About this episode

The episode discusses market volatility driven by the Iran conflict and explores ETFs and sectors to navigate the current environment.

Markets remain highly volatile as the Iran conflict drives one of the largest oil supply disruptions in decades. We break down what’s happening in energy markets, why this shock could last longer than expected, and how it may impact global growth, inflation, and investor portfolios. We then shift to actionable ideas, discussing ETFs and sectors that could help navigate this environment, including energy, utilities, consumer staples, and defense. We also explain why Canadian oil producers like Canadian Natural Resources, Suncor, and Cenovus may be particularly well positioned given the current backdrop. Finally, we debate Wealthsimple’s new prediction markets feature and whether it crosses the line from investing into gambling. Is this just the evolution of retail investing—or a step too far? Tickers discussed: CNQ.TO, SU.TO, CVE.TO, IMO.TO, ZEO.TO, XEG.TO, VDE, XLE, ZUT.TO, XUT.TO, VPU, XST.TO, STPL.TO, ZXLP.TO, XAD.TO, SHLD.TO   Subscribe to our Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg…

People in this episode

Hosts: Braden Dennis, Simon Belanger

Topics covered

• market volatility
• energy markets
• ETFs
• investor portfolios
• Canadian oil producers
• retail investing
• Wealthsimple

Keywords

• ETFs
• market volatility
• energy
• Canadian oil
• Wealthsimple
• investing
• inflation
• global growth

Mentioned in this episode

Organizations: Wealthsimple, Canadian Natural Resources, Suncor, Cenovus, BMO Global, Canadian Investor Podcast Network, Canadian Real Estate Investor Podcast

Places: Iran

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