Investing, Markets & Money

Europe’s defence sector has entered a multi-year rearmament cycle — and investors are paying close attention.

In this episode of Investing, Markets & Money, we take a deep dive into the European defence industry, exploring how rising military budgets, geopolitical risk, and industrial collaboration are reshaping the sector.

Our guest, Aneeka Gupta, Director of Macro Research at WisdomTree , explains:

- Why European defence spending is accelerating
- How long-term contracts and order backlogs are driving earnings growth
- The role of IPOs and smaller specialist defence companies
- Why air & missile defence, cyber security, and ammunition are key growth areas
- How European defence stocks compare to US peers on growth and valuation
- Whether defence investing can now fit within ESG frameworks

We also discuss supply-chain constraints, collaboration across Europe, and why this rearmament cycle could last far longer than many investors expect.

📌 This podcast is for information and entertainment purposes only and does not constitute financial advice.

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#Investing #StockMarket #DefenseStocks #GlobalMarkets #CapitalMarkets #EuropeanDefence
#DefenceIndustry #AerospaceAndDefence #EuropeanStocks #EUInvesting #Geopolitics
#CyberSecurity #MilitarySpending #DefenseETFs #LongTermInvesting

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In this episode of the Investing, Markets & Money Podcast, host Stuart Fieldhouse is joined by Bruce MacLachlan, President & COO of Bold Ventures.

We discuss Bold Ventures’ active drill program in Ontario, including its flagship Burchell Lake Project, located close to a 6 million ounce gold system. Bruce shares details on recent drilling, high-grade gold samples, and what investors should watch for as assays come back over the coming months.

We also cover:

- Why sentiment at PDAC is improving in 2026
- Bold’s exposure to gold, copper, zinc, nickel & critical minerals
- The long-term optionality of the Ring of Fire, including Bold’s carried interest in chromite
- How management prioritises capital while limiting shareholder dilution
- Near-term catalysts and what could drive valuation going forward

This is a must-listen interview for junior mining and resource investors looking for leverage to gold and critical minerals in a strengthening market.

In the latest episode of the Investing Markets and Money podcast, Drew Clark, CEO of Summit Royalties (TSXV:SUM), discusses the explosive growth of his company and why the royalty model remains the "most beautiful part" of the mining industry. Since its public debut just four months ago, Summit has rapidly transformed from a startup with minimal capital into a diversified powerhouse with over 50 royalties in its portfolio.

Find out more about Summit Royalties here - https://www.summit-royalties.com/

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00:00 What are mining royalties?
02:57 Intro to Summit Royalties
04:37 How have Summit grown so quickly?
05:39 Which are the key assets in the portfolio?
08:49 The Saddle North project
09:03 How major is the Star Royalties project?
10:12 What kind of projects do Summit look for?
12:46 Precious Metals outlook
14:17 Importance of networking
15:09 Future plans for Summit Royalties
15:27 The attraction of the royalty model

What are mega trends — and how can investors actually invest in them without falling into hype?

In this episode of the Investing, Markets & Money, we’re joined by Pierre Debru, Head of Research at WisdomTree, to unpack how long-term structural shifts create real investment opportunities.

We explore:

What mega trends are and how they differ from short-term cycles
How thematic investing works in practice
Why AI, defence spending, and energy demand are driving global change
The biggest mistake investors make when buying thematic ETFs
Why thematic investing is a winner-takes-most game
How diversification, sentiment, and discipline matter over the long term
Emerging ideas like physical AI, infrastructure, and strategic metals

This conversation is designed for investors looking to understand long-term growth themes, thematic ETFs, and how global trends can shape portfolios over years — not weeks.

🎧 Follow Investing, Markets & Money on SoundCloud for more insights on markets, ETFs, commodities, and global investment trends.

This episode is for educational purposes only and does not constitute financial advice.

In this episode of Investing, Markets & Money, we’re joined by @CMEGroup Chief Economist Erik Norland to break down what futures markets are really telling us about the global economy.

We discuss:

- Why inflation — not recession — is the market’s biggest fear
- What soaring gold, silver, and platinum prices are signalling
- How futures markets act as an early warning system
- Why the bond market may be smarter than the stock market
- What the yield curve tells us about growth, rates, and recession risk
- How central bank policy and government debt are reshaping markets
- Which futures markets affect mortgages, fuel prices, and everyday costs

This conversation explains how professional investors read futures, bonds, and commodities — often before the headlines catch up.

If you want clearer insight into inflation, interest rates, gold, bonds, and where markets may be heading next, this episode is for you.

#Investing #FinancialMarkets #Economy #Inflation #Recession #FuturesMarkets #BondMarket
#GoldPrice #InterestRates #YieldCurve #MacroEconomics #Commodities #MarketOutlook #InvestingPodcast

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Use the chapters to jump to inflation, gold, bonds, or futures market signals.

00:00 What Futures Markets Reveal About the Economy
00:42 What CME Group Does (And Why It Matters)
01:59 How Futures Markets Signal Economic Direction
04:01 Inflation vs Recession: What Markets Fear Most
05:31 Why Central Banks Treat Gold Like a Currency
06:15 Is the Bond Market Smarter Than the Stock Market?
09:10 Bond Vigilantes, Government Debt & Market Discipline
10:42 What a 100-Year Bond Really Tells Investors
12:04 Can Futures Markets Predict Headlines?
13:11 Market Fear, Volatility & the VIX Explained
14:52 Which Futures Markets Affect Everyday Life?
16:26 Commodities as Portfolio Diversifiers
18:11 The Yield Curve Explained (Without Jargon)
20:22 What the Yield Curve Signals Right Now
21:12 One Rule Retail Investors Should Follow in Futures
24:15 Education, Risk & Using Futures Responsibly