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June 28th Episode
Manage episode 491338425 series 2342401
Content provided by Grant Longhurst and HPC Inc.. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Grant Longhurst and HPC Inc. or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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 much more.
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Manage episode 491338425 series 2342401
Content provided by Grant Longhurst and HPC Inc.. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Grant Longhurst and HPC Inc. or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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 much more.
See omnystudio.com/listener for privacy information.
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Similar to Michael Campbell's Money Talks
Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
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continue reading
Wharton faculty and industry leaders discuss their latest research, books, and relevant business topics. Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
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…
continue reading
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It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
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