls, your go-to podcast for business, money, and lifestyle! I'm Tyler, joined by Dave, and today we are unlocking the fantastic April Market Insights from Dr. James Thorne, the lead portfolio market strategist at Wellington-Altus. In this episode, we explore the inspiring concept of "The Great Game" and how the US is successfully restructuring to...

Welcome to another episode of Smokin' Bulls, the podcast where we tackle business, money, and lifestyle! In this episode, we dive into the latest March Market Insights newsletter from Dr. James Thorne at Wellington-Altus. From the booming AI landscape to essential tax and estate planning strategies, Dave and Tyler break down the trends you need to know to protect and grow your wealth.

The market is changing faster than ever — AI, interest rates, geopolitical shifts, and volatility are reshaping where real wealth will be built over the next decade. In this episode, we sit down with Forge First Asset Management CEO Andrew McCreath , one of Canada's most respected long-short portfolio managers, to break down exactly how disciplined investing, risk management, and alternative strat...

Market headlines can feel overwhelming—but smart investors know that volatility does not equal danger. In this episode of December Market Insights, we break down why today's market environment is far more resilient than the noise suggests. From the strength of the U.S. economy and the enduring role of the dollar, to why short-term corrections are a normal part of long-term growth, this conversatio...

Markets don't move in straight lines and neither does real opportunity. In this episode, we break down what's really happening beneath the headlines and why every major market shift creates new windows for growth. From infrastructure spending and interest rate cycles to AI, energy, and global capital flows, this conversation cuts through the noise and focuses on what actually moves portfolios forw...

Is Canada ready to lead the global AI revolution? In this episode of the Smokin' Bulls Podcast, we explore how Canada's rich energy resources, innovation-driven mindset, and evolving investment landscape can position the country as a global powerhouse in AI development. From nuclear energy to diversified tech giants, we discuss: ✔ The power demand surge driven by AI ✔ Why Canada's slow infrastruct...

Canada is at a turning point — are you ready for the Western Awakening? In this episode of Smokin' Bulls, Tyler and Dave break down Dr. Jim Thorne's October Market Insights from Wellington-Altus. From Canada's deep-rooted economic ties with the U.S. to the emerging opportunity in gold, Bitcoin, and natural resources — we cover what investors and business owners in Western Canada need to know right...

In this episode of Smokin' Bulls, we sit down with Scott Jeffery and Shane Doyle of Maple Leaf Funds to unpack the **massive growth potential in Canada's critical minerals sector** and how investors can capitalize through **flow-through shares**. We explore the **history and future of flow-through investing**, why the Canadian government is offering **up to 166% in tax incentives**, and how this i...

In this episode of Smokin' Bulls, Dave and Tyler break down the latest **Market Insights newsletter** by **Dr. Jim Thorne**, Chief Market Strategist at Wellington-Altus. We dive deep into the idea of the **"peace dividend"**, explore the **AI and crypto-driven bull run**, and examine how investors should position themselves for long-term growth — despite short-term market fear, corrections, and po...

💸 The $1.9M Secret to Protecting Your Family's Future (That Most Canadians Overlook!) 💸 Think you're leaving a fortune behind for your family? Think again. In this eye-opening episode of Smokin' Bulls, we break down how estate taxes, legal fees, and hidden costs can quietly drain MILLIONS from your hard-earned wealth. 💡 Special Guest: Lori Hartrey, Regional Sales Director at Desjardins Insuranc...

In this Market Insights episode, we break down Jim Thorne's latest newsletter and explore the shifting global landscape—from U.S. economic nationalism to Canada's potential as a resource superpower under new leadership. 🇺🇸🇨🇦 🔍 Topics we cover:  U.S. manufacturing reshoring & global trade implications Mark Carney's vision for Canada's energy future Interest rate outlook & American debt risks Demog...

⚖️ How do smart Canadians avoid costly family fights over inheritance? ✅ The answer: choosing the right executor — and in many cases, that means hiring a corporate executor. In this power-packed Smokin' Bulls episode, we talk with Jandy John from Concentra Trust to uncover the inside secrets of corporate executors — how they work, when to hire them, and how they can protect your legacy. 💰 Don't...

Join us in this explosive episode of Smokin' Bulls as we sit down with Mark Rarog, Chief Investment Officer at Independent Advisor Solutions (Wellington-Altus Private Wealth), to unpack what's really happening in today's investment landscape.   🔍 What we cover: ✅ Why the traditional 60/40 portfolio is outdated ✅ The rise of alternative investments (alts) ✅ How institutions like CPP are investi...

Are traditional investments still cutting it in today's volatile market? In this episode of Smokin' Bulls , we dive deep into wealth generation through alternative investments with Robin Finlay, Managing Director at Arrow Capital. Learn how Robin's team leverages liquid alternatives, credit spreads, and innovative fixed income strategies to create consistent wealth without the rollercoaster of sto...

The markets are moving, and emotions are running high! With Trump back in the headlines, investors are reacting, creating market volatility that may present both risks and trading opportunities. But is this reaction driven by fundamentals or just media hype?

🌎 The Biggest Economic Shift in 50 Years! 📈 In this compelling episode of Smoking Bulls, we dive deep into the unprecedented economic and political pivots reshaping the global landscape with Dr. Jim Thorne, Chief Market Strategist at Wellington Altus. From U.S. energy independence to Canada's missed opportunities, discover the strategies, insights, and predictions that could define your financia...

🌟 Learn the secrets to mitigating investment risks while staying fully invested in the market! 🌟 In this episode of the Smoking Bulls Podcast , we're joined by Nicolas Papageorgiou, a seasoned portfolio manager at Canoe Financial, and Wayne Myers, District Vice President for Calgary and Edmonton. Together, they dive into Canoe's defensive investment strategies designed to manage market volatilit...

Discover Dr. James Thorne's "December Market Insights: The Best of Times, The Worst of Times," where we explore the defining characteristics of 2023 and predictions for 2025. Learn about market resilience, inflation trends, and the effects of high interest rates, along with bold forecasts for Bitcoin, gold, and the future of AI in the economy. Gain valuable insights into navigating today's complex...

Join us in this Smokin' Bulls episode as Lori Hartery from Desjardins Financial Insurance discusses the Executive Health Plan—a powerful strategy designed to protect corporations while offering significant tax savings for business owners. Whether you're a small or medium-sized business owner, this conversation highlights essential steps to safeguard your business, ensure tax efficiency, and maximi...

In this episode of the Smokin' Bulls Podcast, we discuss farm succession planning with experts from Wellington-Altus Private Wealth and Mackenzie Investments. Join Portfolio Managers Tyler Cockbain and Dave Cooper, along with Director of Tax and Estate Planning Alyssa Mitha, as they dive into strategies, tips, and insights for successfully passing on family farms to the next generation. Don't forg...

Welcome to the Smokin Bulls Podcast! In this episode, hosts Tyler and Dave are joined by Dr. James Thorne, Chief Market Strategist at Wellington Altus Private Wealth. They discuss market strategies, economic forecasts, and investment tips. Dr. Thorne shares his expert insights on navigating the financial landscape, making informed investment decisions, and preparing for future market trends. Wheth...

Join Dave and Tyler on the Smokin Bulls Podcast as we delve into the fascinating world of private markets with special guest James Cowan, Lead Portfolio Manager at Northleaf Investments. In this episode, James shares his insights on the intricacies of private equity, private credit, and private infrastructure investment, highlighting the unique opportunities and challenges these asset classes pres...

Discover the exclusive world of National Bank's Private Banking 1859. In this episode of Small Convos, we dive into the services and benefits of private banking, tailored for high net-worth individuals. Learn from Senior Private Banker Jubril Adesina about the red carpet service, custom solutions, and who qualifies for these exceptional financial services. Don't miss out on expert insights into so...

In this enlightening episode of "Smokin' Bulls," we dive deep into the future of wealth management with financial innovator, Som Seif. As the founder and CEO of Purpose Investments, Som shares his journey in the financial sector, shedding light on creating cutting-edge investment solutions tailored for today's investors. From the inception of Purpose Investments to launching the world's first Bitc...

Get ready to elevate your investment strategy as we explore the world of the Unconstrained Bond Fund. This innovative fund offers the freedom to invest across a wide range of bond markets, unbound by traditional constraints. It's designed for investors seeking to diversify their portfolio and take advantage of opportunities in fluctuating interest rate environments. Whether you're an investment ve...