The world is undergoing a seismic shift, and according to Daniel
Dreyfus, Chief Investment Officer at Bornite Capital, we are in
the midst of a major regime change that will redefine economies,
industries, and financial markets. In this conversation, Dan
explains why a new era of tariffs will be massively inflationary
and why buying infrastructure and critical commodities will be
the best way to protect your money. He says commodities are set
to benefit, and suggests the price of gold could go as high as
$4000 per ounce.
Dan explains how investors can position themselves before the
market fully adjusts to this fundamental transformation and
offers specific stocks to buy in order to get ahead, including
names like Cheniere Energy, Talen Energy and Ivanhoe Mines.
This isn’t just another market cycle—this is a massive structural
change. Don’t miss out on the opportunity to find out how you can
profit.
Timestamps
00:00 Show intro
02:45 Dan on starting his fund in 2020
05:15 Dan says we’re entering a massive global regime change of
tariffs and austerity and explains what can protect your
money
11:15 Dan says gold could hit $4000
16:50 Why Dan views gold as a currency not a commodity- and why
he thinks it’s the best one
19:45 ITM Mailbag: Does it make sense to buy, sell or hold South
Bow Corp (SOBO.TO)?
29:00 What is holding Barrick Gold (ABX.TO) back?
36:15 Dan’s favourite gold stock (SKE.TO)
40:25 Dan’s thoughts on copper and does he like Teck Resources
(TECK.B.TO)
46:30 Why Dan likes GFL Environmental (GFL.TO)
51:55 Dan’s Pro Picks
Sponsors
This episode is sponsored by BMO InvestorLine. If you’re a “Do It
Yourself" investor, BMO InvestorLine Self-Directed is the perfect
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For over 25 years, Raymond James has been helping Canadians
achieve their financial goals. Visit https://raymondjames.ca
today to discover how you can live a life well planned.
Pro Picks is brought to you by ATB Financial. With $62 billion in
assets, ATB Financial is powering possibilities for more than
820,000 financial services clients in Alberta and beyond. Visit
https://ATB.com/inthemoney for more information.
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