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Bloor Street Capital | Jimmy Connor Growing and Protecting My Wealth

Jimmy Connor and Bloor Street Capital
Gold
Inflation
Uranium
Silver
Bitcoin
Nuclear Energy
U.S. Economy
Canada
Oil
S&P 500
Canadian Economy
China
Tariffs
Interest Rates
Federal Reserve
United States
Nasdaq
US Economy
Copper
Artificial Intelligence

We are living through crazy times with inflation levels we have not seen in our life times. It is paramount we learn how to navigate the financial markets so we can grow and protect our wealth. We speak with numerous market experts to get their views on the global economy and how they are investing. If you have ideas on who you would like to see interviewed, please let us know. We hope you enjoy t... more

PublishesTwice weeklyEpisodes214Founded4 years ago
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Artwork for Bloor Street Capital

Latest Episodes

No one knows the Canadian real estate market better than Ron Butler, host of the Angry Mortgage Podcast. If you are invested in the condo market or if you are thinking about buying a condo or house in the coming year you will want to listen to this c... more

Mehmet Beceren is a senior market strategist at Rosenberg Research. In this interview, Mehmet provides an overview of the European economy and what countries to invest in and what countries to stay away from.

Start a free 14-day trial www.r... more

Sunrise Energy Metals (ASX: SRL) is developing the world's first primary scandium mine located in Australia. Scandium is a rare earth and is used as an alloying agent to strengthen aluminum. China currently supplies 80% of global production and when ... more

Meredith Schwartz is an associate fellow for the Critical Minerals Security Program at the Center for Strategic and Internationals Studies (CSIS). In this interview Meredith discusses the mandate of CSIS, China export restrictions, the Vault Project ... more

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Recent Guests

Ron Butler
Mortgage expert
Angry Mortgage Podcast / Ron Mortgage Guy
Episode: Don't Buy Real Estate in Canada | Ron Butler and Jimmy Connor
Mehmet Beceren
Analyst/ Economist at Rosenberg Research
Rosenberg Research
Episode: The European Economy is Collapsing | Mehmet Beceren and Jimmy Connor
George Bennett
CEO Rainbow Rare Earths
Rainbow Rare Earths
Episode: Rainbow Rare Earths - CEO George Bennett and Jimmy Connor
Meredith Schwartz
Associate Fellow of the Critical Mineral Security Program
CSIS
Episode: Master Class on Investing in Rare Earth Sector
Meredith Whitney
Renowned investor and commentator on the U.S. financial system
Meredith Whitney LLC
Episode: Meredith Whitney on the U.S. Economy and the Consumer | Jimmy Connor
Ross Beaty
Mining executive and entrepreneur; Lumina Metals founder
Lumina Metals, Pan American Silver, Equinox Gold
Episode: Ross Beaty on Investing and Lessons Learned | Jimmy Connor
Michael Gentile
Senior Portfolio Manager at Bastion Asset Management
Bastion Asset Management, Montreal
Episode: Michael Gentile: Why I'm Bullish on Gold and Silver | Jimmy Connor
Rory Johnston
Oil market researcher and founder of Commodity Context
Commodity Context
Episode: No Stopping Oil Price Shock | Rory Johnston and Jimmy Connor
Claudia Sahm
Economist and creator of the Sahm rule
Professor/ Economist (various affiliations mentioned in episode)
Episode: Claudia Sahm on the U.S. Economy | Jimmy Connor

Host

James Connor
Host of the show, conducts interviews

Reviews

4.9 out of 5 stars from 39 ratings
  • Awesome

    One of the most professional podcast out there on investment and commodities

    #1

    Apple Podcasts
    5
    jerome.tordo
    France2 months ago
  • Jimmy is good tho

    Jason shapiro is dumb. Ummmmmm i never lose ummmmm money... just low score on trustworthiness.

    Apple Podcasts
    3
    No11111166666
    United States5 months ago
  • Amazing guest interviews!

    Great guest Jimmy! I always enjoy reading Ed’s QuickTakes and listening to his interviews. He is one of the view economists to have correctly called this market.

    Apple Podcasts
    5
    user ezom
    Canada10 months ago
  • Can real estate market

    Great insights from Ron on Toronto Real Estate market. I wonder how commercial real estate is doing? The real estate bust of 1990 in Toronto took many years to resolve……current crisis seems equal or greater magnitude!

    Apple Podcasts
    5
    John Morelli
    Canadaa year ago
  • Such an interesting take on the current economy

    This is a fresh take on business analysis that brightens up my day each day it’s released! Great graphic designs too 😊

    Apple Podcasts
    5
    Insider trader
    Canadaa year ago

Listeners Say

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High-quality guests and timely topics noted by listeners.
Listeners value candid discussions with energy/commodity experts.
Some episodes spark debate and strong opinions on policy and markets.
Guests consistently deliver thoughtful market insights.
Praises for deep-dive macro analysis and practical takeaways.

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Talking Points

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Sunrise Energy Metals - World's First Primary Scandium Mine
Q: What news or updates can investors expect in the coming months regarding funding or construction?
The company is pursuing funding initiatives in North America, focusing on government programs, and construction activities have begun with orders for long-lead items placed and infrastructure work underway; the aim is to reach first production in mid-2028 and integrate the mine with downstream US industry.
Sunrise Energy Metals - World's First Primary Scandium Mine
Q: Does scandium trade on any open market, or is it mostly China-based, and what price does it trade at?
Scandium markets are small and not driven by long-term price discovery; there is limited Western market pricing, with reference to a Chinese index price that may not accurately reflect Western demand. There are active traders, and some Chinese producers now operate US trading offices to reach US customers, but the market lacks broad, standardized pricing.
Sunrise Energy Metals - World's First Primary Scandium Mine
Q: What is the size of the addressable market right now, and what will it be in five years time?
Current estimates suggest roughly 40-50 tons of scandium oxide demand globally per official sources, but the guest believes actual consumption is higher—potentially 2-3 times that amount—driven by alloying for defense, energy, and semiconductor applications, with significant growth expected toward 2030-2035.
Investing in Critical Minerals and Rare Earths | Meredith Schwartz and Jimmy Connor
Q: What are the key policy steps the US is taking to secure these materials domestically and internationally?
The host outlines a multipronged approach: fast-tracking permitting for domestic mining and refining, investing in recycling and processing technologies, and leveraging DFC and Export-Import Bank to finance projects abroad, alongside allied coordination through agreements and pledges like the G7 plan.
Investing in Critical Minerals and Rare Earths | Meredith Schwartz and Jimmy Connor
Q: How did China come to dominate the rare earth supply chain, and what historical shifts contributed to this?
The conversation covers the US being a leading producer mid-20th century, China's rise through industrial policy, joint ventures, subsidization, and lower costs, aided by globalization and labor/standards advantages, which shifted dominance toward China by the late 20th century.

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Frequently Asked Questions About Bloor Street Capital

What is Bloor Street Capital about and what kind of topics does it cover?

This show centers on macro markets, precious metals, energy, and strategic investing, featuring veteran investors, economists, and company leaders who unpack how policy shifts, inflation, and commodity dynamics shape asset prices. Episodes often blend big-picture themes—monetary policy, debt dynamics, and demand/supply shocks—with practical implications for investors, including stock ideas, sector rotations, and hedging strategies. A notable strength is the breadth of guests, from uranium developers to oil market researchers and macro economists, delivering forward-looking framing and actionable takeaways for hands-on investors and wealth managers.

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Which podcasts are similar to Bloor Street Capital?

These podcasts share a similar audience with Bloor Street Capital:

1. Wealthion - Be Financially Resilient
2. Mining Stock Education
3. The David Lin Report
4. Palisades Gold Radio
5. Thoughtful Money with Adam Taggart

How many episodes of Bloor Street Capital are there?

Bloor Street Capital launched 4 years ago and published 214 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Bloor Street Capital?

Recent guests on Bloor Street Capital include:

1. Ron Butler
2. Mehmet Beceren
3. George Bennett
4. Meredith Schwartz
5. Meredith Whitney
6. Ross Beaty
7. Michael Gentile
8. Rory Johnston

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