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
+0.98
hit rate
60%
mean α
+0.66%
signals 14d
26

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 20 scored bets: 60% hit rate, +0.66% mean alpha, trader score +0.98. Their last-14d mentions, direction-adjusted, have moved +3.1% since posting (mean over 12 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-07-02·@inthemoneypod·Frames critical minerals mining as an economic and national-security investment theme.·
2026-07-02·@inthemoneypod·Discusses Poland copper-silver mining potential and Lumina project scale.·
2026-07-02LMCU.TO@inthemoneypod+0.40Lumina Metals listed on TSX as large mining IPO, raised over $400M, backed by Ross Beaty.·
2026-07-01CNQ@inthemoneypod-0.20Manager praises CNQ quality but says he is not buying due to oil downside and entry risk.+1.8%
2026-06-30·@inthemoneypod·Interview frames market excess and volatility as an opportunity.·
2026-06-30META@inthemoneypod+0.65Paul Harris sees Meta's decline as a buying opportunity due to AI-driven growth and valuation.+3.5%
2026-06-30CPB@inthemoneypod-0.45Episode frames Blackberry and Campbell as avoids while Meta is a buy candidate.+4.7%
2026-06-30META@inthemoneypod+0.50Episode frames Blackberry and Campbell as avoids while Meta is a buy candidate.+3.5%
2026-06-30BB@inthemoneypod-0.45Episode frames Blackberry and Campbell as avoids while Meta is a buy candidate.-9.0%
2026-06-26·@inthemoneypod·Argues commodity bull market in oil, copper, and gold has another long-term leg.·
2026-06-26·@inthemoneypod·Says tech stocks are taking a hit on AI spending concerns and rumored OpenAI IPO delay.·
2026-06-25·@inthemoneypod·Says gold remains in a secular bull market, but fresh buying waits for capitulation.·
2026-06-25·@inthemoneypod·Discusses trimming gold, rotating out of energy, and areas viewed as underpriced.·
2026-06-25·@inthemoneypod·Bullish long-term view on gold, silver, copper, and oil with two-year horizon.·
2026-06-24·@inthemoneypod·SpaceX received investment-grade ratings from multiple agencies, with quoted skepticism.·

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.