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May 16, 2025 25 mins
Following the Canadian election we catch up with Jordan Zinberg, President & CEO of Bedford Park Capital to discuss the tariff wars, trends in the Canadian market, three of Jordan's favourite small and mid cap stocks and his post-election wishlist. For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/ For stock tips and deeper company analysis get a free trial of Armchair Trader Plus+ at www.thearmchairtrader.com/register Listen on: Spotify - https://open.spotify.com/show/2vfaIsYhqcRejpjWNqYF6f Apple Podcasts - https://podcasts.apple.com/gb/podcast/the-armchair-trader-podcast/id1454640070 Amazon - https://music.amazon.co.uk/podcasts/68a66097-24d8-403e-a86f-70fab0d2d686/The-Armchair-Trader-Podcast SoundCloud - https://soundcloud.com/armchairtrader/ Follow us: BlueSky - https://bsky.app/profile/thearmchairtrader.com Linkedin - https://www.linkedin.com/company/10429893 Instagram - https://www.instagram.com/armchairtrader Facebook - https://www.facebook.com/TheArmchairTrader 00:00 Intro to the Bedford Park Capital fund 01:00 Why no resource bias to the fund? 02:10 The fund's performance 03:17 Canada's exposure to the US tariffs 06:17 Protecting yourself from unpredictability 07:28 Current trends in the Canadian market 08:50 How can you handle volatility? 10:11 IPO activity in Canada 10:54 Is there a sector that Jordan favours? 11:51 A post-election wishlist 14:05 Jordan's favourite stocks 19:33 Looking for dividend stocks 21:44 High-quality family businesses in Canada 24:16 Shareholder activism
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