Featured guest Paul Beattie of BT Global whose fund since inception in 2006 has more than doubled the return of the TSX. Paul answers Michael’s questions on interest rates, the economy, the Canadian Dollar, real estate. Paul sent us a note last week saying it might be time to look at gold stocks, so Michael grills him to list his exceptional picks in that area.

Last time Paul was on in November 2016 he recommended two specific energy service stocks Calfrac Well Services (CFW) at $2.75 and TriCan Well Services (TCW) at $2.97 which both soared to over $5..00 in the next 60 and 90 days respectively. Another big winner from Paul was Trevali Resources up from below 35 cents in March 2016 to a high of $1.57 in Feb 2017. Trevali Resources traded to a close of $1.05 on friday.

…also from Michael: The Impact of Amazon’s “Just Walk Out Technology”