A high-profile businessman and political strategist, Brian Crombie brings his straightforward and highly informed perspective to his new show – The Brian Crombie Hour on Sauga 960AM Tuesdays and Thursday evenings at 7 pm. His vast experience working on Federal, Provincial, and Local politics and at the high levels of the business world, Brian gives us a glimpse inside the political war rooms and behind the boardroom doors. A man constantly on the move, Brian easily navigates between issues here in Canada and abroad.
While politics and business dominate his time, Brian also explores his other great interest, The Arts. Whether it's politics, business, or the Arts, there will be no shortage of guests for his weekly roundtable. Politics of the day, emerging businesses, Economic issues, or the hottest trends in the Arts- they will be all under Brian’s microscope to get his own political opinions and thoughts. Every hour will end with a robust round table debate with an incredible array of guests from all across the political, business, and arts spectrum.
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A high-profile businessman and political strategist, Brian Crombie brings his straightforward and highly informed perspective to his new show – The Brian Crombie Hour on Sauga 960AM Tuesdays and Thursday evenings at 7 pm. His vast experience working on Federal, Provincial, and Local politics and at the high levels of the business world, Brian gives us a glimpse inside the political war rooms and behind the boardroom doors. A man constantly on the move, Brian easily navigates between issues here in Canada and abroad.
While politics and business dominate his time, Brian also explores his other great interest, The Arts. Whether it's politics, business, or the Arts, there will be no shortage of guests for his weekly roundtable. Politics of the day, emerging businesses, Economic issues, or the hottest trends in the Arts- they will be all under Brian’s microscope to get his own political opinions and thoughts. Every hour will end with a robust round table debate with an incredible array of guests from all across the political, business, and arts spectrum.
Brian Crombie Radio Hour - Epi 1489 - Contrarian Investing in an AI-Obsessed Market with Philip MacKellar
Brian Crombie Radio Hour
52 minutes
1 week ago
Brian Crombie Radio Hour - Epi 1489 - Contrarian Investing in an AI-Obsessed Market with Philip MacKellar
Tonight on The Brian Crombie Hour, Brian is joined by Philip MacKellar, analyst, portfolio manager, and General Manager of Contra the Heard Investment Newsletter (since 2023; with Contra since 2011). Together, they dig into their contrarian, value-oriented approach to U.S. and Canadian markets—how they hunt for unloved, undervalued names and sometimes step into M&A and other special situations, including bonds, preferreds, and converts. They cover the AI boom: opportunity, bubble risks, and why shorting hype can be hazardous, balance-sheet tells: cash, current ratio, debt, and avoiding dilution traps, forced selling and other contrarian entry points, ETFs: when they help, when they hurt, and holding 20–35 positions with multi-year horizons—no day trading, no fads.
Brian Crombie Radio Hour
A high-profile businessman and political strategist, Brian Crombie brings his straightforward and highly informed perspective to his new show – The Brian Crombie Hour on Sauga 960AM Tuesdays and Thursday evenings at 7 pm. His vast experience working on Federal, Provincial, and Local politics and at the high levels of the business world, Brian gives us a glimpse inside the political war rooms and behind the boardroom doors. A man constantly on the move, Brian easily navigates between issues here in Canada and abroad.
While politics and business dominate his time, Brian also explores his other great interest, The Arts. Whether it's politics, business, or the Arts, there will be no shortage of guests for his weekly roundtable. Politics of the day, emerging businesses, Economic issues, or the hottest trends in the Arts- they will be all under Brian’s microscope to get his own political opinions and thoughts. Every hour will end with a robust round table debate with an incredible array of guests from all across the political, business, and arts spectrum.
