In On the Edge video episode 3, we make the case that in a structurally elevated risky world, everybody needs more Canada. Trump wants Canada's oil and minerals, and so do investors for return opportunities and risk reduction. Canada's big threat is poor government, including risk of retaliation miscalculation against Trump tariffs, and over regulation. The Doug Ford Challenge is to get mining permits done.
Finally, a Trump peace dividend play. Stocks mentioned: Frontera Energy, Rio2, Torex Gold, IAMGold, Equinox Gold, Generation Mining, Dexterra Group.