Author

@inthemoneypod inthemoneypod

grade Ccorporatex.com/inthemoneypod ↗

Finance-podcast feed surfacing named fund managers' theses, Canadian/international tilt

Promotes podcast episodes and posts morning market briefs th

trader score
-1.95
hit rate
22%
mean α
-1.03%
signals 14d
20

Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.

Their picks, scored

Across their last 9 scored bets: 22% hit rate, -1.03% mean alpha, trader score -1.95. Their last-14d mentions, direction-adjusted, have moved -3.5% since posting (mean over 5 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-16EFX.TO@inthemoneypod+0.75Presents Enerflex as a major beneficiary of AI data-center demand for gas generation.·
2026-10-15BDT.TO@inthemoneypod+0.65Argues Canada's infrastructure investment boom still offers opportunities after Bird's rally.·
2026-10-15·@inthemoneypod·Frames Canadian infrastructure, defence, energy and data centers as a generational opportunity.·
2026-10-13·@inthemoneypod·Suggests bond-driven weakness may create opportunities in small- and mid-cap equities.·
2026-10-10·@inthemoneypod·Argues Treasuries remain essential global financial plumbing and rejects reserve-collapse fears.·
2026-10-09·@inthemoneypod·Reviews a failed Canadian-bank short thesis and explains why Eisman will not retry it.·
2026-10-08NVDA@inthemoneypod+0.30Reports Steve Eisman still owns Nvidia despite seeing risks in the AI boom.-8.5%
2026-10-08SPX@inthemoneypod-0.35Argues S&P 500 diversification is illusory because over 60% is tied to the AI trade.·
2026-10-08CVE@inthemoneypod-0.10Reports Cenovus's announced $5.7 billion acquisition of Athabasca Oil.+4.4%
2026-10-08ATH.TO@inthemoneypod+0.50Reports Cenovus's announced $5.7 billion acquisition of Athabasca Oil.·
2026-10-08·@inthemoneypod·Reports Steve Eisman is net long while seeing one major unspecified risk.·
2026-10-07·@inthemoneypod·Argues Canadian banks are overvalued and life insurers offer better financial-sector value.·
2026-10-06·@inthemoneypod·Forecasts a market washout in 2-4 weeks followed by a buying opportunity.·
2026-10-06SPX@inthemoneypod-0.55Forecasts a washout in 2-4 weeks despite headline index gains, then a buying window.·
2026-10-05CVE@inthemoneypod+0.70Eric Nuttall says he will retain Cenovus shares because he sees 40% upside+4.5%

Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.