In this episode, we break down the market’s reaction to the announced ceasefire between the U.S. and Iran and what it means for investors. With oil prices pulling back sharply and equities rallying, we discuss why this remains a highly headline-driven market—and why having a clear portfolio strategy matters more than ever.

We then shift to earnings, starting with a strong turnaround quarter from BRP, where inventory normalization and improved margins are driving a sharp recovery. We also revisit Boyd Group, a long-term compounder facing short-term pressure from insurance trends and used vehicle dynamics.

Finally, we dive into the latest Canadian ETF flows to understand where investors are allocating capital today, including the rise in Canadian equities, the decline in crypto exposure, and the continued growth of more complex ETF products.

Tickers discussed:
DOO.TO (BRP), BYD.TO (Boyd Group), VFV, XIC

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