A Comment -- General Comments From an Expert (A Commentary)

Content is king, but so many are producing content which is expensive to make. So, it's hard to compete in this sector and distributors have been struggling. Linear TV is dying.

He thinks the Fed should hike rates by another 1/2 % so the economy could reach a 2% level of inflation. There is a small window to push inflation down which will help the economy in the long run. Interest rates may stay higher for longer than optimists are thinking.

Investors watching CPI data coming from USA - believes moving in the right direction.
2% inflation target will require hard landing for the economy.
Moderation in housing/rental costs helping inflation.
Higher oil prices generally not helping tame inflation.
US Federal Reserve requirement to raise liquidity will increase bond supply.

Telecommunications companies moving inversely to big tech due to higher debt loads(higher interest rates increase costs).
When interest rates fall, telecommunications sector will benefit.
Shifting consumer tastes(streaming) pushing traditional telco companies valuations down.

Believes speculative uplift in marijuana stocks in the future.
Not selling cannabis sector at this time. 
Lots of value in various cannabis stocks and ETFs.

A.I. & ETFs:
 
A.I. creating new ETFs that filter data in order to try and beat S&P 500.
So far - A.I ETFs are having a tough time beating the markets.
Derivative structure ETFs compared to traditional 60/40 portfolio appear to have same outcome.
Investors will have to be patient in order to learn impact of A.I. on investing. 

Registered Education Savings Plan (RESP):

For parents saving for their children's post-secondary education, the RESP is an invaluable tool. Contributions to an RESP are not tax-deductible, but the government offers the Canada Education Savings Grant (CESG), matching a portion of contributions. Investment growth within the account is tax-deferred, and when the beneficiary enrolls in post-secondary education, withdrawals are taxed at their lower tax rate. Additionally, the Canada Learning Bond (CLB) offers extra grants to eligible families.
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Demand will continue growing because EVs need it. Also, supply/demand is mismatched because it takes 10-12 years to get a new mine going.

Prefers hard asset (real estate & infrastructure) style business models vs. expensive tech style companies.
Consistent business models good for investors in the long term.
Higher interest rates hard on asset heavy business models, but eventually things will even out.
Waiting for real estate & infrastructure stocks to get cheaper before buying.
Rising deficit in USA a big concern with higher interest rates.

Tax-Free Savings Account (TFSA): 

The TFSA is a versatile account designed to help Canadians save for any financial goal. Contributions to a TFSA are not tax-deductible, but the real advantage lies in tax-free growth and withdrawals. Any investment gains within the account, as well as withdrawals, are entirely tax-free. TFSA contribution room accumulates over time, allowing individuals to carry forward unused contribution room indefinitely. This makes the TFSA a flexible option for both short-term and long-term savings goals.
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Picture is a little cloudy. Looking forward 5-7 years, no doubt that decades of underinvestment will come home to roost. So there will be supply shortages. At the same time, copper developers are running into vicious inflation in the supply chain from wage spirals and tax spirals. 

Constrained demand for copper equities is driven by a fear of recession. He remains bullish on individual copper issues. He takes a 5-6 year timeframe on his investments. If he had a shorter time horizon, his outlook would be more cautious.

He's a gold bug. Gold does well when people are concerned about the purchasing power of their savings and investments. 

For many reasons, people need to be concerned about conventionally denominated savings products. Real inflation (not the CPI) of the cost of living impacts both Canadians and Americans, including the rise of taxation. Also increasing amounts of debt and deficits. People worried about fiscal leadership in Canada and the US should be considering gold. People who aren't worried about the fiscal leadership are innumerate.

Jury's out. Political reality is that you have to posture around it. For many companies, CO2 injection is a method of pressure maintenance and enhanced production.

Not yet. In his experience, silver outperforms gold in the middle-end of a precious metals bull market, and we're now just in the early stages. He'd expect the gold (fear) buyer to outpace the silver (greed) buyer in the relatively near term.

In a precious metals bull market, the most volatile assets of all to the upside are silver stocks.